$SIA (C6L.SG)$ Big Bro, want it to hold around this price till they decided when.. They play the game we just followed..
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$NIO Inc (NIO.US)$ I spent a few days looking through William Li's recent interview opened to the media.
Here are the takeaways:
1. The entire company is learning from Luxshare Precision Industry how to control costs and how to transform their supply chain into a 'transparent supply chain'; Luxshare Precision Industry is Apple's manufacturer, and Apple is the most advanced company in Global supply management. I believe that as long as NIO's management can learn the essence of it, the results will be immediate; because Apple's supply chain is truly the most advanced and efficient in the world.
2. This year, many battery swapping stations will be established, but unlike in the past, the ones really investing in building the swapping stations are the highway companies and city investment companies from various provinces in China, as they are government departments with very low capital costs. They invest in building the swapping stations and then rent them to NIO at a favorable price: the effect is evident, reducing capital pressure, increasing construction speed, and expanding the cooperative network.
3. He is serious about reaching break-even in Q4 2025. NIO’s years of research and development, the Shenqi NX9071 chip, active suspension, SKY Tian Shu OS, based on people...
Here are the takeaways:
1. The entire company is learning from Luxshare Precision Industry how to control costs and how to transform their supply chain into a 'transparent supply chain'; Luxshare Precision Industry is Apple's manufacturer, and Apple is the most advanced company in Global supply management. I believe that as long as NIO's management can learn the essence of it, the results will be immediate; because Apple's supply chain is truly the most advanced and efficient in the world.
2. This year, many battery swapping stations will be established, but unlike in the past, the ones really investing in building the swapping stations are the highway companies and city investment companies from various provinces in China, as they are government departments with very low capital costs. They invest in building the swapping stations and then rent them to NIO at a favorable price: the effect is evident, reducing capital pressure, increasing construction speed, and expanding the cooperative network.
3. He is serious about reaching break-even in Q4 2025. NIO’s years of research and development, the Shenqi NX9071 chip, active suspension, SKY Tian Shu OS, based on people...
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$NIO Inc (NIO.US)$ if tonite if Nio keep at 4.5 to 4.6 should be good not jump too high..
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$NIO Inc (NIO.US)$ Without a doubt this is the disruptive fact, and one that has been overlooked... W.Li has just stated that the 4th quarter of this 2025 that we are currently in will be profitable... yes, you read that right... and I remind you that there are only 6 months left until Q4 begins... So we better get to work on it right now... According to my calculations, to achieve this task, a milestone of such dimensions... The company should reach sales of 120/125 thous...
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