$NIO Inc (NIO.US)$ Garbage, sales cannot go up, production c...

KDee : Wait for Onvo result. I presume they choose to ramp up Onvo. No idea also. Last week was 1300? This week maybe can minimum 2000 I feel. So total still 5000 vehicles per month.

708136 OP KDee : 但蔚来不能维持再蔚来汽车不跌的前提也提升乐道的销量

103027647 : nio below 5 ,now xpeng at 14.70.nio main brand keep dropping cannibalise by onvo

KDee 708136 OP : I think people still will prefer buy L60. So is an adjustment. For example, can only product 5k vehicle per week, what products you want to move? Nio is cap by production I feel, not sure why other brands can build so big factories and more vehicles. Actually they should have time properly when L60 is release, new factory must be ready and not 1 year later. Now they can only keep pushing up the deliveries by adding shift etc, but there should be a cap.

More L60, means lesser Nio cars, but doesn’t mean no sales, it will means longer wait time. I believe demand is still there. Now not much demand vs others doesn’t mean no demand in future. Consumers need use the car and slowly think if want to switch.

Nio is an infrastructure maker, it times to come this  business should generate income, including all the carbon credit which can be traded. That’s why I said 3-5 years then can see something good coming. Don’t think 1-2 years can have big impact yet.

103027647 : nio already ten year old company losing10 billion USD in rubbish rnd .Xiaomi few months old already outsell nio with out burning billion.just reckless CEO doing bad investments and always get cash to burn without care about investors.xpeng already do share buy back .while nio keep diluting shareholder like free share for employee think investors is stupid