$NIO Inc (NIO.US)$ So much talk about 10K ONVO deliveries  i...

Dragon Fish : Not like that count one. not 1 0k + 1 0k = 20k.

103027647 : nio factory limited to 20k plus .they need give priority to onvo .else there will a lot of onvo cancellations .they can give less discount of nio thus improve nio margin .till next year new factory can ramp up .nio suppose to be high end  car for those who cannot afford nio can buy onvo.it a high  low mix .no point cutting nio price and drop to a sub brand price .nio will sale will go down while onvo befoe primary selling models .nio will only be for the elite that can buy expensive car

Dragon Fish 103027647 : CEO said 30k.

103027647 : think will be 10k nio and 20k onvo max for current capacity .so will need wait for new factory then can really ramp up .2026 can break even if monthly 40-50k onvo .2025 will got big cash burn for installation of fire fly swap station network.need thousand of this feasible for buyer to buy .

Dragon Fish 103027647 : Initial plan Firefly is for the European market. Now the tariff issue will force Nio to market it in China. Whether the swap station is compatible or not. This one needs find out.

74216494 Dragon Fish : Typical for a long, to have no clue. As a SHORT, having much higher risk, so to do careful evaluation, I can tell you: Firefly needs special swap station. Not compatible with existing ones. One more reason, for "Happy SHORTing".