Rate Of Return$NIO Inc(NIO.US)$NIO-SW(09866.HK)
Estimate Nio's Q4 deliveries
L90 starts production capacity of 15,000 in October, 45,000 per quarter
ES8 43,000 (45,000 annually, 2,000 delivered in September)
5566 weekly sales 2,000, quarterly 24,000
L60 based on old model weekly sales 1,500, quarterly 18,000 (new model has incremental opportunity)
Firefly 6,000 per month, quarterly 18,000
Total 148,000, basically meeting breakeven guidance
Q2 old model clearance overall gross margin 10%
Based on ES8 gross margin 15%, other models 10%
Feels like more than breakeven, with some profit
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