MS-NIO @EC2611A

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

Nio ES8 Sales Surge Aids Turnaround, Q1 Earnings Report Due May 21

Li Bin Confirms No Plans for a Second Firefly Model

NIO: Builds 8,870 Charging and Swapping Stations Nationwide, Exceeds 100 Million Swaps

NIO's Qin Lihong Interprets Shenji NX9031 Chip: Installations Exceed 250,000 Units

NIO's Qin Lihong Interprets Shenji NX9031 Chip: Emphasizes Hard Core Standards, Installations Exceed 250,000

NIO Onvo L80 Launched at 242,800 RMB, Qin Lihong Cites Pragmatic Strategy

NIO receives average 'Hold' rating from 13 brokerages with $6.80 target price

NIO Releases Firefly Software Update, Boosting Motor Power

Li Bin Personally Launches NIO's New Model L80

NIO-SW to release FY2026 Q1 earnings on May 22 during market hours (BJT), forecast revenue HKD 28.94 B, EPS HKD -1.1599

NIO ES8 Leads Chinese Large SUV Sales for Fifth Consecutive Month

Nio to Release Q1 Earnings, Analysts Focus on Profitability

NIO Silk Road Hexi Corridor Swapping Route Fully Operational

NIO Power Partners with Multiple Entities to Build Over 500 Swap Stations

NIO Sub-brand Roadlink Begins Deliveries of New Model L90 SUV

NIO Refutes Rumors of Being Summoned

NIO Power Provided Over 15.43 Million kWh of Charging and Swapping Electricity During 2026 Labor Day Holiday

NIO to Preemptively Launch and Deliver ES9 SUV

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Nio has surpassed 5,000 charging stations in China, with 5,023 stations and 3,851 battery swap stations. Over 86% of the power is provided to non-Nio vehicles. The company plans to expand its infrastructure further, including the deployment of fifth-generation battery swap stations. Nio has invested over RMB 18 billion ($2.6 billion) in this infrastructure.

- Nio has surpassed 5,000 charging stations and 3,851 battery swap stations in China, with over 86% of power supplied to non-Nio vehicles.  
- The company has integrated over 1.61 million third-party charging piles and plans to launch fifth-generation battery swap stations later this year.  
- Nio has invested over RMB 18 billion ($2.6 billion) in its charging and battery swap infrastructure over the past 11 years.

CnEVPost

NIO Inc

NIO-SW

Hua Xia CSI New Energy Vehicles ETF

Global X Autonomous & Electric V

First Trust S-Network Future Vehicles & Tech ETF

Hwabao WP CSI Intelligent Electric Vehicle ETF

NIO Inc. USD OV

Nio's charging station network surpasses 5,000 in China

Nio's ES8 has been selected as the official VIP vehicle for the 2026 APEC Ministers Responsible for Trade Meeting, enhancing its brand image in the premium market. The vehicle delivery ceremony took place in Suzhou, with the ES8 expected to provide reliable transportation for trade officials. The model has achieved significant sales milestones, contributing 44% of Nio's total deliveries in April, and is anticipated to support the company's financial performance in the upcoming earnings report.

- Nio Inc's premium electric SUV, the ES8, has been selected as the official VIP vehicle for the 2026 APEC Ministers Responsible for Trade Meeting, enhancing its brand image in the premium market.  
- The delivery ceremony for the ES8 took place on May 15, with the vehicle expected to provide reliable transportation for visiting trade officials from May 22 to 23.  
- The ES8 has achieved significant sales milestones, reaching its 110,000th delivery this week and contributing 44% to Nio's total deliveries in April, indicating its strong market appeal in China's competitive EV sector.

Nio ES8 selected as official vehicle for 2026 APEC trade meeting

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NIO Inc. is set to announce its Q1 2026 results on May 21, with options traders anticipating a significant post-earnings move of 17.38%. This expected swing follows a 20% year-to-date rally and is notably higher than the stock's average post-earnings move of 5.8% over the last four quarters.

- Chinese EV manufacturer NIO Inc. is set to announce its Q1 2026 results on May 21, before the U.S. market opens.  
- Following a 20% year-to-date rally, the stock is likely to experience significant volatility, with options traders anticipating a 17.38% move in either direction post-earnings.  
- This implied movement is notably higher than the stock's average post-earnings fluctuation of 5.8% over the previous four quarters.

Tip Ranks

Max Auto Industry 3X Leveraged ETN

Guotai CSI 800 Automobile and Parts ETF

SmartETFs Smart Transportation & Tech ETF

NIO Stock Set for Big Post-Earnings Move as Options Traders Expect 17% Swing

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Nio's sub-brand Onvo will begin pre-sales of the updated L60 SUV at the Shenzhen Auto Show from May 29 to June 7, with an official launch expected in June. The revamped model will feature significant hardware upgrades, including a LiDAR sensor and Nio's autonomous driving chip. This move aims to enhance Onvo's competitive edge in China's EV market, following a 21.64% increase in vehicle deliveries in April.

- The upcoming Shenzhen Auto Show is scheduled from May 29 to June 7, where Onvo will initiate pre-sales for its updated L60 SUV.  
- This model will feature significant hardware enhancements, including a LiDAR sensor and automated driving capabilities, aiming to compete in China's EV market.  
- In April 2026, Onvo delivered 5,352 vehicles, reflecting a 21.64% year-on-year increase, underlining its strategy for continued growth and product expansion.

Ping An CSI Auto Components Thematic ETF

Nio Onvo to start pre-sales of updated L60 at Shenzhen Auto Show later this month

NIO Inc. (NYSE:NIO) has received an average rating of 'Hold' from thirteen brokerages. Two analysts rated it 'sell', four 'hold', and seven 'buy'. The average 1-year price target is $6.80. Recent analyst actions include upgrades from Dbs Bank and Nomura, while Weiss Ratings maintained a 'sell' rating. NIO's stock has faced volatility due to pre-earnings caution and regulatory scrutiny, recently trading at $6.27.

- NIO Inc. has received an average "Hold" recommendation from thirteen brokerages, with two sell ratings, four holds, and seven buys.  
- Recent performance includes solid April deliveries of 29,356 vehicles, boosting year-to-date totals to 112,821, although stock sentiment is affected by regulatory concerns and profit-taking ahead of earnings on May 21.  
- Despite these mixed signals, institutional interest remains strong, with significant stakes purchased by various funds, highlighting ongoing investor confidence in the company's long-term prospects.

Market Beat

Macquarie Group Limited

Nomura

Bank of America

Nomura Holdings, Inc.

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BANK OF AMERICA CORPORATION 4.125%DEP SH REP 1/1000 PFD SER PP USD25

Bank of America Corp

NIO Inc. (NYSE:NIO) Receives Average Rating of "Hold" from Analysts

Nio's sub-brand Onvo celebrates its second anniversary and is set to launch the L80 SUV, which began pre-sales on April 28 at a price of 245,800 yuan ($36,170). The brand aims to expand its market share, having delivered over 100,000 units in 2025. Onvo plans to enhance its infrastructure with over 3,300 battery swap stations by year-end. The L80 will offer both high-end and pure vision versions, continuing Onvo's dual-track strategy in smart driving technology.

- Onvo L80 began pre-sales on April 28, priced at 245,800 yuan ($36,170) with a battery pack included.  
- Nio Inc's sub-brand, Onvo, also plans to initiate pre-sales for the revamped L60 at the end of May, with an official launch set for June.  
- Onvo, established in May 2024, has delivered over 100,000 vehicles annually and aims to expand the number of battery swap stations to over 3,300 by the end of this year.

Nio sub-brand Onvo turns two, to launch new L80 SUV in hours

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0514 | Dolphin Research Focus: 🐬 Macro/Industry 1) This morning, China's top leader held a face-to-face meeting with U.S. President Trump, covering trade, tech cooperation, global governance and bilateral ties. It signaled a thaw in top-level engagement. 2) According to foreign media, the U.S. eased chip export curbs, allowing 10 Chinese tech firms — including Alibaba, ByteDance, Tencent and JD — to procure Nvidia's H200 high-end AI chips. Distributors such as Lenovo and Foxconn also received purchase approvals, pointing to a marginal relaxation of export restrictions on advanced AI chips...

NVDA H200 curbs show fresh signs of easing; XPEV eyes EU vehicle manufacturing | Daily News Recap

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FAST RETAIL-DRS(06288) rose 5.43%, with a trading turnover 12.1 Thousand HKD, and a year-to-date rose 45.5%. LI AUTO-W(02015) rose 4.34%, with a trading turnover 2.2 Billion HKD, and a year-to-date rose 18.5%. VGT(02476) fell 7.95%, with a trading turnover 1.5 Billion HKD, and a year-to-date rose 68.9%. BIREN TECH(06082) fell 6.24%, with a trading turnover 549.5 Million HKD, and a year-to-date rose 164.3%.

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Top 5 HK Stock Gainers/Losers (>100B) (5.14)

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China's NEV retail sales increased by 27% in early May compared to April, reaching 226,000 units, despite a 13% year-on-year decline. The wholesale penetration rate for NEVs surpassed 60%, indicating a shift in production focus. Overall passenger vehicle sales also showed improvement, with a 36% month-on-month increase. Year-to-date, cumulative retail sales of passenger NEVs are down 17%, while total passenger vehicle sales have decreased by 19% compared to last year. The market is gradually recovering from previous lows, driven by demand following the Beijing Auto Show and Labor Day holiday.

- China's retail sales of new energy vehicles (NEVs) reached 226,000 units from May 1 to May 10, marking a 27% increase from April despite a 13% year-on-year decline.  
- The wholesale penetration rate for NEVs hit 60.3%, indicating a production focus shift among automakers, while total passenger vehicle retail sales also increased by 36% month-on-month.  
- Year-to-date retail sales of passenger NEVs are down 17%, totaling 2.984 million units, signaling a gradual recovery in the market following recent events.

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China Universal CSI New Energy Vehicle Industry ETF

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China's early May NEV sales rebound from April lows despite yearly drop

Today’s Key News Recap

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$NIO Inc(NIO.US) NIO has made significant progress towards profitability, reporting its first non-GAAP operating profit in Q4 2025 and strong delivery volumes in Q1 2026. The launch of the All-New ES8, which achieved nearly 25% gross margins, marks a shift in focus from delivery growth to improving margins and operating leverage. However, volatility remains relevant as competition is stiff in China. NIO is not the only company capable of delivering high standards EVs, and therefore the upcoming earnings report will tell investors more on their ambition and forward plans. @Bridge Buzz SG

$NIO Inc(NIO.US)cup and handle :), next stop $8.6

Welcome to the Earnings Season Portfolio Check‑up Challenge!Once a week, you’ll sit down, review your holdings, analyse what earnings mean for you, and plan your next move.No daily pressure. Just 6 posts in 6 weeks. And yes – there are cash coupon prizes💰✨📅 Event period: Apr 21 – June 1, 2026✅ How to join: Post with【Week 1 – Your Headline】+ #My Portfolio Health Check, 30+ words on your earnings‑season thoughts + holdings screenshot🎁 Rewards: 6 weeks → SGD 20 | 5 weeks → SGD 10 | 4 weeks → SGD 5
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Welcome to the Earnings Season Portfolio Check‑up Challenge!Once a week, you’ll sit down, review your holdings, analyse what earnings mean for you, and plan your next move.No daily pressure. Just 6 posts in 6 weeks. And yes – there are cash coupon prizes💰✨📅 Event period: Apr 21 – June 1, 2026✅ How to join: Post with【Week 1 – Your Headline】+ #My Portfolio Health Check, 30+ words on your earnings‑season thoughts + holdings screenshot🎁 Rewards: 6 weeks → SGD 20 | 5 weeks → SGD 10 | 4 weeks → SGD 5 ⭐️ Every week's “Best Health Check‑up” get an extra SGD 5 cash voucher!🚀 Start your portfolio check up now!🔎 More details: <a href="https://longbridge.com/topics/100000000601111?channel=WHAB0001">https://longbridge.com/topics/100000000601111?channel=WHAB0001</a>

My Portfolio Health Check

My Portfolio Health check week 3MicroStrategy has continued to outperform due to its aggressive Bitcoin accumulation strategy, giving investors strong exposure to crypto momentum and long-term digital asset conviction. Meanwhile, NIO remains in the red for now, as the company is still facing pressure from weak margins, heavy competition in China’s EV market, and ongoing concerns around profitability, although I am still awaiting future financial results and delivery growth before changing my long-term outlook.I am looking at forward looking ETFs for this week!!

Strategy

Microstrategy Inc Pref Shares STRC 9.0 Perp

MicroStrategy Pref Shares MSTR 10.0 Perp

MicroStrategy Pref Shares MSTR 8.0 Perp

Daily above 200ma, until its beaten I remain bullish

Nio Inc will report its Q1 earnings on May 21, following strong vehicle deliveries of 83,465, exceeding guidance. This marks a 98.3% year-on-year growth. Investors are keen to assess financial performance after the company's first quarterly profit. Despite April's decline in deliveries, Nio aims to launch new models, including the ES9 and L80, to boost sales. Analysts will watch for profitability targets and market demand forecasts during the earnings call.

- Nio Inc reported a strong delivery of 83,465 vehicles in Q1 2026, exceeding guidance and reflecting a year-on-year growth of 98.3%.  
- The company achieved its first quarterly profit in Q4 2025, driven by high-margin model sales and cost-control measures, but faces new industry challenges.  
- Nio aims to mitigate these pressures by launching strategic models like the ES9 and Onvo L80, with hopes of increasing deliveries in the coming months while targeting full-year profitability in 2026.

Nio to report Q1 earnings on May 21 after deliveries beat guidance

currypuff

Buffett's junior apprentice

Fattycat

JD Return Rate

BABA Diamond Holder

$NIO Inc(NIO.US) NIO has been performing exceptionally well over the past earnings, but concerns remain when they can turn profitable as well as the tight competition in China EVs. Long term chart levels point towards higher level, but it could take months before achieving them. A bit of a gamble going into the stock at this levels, but staying patient for the long game. @Bridge Buzz SG

Week 1 My portfolio health checkNIO’s latest quarter showed surprise profit and strong revenue growth, reversing past YOY loss and having strong sales. I feel cautiously optimistic, but still concerned about competition, sustainability, and long-term profitability ahead. More ahead i will be looking at US stocks and buying more into the market for this week.

0429 | Dolphin Research Focus: 🐬 Macro/Industry 1) The Fed will hold its policy meeting in Washington this week, with the decision due Wed 2:00pm ET (Thu 2:00am Beijing). Markets will focus on the rate decision, policy stance and forward guidance on the easing path.With growth and inflation still resilient, consensus expects rates to be kept on hold this time. 🐬 Single Stocks 1) $NIO-SW(09866.HK) $NIO Inc(NIO.US) Under Nio’s ONVO brand, the smart dual-cockpit, large five-seat flagship SUV ONVO L80 has been introduced. Pre-sales have started.

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Fed decision due tonight; NIO's ONVO L80 pre-sale in focus | Daily News Recap

MS-NIO @EC2611A(29319.HK)

Nio's charging station network surpasses 5,000 in China

Nio ES8 selected as official vehicle for 2026 APEC trade meeting

NIO Stock Set for Big Post-Earnings Move as Options Traders Expect 17% Swing

Nio Onvo to start pre-sales of updated L60 at Shenzhen Auto Show later this month

NIO Inc. (NYSE:NIO) Receives Average Rating of "Hold" from Analysts