NIO Inc Stock Discussion

• 70552586 : NIO is lying, they will miss the sales numbers like they always do.

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• 103027647 : nio need secure supply fast because many competitors order huge battery like Xiaomi etc

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• Dragon Fish : Settle this month 10k then talk about 2025 projection figures.

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• Dragon Fish OP : After solving the Onvo battery problem. Onvo is on the track to achieve 10k. Now goes back to Nio itself. Nio owns model sales not doing well in the last 2 months even dropped 5k in Nov alone from the average 20-21k since the inception of Onvo. Many naysayers said Onvo will replace Nio's own models. So this Dec Super sales promotion with many goodies for grab will translate to sales number or not? Really hope the Nio sales team can buck up at least to produce a better result than the last 2 months.  Show to the Nio competitors Nio is not losing the game and be able to maintain the lead in the last month of 2024. Zeekr is already leading Nio up to Nov sales number by a few k only. Xpeng is still behind Nio for 2024 total EV sales number.

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• Dragon Fish : Possible also as Shorties really like Nio very much.

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• Dragon Fish : The only way to defeat the shorties is Nio needs to show results not just promises only.

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• Little Sparrow OP Dragon Fish : Yeah… There’s not much to be gained through shorting when prices are low… Even when fundamentals are bad, it does seem like 4.3 is the current stable support. Prices will have to rise somewhat before substantial shorting begins.

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• Dragon Fish Little Sparrow OP : Currently the middle ground has shifted to 4.50 for a week now. The higher Nio goes up the more meat the shorties can get. Thats why the price goes higher and will retreat at the end of the day.

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• 103027647 : pump and dump gang always buy low and sell high.once got excited pump up can sell

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• Dragon Fish : No wonder why Onvo supply has a problem. BYD is the culprit? CATL can supply the battery as CATL is more reliable as a 3rd party Independence Battery Supplier.

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• 103027647 : byd also a EV competitor need reserve battery  for themselves  to ramp up after then can give competitors.can source form pure battery supplier like welion better .why they only buy solid state from welion .byd might be cheaper but delay will make nio lost lot of order .xpeng n zeeker ramp up faster.byd also supply Tesla thus not enough for onvo .

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• Dragon Fish 103027647 : Welion is smaller in size compared to CATL is the giant in EV battery with 35% market share. Nio partnership with Welion to supply Nio EV battery right? But why Welion cannot supply Onvo EV battery? Why ended up buying from BYD? I'm rather confused now. Too complicated relationship.

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• 103027647 : not all battery manufacturers can produce safe battery .thus byd and catl is the king now.zeeker have their own battery dept to produce golden battery this can ramp up fast .byd tie up supplying Tesla and many companies so all need to wait .Tesla pay faster so can give priority to Tesla .nio pay 300 day or later bad pay master so on back of the queue

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• GoldDragon : if just battery supply, they could just continue building the cars without battery first..When battery comes, just fit it in, and wah lah, instantly can deliver the cars. They need to leverage on their battery swap tech value proposition. Unlike other brands, their battery installation might not be as straight forward.

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• 72577143 : what is the safest way to start?

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• Ttowbin23 : Trade as paper money

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• SKYWalkers : what is the impact on stock price if split into 2 entities?
  how will this impact shareholders?
  personally I think, Intel is very strong in design, manufacturing sucks, it is a correct move forward.

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• J L 7 2 : Gotta worship the God of Heaven The price will definitely soar.

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• Dragon Fish : Not necessary. Towards the month end Bull will have the advantage to be above the middle ground 4.50 level.

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