NIO Inc (NIO) 銘柄情報

Abu Dhabi's McLaren to add luxury SUVs to lineup

Abu Dhabi’s CYVN Holdings LLC, which took control of McLaren in December, will merge the company with its UK electric-vehicle startup Forseven Holdings, according to people familiar with the matter.

Revenue streams…?

Chinese EV maker Nio Inc. said in February 2024 that it had entered into a technology licensing agreement with Forseven. CYVN is also an investor in Nio.

Greely battery swap NIO compatible vehicle delivery is closer to two years than 18 months.
The timing of the GAC and Chinese Government promoting battery swap with subsidies makes sense. NIO said to expect more battery swap partner vehicle deliveries in 2026.
Battery Swap Station buildout has many partnerships and subsidies. NIO isn’t going solo buildout for all the new stations for different brands.

But did the partners start engineering efforts right away? Or, are they taking the XPEV approach of waiting until xxxx number of swap stations are operational?

Thank you for the correction. I plead retirement… guilty.

earnings are next Friday - the 21st

$NIO Total Cash (mrq) $37.15B

Higher highs and higher lows.

This could change tomorrow with earnings.

Shorts operate a bottomless pit.

Lay off 10% of the company staff and 100% of William Spendaholic Li.

NIO EV Battery Swap Partners..
It takes at least 18 months to bring a battery swap vehicle to market.
Dates are agreement dates and 18 months from development to delivery.

Nov, 2023 —- May 2025
Ghangan Auto

Nov 29, 2023 Q3 2025 (22 months)
Geely Holding
Parent company of Volvo, Polestar, and Lotus:

January 14, 2024 — June 2025
JAC Group, Chery Auto

On May 8, 2024 November 2025
GAC Group

May 21, 2024 November 2025
FAW Group

Sep 10, 2024 March 2026
Jiyue
Baidu-backed company

Goals of the Partnerships:
Develop unified battery standards.
Expand the battery swap network and charging infrastructure.
Promote the development of battery swap technology.
Improve the user experience of battery swapping.
Accelerate the adoption of battery swapping technology.

How NIO plans to Leverage FSD Chips
In this video, I will explain the NIO World Model (NWM) and why this is a potential leapfrog moment against the current end-to-end technology of competition.

Nearing $5.04 support? Shorts are in control.

“coordinated suckers rally” broker paying entities to borrow shares?

What I witnessed yesterday was coordinated buying. Every time shorts attempted to stop the run and take down the PPS they got stuffed. Is there such a thing as “short squeeze manipulation” to manipulate weak short traders into buying? Why would a Broker pay entities to borrow shares? Revenge against NIO? To exit a huge position by buying into the “payed” short sellers as they take short positions? To set up a short squeeze?
Or… is the broader market seeing the potential in NIO like we do. In particular the cost cutting measures and Chinese Government involvement.

We won’t know until after the fact….or never know for sure. Dark pools are designed to hide manipulation and shady activity from the public until after the fact.

HF's fearing the trade wars with America, Canada and Mexico are selling. They need to put their money somewhere safe and offshore. What better place to reinvest their capital than the most beaten down sector in China that is a bargain and ready to run?

My opinion as to the reason for the surge in the sector. This is not a NIO awakening. Either I'm correct or it's a coordinated suckers rally.

Battery Swap construction $137,000 - $274,000. %40 percent government subsidies = $82,000 - $164,000 construction cost to NiO.
Firefly battery swap station with batteries will cost around $200,000.
Add…Chery's sub-brand Exeed.two models in third quarter of 2025.
Add… Leasing, Franchise, Partnership to the battery swap construction equation.
Battery swap will be profitable long before predicted.

Construction costs that previously required between RMB 5 million ($690,000) and RMB 6 million have now shrunk to between RMB 1 million and RMB 2 million, according to the report.

Multiple employees confirmed that Nio's battery swap stations are now gradually achieving profitability, according to the report.

The service department became profitable last year.

EV Power Supply will be the next department to become profitable.

NIO ONVO %10 layoffs begin. Cost cutting measures needed to be profitable by Q4 2025.

Drunken sailor is sobering up and trimming the fat… Investor appeal.


The layoffs should be around 10 percent, with some variation by region, according to a local media report.
Onvo president Alan Ai has made few appearances since January's sales missed expectations, and a number of recent internal meetings have been chaired by Onvo vice president Xia Qinghua.
https://cnevpost.com/2025/03/12/nio-layoffs-multiple-teams-report/


…

“Power Up Station” Franchise? Lease?

NIO will be known as the EV Power Supply Company that sells cars.

POWER UP STATION
Become a NIO Power Location Partner
We are looking for location partners to host NIO Power Swap Stations and NIO Power Chargers, NIO's game changing charging solution across the world. If you want to work together to build a more sustainable future feel free to contact us. All we need is available space (around 60m²) on your premises and we'll take care of the rest. Let's work together to achieve a blue sky!

https://www.nio.com/partnership/powerupplan

Hope they can cut this in half.

William Li. Jan9, 2025
The cycle time to build a new battery swap-enabled model is about 18 months, and by 2027 and 2028 there would be a relatively large number of new models built using Nio's battery swap technology
The first non-Nio models from its battery swap alliance could be an SUV and a sedan from Chery's sub-brand Exeed.
Both models are expected to go on sale in the third quarter of 2025.
https://cnevpost.com/2025/01/09/chery-to-launch-models-nio-battery-swap-q3/

Like I said…

The Chinese Government is actively getting involved with promoting NIO.

Chinese National television is promoting NIO. In particular Battery Swap Stations are being promoted. The Chinese Government will undo damage caused by Shorting Syndicate blogs and social media who portray NIO as a corrupt Company that can’t be trusted.
The Chinese public lacks confidence in NIO.

Even a broken clock has the correct time at least once a day.
We live in the golden age of Confomercialism.

My favorites are the ones that draw lines on charts. Draw some lines on a blank chart and show me your lines before the chart draws itself. If they match....then I'll be impressed.

Not one analysis, talking head, AI trader, Algorithmic trader, YouTube pundit with all of their fancy charts and diagrams predicted the run NIO had today.
The reason they charge for their stock services is they can’t make money consistently in the long term with trading.

You can’t predict human behavior… when not even the human himself can.

Every time the sharks attacked today Captain Quint stepped in.

Good question. By the time we find out it is after the fact.

+18% now on no news? The sector is up about 17-19%. Rug pull coming or has the HF managers finally decided that it's time to let the sector run? XPEV ZEEK up the same as NIO. My guess is HF's are worried about the trade war in progress and are looking overseas for safer markets.

🔥 

Then the buying comes right back in.

Shorts are hitting it hard now.

🔥 today

Feel the squeeze. Never trust a broker that wants to pay you for lending you something.

Every big green run in the morning is walked down into the market close. A PPS walk up into the market close is needed to signal a pattern reversal.

Battery Swap partnership vehicles need to hit the road ASAP.

Unconfirmed..
Battery swap-enabled models from Chery's Exeed sub-brand are expected to be available in the third quarter of 2025

William Li is delusional. He counts his hatch before his chickens.
The guy constantly over promises and fails to deliver. Someone needs to reconnect him to the real world.
A good businessman sells what the public needs and desires… not what HE needs
and desires to sell to the public.

They are trying like hell to stop the run. I believe the shorts got caught with their pants down. Expect FTDs to be in the millions again.

Billionaire Carlos Slim Cancels $22 Billion in Starlink Orders Due to Elon Musk’s Outburst
https://cleantechnica.com/2025/03/10/billionaire-carlos-slim-cancels-22-billion-in-starlink-orders-due-to-elon-musks-outburst/

Lots of buying… something leaked?

My intuition… China is getting involved. As in the Chinese government.
Is there no law against insider trading in China… like in the USA for politicians.

Good question. Something we don’t know about?
Or.
Just more manipulation🤷‍♂️

Why up?

Nio to report Q4 2024 earnings on Mar 21
Nio Inc delivered a record 72,689 vehicles in the fourth quarter, within its guidance range of 72,000 to 75,000 vehicles.
Nio had previously guided fourth-quarter revenue to be in the range of RMB 19.68 billion ($2.7 billion) to RMB 20.38 billion.

Nio (NYSE: NIO) announced today that it will report unaudited financial results for the fourth quarter and full year 2024 on Friday, March 21, before the US markets open.

The company's management will host an earnings call on March 21 at 8:00 am US Eastern time, or 8:00 pm Beijing time on the same day.
In the fourth quarter, Nio Inc delivered a record 72,689 vehicles, within the guidance range of 72,000 to 75,000.

Deliveries for the quarter increased 45.25 percent from 50,045 in the same period in 2023 and up 17.52 percent from 61,855 in the third quarter.

The Nio main brand delivered 52,760 vehicles in the fourth quarter, up 5.43 percent from 50,045 in the same quarter last year, but down 13.54 percent from 61,023 in the third quarter.

The Onvo sub-brand delivered 19,929 vehicles in the fourth quarter, up from 832 in the third quarter.

Onvo launched its first model, the L60, on September 19, 2024, and deliveries of the five-seat mid-size SUV (sport utility vehicle) began on September 28.

Last month, Onvo announced that its second model was named the L90 and that the SUV would be unveiled in the second quarter and would be officially launched in the third quarter.

For the full year 2024, Nio Inc delivered 221,970 vehicles, up 38.70 percent from 2023.

Nio previously guided fourth-quarter revenue to be in the range of RMB 19.68 billion ($2.7 billion) to RMB 20.38 billion, representing year-on-year growth of about 15.0 percent to 19.2 percent.

For participants wishing to join Nio's earnings call using dial-in numbers, they can register in advance using the link provided below and dial-in 10 minutes prior to the start of the conference.

The dial-in numbers, Passcode and unique access PIN will be provided upon registration.

NIO Fourth Quarter and Full Year 2024 Earnings Conference Call

United States: +1-855-883-1031

Hong Kong, China: +852-800-930-639

Chinese mainland: +86-400-1209-216

Singapore: +65-800-1013-223

International: +61-7-3107-6325

Replay PIN: 10045556

Shorts will crush the PPS this week.

it isnt for 10 days - just announced Friday 21st

Lousy deliveries again;
https://cnevpost.com/

NIO ET9 at the delivery center in Xiaoshan Hangzhou

https://m.youtube.com/shorts/X7VdrP-y8cg

NIO ET9 at the delivery center in Xiaoshan Hangzhou

https://m.youtube.com/shorts/X7VdrP-y8cg

Want to see a 20% jump in just one session? Headline would read, "NIO board replaces William Li with......"

HK actually factors in the huge news about battery swap station 40% subsidy.

NIO Inc. (9866.HK) 38.050 +3.400 +(9.81%)
As of 11:29:27 AM GMT+8. Market Open.

What the heck? NIO Is up almost %10 in HK.

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38.050
+3.400
+(9.81%)
As of 11:29:27 AM GMT+8. Market Open.

https://finance.yahoo.com/quote/9866.HK/

NIO Investors Club
https://www.facebook.com/groups/nioinvestorsclub/?ref=share&mibextid=NSMWBT

You have a link?

MarketBeat
22 minutes ago
NIO has not confirmed its next earnings publication date, but the company's estimated earnings date is Tuesday, March 11th, 2025 based off last year's report dates.