NIO Inc (NIO) 옵션

BYD was going to Mexico. China stopped them for fear of the USA stealing their technology.
The world is tilting back to the east.

Should Canada ease its 100% tariff on electric vehicles from China amid trade war with the U.S.?
https://www.cbc.ca/news/canada/canada-china-electric-vehicles-1.7486204
Canada may be re-visiting the 100% tariff on Chinese EV's.

If NIO continues selling its Battery Asset Company and NIO Power percentage of ownership their future earnings will be severely diminished.
My investment in NIO is based on Battery Swap and the BaaS model… not their vehicles.

The amount of revenue NIO will generate from these partnerships is impossible to determine. Everyone wants a piece of the most valuable assets NIO is creating.

CATL to up its bet on Mirattery, Nio's battery asset operator, report says.
https://cnevpost.com/author/zhang/

The hype and tripe preemptive damage control put out by the company leading up to earnings isn’t a good sign either.
The NIO/CATL alliance was formed in 2020 with the Battery Assets Company. “CATL is currently advancing an investment capped at RMB 2.5 billion in NIO Power,..” The word capped is key. Meaning there is no set minimum.

Friday earnings always give me the shivers.

Companies are known to announce missed earnings on high distraction days to lessen the impact on the PPS.
Tripping Witching appears to be a day of many distractions.

Who is John Galt?
Hopefully they don't worry about the day to day price of the stock and focus on the long term.

Why would NIO choose a triple witching day to release earnings?

Triple witching tomorrow with massive options expiration.

I noticed that too. I have been looking for the last hour for an explanation. 🤷‍♂️
Algorithms?
These days… Fundamentals mean very little in the short term.

Why is the market angry this morning?

Giving all the margin away. Li at his dumbest yet again.

What does this indicate about sales?

Nio has upgraded the benefits package for ET9 buyers. The “Worry-Free Power” benefit previously offered 20 free battery swaps per year for five years. It now provides six free swaps per month for ten years. The “Worry-Free Smart Travel” benefit initially included five years of free NOP+ (Nio Pilot Plus) full-domain navigation-assisted driving. This has also been extended to ten years.

These enhancements are in addition to existing benefits. These include three years of all-scenario driver service and three years of ET9 business travel pick-up and drop-off service. Customers get five years of free maintenance and vehicle pick-up/delivery for maintenance. Lifetime free on-site tire repair and roadside assistance are included. The vehicle comes with a six-year/150,000 km warranty. The electric powertrain has a ten-year unlimited mileage warranty. The total value of these benefits is stated to exceed 200,000 yuan (27,800 USD).

I was hoping the PPS would remain above $5.00 going into tomorrow’s Q4 release. If we don’t…chances are we see sub $4.00 again

Thanks for the information👍

Did you notice no timeline was given for construction of the first CATL/NIO charging station or EV compatible development?

The tale of two philosophies…
Cater to customer needs. BYD
Tell the customer what they need. NIO

Common in the restaurant business.
Providing a service that caters to the owner’s desires and needs. NIO
And…Are dumbfounded when hardly anyone ever returns to the restaurant. It is always the customers fault for not returning or eating at the restaurant. They don’t stay in business very long.

Providing a service that caters to the customer’s desire and needs. BYD

I believe that gen4 SS have solar roofs that provide free charging for four swaps a day.

Power grid overload created by EV charging.
Everyone is saying the power grid can handle the growing demand. Everyone except the power companies. How will power companies respond to the increasing demand.

Existing grid infrastructure are not designed to handle the sudden and substantial increase in electricity demand from widespread EV charging

Peak hour quick charging increases the risk of grid overload and potential outages.

BYD is now planning on installing battery terminals at charging stations to manage grid overload. Cost?

Solutions
NIO✔️ BYD❌
Implementing smart charging systems that can distribute charging demand across different times of the day.

NIO✔️ BYD❌
Expanding capacity and improving distribution networks

NIO✔️ BYD❌
V2G technology allows EVs to not only draw power from the grid but also to feed power back

NIO✔️ BYD❌
Charge during off-peak hours energy storage units to contribute to grid stability

NIO✔️ BYD❌
Provide Virtual Power Plant grid services

NIO✔️ BYD❌
Swap stations can store energy during off-peak hours

NIO✔️ BYD❌
Provide frequency regulation services, ensuring the grid operates at the correct frequency

NIO✔️ BYD❌
Wholesale electricity trading to reduce costs

I'll admit that I dont know how Chinese public companies operate at the executive level, but if Li were in America, the board would have removed him long ago.

I think his behavior as of late is simply pre Q4 damage control. His ego can only be dealt with by others. I hope, after the failure of Firefly, those that can, will remove him. He seems to have NPD.

The day of Li’s free money are over.
NIO Power is the only value Li has left to offer. What percentage of NIO will CATL acquire? The Government put up about $50 million for 5%. CATL will probably get %35-40? The Chinese government is about ready to hang him by his balls. What Li is doing is a matter of his survival… not just NIO’s.

If Q4 numbers are terrible, I'm going to join the rest of the disgruntled investors and insist that Li be replaced with a competent CEO that doesn't use other people's money to massage his giant ego.

I expect an ET9 announcement on pre orders and order numbers. Possibly the same with Firefly for Q4 Damage control.

Will NIO see low $4s again? Definitely a possibility.

NIO ET9 test drives in China start March 20

Match made in heaven: Here is all we know about CATL-Nio battery swap partnership
https://carnewschina.com/2025/03/19/match-made-in-heaven-here-is-all-we-know-about-catl-nio-battery-swap-partnership/

Q4 damage control: NIO ET9 test drives start tomorrow, March 20th, 2025, with deliveries expected to start at the end of the month

NIO ET9 test drives in China start March 20

NIO
#ET9
Every detail in place. The curtain rises. The pinnacle journey begins.
NIO ET9 test drives in China start March 20.
#NIO #BlueSkyComing #ET9

Captain Quint again this morning fends off the 0800 shark attack.
The shark attack continues to be met with a quick and decisive response.

Battery Swap Stations are a necessity not a luxury.

Battery Swap is not competing with super fast charging. Battery swap is a solution to the inevitable grid collapse from super fast charging. Rather than spend billions on upgrading the power grid the Chinese energy companies and government sees battery swapping stations as the solution. Before the energy companies spend billions upgrading infrastructure they will raise rates for quick charging and peak charging per 1kW to discourage quick charging and peak hour charging. Power and energy are two different factors. The “power” transmission lines are limited in their capacity to deliver electricity.
Have some foresight people. Even Elon admits battery storage terminals will be needed to meet power grid demand as more EVs hit the road. Battery Swap Terminals are a necessity… not a luxury.

Only an absolute idiot would start a new BEV brand when the market won't support the 40 that are already struggling. So our idiot starts three when one would have been just fine.

CATL battery swap station will cater to budget cars while NIO will cater to premium models.
NIO and CATL are Battery Asset Company partners.

BS as usual. Great volume on great news and all we get is a few percent sp move up. No wonder so many take a loss and move on.

EV sales week 11. Not even competitive.
Onvo registered 1,300 cars, up 18%.
Nio registered 2000 cars up 5%

Keep in mind that insurance registration and sales/deliveries are different datasets.

The weekly sales charts that Li Auto (NASDAQ: LI) shares every Tuesday may no longer be available, as an industry association is urging a halt to the publication of such charts.

https://cnevpost.com/2025/03/18/caam-urges-halt-weekly-auto-sales-charts/

Shorts are in trouble. Their only hope is extreme losses in Friday’s Q4 earnings report.

Shark attack this morning. Captain Quint steps in.
I believe Quint is Chinese government affiliated. China is fed up with Wall Street’s manipulation of NIO. Perhaps their investigation into the Short Selling Syndicate has caused them to take action. Just my humble opinion.

Barring WW3 NIO will be a $100 stock in 2028.

NIO will be known as the EV Power Supply company that sells cars.

Battery Swapping is a Chinese Government enterprise. NIO will benefit bigly.

NIO does not own the BaaS batteries.
You do realize the Battery Asset Company owns the batteries?

Evidently the algorithm hasn’t digested the news.

Why is your name mr. Dragon?🐉 I have something you might likehttps://www.tiktok.com/t/ZT2pMvqFa/

Yes it is.

Did you read this post?

NIO and CATL are partners in this company.

NIO and the Partners will each invest RMB200 million and hold 25% equity interest in the Battery Asset Company respectively.
The Battery Asset Company is dedicated to purchase and own the battery assets, and lease the battery packs to users who subscribe to the BaaS model.


https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175932838

This is great news at a time when we have a poor ER awaiting us. It's good for a 20% run but since we are NIO, I doubt we will hold more than 10%.
https://cnevpost.com/2025/03/18/nio-partners-with-catl-battery-swap/

NIO is not building any battery swap stations for the firefly unless sales numbers make building stations feasible. But you can still rent the battery BaaS.

Drunken sailor Li should have made Firefly a charge only car. It will fail so why dedicate a swapping infrastructure around it?

My God Nio About To Roll Out End To End In April $NIO

According to ChinaEV Home, this version is currently in internal testing under the codename "Starlight Plan." Internal test data shows that its intervention rate has dropped below Tesla's FSD, demonstrating superior performance.

Big News: $NIO's Intelligent Driving System Undergoes Major Upgrade, with New Version Featuring Core Highlight—NIO World Model.

According to ChinaEV Home, this version is currently in internal testing under the codename "Starlight Plan." Internal test data shows that its… pic.twitter.com/yfl2pJKCNu— ChinaEV Home (@CNEVhome) March 16, 2025

I have the same concern about Q4 numbers.
I just pulled this out of this morning’s article.

Is Li Bin starting to listen to advice?
Wallstreetcn
2025.03.17 05:26

It is understood that NIO's service operation team, energy team, and other departments have been operating under the CBU mechanism for over a year

https://longportapp.com/en/news/232069728

$NIO They Are About To Release AI Model That Will Make Deep Seek Obsolete

William Li running his mouth about saving money everywhere. All of the sudden, he's so interested in cost cutting. I smell an ER with a really bad cash burn coming.