$NIO Inc (NIO.US)$ One key point from the earnings call. May...
$NIO Inc(NIO.US$ One key point from the earnings call. May order has surpassed their factory capacity. William knoweldge this is a nice problem to have
May delivery of 20k is the maximum capacity they can deliver for now. This kinda surprised me because I thought their 2 factory can produce more than that. I guess its because part of the F2 factory is preparing for Onvo production.
Anyway June delivery would likely be 20k since this is the max they can produce, unless they decided to run double shift.
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103263621 : Their factory is to produce phone, not cars
R and ROP 103263621:
102544121 : Wow surprised that you picked this up. But looking at their new F3 capacity of 600k annually. Currently I think they can only produce maximum 400k annually with two shifts. With that , I don’t think Nio can be profit unless they are in max production from now till end of the year
R and ROP 102544121: Actually their F3 only has 100k capacity. The 600k news is fake.
102544121 R and ROP: Omg I read it wrongly. Thank for the clarification. Any idea how much both F1 and F2 able to produce in single shift? As Li say they are considering two shifts now
R and ROP 102544121: Long time ago, it was reported that their 2 factory has an annual capacity of 600k. I believe thats on 2 shift. So single shift should be 300k.
102544121 R and ROP: Yeah this makes more sense now. As Li say Onvo need to be monthly 20K to 30k in order to be profit while maintaining 15% gross margin. Hopefully they can make it… but I wish Nio is able to produce more, then they profit earlier
74216494 102544121: ... considering two shifts now ... Looks like Mr. LiE read my advice here on moomoo and on cnevpost. Consultation from a German engineer, free of charge.