102205868 (Tay) : It’s same as my prediction. 🥹

102205868 (Tay) : Customer are just asking to produce more convenience EV cars at a reasonable price. But NIO doing is different way.

Dragon Fish : Can add value but why Nio sales volume unable to rise sharply compared with other competitors like XPeng Zeekr or Xiaomi? Pricing issue? want better gross margin?

TWP PaPa OP Dragon Fish : seem like all the above..

103027647 : CEO good at boasting dnt fall to his trap .last time say nio park can deliver one million EV .now U see his true face.now onvo also fail to rocket.xpeng have cut uncessary cost and improve margin and meet delivery.nio still spend money on building luxury nio house and open anothr 1000 onvo store.sale and admin will be huge than profit。expect sale and admin to balloon next year with huge store opening .nio does not earn money thru sale .only earn thru selling shares and  dilute investor .even pay employees incentive thru giving free nio shares .it a company always promising but fail to deliver .

Dragon Fish : Cannot convert the innovation into money is useless. Waste money only. This is what the market and naysayers perceived and lose confidence in Nio.

TWP PaPa OP Dragon Fish : patent is important.

103027647 : useless investment .Li auto invest in erev earn 4 billion USD annually while nio lost 3 billion USD annually still short of cash n need many round of dilution scacring away big investor like ballie , fidelity ,Barclay and Goldman .all Barclay and Goldman become shortlist to earn easily nio money .us fund now interest in all this rnd that produce massive loss to nio bottom line .can't even compete with newbie Xiaomi

Dragon Fish TWP PaPa OP : patent so many but unable to make money is useless. Huawei has the most patent right in the world but they can make money from it. That's different.

103027647 : even sale up will be always drown by huge sale and admin fee ,huge rnd cost.huge swap network ,huge nio house opening,huge onvo store opening .huge expansion open many redundant stores increase admin rent.forveer cannot profit .more sale more heavy expensive equal nio .xpeng CEO already trim useless expenses .no need xpeng phone money use to increase delivery .do share buyback .nio CEO only dilute shareholder with nio free share to their huge employee.all pay buy nio shareholder .nio only make money thru selling shares and dilution .all rnd produce huge losses .ballie already wake up their idea and dump nio .mgmt the pinnacle to  success .nio only put a con man to burn shareholder money.shareholder not interest all this long term rnd like fusion .nio bottomline cannot make  money how to feed so many employee.nio share drop to 4 many fund already frightened by nio mgmt .always big sale huge losses .big sale dnt translate to profit for nio as many excuses to lost money thru wrong spending

Dragon Fish : The author didnt mention Nio competitors are catching up with Nio 65% market share in the battery swap station dominant in China. I started to see CATL is catching up fast as CATL is a well established largest Independence EV battery makers with 35% world market share will have an advantage to catch up Nio dominant in the Swap Battery Station in China. Nio will be facing tough competition as CATL planned 500 stations in 2024 which is at a faster rate than Nio. By 2027 CATL will have 3000 stations just 2 years lagging Nio can make it in 2025. Nio will have cash burning  problem and continue to increase the stations beyond 3000 stations after 2025 if the EVs segment is still unable to turnaround fast enough. Better pray 2025 target 450k units will not fail again to achieve like 2024 failed to achieve 240k target set in 2023.

103027647 : catl is a profitable company.nio is a massive lost company .if nio bankrupt catl will buy all nio swap cheaply