To The Moon

$NIO Inc.(NIO)$ announced Revenue in the fourth quarter was 16.0635 billion yuan, market expectations were 17.265 billion yuan, a year-on-year increase of 62.2% and a quarter-on-quarter increase of 23.5%. The net loss in the fourth quarter was 5.7861 billion yuan, and the market expected a net loss of 3.669 billion yuan, a year-on-year increase of 169.9%.

It seems that the future trend of the car is difficult to come back to life. It may be seen from the stock price of NIO that the future trend will be difficult to return to the historical high price of 66.99 US dollars. In addition, the rivals of Li Auto.US and $XPeng Inc.(XPEV)$ Xiaopeng Motors-W.HK in the same industry appear , it is really difficult to compete; it ranks last among its peers. Due to the slowdown of the domestic economy, the sales of vehicles in the entire new energy vehicle industry have also slowed down. Therefore, Tesla.US took the lead in October last year. The tailgate model 3/Y lowered the price, and NIO did not lower the price. Therefore, under the influence of Tesla’s price cut, NIO’s sales decreased; and global inflation led to high car manufacturing costs, and NIO’s raw material and transportation costs increased. , It also led to more serious losses for Weilai.

Although NIO's sales strategy is to operate in the same model as Tesla, it is difficult for NIO to have room to reduce prices at present due to the fact that its car manufacturing technology and capabilities are not as good as Tesla's. It is getting lower and lower, and Weilai's loss is expected to be even more exaggerated.

I think that NIO needs to readjust its brand positioning, participate in more sponsorship activities, considerate the supporting facilities behind the vehicle, and open up more charging locations, so that customers can choose NIO when there are more choices. This is the strategy to reform NIO, and the above will help increase the number of people who use NIO. NIO can even provide discounts to the government, public institutions, taxis, etc., which will help increase its market share. It will undoubtedly give NIO a shot in the arm. The above is worth considering to change its previous sales strategy.

Judging from the performance in the fourth quarter, the performance is still worse than expected. If it continues, the loss will be more serious. In disguise, NIO has a chance to be eliminated by the market. In disguise, only Geely Automobile.HK $BYD COMPANY(01211)$ BYD shares.HK Ideal Automobile.US Xiaopeng Motors.US $Semiconductor Bull 3X Shares(SOXL)$ semiconductor industry as a whole. Zhong Wei did not calculate the transformation of traditional car factories to produce new energy vehicles and so on. I don't recommend investing in NIO stocks, because I have lost a lot of holding NIO stocks, and the future trend will continue. I think the most worthwhile investment stock in the new energy vehicle sector is $Tesla Motors(TSLA)$ Bullish.

@Daily_Discussion @Tiger_chat @TigerStars @MillionaireTiger