NIO Inc (NIO) オプション

There are too many plus side catalysts for NIO coming in the next few months to be short on NIO.
It doesn’t mean we won’t visit $3.50. Just not likely in the present time frame.

Nio Firefly has been targeting global markets from day 1, says president
https://cnevpost.com/2025/03/24/nio-firefly-targeting-global-markets-day-1/

Who will be NIO’s New European Distribution Partner?

Volkswagen AG, Stellantis NV, Mercedes-Benz Group AG, Bayerische Motoren Werke AG, and Renault SA ..,,,,,,,

NIO’s European Partner?

European Market Expansion Strategies:
Joint Ventures and Partnerships:
Chinese EV makers are leveraging partnerships with European automakers to gain access to established distribution networks and manufacturing capabilities.

Nio Huge Breaking News: They Are Set For 25 Countries With Cost Saving Model

Eight months left in the year. Those eight months are when the product will be on the market.

What is an “eight month product cycle”?

Does this mean in eight months NIO will introduce another Firefly model?

Firefly will start deliveries at the end of April, and there is an eight-month product cycle this year," Li said.

Or this

A product life cycle (PLC) describes the stages a product goes through from its introduction to the market until it's removed, typically encompassing introduction, growth, maturity, and decline.

BYD Hype &Tripe
While BYD's fast-charging technology promises rapid EV charging, the power grid's ability to handle the demand is a key concern, potentially requiring upgrades and infrastructure investments.

Installing high-powered chargers and upgrading the grid to support them will be expensive

BYD is also considering energy storage solutions to support its supercharging stations

Using Ultra Fast Charging will come with a premium cost per kWh. Energy companies will charge more for UFC to discourage usage rather than spend billions on infrastructure upgrades.

This real life charging experience will give you some idea of real world vs hype. BYD UFC faces the same real world obstacles as the below example. Just at a higher level.

Public EV “Fast” Charging Is Ridiculously Expensive and Much Slower Than Expected
https://www.torquenews.com/1083/public-ev-fast-charging-ridiculously-expensive-and-much-slower-advertised/amp

So we are supposed to believe that we took extra R&D charges and stuffed them into Q4? Where are they going to put the charges for the ONVO dealership build out?

It cannot. Fast charging damages the battery. Fast charging will put an undeliverable demand on the electric grid of any nation. Charging is not a viable option for urban residents. NIO's swap/charge option is the only way.

Why Supercharging Will Never Beat Battery Swapping
In this video I talk about BYD Supercharging at 1000 kW and the implications for NIO Battery Swapping

This is interesting… profitable Q4 accounting?

"We have expensed all research and development costs in the reporting periods and not capitalized them, which makes our accumulated losses appear higher and our assets appear lower."

This lays a good foundation for achieving profitability in the future, because the investment has been completed in the past, and the next step is to enter the harvest period, he said.

https://cnevpost.com/2025/03/24/nio-product-roadmap-profitability-william-li-interview/

POWER11 IS ISSUING A TACTICAL SELL TODAY, TARGET 3.5-3.6 RANGE.
NIO NEEDS TO SHOW IN THIS QUARTER DRASTICALLY LOWER LOSSES.
THIS IS A GREAT COMPANY, JUST NEED A QUARTER OR TWO TO GET THEIR ACT TOGETHER.

MR P is a Con-fo-mercial stock promoting huckster. He operates in the stock promo Psyop realm of pump and dump… financial incentives to mislead investors.

Technology isn’t the problem. Uncontrolled spending, irresponsible spending, shortsighted management and marketing strategies are the problem.
The CEO has spent billions on promoting his ideological vision rather than meeting the needs of consumers.

Nio vs Bmw vs Audi Suspension Test

The only review I'm interested in is the margin review.

Full Review of NIO ET9 , The Best Car of this era (English Subtitles)

Dong Maimai 55k
Mar 23, 2025
#NIOET9
A video from the owner of the NIO ET9, I will pick up the car in 5 days.

https://m.youtube.com/@DONGMAIMAI

This "best car of the era," a domestic car priced at 818,000, is still from NIO, a brand surrounded by controversy. What exactly attracted me to it? How did the actual experience convince me to make the purchase?

This video was really exhausting to shoot. I strive for richness and completeness, and I hope you like it.

CATL with its recent RMB 2.5 billion investment in Nio Power, CATL is expected to gain a 25% stake in Nio's battery swapping business, becoming a significant shareholder reducing NIO’s revenue from NIO Power to 65%.
As other brands utilize the CATL/NIO battery standard NIO’s lower end vehicles will lose their BaaS market uniqueness.

This deal is a lose, lose, lose for NIO’s future revenue.

Mr Li, if you are reading this, get rid of the ugly, gross, disgusting square steering wheel. Must I tell you everything?

Captain Quint fights them off.
Who is that masker trader?

Shark attack. Manipulation continues

Have to admit. Damage Control was effective.

Ford EV Partner CATL Forms Battery Swapping Partnership With NIO

https://fordauthority.com/2025/03/ford-ev-partner-catl-forms-battery-swapping-partnership-with-nio/amp/

Li does not have a spending problem…

He has a math problem. 😂

Bottom has been in for months. It's been such a rough ride down from 60 that it's hard to see the bottom......even when your are sitting on it. I'm not selling either. I make some money or I lose it all and hate Li the rest of my life.

That math doesn't work....does it Frank? Tesla hasn't hit 2 million deliveries yet and they have been profitable for several years. To reach a 20% gross margin, a significant number of China new EV companies will need to fold. If NIO can hold on while one company a month drops out of competition, it may work out.

I'm with you Frank. I'm not here for the cars, I'm here for the battery swap. It's the only thing that makes sense for BEV's.

Guess we found the bottom. I thought this would be in the 3s

NIO and CATL merger is not out of the question to compete against the BYD business model.

They already have several established partnerships to expand battery technology and deliver it to more markets.

Plus…
NIO and CATL are Co-owners of:
BatterAsset Company - Leasing
Mirattery - Battery Asset Management
NIO Power - BatterSwap Station

Let this sink in.

NIO management believes annual sales of over 2 million vehicles and a 20% gross margin are necessary for long-term survival, they are targeting profitability by 2026 and expect to deliver around 440,000 vehicles in 2025

In 2023, Tesla delivered a record 1.81 million vehicles globally

A loss of $900,000,000 in just one Q....and that Q had great sales. What the actual #@$+ is the explanation for this Mr William, drunken sailor at a whore house, Li?

It's no wonder why the CFO left the company.

And… expanding in Europe. No fiscal responsibility in sight.
I guarantee you the Battery Asset Company and Mirattery isn’t suffering massive losses. NIO is paying them prime $$$ for their services.
Now he is selling off NIO Power to CATL. The billions he has pissed away could have been used to fund a NIO fully owned battery asset and battery asset management division of NIO. NIO will benefit little from the BaaS battery supply and management services.

440 WAS MY ENTRY POINT, SIMPLY GREAT CARS.

CBU is NIO’s new Cash Burn Unit 😂

Earnings call… they remain clueless.

Beach Ball Bounce… nothing but air.

😂 no more buying if the drunken sailor continues to sell off NIO’s stake in the BaaS companies.
I didn’t buy NIO because of their EVs.
My outlook was three years for BaaS to pay off.

NIO Inc’s stake in BaaS is shrinking
NIO Power 90% soon to be closer to 50%
Battery Asset Company 25%
Miattery 19%

I suspect if NiO’s autonomous driving proves to be of value he will form new management companies and sell them off too.

Your buying opportunity will present itself shortly after the bell.

Is the lions share of BaaS revenue going to the Battery Asset Company and Mirattery partners? Hidden…

Has the drunken sailor hit bottom? If he did it is too late for Q1 2025. The current Q won’t be any different.

Was the ET9 Opening Test Drive Day a dud?

Number of batteries to account for 20 GWh for BaaS owned by the Battery Asset Company.

1GWh = 1,000,000 kWh
100 kWh battery average per EV (estimated)
3100 Power Swap Stations
15 batteries average per station (estimated)

20GWh /100kWh = 200,000 EV batteries
46,500 batteries in swap stations (estimated)
153,500 BaaS Subscriptions (estimated)

Can Li even survive yet another horrible ER? Does anyone know if he can be removed by a board.... Chinese government.....large investor??

He really needs to go.

No reason other than still being heavily manipulated

BYD was going to Mexico. China stopped them for fear of the USA stealing their technology.
The world is tilting back to the east.

Should Canada ease its 100% tariff on electric vehicles from China amid trade war with the U.S.?
https://www.cbc.ca/news/canada/canada-china-electric-vehicles-1.7486204
Canada may be re-visiting the 100% tariff on Chinese EV's.

If NIO continues selling its Battery Asset Company and NIO Power percentage of ownership their future earnings will be severely diminished.
My investment in NIO is based on Battery Swap and the BaaS model… not their vehicles.

The amount of revenue NIO will generate from these partnerships is impossible to determine. Everyone wants a piece of the most valuable assets NIO is creating.

CATL to up its bet on Mirattery, Nio's battery asset operator, report says.
https://cnevpost.com/author/zhang/

The hype and tripe preemptive damage control put out by the company leading up to earnings isn’t a good sign either.
The NIO/CATL alliance was formed in 2020 with the Battery Assets Company. “CATL is currently advancing an investment capped at RMB 2.5 billion in NIO Power,..” The word capped is key. Meaning there is no set minimum.

Friday earnings always give me the shivers.

Companies are known to announce missed earnings on high distraction days to lessen the impact on the PPS.
Tripping Witching appears to be a day of many distractions.

Who is John Galt?
Hopefully they don't worry about the day to day price of the stock and focus on the long term.