According to a recent filing with China’s Ministry of Industry and Information Technology, NIO intends to sell three existing EV models with expanded battery capabilities provided by solid-state battery developer WeLion. The filing matches with previous statements from NIO’s founder that consumers could see solid-state powered EVs this summer.
Although many promised EV technologies have been delivered and continue to evolve, solid-state batteries remain an aspiration by many. Although they are closer than ever, no one has yet to reach scaled production of solid-state cells… at least not to the magnitude or, more importantly, at cost parity with traditional lithium-ion batteries used by most automakers.
We at Electrek have covered the progress of several solid-state battery developers that are closer than ever to delivering commercial-grade EV-specific cells. This includes Quantumscape in the US and WeLion in China. Overseas last November, the latter company rolled its first solid-state cells off its assembly line before first deliveries to EV manufacturer NIO.
NIO’s relationship with WeLion dates back years, even before the automaker unveiled its ET7 sedan in early 2021 during a presentation that also included plans for a 150-kWh solid-state pack. We’ve seen deliveries of the NIO ET7 commence in both China and Europe, but no models with the energy-dense packs just yet.
We haven’t forgotten, and neither has NIO, as its latest filing with the Chinese government says those new battery packs may be closer to reaching the market than ever. Here’s the latest.
NIO’s ET7 sedan, which could soon come in a new trim powered by solid-state batteries / Credit: NIO
NIO filing hints at solid-state battery upgrades from WeLion
On May 9, China’s Ministry of Industry and Information Technology released its latest list of vehicle models slotted to be sold in the country, which also included hundreds of additional filings for specification changes on existing vehicles for public feedback – a key regulatory process in China.
As CnEVPostpoints out, NIO filed for an expansion of the specification information pertaining to three existing models – more specifically, the battery information section. The new filing does not mention solid-state batteries specifically but states that NIO models are receiving battery upgrades using cells from Huzhou WeLion Technology Co Ltd. – a wholly-owned subsidiary of NIO’s current semi-solid-state battery supplier, Beijing WeLion New Energy Technology.
The filing states that two NIO SUVs and one sedan will receive the battery upgrades. Recognizable vehicle names were not used. Instead, the model numbers were coded as HFC6502ECSEV9-W, HFC6502ECSEV5-W, and HFC7002CSEV1-W.
The aforementioned ET7 may not necessarily be the NIO EV to see the new energy-dense pack, but the sedan remains attached to the technology as the automaker announced plans for a 150-kWh solid-state pack during the same presentation in early 2021.
NIO hasn’t mentioned much progress since then, at least not until this past February, when the company’s founder and president, Qin Lihong, publicly stated that NIO owners will be able to start experiencing the 150-kWh pack this summer. One huge asterisk is that the 150-kWh pack could cost as much as an entire ET5 sedan, meaning cost parity with current battery chemistry remains lightyears away.
Now that the official filings have been made, it appears that at least three NIO models powered by solid-state cells are imminent and could, in fact, reach the market this summer. We won’t know for sure until we hear it directly from NIO, but this is an exciting prospect nonetheless.
Electrek’s take
Solid-state technology remains the carrot perpetually dangled in front of the EV industry and enthusiasts alike, even as it progresses. I would not be surprised at all if China is the first market to truly deliver commercially scaled solid-state cells in passenger EVs, but I’m curious about what sort of performance they will deliver in the beginning.
A 150-kWh battery pack is quite large, but with more energy-dense cells, I’d imagine NIO can deliver a similar weight (or likely less) for even more efficient power. That means lighter, less volatile EVs that will likely be able to travel further and charge faster. Or perhaps that’s optimistic reverie.
We really won’t know the scope of this battery transition and how significant it is (or isn’t) until NIO shows its cards, but it feels like it could happen in the next few months. We do know that it won’t be cheap, so I’d expect only a limited number of passenger vehicles to actually hit the roads in China.
I’m certainly getting ahead of myself, but it’s an interesting thought that if NIO does, in fact, deliver solid-state EVs in China, we could see them shipped to Europe thereafter, meaning both Chinese and EU markets could see solid-state-powered EVs driving around before the US.
Let’s wait and see what sort of heat WeLion and NIO are actually packing. I’ll keep an eye on this.
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The HD arm of Hyundai has just released the first official images of the new, battery-electric HX19e mini excavator – the first ever production electric excavator from the global South Korean manufacturer.
The HX19e will be the first all-electric asset to enter series production at Hyundai Construction Equipment, with manufacturing set to begin this April.
The new HX19e will be offered with either a 32 kWh or 40 kWh li-ion battery pack – which, according to Hyundai, is nearly double the capacity offered by its nearest competitor (pretty sure that’s not correct –Ed.). The 40kWh battery allows for up to 6 hours and 40 minutes of continuous operation between charges, with a break time top-up on delivering full shift usability.
Those batteries send power to a 13 kW (17.5 hp) electric motor that drives an open-center hydraulic system. Hyundai claims the system delivers job site performance that is at least equal to, if not better than, that of its diesel-powered HX19A mini excavator.
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To that end, the Hyundai XH19e offers the same 16 kN bucket breakout force and a slightly higher 9.4 kN (just over 2100 lb-ft) dipper arm breakout force. The maximum digging depth is 7.6 feet, and the maximum digging reach is 12.9 feet. Hyundai will offer the new electric excavator with just four selectable options:
enclosed cab vs. open canopy
32 or 40 kWh battery capacity
All HX19es will ship with a high standard specification that includes safety valves on the main boom, dipper arm, and dozer blade hydraulic cylinders, as well as two-way auxiliary hydraulic piping allows the machine to be used with a range of commercially available implements. The hydraulics needed to operate a quick coupler, LED booms lights, rotating beacons, an MP3 radio with USB connectivity, and an operator’s seat with mechanical suspension are also standard.
HX19e electric mini excavator; via Hyundai Construction Equipment.
The ability to operate indoors, underground, or in environments like zoos and hospitals were keeping noise levels down is of critical importance to the success of an operation makes electric equipment assets like these coming from Hyundai a must-have for fleet operators and construction crews that hope to remain competitive in the face of ever-increasing noise regulations. The fact that these are cleaner, safer, and cheaper to operate is just icing on that cake.
With the Trump Administration fully in power and Federal electric vehicle incentives apparently on the chopping block, many fleet buyers are second-guessing the push to electrify their fleets. To help ease their minds, Harbinger is launching the IRA Risk-Free Guarantee, promising to cover the cost of anticipated IRA credits if the rebate goes away.
In the case of a Harbinger S524 Class 5 chassis with a 140 kWh battery capacity with an MSRP of $103,200, the company will offer an IRA Risk-Free Guarantee credit of $12,900 at the time of purchase, bringing initial cost down to $90,300. This matches the typical selling price of an equivalent Freightliner MT-45 diesel medium-duty chassis.
“We created (the IRA Risk-Free Guarantee) program to eliminate the financial uncertainty for customers who are interested in EV adoption, but are concerned about the future of the IRA tax credit,” said John Harris, Co-founder and CEO of Harbinger. “For electric vehicles to go mainstream, they must be cost-competitive with diesel vehicles. While the IRA tax credit helps bridge that gap, we remain committed to price parity with diesel, even if the credit disappears. Our vertically integrated approach enables us to keep costs low, shields us from tariff volatility, and ensures long-term price stability for our customers.”
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Harbinger recently revealed a book of business consisting of 4,690 binding orders. Those orders are valued at approximately $500 million, and fueled a $100 million Series B raise.
Electrek’s Take
Harbinger truck charging; via Harbinger.
One of the most frequent criticisms of electric vehicle incentives is that they encourage manufacturers and dealers to artificially inflate the price of their vehicles. In their heads, I imagine the scenario goes something like this:
you looked at a used Nissan LEAF on a dealer’s lot priced at $14,995
a new bill passes and the state issues a $2500 used EV rebate
you decide to go back to the dealer and buy the car
once you arrive, you find that the price is now $16,995
While it’s commendable that Harbinger is taking action and sacrificing some of its profits to keep the business growing and the overall cause of fleet electrification moving forward, one has to wonder how they can “suddenly” afford to offer these massive discounts in lieu of government incentives – and how many other EV brands could probably afford to do the same.
Whoever is left at Nikola after the fledgling truck-maker filed for Chapter 11 bankruptcy protection last month is probably having a worse week than you – the company issued a recall with the NHTSA for 95 of its hydrogen fuel cell-powered semi trucks.
That complaint seems to have led to the posthumous recall of 95 (out of about 200) Nikola-built electric semi trucks.
The latest HFCEV recall is on top of the 2023 battery recall that impacted nearly all of Nikola’s deployed BEV fleet. Clean Trucking is citing a January 31, 2025 report from the NHTSA revealing that, as of the end of 2024, Nikola had yet to complete repairs for 98 of its affected BEVs. The ultimate fate of those vehicles remains unclear.
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Electrek’s Take
Image via Coyote Container.
I’ve received a few messages complaining that I “haven’t covered” the Nikola bankruptcy – which is bananas, since I reported that it was coming five weeks before it happened and there was no “new” information presented in the interim (he said, defensively).
Still, it’s worth looking back on Nikola’s headlong dive into the empty swimming pool of hydrogen, and remind ourselves that even its most enthusiastic early adopters were suffering.
“The truck costs five to ten times that of a standard Class 8 drayage [truck],” explained William Hall, Managing Member and Founder of Coyote Container. “On top of that, you pay five to ten times the Federal Excise Tax (FET) and local sales tax, [which comes to] roughly 22%. If you add the 10% reserve not covered by any voucher program, you are at 32%. Thirty-two percent of $500,000 is $160,000 for the trucker to somehow pay [out of pocket].”
After several failures that left his Nikola trucks stranded on the side of the road, the first such incident happening with just 900 miles on the truck’s odometer, a NHTSA complaint was filed. It’s not clear if it was Hall’s complaint, but the complaint seems to address his concerns, below.