Will NIO return to the first place of its track?

richegg
2022-03-15

At the end of February,$NIO Inc.(NIO)$ automobile announced that it would be heard by the Hong Kong Stock Exchange by means of "Introduction and listing", and the market was shocked as soon as the news came out. On March 10, class a ordinary shares of $NIO Inc.(NIO)$ began trading on the Hong Kong Stock Exchange at the opening price of HK $160. The stock code was "9866", and the dust of $NIO Inc.(NIO)$ 's second listing was settled.

Listing in Hong Kong shows NIO's ambition. It is worth noting that $NIO Inc.(NIO)$ has now adopted special methods such as "Introduction and listing" when returning to Hong Kong, that is, it does not involve the issuance of new shares and fund-raising. But it is also the use of such methods that has become the best choice for it to go back and forth to Hong Kong for listing. On the one hand, listing in Hong Kong can solve the problem of geopolitical risks to a certain extent. On the other hand, at present, $NIO Inc.(NIO)$ is not short of cash flow. The short-term purpose of returning to Hong Kong is not for financing, but for listing the "card slot" first.

The threshold of the new energy vehicle industry is very high. The founder of a new car building force once said, "if the new energy vehicle costs about 20 billion from 0 to 1, the money in the second step must exceed 30 billion, which is a foundation."

Although $NIO Inc.(NIO)$ is still one of the leading enterprises in the new energy enterprise industry, industry institutions and people who pay attention to $NIO Inc.(NIO)$ generally believe that $NIO Inc.(NIO)$ needs to be supported by the introduction of new models. So far, velai has delivered three models: es8, ES6 and ec6, of which es8 has been sold since December 2017; ES6 was delivered in December 2018; Ec6 will be officially delivered in September 2020. This means that$NIO Inc.(NIO)$ has not launched a new model since 2021.

$NIO Inc.(NIO)$ urgently needs new models to improve product competitiveness and enrich product line. In 2022, $NIO Inc.(NIO)$ will also deliver three models based on NT2 0 technology platform: the test drive of intelligent electric flagship car et7 has been officially opened on March 5 and will be delivered on March 28; The medium-sized electric car is expected to be delivered in May 2029; Another medium and large SUV ES7 will be released and delivered this year. In 2022, $NIO Inc.(NIO)$ will change from three cars to six cars.

NIO is favored by investors, its advantages are also very stable, its total delivery still leads the industry, and its service and ecology are its proud chassis. The high-end market accounts for a high proportion. As of February 28, $NIO Inc.(NIO)$ has delivered 182853 new cars (es8, ES6 and ec6). In 2021, $NIO Inc.(NIO)$ will occupy 40.8% of China's high-end electric vehicle market with more than 300000 yuan, ranking first in the list; In addition, according to the data of the global authoritative data organization, $NIO Inc.(NIO)$ ranked the top two in the global sales ranking of high-end electric vehicles (msrp50000 or more) from January to November 2021.

As a user-focused enterprise, $NIO Inc.(NIO)$ has always had high brand loyalty in the industry, and it is also further improving and improving its own service and ecology. In January 2022, $NIO Inc.(NIO)$ established its insurance brokerage Co., Ltd., becoming the first new energy vehicle enterprise in China to arrange insurance brokerage licenses, which also means that users who buy$NIO Inc.(NIO)$ vehicle products will get higher protection.

According to the data of the automobile industry association, the production and sales of new energy vehicles exceeded 3.5 million in 2021, reaching 3.545 million and 3.521 million respectively, an increase of 1.6 times year-on-year, ranking first in the world for seven consecutive years. Meanwhile, on February 28, the State Information Office held a press conference to promote the smooth operation, quality improvement and upgrading of industry and informatization. The Ministry of industry and information technology said that "preferential policies such as subsidies for the purchase of new energy vehicles will continue to be implemented". As a necessary infrastructure, in January this year, seven departments including the national development and Reform Commission jointly issued the implementation plan for promoting green consumption, which clearly strengthened the construction of supporting infrastructure such as charging for electricity, and promoted the pilot application of new energy vehicle power exchange mode.

$NIO Inc.(NIO)$ has been strengthening the construction of replacement power stations in order to make users enjoy more convenient services. As of February 2022, $NIO Inc.(NIO)$ has deployed 844 replacement power stations nationwide, and plans to add 600 replacement power stations in the Chinese market every year from 2022. By the end of 2025, the total number of $NIO Inc.(NIO)$ replacement power stations in the world will exceed 4000.

In this way, $NIO Inc.(NIO)$ power station is a "sharp blade". With favorable policies, new energy vehicles may return to the first place on the track by virtue of the number of power stations.

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