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

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Hua Xia CSI New Energy Vehicles ETF

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First Trust S-Network Future Vehicles & Tech ETF

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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

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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.

MS-NIO @EC2611A(29319.HK)