NIO Inc (NIO) オプション

Hello Frank, I just ran across the following - thought you would find it interesting.

"Nio Undervalued:

Nio stock is heavily manipulated by naked shorting, dark pools and spoofing. Simply put, Nio is not being properly valued as a company due to stock manipulation by Western financial power players.

Nio has invested and built billions of dollars of power infrastructure and technology. In China, Nio is number 1 in charging stations and battery swap stations. Nio is blanketing China and with first mover advantage has the best locations for charging. Nio has partnered with both State/local governments to build out power infrastructure and has at least seven car brands that will be using Nio swapping technology in their upcoming vehicles. Nio has partnered with CATL the global leader in EV batteries, in future swapping stations. China's central government passed EV battery inspection legislation that benefits Nio and is working with Nio to develop battery swapping standards. Contrary to shorts, Nio is not going bankrupt, because it's in China's national interests to dominate the global battery swapping standard.

Recent developments in US tariff attacks benefit Nio. China's reciprocal tariffs will increase the price of Nvidia's expensive Orin X EV chips that go in BYD, Li Auto, Xpeng, Geely/Volvo, Mercedes-Benz, Toyota cars, decreasing vehicle margins. Nio has stated it saves RMB 10,000 per vehicle by using in-house Shenji NX9031 chips even before tariffs. Nio's decision to invest in chips will insulate it from US tariff attacks and Nio will benefit from non-US EV companies interested in buying Shenji chips instead of Nvidia. The tariffs will also raise battery prices, giving advantages to battery swapping and being able to rent batteries or choose smaller batteries depending on need.

There is a brainless trope pushed by shorts that fast charging will render battery swapping obsolete. Any fast charging technology will benefit Nio because Nio cars charge IN ADDITION to battery swapping, but ordinary EVs do not battery swap in addition to charging. Furthermore in 6-7 years the warranty on over 20 million EV batteries will expire. The closer they get to that date, the more resale values will drop. China's central government is aware of the environmental issues of degraded batteries and I believe that is why China's government has the forethought to support battery swapping. Consumers are going to need to be able to replace their batteries cheaply and efficiently. In my opinion, the current system without battery swapping is actually the model that will become obsolete.

Fast charging does not operate in a vacuum, it requires power infrastructure that can handle massive draw of electricity. Current power infrastructure, even new infrastructure in China, will struggle to handle the current rate of EV adoption plus the super fast charging proposed by BYD. Nio with over 3,000 battery swapping stations has the potential to convert those stations into power modules that will supply electricity to fast charging piles instead of drawing directly from municipal power grids. Power modules are the future and will be replicated globally. Nio has multi-year first mover advantage in China, the world's largest EV market.

Not financial advice but based on these factors, I believe Nio's stock price without financial manipulation/suppression, should be around $50-60, regardless of current unprofitability. Xpeng is unprofitable and it's not even building infrastructure. Tesla wasn't profitable for over a decade and its stock price still 10X'd while unprofitable. Rivian and Lucid are both more richly valued and their sales are a fraction of Nio and their losses are growing. The reality is that shorts have distorted the prospects of Nio and continue to dominate the direction of stock price, regardless of Nio's actual merits."

All this noise about Trump, for me, is good news for Nio, which isn’t affected at all by US politics. These prices allow me to buy more shares. What’s more, it could benefit Nio in making other deals with the EU or other countries. Yesterday, I transferred money to accumulate more on Monday. I’m in no hurry; I check in real life every day what Nio is doing and what it’s putting on the streets.

Too many fools are selling....just because they think that others are going to sell. At least it's the entire sector and not just NIO. I didn't think it was possible to break 3.60 support but there are idiots in the market.

Tempting PPS. Q1 2025 earnings will allow the shorts to drag down the PPS again.

Even the price of gold and silver are dropping. Discernment is terribly lacking in the psyche of modern day trading.

Massive Deal To Prove Nio's Revenue Will Come From Multiple Channels
William Lee spoke just recently, reiterating that they're getting ready to sell technology like the Skyos chip and other things, such as driveless technology with the Shenzi chip, etc.

L90 finished, Firefly and ET9 finished. And yet you panic?

TRUMP Tarrifs on China does not affect $NIO they do business in China and Europe, so remember that.

Looking on the bright side.....it's a good thing to be at the bottom when the market takes a shit.

Typical over reaction… presents a buying opportunity other than USA companies. The world will rapidly adjust to Trump’s tariffs. BRICS will only become stronger and less reliant on the Western Hegemonic psychopaths.
Trump’s tariffs will benefit humanity as the poorer nations suffering under the psychopaths trade restrictions, sanctions, embargoes and military bombardment find refuge in BRICS.

WTF do we always have to get hit with this tariff scare? NIO sells ZERO cars in the U.S.

Get a grip people…Chinese Exports to the US accounted for %2.9 of China’s GDP in 2023.
China will benefit from Trump’s tariffs.

Short answer😂

If NIO experiences rapid profitability the squeeze will be massive.

-Rivian $RIVN reported a 36% decline YOY in first-quarter , delivered 8,640 vehicles.

-Tesla $TSLA reported a 13% decline YOY in first-quarter delivered 336,000 vehicles.

-NIO $NIO reported a 40.1% increase YOY in first-quarter delivered 42,094 vehicles.

Where is the justice?

Oh… Trump tariffs brought the market down. Shorts take this opportunity and those too ignorant to realize tariffs have very little impact or will probably benefit the Chinese EV market.
Shorts/MMs take down the PPS and the lemmings follow in panic.

I invested in China to avoid the impact of Trump tariffs…Tweedledum and Tweedledee… little do I consider the randomness of human nature.

Down another %2 in after hours.
Any news?
Or
Just SEC sanctioned mafia manipulation?

😂😂😂 The pure EV market in China isn’t saturated yet. But… NIO only has about 6 months to ramp up sales just to survive. Hopefully the Chinese Government’s crack down on price wars will help NIO.

I knew NIO was a gamble when I bought shares…NIO is either a grand slam or get slammed. Not much in between.

NIO power seemed to be a well organized operation. The head of NIO Power is now the head of ONVO.
Butttt….it is
Like getting a new head coach in college football. Statistically there is no advantage. It only satisfies the fans and ticket sales.

Other China EV's are killing it and we are in first gear. WHY did most all other companies get their new/refreshed models out before we did? ET9 you say... it will sell 1000 per month max. Firefly you say....will be a disaster.

At this point, I believe that if the drunken sailor was replaced, we would see a minimum of a 20% SP rise and I think it would stick.

Quint has been devoured and Brody is out of ammo.

I guess 4 is the new 5.

Nio The Era Of Battery Swapping Has Begun, As Alan AI Steps Down

NIO Inc. $NIO Total Cash (mrq) $33.47B designs, develops, manufactures, and sells smart electric vehicles in China. It offers five and six-seater electric SUVs, as well as smart electric sedans. The company also offers power solutions, including Power Home, a home charging solution; Power Swap, a battery swapping service; Power Charger and Destination Charger; Power Mobile, a mobile charging service through charging vans; Power Map, an application that provides access to a network of public chargers and their real-time information; and One Click for Power valet service. In addition, it provides repair, maintenance, and bodywork services through its NIO service centers and authorized third-party service centers; statutory and third-party liability insurance, and vehicle damage insurance through third-party insurers; repair and routine maintenance; roadside assistance; courtesy vehicle services; data packages; and auto financing and financial leasing services. Further, the company involved in the provision of energy and service packages to its users; design and technology development activities; manufacture of e-powertrains, battery packs, and components; and sales and after sales management activities. Additionally, it offers NIO Certified, a used vehicle inspection, evaluation, acquisition, and sales service. The company was formerly known as NextEV Inc. and changed its name to NIO Inc. in July 2017. NIO Inc. was incorporated in 2014 and is headquartered in Shanghai, China.

Well, well, well … what a difference, today vs last week. Even the propaganda for pay Seeking Alpha is positive on NIO today. From comparing NIO to Tesla to ONVO sees a clear rebound. The sheep herders are turning the flock around and leading them into the slaughter again.

NIO EV sales will benefit..,

China pledges stricter EV market oversight to curb unfair price cuts and boost industry

… companies resorting to unfair competition would be taken to task if their price cuts were considered unreasonable.

China has pledged to improve oversight of the country’s electric vehicle (EV) market to curb undercutting and boost the industry’s overall fortunes, where only three EV makers are currently profitable.

…companies resorting to unfair competition would be taken to task if their price cuts were considered unreasonable. The unfair practices also include the publication of false information to mislead consumers and smear campaigns.

https://amp.scmp.com/business/china-business/article/3304480/china-pledges-stricter-ev-market-oversight-curb-unfair-price-cuts-and-boost-industry

Exactly! 💯

The only thing missing is that not enough people in the intended market(s) understand how much of an advantage an EV with swap and charging is over the competition with just plug in charging.

Also missing, NIO needs a bit more style and a new CEO.

The lowest closing price for Tesla (TSLA) all-time was $1.05, on July 7, 2010. The latest price is $263.55.

Rumor… the Chinese government is cracking down on EV price wars. This would greatly benefit NIO.
Price war is the last man standing mentality winner takes all by the Chinese EV companies.

I appreciate you affirmation.

You Unfortunately very few have the ability to understand like we do. Unless we are missing something in the equation. I have been wrong constantly and constantly my entire life. It doesn’t get any better with age. I don’t generally make the same mistakes, just that there is an endless supply 😂

Awesome Bru👍 Well Done!

YEP, 20,000 SHARES AT 3.6

Yup....the inevitable bounce off of 3.60 and NIO is in the green just like that. The crooks always win. This was a HF plan that started with the run up to earnings. Bait retail pre earnings with a run up, then bail while retail continues to buy the lie, then rug pull and short down to 52 week low. Crooks....and they wonder why they are universally despised.

Did your order get filled?

Latest bear💩 is the 5 minute charging lie. Even if true, it STILL doesn't address the issue of battery degradation, grid demand and no place to charge for most city dwellers.

hardly crashing on US open though. 1-2% is nothing compared to tech stocks like Tesla and Palantir

Hong Kong NIO crashing.

Hong Kong NIO down 4.5% within minutes.

NIO William Li Speech at China EV100 2025

In TooFrank’s Not So Humble Opinion… William Li continues to be a Chinese State team player while the competition repeatedly kicks his ass.

JasonYu

BYD 5min all HYPE supercharge is only 50% (15%-65%) only 1/2 charge.
This was a well timed lie.
NIO had to counter with CATL.

At today’s $NIO EP CLUB event, NIO co-founder Qin Lihong unveiled the release schedule for several upcoming models. The details are as follows:

China EV Home

•April 19: The Firefly model will officially go on sale

•Early to mid-May: Launch of the 2025 ES6 and EC6

•Early to mid-June: Launch of the 2025 ET5 and ET5T

•Q3: Release of the ONVO L90 (to be showcased in person at the Shanghai Auto Show)

•September to October: NIO will launch a major new model (the Ministry of Industry and Information Technology is expected to disclose related information by late July)

•By year-end: ONVO will release another brand-new model

William Li has given away the tech that reduces charging costs by 30%. He has given away battery swapping technology. He has spent $$Billions of outside investors money to benefit China and Chinese officials by selling off NIO Power. Now he is giving away NIO’s autonomous driving chip and operating system to the entire industry. The driving chip would give NIO a profitable competitive edge over the competition. Why share the technology?
I truly suspect NIO is a R&D feeder company for the Chinese government existing to advance China rather than advancing NIO. NIO being profitable is not as important as NIO serving the Chinese state. The drunken sailor understands exactly what he is doing. No incompetence about it.

$NIO William Li touches on topics including share sale, in-house chip in new interview?
William Li talked about the reception of Nio's share placement, and said the company's in-house developed autonomous driving chip and operating system are open to the entire industry.
https://cnevpost.com/2025/03/29/nio-william-li-new-interview/

No kidding....I had no idea.

You may get filled. The stock offerings came out of pretty much nowhere because of the timing… not the necessity.
The insiders/investment houses knew NIO was looking for financing long before the announcement. They planned it accordingly.
Short selling is of no value to the growth and success of companies. They are a cancer on the US stock market devaluing companies dependent on their stock valuations to survive and grow. Only in the corrupt USA… and we wonder why China is beating the USA like an illegitimate step child.

The NIO Bankruptcy narrative is out there Bro.
Almost every 24 hour time frame Google search on NIO search result right now is doom and gloom. When NIO went to over $5 almost every on NIO almost every search was a pump. Not only do the shorting syndicates manipulate the PPS they manipulate public sentiment by compounding the negative or positive outlook or development of a company. They make their money on the massive PPS swings in both directions.

MY BUY ORDER IS IN STARTING AT 3.6 !!
THE SHANGHAI GOVERMENT IS BEHIND THIS COMPANY !!!

Yeah...they might as well dig that one back up. That may get the RSI down to 30

NIO Bankruptcy is coming soon… how about that one😂

Did I tell ya......there was room on the RSI to go down more.....these crooks never disappoint.

No shares left to short. Wanna bet more appear out of thin air?

Nio will launch its Firefly sub-brand in Germany this fall.

We may never know…

Under Regulation S, buyers are not required to be identified, as the focus is on the location of the offer and sale, not the buyer's identity or nationality

Not even sure if he is diluting NIO.
The announcement is lacking vital specifics.
I guarantee it is to enrich government officials. Bring down the PPS then do the financing. Then announce the specifics. If NIO is a Government Official enrichment operation… just wait and see.
IMHO NIO is selling anything of value piece by piece to the Chinese Government.

Sr. Notes? Shares of what?
Most of BaaS has been sold off to the Chinese government.