NIO Inc (NIO) 옵션

First public day at Auto Shanghai 2025 and the NIO & ONVO booth is on FIRE! 🔥

Some said it's busier than a high-speed train station during the Chinese New Year. So much energy! 🙌 My Big thanks to everyone checking out the cars, and staying safe while you're at it! Here's a sneak peek 👇👇👇

MASSIVE Breakthrough: EU-China Sanctions Talks Reach Final Stage. What’s at Stake?

20% of the day’s volume in the last 10 minutes before the market closes.

Watch the close today.....just under $4.....because.....ya know......options.

ONVO L90 Over promise and under deliver… is the NIO way.?

NIO Group to push more Tech Branding

https://eletric-vehicles.com/nio/nio-to-hold-tech-event-in-late-june-co-founder-says/

NIO Group will host a tech-focused event in “late June,” to discussing a range of topics including the L90’s launch timeline, brand positioning, and community-building efforts. The tech event in June is part of a broader push to emphasize the brand’s technological capabilities. “Absolutely — more tech branding is coming,” Shen said when asked about efforts to highlight Onvo’s technological attributes.

Lihong Qin noted that deliveries may not commence until the second half of August or even September, depending on the pace of R&D and production readiness.

“For now, we tentatively plan to fully launch the L90 and announce its price in July,” Qin said. “In the second half of August, we will adjust based on the timing — it could even extend into September.”

Hoes and blow for the traders today.....typical Friday here after five up days.

$4.00 Friday! You know the put-call-short manipulation drill.

ET9 is the most technologically advanced electric vehicle in the world that's not up for debate—and we are all jumping in to buy this electric vehicle. Well, we knew that the CEO of CL bought one. The CEO of Xpang bought one, and the billionaire CEO of JD.com bought one.

CATL/NIO Sodium-ion batteries solves range anxiety. Hybrid vehicles will soon be obsolete.
What does this mean for Battery Swap Hubs? Is this why next generation battery swap hubs won’t be available until 2026… after the mass production of sodium-ion batteries?

Battery giant CATL showcases three innovations: 1500km range battery, 520km in 5 minutes ultra-fast charging, and 2025 mass-production sodium-ion battery

https://carnewschina.com/2025/04/21/battery-giant-catl-showcases-three-innovations-1500km-range-battery-520km-in-5-minutes-ultra-fast-charging-and-2025-mass-production-sodium-ion-battery/

[color=blue]-Freevoy Dual Power Battery: pure electric challenges hybrid with 1500km range
-Second-generation Shenxing Superfast Charging Battery: 520km in 5 minutes ( requires compatible megawatt-level charging stations).
-Industry-first mass-production sodium-ion power battery: unaffected by extreme cold
[/color]
Battery giant CATL showcases three innovations: 1500km range battery, 520km in 5 minutes ultra-fast charging, and 2025 mass-production sodium-ion battery

Freevoy Dual Power Battery,” featuring a dual-core architecture that delivers an extraordinary maximum range exceeding 1500 kilometers (932 miles) on a single charge

CATL’s sodium-ion power battery, scheduled for mass production in December this year

China DENIES Trade Talks with US

Trump Says He's Got it Under Control

The USA no longer has any honor or credibility. We are a beacon of hypocrisy.

My grandma! What big gains you have. The easier to bring it back down my dear.

The negativity will increase after the Car Show hype is over.

DOOM and GLOOM
cycle is coming
Chinese EV maker Nio’s challenges bleed into its bond prices
https://www.businesstimes.com.sg/companies-markets/transport-logistics/chinese-ev-maker-nios-challenges-bleed-its-bond-prices
But only earlier this month they were at 67.65 US cents on the US dollar – a level widely considered distressed and the lowest in seven months.
“There could be some turnaround if Nio manages to launch and successfully retain market share through its budget cars.”
That’s looking increasingly doubtful.
Regardless, Nio last month flagged first-quarter results that are likely to disappoint after finishing 2024 on a weak note.

Trump Says China Trade Deal To Come Within Weeks

Just like..,
Ending wars and
Balancing the budget

Helping the working class
No taxes on SS Benefits
No taxes on tips

There will be no trade deal with China. This is only a propaganda setup to blame China for blocking the deal. Oligarchs won’t allow tariffs until after they have drained the US citizens dry selling goods created by cheap labor.


REACTION "You let oligarchs feed you lies while they made you fat, poor, and addicted."








..,

Battery Swap Hubs.

Nio Plans Larger, Expandable Battery Swap Stations From 2026 in High-Demand Cities
Posted by Cláudio Afonso 24th April 2025
https://eletric-vehicles.com/nio/nio-plans-larger-expandable-battery-swap-stations-from-2026-in-high-demand-cities/

Nio has filed a patent for a new expandable battery swap station system in the final days of 2024. This new type of station is a modular extension unit that can be attached to existing battery swap stations, increasing the number of batteries available.
He said these new “hubs” would feature centralized battery storage and multiple swap lanes, increasing daily capacity. “That way, the single capacity of this large station might reach 3 million or 4 million (RMB) [$412,000 — $549,000] per day, for example. That’s something we should try,” Shen said.

CATL founder, Xpeng chairman become ET9 owners as Nio wins over more entrepreneurs
https://cnevpost.com/2025/04/24/catl-founder-xpeng-chairman-become-et9-owners/

Trump weighs slashing China tariffs to 50% to 65% to help ease tensions: report

Still at 50-65% tariffs, NIO’s Shenji NX9031 chip will have a competitive edge.

Firefly in Norway NOK 279,900 ($26,652.92)

Test drive today. Deliveries in August 2025

China to lift sanctions on MEPs in bid to revive trade deal with EU

European Parliament in ‘final stages’ of talks with China to remove sanctions on lawmakers

‘It has always been the EP’s intention to have sanctions lifted and resume relations with China,’ spokesperson says.

https://www.ft.com/content/b7c09ffb-5390-426e-97d8-3888acbc55f2

An Egotistical Buffoon should never be given authority.

U-Turn on Tariffs.
His plan to turn the world against Russia, China and Iran is a total failure.

Ironically… The world is turning against the Globalist Western Hegemonic Psychopaths.

I see that Billy Lie was running his mouth at the big show in China the other day. He doubled down, on record, stating that break even will happen in 2025. Should we believe him?

Months ago...we were not going to focus on a build out in Europe even though we had firefuk in the works. Now we are told that the build out in Europe isn't going as smoothly as planned.

Ya know.. there are a ton of gaps to fill on the way back up....if Billy Lie could get his shit straight. Let's face it, Firefly will occupy a niche in the Chinese market...and that's about all. I doubt it will outsell the L60.

Q2 earnings will be the benchmark deciding factor for sorry or not.
A lot can happen between now and September.

Q1 earnings in June without substantial sales or company announcements the shorts will bring NIO down again.

I'm so sorry I bought this company. There is absolutely no chance for profitability with William Lie in charge.

Bloomberg is reporting June isn’t the first half of the year. The shorting syndicate runs deep into Wall Street.

They should have reported Late Q2 and early Q3. But that would be too honest and not promote their agenda.

Chinese EV Maker Nio Delays Europe Launch Of Firefly EV, Says Report: Retail Stays Bearish

Bloomberg reported that Nio is now set to launch its Firefly brand in Europe between June and August, later than its initial plan of launching the brand in the region in the first half of the year.

Google search buries 6200 weekly sales with “NIO delays Europe launch of Firefly”.

Propaganda at every opportunity to headline NIO as a failed company.
China's Nio delays Europe launch of Firefly EV to third quarter.

Never satisfied… The Chinese love cheap cars.
Maybe cheap makes a difference in Europe and the Middle East but not in China.

THIS is NIO's Cheap Car! But is it good?

NIO Group’s total weekly sales reached 6,200 vehicles.

Nio registered 5,400 vehicles between April 14 and 20, doubling its sales from the previous week and recording its highest weekly sales in 2025

When adding Nio’s sub-brand Onvo, the Group’s total weekly sales reached 6,200 vehicles, up from the 4,200 registered in the previous week.

https://eletric-vehicles.com/nio/nio-posts-highest-weekly-sales-of-2025-for-second-week-in-a-row/

Nio Firefly to launch in Europe in Jun-Aug, right-hand drive version ready by Oct

The first markets will include Singapore
…right-hand-drive version ready by October of this year.
By the end of this year, Firefly will be in about 20 overseas markets.
Nio Inc's distributor agreement is expected to be signed later this week

https://cnevpost.com/2025/04/22/nio-firefly-launch-europe-jun-aug/

Reminds me of a Lincoln Navigator.

Firefly delivery 4-5 weeks vs production capacity.

NIO's current monthly production capacity for vehicles across both factories is estimated to be between 35,000 and 37,500 vehicles.
This includes both the NIO brand and the Onvo brand.

ONVO L90 Hippofrunkamus

https://m.youtube.com/shorts/LMeYaxD1xlE

Firefly; its greater potential lies in overseas.

NIO built a small car "killer"
At approximately 20,000 to 25,000 euros and a generational advantage in intelligence the Firefly will have a price advantage over the MINI COOPER (starting at 28,000 euros) and the Volkswagen ID.3 (starting at 28,000 euros).

Firefly chief Daniel Jin said on Sunday that the global plan for the brand will be announced later this week, at the Shanghai Auto Show.

Firefly will sign at the Auto Show cooperation agreements with nine companies


Last year, the global small car market exceeded 15 million units, with Europe accounting for nearly 5 million, but the electrification penetration rate was only 14.8%. As a latecomer, the Firefly targets the price range of 150,000 to 200,000 yuan (approximately 20,000 to 25,000 euros), filling the gap between the MINI COOPER (starting at 28,000 euros) and the Volkswagen ID.3 (starting at 28,000 euros), with a generational advantage in intelligence. https://longportapp.com/en/news/236807423 .

The timing is not a coincidence…
Keeping the transaction from the public?

Apr 7, 2025
CATL in talks to buy controlling stake in Nio's power unit, sources say
Chinese battery giant CATL (SHE: 300750) is in talks to buy a controlling stake in Nio Power, the power unit of Nio (NYSE: NIO), Reuters said in a report today, citing four people familiar with the matter.
21st April 2025
Nio Forms New EV Company in China Named ‘Weileying’
The company is wholly owned by the carmaker’s subsidiary ‘Nio Automobile Sales and Service Co., Ltd.
Who owns ‘Nio Automobile Sales and Service Co., Ltd. ???
…business scope includes the sales of new energy vehicles (NEVs), sales of NEV electrical accessories, sales of battery swapping facilities for NEVs, operation of EV charging infrastructure, sales of charging piles, vehicle charging services, and battery sales.
April 21, 2025
CATL and NIO reach strategic cooperation on battery swapping
Chinese battery manufacturer CATL has signed a strategic cooperation agreement with EV manufacturer NIO to jointly build a battery swap network and promote the unification of industry technical standards.

$NIO - What The CEO Just Did Will Ensure Energy Spin Off

NIO could potentially have an energy branch of the company where there'll be a spin-off, and we could potentially, as shareholders, get shares in this company.

Firefly chief Daniel Jin said on Sunday that the global plan for the brand will be announced later this week, at the Shanghai Auto Show

Firefly will sign at the Auto Show cooperation agreements with nine companies

Why does Dick Li continue to spin off companies.?
It must be profitable…
Nio Forms New EV Company in China Named ‘Weileying’
Is this MFer funneling money to his CCP cronies with these spin-offs and subs?
According to the registration documents, the company’s business scope includes the sales of new energy vehicles (NEVs), sales of NEV electrical accessories, sales of battery swapping facilities for NEVs, operation of EV charging infrastructure, sales of charging piles, vehicle charging services, and battery sales.

https://eletric-vehicles.com/nio/nio-forms-new-ev-company-in-china-named-weileying/

Can this be true?

Shanghai Motor Show. Firefly is the first Nio brand to be equipped with a fixed battery as a basic option, not a replacement, and starts at 119,800 yuan (about 23.3 million won).

https://www.mk.co.kr/en/business/11297364

BYD Megawatt Charger’s value is under scrutiny by academia.

Shanghai Motor Show.
In March, BYD unveiled a megawatt charger that charges a charging distance of 400 kilometers in five minutes. At that time, this technology was evaluated as a "game changer" in the electric vehicle market, but academia also responded that charging speed is not important, but other evaluation criteria such as energy density and safety must be disclosed to accurately judge the value.

https://www.mk.co.kr/en/business/11297364

Onvo L90 First Look. In my very uneducated eye the L90 has an appealing luxury appearance🤷‍♂️

Li’s body language in the Firefly Q&A is that of a failed defeated human being. He is getting an ass whipping by the competition and major shareholders. The Firefly was to make its debut in Europe. Not in a NIO store in China. NIO is in a deep financial hole and Li is a broken man. Which may not be a bad thing for investors when it comes to Li. At least with reality setting his idealistic ego is now in check. Unfortunately it may be too late. Counting on CBU to turn NIO around is a desperate move.

Sales need to be spectacular in Q's 3 and 4 just to meet guidance....let alone profitability. Maybe the rush sales of Fukfly and L90 may help....along with refreshed models coming out soon. ET9 may help too if Billy Lie doesnt give all the margin away to make guidence delivery numbers. If it looks like we fall short of guidance, look for W. Lie to give away the store and sell the fixtures like he did this past December.

Dick Li has to pull a miracle out his A$$ to reach profitability by Q4.
NIO still being a viable business by Q4 is the real challenge.

Who will blink first?

To date, EVOGO (CATL) has built a small number of battery swap stations in a few Chinese cities, primarily as a trial basis.
CATL has cash. But… needs to build thousands of battery swap stations to meet the needs of their EV manufacturers battery swap partners. Evidently CATL does not possess commercially viable battery swap station technology. Otherwise CATL would have several hundred EVOGO battery swap stations ready for operation.

NIO needs cash. But… NIO is ahead of the battery swap technology by several years with over 3200 operating battery swap stations. NIO now has government partners financing the construction of battery swap stations to be used for NIO’s EVs and several EV manufacturer partners in the pipeline.

Is NIO entering the “No money to execute fizzle out stage”? Has Dick Li taken NIO to the point of no return?
Hopefully NIO will generate revenue from sources other than EV sales. If not… NIO to Zero in less than 360 days.
Buyout ?
Partnership ?
Chip sales ?
Technology licensing ?
The CATL takeover of NIO Power in all likelihood wasn’t a rumor. It most likely was a failed agreement.
The NIO/CATL Battery Swap cooperative has been going on for years. Nothing has ever materialized other than PR announcements.
Read between the lines
The investment can range from $0.00 to… meaning Zero investment is possible.
Additionally, the two will also pursue capital cooperation, with CATL moving forward with an investment of up to RMB2.5 billion into Nio Power, Nio’s battery swapping business.

I had to slow down the play back speed to .25%

Who can keep up with that?

Bottom line…

NIO ran out of the long term plan execution money to sell the Firefly in Europe. Now they are stuck with selling a premium small car in China where historically, there has never been a market for premium small cars.
Analysts predict NIO will only sell 8,000 Firefly vehicles in 2025.

Firefly Q&A: BaaS, Swap Stations and Heat Pump.

English Subtitles

A premium sub compact car is a dumb idea in any country.....probably in China too.

William Lie says that he's going to wholesale vehicles to other countries. Does that mean that NIO isn't responsible for supplying swap stations?

How does it heat and cool the cabin then?