Nio has not reached scale in t

Nio has not reached scale in terms of production, sales and deliveries despite years of headstart in electric vehicle industry. This is not a good sign as compared to xpeng and li auto.

What's more the equity dilution isn't sizeable enough to sustain nio cash burn. True enough that I did not carry out comprehensive cashflow projections but if they are burning 40k RMB of cash per car, this translates to around 7k USD of cash loss. 100 plus million of cash funds from equity raise is unlikely to see any change in this game.

I will stay out from nio as the risk becomes bigger. The big and successful will likely become even more successful. That is why I will continue to hold my investment in Xiaomi. Stay out of nio for me ..

As always, this should not be construed as any investment or trading advice.

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