$NIO Inc (NIO.US)$ pretty strange that what Deutsche put s...
$NIO Inc (NIO.US)$ pretty strange that what Deutsche put such a low delivery target for 2025. Even with 20K Nio and 10k ONVO, NiO should deliver at least 360000 next year, and with F3 coming in 3rd quarter, the number should cross 400000 easily. Anybody has idea what the logic behind such a low projections ? https://cnevpost.com/2024/09/06/db-expects-nio-6-new-products-330000-sales-2025/
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152373639 : Its probably the capacity issue. NIO got the approval for 3rd factory but not sure when its gonna start production. 3rd factory with maximum capacity can be game changer for NIO as it can take the deliveries numbers close to a million at par with Tesla.
VIVEK SURANA OP 152373639 : management already told that 3rd factory will start production 3rd quarter next year