$NIO Inc (NIO.US)$ In the first quarter, most of the vehicle...
$NIO Inc (NIO.US)$ In the first quarter, most of the vehicles sold were 2023 models' remaining inventory , which NiO sold at a heavy discount. So the average selling price will be very low, and NiO margin will be way below estimate ( until and unless NiO has done significant cost cutting in other departments). I guess after earning release, this stock will again become penny stock.
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103484522 : why worry about nio,should worry about tesla when onvo start mass production in fourth quarter, most pple will buy onvo as cheaper than tesla by 70k rmb and support by 2364 swap station 900v quick charge . tesla 0 swap and more expensive .
VIVEK SURANA OP 103484522 : More people will buy, and NiO will lose more money. It's not an achievement if you are selling the vehicle cheap by using investors money. CEO already told that until ONVO hit 20k pm delivery, ONVO will lose money. Forget about the final orders. I am not sure if ONVO even has a production capacity of 20K.
102332870 : When Q2 results to be announced, u will say most of the vehicle sold under BAAS scheme. Margin will be below estimate due to heavy promotion of the BAAS scheme.
VIVEK SURANA OP 102332870 : The overall revenue from power swaps is less than 5%, so that shouldn't matter much. But I am not sure if the rental is lowered for new customers only or for all customers. Because if the rent is lowered for all existing customers, then it can easily impact the margin by a couple of percentages.
103484522 : most big china auto maker already join nio swap mean nio will control china swap market and receive money from all partners car .excess energy can sell to thr grid. with tesla and other brand without swap no plle will want .just like u want to go airport auto lane or manual lane. onvo solve range anxiety and battery degration issue and is much cheaper and energy efficiency than teslala.even xiaomi ceo went to take a look .if u a buyer u want to buy tesla or onvo and not worry about after 8 year your ev got no value
VIVEK SURANA OP 103484522 : You are just speculating , NiO has done so many collaborations, but until now, there has been no detail about the partnership structure. Who will bear the cost to build station? will NiO charge a royalty fee? who will own the batteries? It's a complete black box right now. Your projection may come true in the coming year, but at this point in time, there is no data to predict that, if there were data available, investors would have already started buying NiO stock.
102544121 : Why speculate ? Your motive seem weird isn’t it?
VIVEK SURANA OP 103484522 : you may be solving battery degradation issues for customers, but battery is still degrading, and in this model, company need to pay for battery instead of customer.
Teck Wang Pang PaPa VIVEK SURANA OP : it is all packaged in to cost.. Biz trick to tie down customers.
Charlie O : nio will be putting out decent #'s that will only improve as qtrs pass, they will eventually control market....long term outlook, long term investment, can't judge the company on its share price because people want the quick dollar....the market is manipulated...#'s will break that dam
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