A Sea of Red.....👏👏👏😭
kbalan2810
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$AMC院线 (AMC.US)$ Brother Biden you're letting the bank control you LOL.... you're worse than Putin
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$富途控股 (FUTU.US)$ 又发生什么事了? 只有你跟Nio红。
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What is happening to US market under Biden administration? Nothing but down...
$AMC院线 (AMC.US)$ No hope liao.
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$大华银行 (U11.SG)$ 为什么突然下跌了?
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$BioNTech (BNTX.US)$ 为什么好消息也跌得像地狱一样...
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$滴滴(已退市) (DIDI.US)$ 新加坡也是一样,我们的政府张开双臂欢迎这些中国公司,然后一个接一个开始在吸取我们的金钱后退市。
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kbalan2810
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$蔚来 (NIO.US)$ The question about NIO has been how they make money.
1] Batteries are a significant expense for BEVs. Until batteries cost considerably less per KWH the cost of the batteries almost overcomes the simplicity of Bevs when compared to ICEs. NIOs battery swap strategy is great for consumers but it forces NIO to make more than a single battery for every car sold (the battery in the car (1) plus all the batteries in the swap stations divided by the number of cars on the road) = number of batteries per car -- at least 1.2. Possibly as much as 1.6 or 1.7.
Last I heard NIO was still outsourcing manufacturing so they cannot take advantage of economies of scale. Also they cannot insure super efficient automated factories like Tesla has built. So, even aside from the batteries the manufacturing cost will be more than Tesla. Note that they are relying on a government owned and run manufacturing company to make the cars. Unless that company charges below cost there is pretty much no chance that the cars won't cost more to manufacture, possibly a lot more than Teslas.
At the present the Chinese government (I suspect) is highly subsidizing NIO. But that can't last forever. Remember how long $特斯拉 (TSLA.US)$ took (eight years at least from release of the Model S) to become truly profitable. I don't see an easy path to profitability for NIO, as they have to keep selling costs in line with the far more efficient Tesla.
1] Batteries are a significant expense for BEVs. Until batteries cost considerably less per KWH the cost of the batteries almost overcomes the simplicity of Bevs when compared to ICEs. NIOs battery swap strategy is great for consumers but it forces NIO to make more than a single battery for every car sold (the battery in the car (1) plus all the batteries in the swap stations divided by the number of cars on the road) = number of batteries per car -- at least 1.2. Possibly as much as 1.6 or 1.7.
Last I heard NIO was still outsourcing manufacturing so they cannot take advantage of economies of scale. Also they cannot insure super efficient automated factories like Tesla has built. So, even aside from the batteries the manufacturing cost will be more than Tesla. Note that they are relying on a government owned and run manufacturing company to make the cars. Unless that company charges below cost there is pretty much no chance that the cars won't cost more to manufacture, possibly a lot more than Teslas.
At the present the Chinese government (I suspect) is highly subsidizing NIO. But that can't last forever. Remember how long $特斯拉 (TSLA.US)$ took (eight years at least from release of the Model S) to become truly profitable. I don't see an easy path to profitability for NIO, as they have to keep selling costs in line with the far more efficient Tesla.
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