$NIO Inc(NIO.US) @未来的交易员皮看穿

In my opinion, the sales in the first week of June were unsatisfactory, and the remaining three weeks need to achieve an average sales volume of over 6,500 units to meet the guidance.

Here are some speculations (source of fantasy: the story of capital operations and government intervention behind Kazuo Inamori's rescue of JAL read yesterday):

1. Nio deliberately suppressed sales in the first or second week of this month, cooperating with the further decline in stock prices to drive away retail investors who were on the fence or lacked conviction, allowing capital to complete accumulation. ✅

2. At the end of the month, good news such as financing (combined with recent rumors) will be released, coupled with the release of sales figures, creating a double positive effect and forming a spiral upward trend. For example: Leapmotor stood out among the strong competitors, started to turn a profit, and quickly gained market recognition, forming the current "thriving" situation. ✅

3. Starting in July, the strong pricing of the L90 model, more details about the ES8, management downsizing, and the completion of the 318 battery swap stations will be combined with the new car's ability to shoot panoramic videos for extensive promotion. ✅

Ultimately, this will complete the turnaround!

Li Bin once said: "Make progress step by step, and success will come with persistence." But in this chaotic and overly competitive market, it may not be possible to survive gently anymore. Nio's product strength has always been at the leading level in the market, but it lacks marketing tactics. It's important to know that ordinary people are easily brainwashed into buying corresponding products (e.g., diamonds? Luxury items beyond their affordability?).

Currently, the company and related capital must take "unconventional" actions to save the current "Nio" and create a long-term future.

If in 2019, Hefei SASAC and Nio had only dispersed their forces to accumulate enough chips at 1-2 yuan before announcing the cooperation, the 7 billion yuan investment would have already been profitable in the subsequent rise. 🧐

I hope this is not a pipe dream before bankruptcy or merger. 😃