$NIO Inc.(NIO)$ Not bad at all

On 2027, Li avoided giving a specific unit target, saying that with their lineup and commercial/service coverage, they expect 40-50% annual volume growth over the medium to long term.

2027 between 600K and 650K units? What?

He also confirmed the 2027 product cycle:

NIO: new 5 and 6 Series models.

ONVO: one major strategic new product.

Firefly: keeping a single model, but getting new editions and technology upgrades.

The Q4 call was pretty strong overall:

40K/month in Q4, margins defended despite RMB 16-17K of extra cost per vehicle, ES8/ES9 above 20% margins, and 40-50% annual growth in the medium/long term.

Also worth noting: ES9 currently has a 3-4 month delivery wait, and incremental orders from July to August went up rather than down. On top of that, around three quarters of ES9 buyers are new NIO customers.

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