KDee : Wait for result ba. No use speculate. But Jd result good also been dump hard. Hopefully Alibaba got interesting news.

KDee : Need good upcoming result. Let’s see next week. For now still a lot of short sellers roaming around.

KDee TWP PaPa OP : Hmm… really bad to keep falling in deliveries. But Xpeng also drop 30%

KDee : Did anyone listen?

KDee : Wa.. 820 only? lol. Then really disappointing.

KDee : Let’s see. Total number minimum 5000.

KDee : Wait for Onvo result. I presume they choose to ramp up Onvo. No idea also. Last week was 1300? This week maybe can minimum 2000 I feel. So total still 5000 vehicles per month.

KDee 708136 OP : I think people still will prefer buy L60. So is an adjustment. For example, can only product 5k vehicle per week, what products you want to move? Nio is cap by production I feel, not sure why other brands can build so big factories and more vehicles. Actually they should have time properly when L60 is release, new factory must be ready and not 1 year later. Now they can only keep pushing up the deliveries by adding shift etc, but there should be a cap.
More L60, means lesser Nio cars, but doesn’t mean no sales, it will means longer wait time. I believe demand is still there. Now not much demand vs others doesn’t mean no demand in future. Consumers need use the car and slowly think if want to switch.
Nio is an infrastructure maker, it times to come this  business should generate income, including all the carbon credit which can be traded. That’s why I said 3-5 years then can see something good coming. Don’t think 1-2 years can have big impact yet.

KDee : What happen?