GoldDragon : included already..4319 from Onvo.
https://cnevpost.com/2024/11/01/nio-deliveries-oct-2024/

GoldDragon : might be limited by production constrains..

GoldDragon : I ranked Nio, Xpeng followed by Li Auto as the most promising  among the new kids on the block a few years back. Diversified from Nio back then and bought in the little brothers. But sold most of the little brothers when they were in their $40s and started pouring back to Nio. Now holding number of shares in the same order, with Nio as the majority of shares under the China EV portfolio. But prospect may change in time to come if Li Auto and Xpeng reinvest significant amount of their profits back into R&D.

GoldDragon TWP PaPa : Let us not be too greedy. Can probably buy some at this price range. If they short it further, we'll buy some more.

GoldDragon TWP PaPa OP : same here!

GoldDragon OP : Headwinds for China EVs..hope that China have sufficient leverage to negotiate further on the tariffs with EU.

GoldDragon OP : ‘Stop EU Investments’ As Tariffs Start
https://www.asiafinancial.com/china-tells-byd-geely-stop-eu-investments-as-tariffs-start#:~:text=Beijing%20has%20directed%20its%20carmakers,going%20into%20effect%20starting%20Wednesday.

GoldDragon OP : Such a good timing that Nio has alternative markets to tap on in Middle East and North Africa. Nio probably have to align with central government guidance not to invest in EU countries that voted for the tariff. They can channel their energy for expansion in middle east and north africa.