Cui Nyonya Kueh :

103484522 : u hold till 2026 then see if break even u hero .nio is slow in build factory. all those sale amd admin fee loses can build few factory already. it very bad mgmt companies  burn money thru useless nio house. swap etc.li auto no need swap already  make 4 billion  usd .

103484522 : ceo mgmt very bad rnd lose money in nio phone  europe expansion  ,open many onvo store ,many swap all losing money .many model all losing money. tesla one model sell millions .if tesla managed nio many lose money execute will get axe away .now want to build fire fly swap going lost a few billion next year. nio so many models but all losing money so keep rnd new models repeat lose money habits

TWP PaPa OP : Mr P talked about the CATL swap and payment to Nio using it tech. https://youtu.be/izd2FenDlwY?si=YMyPKEI5HAoGsGSo

103027647 : catl more compete with nio battery swapping after getting free tech from nio .nio rnd massive loss to benefit competitors .nio dare not sue catl even if got patents if cut off from catl battery nio is dead . friend Also enemy when. want to fight for monopoly in swap market .nio swap many size while catl standardize with all EV companies thus will be more welcome by all car companies.even onvo also limited battery to use as some slot is use by nio.li auto ,xpeng and catl more smarter than nio while nio do massive 10billion lost given away free nio phone free swap technology to catl .dnt trust the Mr p always hyping

GoldDragon : China market is massive. We cannot expect a single player to dominate the entire battery swap market. CATL has deep pockets and rolling out swap partnership at lighting speed. What it means for Nio is there will be greater awareness for battery swap, which will also boost their business.