UB-NIO @EC2612A

$NIO Inc(NIO.US) The post-Q1 sell-off in NIO increasingly looks like a buy-the-dip setup. Since its Q1 earnings report in May 2026, the Shanghai-based electric vehicle (EV) maker's ADR has fallen from about $5.59 to $4.53, down nearly 19%. Yet Q1 itself was not the problem. The initial reaction was positive, with revenue beating expectations, vehicle margin reaching 18.8% vs. 10.2% a year ago, and adjusted operating profit near breakeven. A key focus of the upcoming earnings report will be whether the company can post non-GAAP profitability for a third consecutive quarter. Nio recorded adjusted operating profit of 66.8 million yuan in the first quarter, while revenue surged 112.2% year-on-year to 25.53 billion yuan. Its overall gross margin expanded to 19.0%, the highest in 4 years. However, second-quarter deliveries were somewhat weaker than expected. Nio delivered 107,658 vehicles during the quarter, below the lower end of its guidance range of 110,000 to 115,000 units. Even so, the figure represented a 49.4% increase year-on-year. Nio had previously guided for second-quarter revenue of between 32.78 billion yuan and 34.44 billion yuan. Investors will also be watching management's guidance for third-quarter deliveries and revenue, as well as its comments on the full-year profitability target. And I have been buying the dips, though more dips came after each one. I believe in the management that if strategies work well, they can continue to raise profit margins. I'm holding back for now to see the earnings next week. @Captain's Treasure

$NIO Inc(NIO.US) Nio Inc saw its July deliveries become increasingly concentrated in 2 large premium SUVs. The ES8 and ES9 delivered a combined 16,603 units, accounting for 83% of the main Nio brand's 20,008 deliveries and 46% of Nio Inc's overall 35,934 deliveries, according to China Passenger Car Association (CPCA) data compiled by CnEVPost. The ES8 delivered 10,288 units in July, returning above the 10,000-unit monthly mark and rising 14.7% from 8,969 in June. Nio had previously disclosed a figure of 10,286 units on Weibo, a minor difference of 2 units from the CPCA data. The rebound was driven by the 5-seat version. The variant was launched on July 9 and deliveries began the following day, unleashing previously pent-up demand. Cost pressures, however, are beginning to emerge. Founder, chairman and CEO William Li said on July 10 that rising raw-material prices had increased the cost of each ES8 by nearly 20,000 yuan. He said the company was working with supply-chain partners to offset some of the increase in an effort to keep prices stable. This remains one of the bigger challenges amongst a highly concentrated EV market in China, while Nio has to also continue to find a way to reach global markets. @Captain's Treasure