So, i did a quick calculation..
Nio has 3310 swap stations that can do about 450 swaps a day.
Let’s assume they make net 5bucks per charge.
That is 3310 x 450 x 5bucks = 7 447 500bucks a day
x 365 days a year = 2 718 337 500 bucks a year at this point at full cap .
Keeping in mind that Nio is building 1000 stations per year, and that multi brand swaps are highly likely, growth is certain.
If this plays out, they wont have to sell cars in the future, to become profitable :)
Make your own mind up, but at these prices.. it's a go .
What’s more, indeed i took in account that all 450 swaps would be used, that’s what they are built for and in my opinion very likely considering the multi brand access . I also took in account a 5 bucks NET earning on each swap in the future because well nothing is for free once you own the vehicle ( certainly for other brands) . Free swapping for life is based on the life of the car and ownership, change car and you will not be profiting this advantage anymore. This is the reason why it is not yet a profitable business, but it will be when adoption is high and the freebies start disappearing.
This is my personal conviction, but its up to everyone's self to make the assessment .
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