SG-NIO @EC2612A

Onvo to Launch Pre-sale of L60 SUV at Shenzhen Auto Show on May 29

NIO CEO states core focus is on local market, export not priority

NIO Discloses Cumulative R&D Investment Over 68.8 Billion, 8,903 Charging/Swapping Stations Built, Gen5 Stations to Deploy in Q3

CLSA Upgrades NIO 2026 Profit Forecast, Maintains Outperform Rating and Raises Target Price

Xiaomi, BYD, Nio Self-Develop Chips: China Semiconductor Shifts to Enterprise Ecosystem Competition

Haitong International Report: NIO Q1 Performance Strong, Target Price Cut to 46.22 HKD

US Tariffs Spike to 28% and Proposed Restrictions on Chinese Auto Makers

NIO Q1 Earnings Shine: Consecutive Two-Quarter Profit, Gross Margin Hits 4-Year High

Four Brokerages Consolidate NIO Ratings: Earnings Beat Expectations, Target Prices and Profit Forecasts Raised

Analysts Raise NIO Stock Price Target to $7.21 with Consensus Buy Rating

NIO CFO: Q1 Other Business Gross Margin Exceeds 20%, Becomes New Growth Point

Nio's Li Bin: Charging Swap Network Expansion to Drive China Passenger Vehicle Market Momentum

NIO-SW Issues Q2 2026 Delivery Guidance: Expected 110,000-115,000 Units

NIO Reports Q1 2026 Revenue of 25.5 Billion Yuan

NIO-SW released FY2026 Q1 earnings on May 21 During-Market (BJT), actual revenue HKD 28.95 B (forecast HKD 28.99 B), actual EPS HKD -0.2267 (forecast HKD -1.1619)

Nio's All-New ES8 Deliveries Surpass 100,000 Units

NIO Sets 2035 Carbon Reduction Target, Links Executive Pay to ESG Performance

NIO Sticks to High Prices to Protect Margins, Li Auto Shares Plummet After Price Cut as EV Price War Continues

NIO to Stream ES9 Suspension Tech on May 21 Ahead of May 27 Launch

Nio China Charging Stations Exceed 5,000, Plans Infrastructure Expansion

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Nio reaffirmed its commitment to the European market during a face-to-face event in Utrecht, addressing user concerns over software delays. Executives acknowledged the need for improved communication and transparency, while announcing no immediate plans for the Banyan 3.0.0 system in Europe. Nio is restructuring its operations, shifting to a distributor model in several countries, and focusing on the domestic market for growth. The company reported a profit of 66.8 million yuan in Q1 2026, marking its second consecutive profitable quarter.

- Nio held a user meeting in Utrecht on May 26, 2026, to address frustrations over software delays and after-sales service.  
- Executives emphasized commitment to the European market and acknowledged the need for improved communication regarding feature delivery.  
- The company is shifting to a distributor model in several European countries while focusing more on the domestic market, reporting a profitability of 66.8 million yuan in Q1 2026.

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NIO Inc. USD OV

Nio faces European users to address software delays and reaffirm vision

NIO Inc. (NYSE:NIO) shares fell 3.2% to $5.5650, with trading volume down 7% from average levels. Despite positive sentiment from the launch of the ES9 SUV and improving profitability, CEO William Li cautioned about slowing demand in China's EV market. Analysts have mixed ratings, with a consensus price target of $6.70. The company reported a negative net margin of 8.78% and a revenue of $4.95 billion last quarter.

- NIO Inc. shares fell 3.2% to $5.5650 amid mixed investor sentiment following the launch of its ES9 SUV, which was priced lower than expected.  
- Analysts from Nomura, Bernstein, and others have recently issued varying ratings and price targets between $6.00 and $6.80, reflecting optimism alongside warnings about slowing EV demand in China.  
- NIO's market capitalization stands at $12.79 billion with a negative net margin, while institutional investors hold 48.55% of the stock, indicating significant institutional interest despite the challenges.

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NIO (NYSE:NIO)  Shares Down 3.2%   - Time to Sell?

Nio has commenced deliveries of its flagship ES9 SUV in China, with initial orders for higher-priced trims exceeding expectations. The ES9, priced from 498,000 yuan ($73,450), features advanced smart driving technology and a luxurious interior. The vehicle offers a maximum range of 620 kilometers and includes a 15.6-inch AMOLED screen and a 47-speaker audio system. Nio aims to leverage basketball legend Yao Ming's influence as the chief experience officer to boost the SUV's market presence.

- Nio has begun delivering its flagship electric SUV, the ES9, in China as of May 28, 2026, with a starting price of 498,000 yuan ($73,450), featuring a smart driving system and luxurious interior.  
- Initial orders for higher-priced trims, including the Executive Signature Edition and Horizon Special Edition, have exceeded expectations, indicating strong demand for high-end electric vehicles.  
- The ES9 comes with a 102-kilowatt-hour battery offering up to 620 kilometers of range and includes advanced features like a 15.6-inch AMOLED screen and a 47-speaker audio system.

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Nio starts nationwide deliveries of flagship ES9 SUV in China

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0528 | Dolphin Research Focus 🐬 Stock 1, $Taiwan Semiconductor(TSM.US) — Supply chain checks indicate that, on surging AI compute demand and fully loaded 3nm lines, TSMC plans to raise 3nm foundry pricing by up to 15% in H2, with a further 5–10% hike likely in 2027. Current 3nm capacity is approx. 160–175k wafers per month and remains in shortage.AI is flipping the supply-demand balance for advanced nodes, strengthening TSMC's pricing power and directly lifting costs for customers such as Apple and Nvidia. Positive for TSMC's GPM...

NIO launches flagship SUV ES9; META rolls out AI subscription | Daily News Recap

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KNOWLEDGE ATLAS(02513) rose 13.54%, with a trading turnover 2.5 Billion HKD, and a year-to-date rose 1292.4%. ZTE(00763) rose 13.09%, with a trading turnover 1.8 Billion HKD, and a year-to-date rose 2.5%. HANSOH PHARMA(03692) fell 7.1%, with a trading turnover 425.1 Million HKD, and a year-to-date fell 13%. SIGENERGY(06656) fell 7%, with a trading turnover 171.9 Million HKD, and a year-to-date rose 55.8%.

- The Hang Seng Index declined by 1.27%, with a year-to-date drop of 2.4%, while the Hang Seng Tech Index fell by 0.39%, totaling a year-to-date decrease of 11.4%.  
- JiPoo (02513) surged by 13.54%, reaching a trading volume of 2.46 billion HKD, and has gained 1292.4% year-to-date.  
- Meanwhile, ZTE (00763) rose by 13.09% with a volume of 1.81 billion HKD, while Hansoh Pharmaceutical (03692) dropped by 7.1%, and Signew (06656) fell by 7%.

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Nio's sub-brand Onvo will begin pre-sales for the updated L60 SUV on May 29 at the Shenzhen Auto Show. The new model features LiDAR and Nio's Shenji NX9031 autonomous driving chip. Onvo aims to maintain sales momentum with this launch, showcasing its full lineup including the L90 and L80. The official launch is expected in June, with a starting price to be announced during the event.

- Onvo, a sub-brand of Nio, will unveil the updated L60 SUV featuring advanced technologies like LiDAR and a new autonomous driving chip at the Shenzhen Auto Show starting May 29, 2026.  
- The updated model aims to enhance Onvo's competitive edge in China's EV market, showcasing the full product lineup alongside the newly launched L80 and L90.  
- With pre-sales commencing at the auto show, the L60 aims to attract consumers with its technological upgrades and a starting price similar to its predecessor's 206,900 yuan.

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Nio Onvo to start pre-sales for updated L60 SUV on May 29

NIO Inc. (NYSE:NIO) experienced a significant increase in call options trading, with 188,933 options purchased, up 48% from the average. Analysts have upgraded NIO's ratings, with target prices ranging from $6.00 to $6.80. The stock opened at $5.75, with a market cap of $13.20 billion. Positive sentiment surrounds the launch of the ES9 SUV, while concerns about volatility and profitability persist among some investors.

- NIO Inc. experienced significant options trading, with 188,933 call options purchased, a 48% increase from average volume.  
- Analysts have mixed views on NIO, with several upgrades and a majority rating it as a "Buy," reflecting positive sentiment after the launch of the ES9 flagship SUV.  
- Despite recent optimism, concerns remain about the stock's volatility and sustainability of profitability, as it has a negative return on equity and negative net margin.

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Investors Buy High Volume of NIO Call Options (NYSE:NIO)

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NIO Inc. ADR rose 9.32% to $5.75 on Wednesday, outperforming the market as the NASDAQ Composite increased by 0.07% and the Dow Jones by 0.36%. This marks the ADR's second consecutive day of gains, though it remains 28.30% below its 52-week high of $8.02 reached on October 2nd. Trading volume was 92.1 million, surpassing the 50-day average of 38.4 million.

- NIO Inc. ADR (NIO) rose 9.32% to $5.75 on a positive trading day for the market, with the NASDAQ up 0.07% and the Dow Jones up 0.36%.  
- This marked the second consecutive day of gains for NIO, although it remains 28.30% short of its 52-week high of $8.02.  
- Trading volume reached 92.1 million, significantly surpassing the 50-day average of 38.4 million.

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NIO Inc. ADR Rises Wednesday, Outperforms Market

Huawei-backed Aito has launched the updated M9 SUV, targeting premium buyers with prices starting at 479,800 yuan ($70,760) for the standard version and 649,800 yuan for the Ultimate edition. The new model features upgraded dimensions, enhanced performance with up to 903 horsepower, and a range of smart features including Huawei's autonomous driving system. The competition in China's premium EV market intensifies as Nio prepares to launch its ES9 SUV.

- The updated Aito M9 SUV is priced from 479,800 yuan ($70,760), with an Ultimate edition starting at 649,800 yuan.  
- It features a range of eight variants, improved dimensions, and offers both electric and extended-range options, delivering up to 903 horsepower.  
- The vehicle is equipped with Huawei's Qiankun ADS 5 autonomous driving system and marks intensified competition in China's premium EV market with Nio's upcoming ES9 launch.

Huawei-backed Aito launches updated M9 SUV to target premium buyers

Nio has appointed basketball legend Yao Ming as the chief experience officer for its new ES9 SUV, aiming to enhance its appeal through this partnership. The ES9, featuring advanced smart driving technology, is set to launch tonight, with pre-sales already underway. Nio anticipates steady growth in deliveries, leveraging the ES9 and Onvo L80 to navigate current market challenges.

- Nio has appointed basketball legend Yao Ming as the chief experience officer for its flagship ES9 SUV, aiming to enhance its appeal through his global influence.  
- The ES9, which features the new version of Nio's World Model smart driving assist system, will officially launch today and has seen pre-sales success with a starting price of 528,000 yuan.  
- Amid challenging market conditions, Nio is focusing resources on the ES9 and the Onvo L80 to drive growth and ensure rapid delivery of its vehicles.

Nio taps basketball legend Yao Ming as ES9 chief experience officer ahead of launch

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$NIO Inc(NIO.US) NIO shares rose strongly amid improved risk appetite and renewed interest in China-related stocks after last week&#39;s bearish sentiment on China&#39;s Cross border trading news. Nio&#39;s recent strong fiscal first quarter showed a 112.2% revenue increase to 25.53 billion yuan, despite simultaneous declines in deliveries and revenue. The results were poised for a good long term setup, with Nio navigating a recovery phase after significant yearly losses, with key support at $5.00 indicating potential buying interest. @Bridge Buzz SG

$NIO Inc(NIO.US) | 𝐍𝐈𝐎: Bernstein maintains 𝐌𝐚𝐫𝐤𝐞𝐭 𝐏𝐞𝐫𝐟𝐨𝐫𝐦, raises 𝐏𝐓 𝐭𝐨 $𝟔Analyst sees strong ES8-driven momentum and improving margins supporting higher sales outlook.

1/ NIO Q1 2026 numbers just dropped. Revenue: 25.5 billion RMB. Up 112% year-on-year. Deliveries: up 98%. Vehicle gross margin: 4-year high. Net loss: 332 million RMB, down from 6.8 billion a year ago. The turnaround is real. 🇨🇳⚡ 2/ The loss narrowing is what matters most here. Going from 6.8 billion RMB quarterly loss to 332 million is not a rounding error. That's a structural cost base change — ONVO sub-brand scaling, battery swap retention converting to repeat buyers, manufacturing efficiency improving. 3/ Vehicle gross margin at a 4-year high tells you two things at once: average selling price held up and production costs fell. Most EV turnarounds fail because they grow volume by cutting price. Margin collapses. NIO is doing the opposite right now. 4/ The question for Q2: can they hold this delivery pace against BYD's relentless pricing pressure and Xiaomi taking mid-range share? NIO's bet is premium positioning. If the brand holds, the margin story continues. If they're forced to discount to compete, the numbers look different. If Q2 holds above 50,000 deliveries without margin compression, the path to breakeven becomes visible. Watch this space.

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$NIO Inc(NIO.US) Nio&#39;s Q1 was solid: revenue had a slight miss but margins held at a high level through seasonality. The core driver was the ES8&#39;s strong ramp, which shored up GPM and offset headwinds from weaker scale and higher procurement costs, while tighter cost control widened profit headroom and kept losses slightly better than expected. All eyes turn to next quarter&#39;s guidance: stringer deliveries could be the fuel needed to push the stock back up, but before that materialises, the stock will be in a consolidation zone. This is the long game. @Bridge Buzz SG

$NIO Inc(NIO.US) $NIO-SW(09866.HK) CMB International upgraded NIO Inc. (NIO US / 9866 HK / SGX: NIO) from HOLD to BUY, with target prices raised to US$7.00 / HK$55.00.Key 1Q26 numbers:Revenue: RMB25.53bn, +...

NIO 1Q26 Update: Gross Margin Reached 19%, Rating Upgraded to BUY

$NIO Inc(NIO.US) | 𝐍𝐈𝐎: BofA reiterates 𝐍𝐞𝐮𝐭𝐫𝐚𝐥, raises 𝐏𝐓 𝐭𝐨 $𝟔.𝟖𝟎Analyst sees improving margins and stronger model pipeline supporting earnings upside, though sector headwinds remain a concern.

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For FY2026, the full-year financial target is positive non-GAAP OP. The goal is to deliver a profit on a non-GAAP operating basis.

Organovo

NIO (Trans): Q2 & FY vehicle margin target at 17-18%

Financial Analysis

The premium ES8 saw strong volume. This effectively underpinned GPM.

After weathering the worst, how close is NIO to a full turnaround?

Nio 1Q26 First Take: overall a solid print. Revenue came in slightly below expectations, but the company maintained a high GPM in a seasonally weak quarter, and the net loss was narrower than expected. More important than the print is the Q2 guide. With two key models — ES9 and ONVO L80 — set to start deliveries in May, the upbeat volume and revenue outlook implies healthy order intake for both. In detail: ① Vehicle revenue was RMB 22.8bn, just shy of the RMB 23.1bn consensus. The shortfall was mainly due to an ASP of RMB 273k vs. the RMB 277k expected, though ASP still rose by RMB 20k QoQ as the high-priced ES8 accounted for over half of the mix in Q1. ② Vehicle GPM was 18.8%. Despite weaker scale benefits and higher procurement costs, margin held at a high level and improved 70 bps QoQ, beating the 18.2% market view and the company’s prior guide for a flat QoQ margin, driven by an upward shift in mix that offset cost headwinds. ③ Opex was well controlled, with R&amp;D cut to under RMB 2bn, mainly due to front-loaded model development and cost-down initiatives. Nio delivered OP of -RMB 300mn, better than the -RMB 1bn loss the market expected. The Q2 outlook is the key and again above expectations: ① Delivery guidance is 110k–115k, ahead of the 106k consensus. With only 29k delivered in Mar, this implies average monthly deliveries of 40k–43k in May/Jun. As ES8 lead times shortened from 4–5 weeks in Mar to 2–4 weeks in Apr and backlog eased, the incremental upside likely comes from ES9 and ONVO L80, indicating solid orders and the ability to ramp deliveries in line with intake. ② Total revenue guidance of RMB 32.8bn–34.4bn also tops the RMB 30.0bn consensus, with both volume and ASP above market assumptions. The guide implies Q2 vehicle ASP around RMB 270k, broadly flat QoQ. Given ES8’s Q1 mix already reached 54% and its backlog and deliveries are trending down, Q2’s high ASP is likely backfilled by the higher-priced ES9, reflecting management’s confidence in ES9 monthly run-rate. If ES9 can reach a steady 5k+ units per month, Nio’s GPM should stay elevated, with potential room for further upside. $NIO Inc(NIO.US) $NIO-SW(09866.HK)

SG-NIO @EC2612A(29666.HK)

Nio faces European users to address software delays and reaffirm vision

NIO (NYSE:NIO) Shares Down 3.2% - Time to Sell?

Nio starts nationwide deliveries of flagship ES9 SUV in China

NIO launches flagship SUV ES9; META rolls out AI subscription | Daily News Recap

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