There are two headwinds. 1. JAN25 is a super low seasmonth . 2. Chinese new year is in Jan25 this year.(cny was in feb during 2024). If u see feb24 , the deliveries of Nio was just 8k. Have 14k now is almost a 75% increase. Let see their First Quarter.
Nio Delivers 13,863 Cars in Jan, Down 55% from Dec While up 38% Year-on-Year
$NIO-SW(09866)$ we need nio to publish some alarming breaking news 1. New partner swap car annouced 2. Swap deals with CATL for nio power 3. Strong Onvo sales and beat Telsa Model Y in some counties 4. ET9 orders exceed expecatation. Signature and limited edition sold out 5. Big whale investing in swap stations 6. Some UAE or CN govt bought massive amount of nio cars 7. Only nio is safe from battery inspection Give your comment pls
Great to hear. 5 more days. Likely to aim for 11k ish for onvo. Since nio did not give any revised guidance today. I can confirm they meet their guidance. Hopefully they can reach the higher end or exceed. $6 pls.
Onvo sees cumulative L60 deliveries exceed 20,000 units
Definitely when it actually start selling. It will be less than 100k rmb with bass solution ! Although ppl comment that head light look weird, i do feel is very nice n unique, the more you see, the better it gets. Bull nio.
China's Nio Unveils New Firefly Brand with Presale Price from 148,800 Yuan
$NIO Inc.(NIO)$ seem that nio management is very confident in hitting dec delivery target of 30,499 to meet guidance. If 30k is hit, it shall be the highest deliveries till date. Whether it hit or not will depend on 27 Dec. Why it is 27 Dec. If they dont publish a reduced guidance = it means it will hit Dec Target. So investors, 27 Dec is a critical day and we shall monitor weekly insurance registration I am hopefully onvo at 11k, nio at 19k for december Worse case : onvo 10k. Nio 17k = 27k Likely case : onvo 10.5k, nio 20k = 30.5k Best case onvo 11.5k , nio 21k = 32.5k
$NIO-SW(09866)$ looking at the partners nio. Many ev doesnt do such partnership , but by doing this, branding improves and it will leads to monetisation in the very near future (within 1 to 3 years) as volume increase, partners have more options to work with NIO. Positivity pls everyone. It goes back to where it was after Q2, and i can see a higher low. So chinese equities will be back again 2025, those who believe shd board the boat. PS RATIO AT 1 X , reven expect to grow 60 to 80% in 2025, +ve free cash flow, i think is no brainer to stick around this stock. So everyone buy where u can or just hold on.