Darren Charley
03-04

$NIO Inc.(NIO)$ In 2020 all the analysts were targeting NIO at $75 or more. At the time they knew NIO had no sedans, no factory (JAC contracted ES6 and ES8 builds) and was limited to 7000 units a month. Covid limited capacity and sales. Fast forward to 2025, NIO is averaging 17,000 units a month, has developed a supply chain second to none and is widely considered the leader in EV tech.

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  • Frosty4ever
    ·03-04
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    17000 a month is a very small number in context of Chinese ev manufacturers. there is limited economies of scale. competition is cut throat.  Xiaomi delivered 135,000 last year.  Feb was 20,000.  I feel the albatross for nio is their battery swapping which needs huge capital investments.  good for customers but didn't bring commensurate returns. 
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    • Darren Charley: 
      NIO's battery swap strategy is indeed capital-intensive, but it offers a unique advantage in user experience and charging convenience. While competition is fierce, NIO's premium brand positioning and ecosystem (battery swap, NIO House, etc.) differentiate it from others. The EV market is still growing, and NIO's focus on innovation and customer loyalty could pay off in the long term. Short-term delivery numbers may not fully reflect its potential.
      03-07
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  • Meoooow
    ·03-04
    TOP
    Nio got everything now but at a very high cost.
    Where is the share price now?  Pathetic can be used to describe the state Nio is in now.
    Is there any institution buying?
    Latest insurance registration numbers seem to improve but not  fantastic.

    🐒 🐒 🐒

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  • Meoooow
    ·03-04
    TOP
    Now, some analysts spit saliva at Nio with downgrades.
    Somehow, prices seem to agree with them.
    "Don't buy" still crossed my mind. Less worries and sleepless night.

    🐻 🐻 🐻

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  • AnaiAnai
    ·03-04
    At that time the analists working hard to get the water fish trap at a high price and they never apologized at all to the victims.   
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  • Sonsonkok
    ·03-05

    Great article, would you like to share it?

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  • emmmzz
    ·03-05
    Great article, would you like to share it?
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  • AKKok
    ·03-04
    Great article, would you like to share it?
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