$Li Auto(LI)$ quite challenging time in 2025 ! All nev companies will eat Li auto pie in EREV sector ! They need to fight back eat back pie from bev sector or need sell model that would sell around 100-200 k range
$Li Auto(LI)$ a lot car brand want get into Erev sector next year ! Need a even cheaper erev model to stay a competitive edge with them and they must make their bev a huge success next year ! Li auto cannot afford failure launch like Li Mega
$NIO-SW(09866)$ hit record quarter, month and week delivery! Furthermore, they most likely hit more record months for July to end of year 2024! 2025 onvo production will ramped to 30000 vehicle per month Nio will also introduced NT3.0 for all model which profit margin of 20% in 2025 Firefly nio sub-sub model will be launched By 2026, Nio brand might constantly hit around 20k per month Onvo brand might deliver - 30k/mth Firefly brand might ramped up to deliver - 40k/mth They might even be profitable by 2026 Q4 There are still a lot growth in nio
The growth is largely due to hybrid cars and charging infrastructure is still very lacking , need to depend on other's coy infrastructure to support such a large customer base. Li Auto still at It initial phase for pure ev , I think li auto full transition to pure ev is possible only by end of 2025.