Anyone betting future on NIO?
Now still at very beginning stage.. market and demand is there
monthly production surge to 5k units now

https://markets.businessinsider.com/news/st...20-9-1029632186



This post has been edited by yehlai: Oct 7 2020, 04:14 PM

Entered in July. Better late than never.



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Sept month record breaking delivery yet again.
pre market price down but let's see how the share price will react when the market open.
NIO is one of my long term holding.

Any concern because it's a PRC company? because government policies change or get hammered

This post has been edited by yehlai: Oct 3 2020, 12:41 AM

Buy in to hold first
will cont. to buy in batches.. finger cross

This post has been edited by yehlai: Nov 25 2020, 08:36 AM

PRC government aims to have 20% of the cars on the roads as EV by 2025. So, not only NIO, Xpev and Li Auto are soaring too.

In addition, PRC government is using the same strategy like luring Apple to China. Before Apple was produced in China, there was no supply chain and technical capabilities. Most of the Chinese handphones were copy cats. After Apple's investment, the local technical capabilities were upgraded so did the supply chain. Now, by attracting Tesla to Shanghai, the local eco system for the EV would be different. The scenarios would be interesting. It is like GSM (Nokia and Ericsson) vs smart phone (Apple and Samsung Galaxy). The future of automobile could be fossil fuel automobile vs smart EV. My two cents.

nio is riding on tesla's hype now, it doesn't have the tech or production infra like tesla's. it feels like a bubble which how fast its stock price went from USD 8 to USD 50 within 5 months.

I sat in a NIO SUV when I visited Guangzhou in Dec 2019. I bought the shares at 6 USD in Mar this year after I studied NIO's battery swapping technology. The concept was originally from Tesla. But, Tesla shut down the battery swapping idea. Tesla has came out quite a lot of ideas. But, Chinese companies commercialize them. Of course, my views could be prejudice as I have investments in these Chinese counters.

kelvinlym Thoughts? I hardly seen you talking about EV competitor other than NKLA.

IMHO it's feels like an EV hyped instead of disruptive stocks

This post has been edited by Zenph: Nov 23 2020, 04:53 PM

If one would like to invest in the EV sector, TSLA is still the best choice.

However, here are some of my thoughts on NIO.

1. They are in the premium sector. They also sell a premium lifestyle in China. There are pros and cons. It will be very limited in numbers and reach, so I don't see the growth there. At best they will be like a Chinese Rolls Royce. I don't see signs of them going mainstream yet, if they do, they risk the brand being diluted. The scaling will be tough due to high labour requirements. You can see how they run their NIO houses. It's damn high class, but not sure how they gonna scale.

2. Battery as a service. It seems like a good idea, but I don't think it'll appeal to the masses. I don't think people will like to have to share their battery. Having said that, I think it will be useful with commercial users, but it seems to contradict the brand. Also, how are they gonna scale? There is a battery shortage nowadays, but with battery as a service, you're needed to at least 2x your battery because you definitely need to have batteries on standby at the swapping stations.

3. Technology. So far nothing groundbreaking and no clear leadership in any sector. Although their in car assistant seems nice, but novelty may wear off. We'll see their next launch on NIO pilot soon and then we can judge how far Tesla is in front. Battery swapping is not a technical challenge but more of an economic challenge.

4. What I see moving forward. They will be acquired by BYD or a traditional auto company.

This is only what I see and hear from people in China. I have never experienced anything first hand, so I may not have every piece of news available. Hope they can surprise the market with new stuff!

Talking about the stock price and fundamentals, if there is no Tesla, I would consider it as they seem promising. However, I will not put that much as I have put in Tesla because of their seemingly limited growth, reach and vision.

Entered in Jan 2020 after test drove in China. Love the product, the CEO & the Nio Team !

just FYI. They get govt subsidiary as car value over RMB 300k and battery swap tech. Various govt sector & department concluding police department already driving Nio as their official Smart EV. new orders require to wait 8weeeks as capacity expansion under going. Next year Jan Nio day will introduce Sedan ET7/EE7. still have rooms to go but foreseen roller coaster stock price now. Good luck & may all win together !

Swapping battery is another solution for China's environment.

1) Most of the China housing doesn't have a private car park. They can't charge it overnight. And the public charging point at the moment is not enough.

But at the engineering point, I see the car structure is weak and safety concern. While Tesla uses the battery pack integrates as the body structure.

2) NIO at the moment don't have assembly line or own factory. They are using OEM. That is red flag.

3) In NIO Q3 report, the R&D cost have been reduce. It is a red flag. A growing company require high cost in R&D for edge competitive.

At the moment EV sector is support and backed by China gov. So it is booming now. But who will win the race remains to be seen.

Invest in short term but long have to be caution.

my nio PL is already 400%, gila

Congratulations! EV stocks are rising. However don’t let the price blind you, check if its growth can match its valuation.

thanks. I can buy 4k seiko boxes now