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NewUser_CkrdqW Rate Of ReturnAug 4, 2026 at 02:43 AM
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$NIO Inc(NIO.US) Chinese electric vehicle makers Nio, XPeng, and Li Auto reported mixed performance for their July deliveries. Unlike BYD, the July deliveries of these three EV makers fell month-over-month amid a slowdown in the Chinese economy. Moreover, Chinese EV makers are facing intense competition in the domestic market. Nio's deliveries surged about 71% year-over-year to 35,934 vehicles in July, but fell 11.5% compared to June. The company's Nio, Onvo, and FireFly brands all posted strong year-over-year growth in July deliveries, but saw a sequential decline in their volumes. Last month, Goldman Sachs upgraded NIO stock to Buy from Hold, as they expect the company to deliver the fastest volume growth, strong margins, and a solid turnaround in its profits and free cash flow in 2026. The launch of the new ES8 and ES9 models should support Nio's turnaround, as these vehicles strengthen Nio's brand and position in the premium NEV (new energy vehicle) market, making it harder for rivals to challenge its competitive moat. @Captain's Treasure
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NewUser_CkrdqW Rate Of ReturnJun 10, 2026 at 12:12 AM
$NIO Inc(NIO.US)Nio's third-generation ES8 led China's large SUV market in May 2026 with retail sales of 11,472 units, marking six consecutive months of top sales. The ES8 is the only large SUV priced above 400,000 yuan with sales exceeding 10,000 units, while four Nio models, including the ES9 and Onvo L80, also ranked in the top 10 for May.
Nio's total vehicle deliveries reached a record 37,705 in May, and analysts predict the company will maintain non-GAAP profitability in Q2, driven by strong demand for high-margin SUVs. However, it is worth noting that competition is fierce in China, and rivals like Xiaomi are constantly innovating and competing for market share too. @Bridge Buzz SG
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AureliusMay 22, 2026 at 06:14 AM
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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MoonOCBC Bank Return RateRate Of ReturnApr 27, 2026 at 03:31 PM
$NIO Inc(NIO.US)
NIO products consist of NIO, ONVO and Firefly. The 3 different brands target customers with different profiles.
Such strategy is awesome! Based on the recent earnings, the numbers prove that NIO is heading towards profitability. This is just the beginning. There will be more good news coming your way.
NIO has many different business units, which include chip development. The new chip developed by NIO is more affordable than a NVIDIA chip. Moving forward, the capital expenditures may probably decrease and margin should increase.
Let's see NIO on the moon.
Can NIO fly to the moon by 2027?
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