ugo lézin
ugo lézin @CaelusCR

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2026
20.81%2025
2025
-33.09%2024
2024
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2022
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2021
102.29%2020
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102.3%0%-102.3%
Conversaciones
ugo lézin
ugo lézin
Francia
19h
Why battery swap competition is not a threat to NIO. Quite the opposite. CATL is moving fast. Its Choco-Swap network already had 1,470 stations in April, and CATL now targets 4,000 by the end of 2026. Changan, Chery, GAC, BAIC, Seres, SAIC-GM-Wuling... the idea is clearly to build a large public network... Mostrar más Traducir
ugo lézin
ugo lézin
Francia
1d
$NIO (Nio Inc.-ADR) has twice as many cars on the road from 2024, but its swap stations are still doing ~30 swaps/day. At first, that sounds strange. Since 2024, NIO's user base has grown massively. Daily swaps went from roughly 60–80k to 100–110k+, while the network expanded from around 2,000... Mostrar más Traducir
ugo lézin
ugo lézin
Francia
1d
$NIO (Nio Inc.-ADR) news recap: ➜ NIO’s flagship ES9 has surpassed 20,000 deliveries. The second 10,000 units took just six weeks, an impressive pace for a premium SUV starting above RMB 500,000 (around $ 70,000). ➜ NIO sold 7,300 vehicles in the Guangzhou region during the first half of 2026, outperforming... Mostrar más Traducir
ugo lézin
ugo lézin
Francia
3d
Do you remember the "60 swaps per station per day" breakeven target? I think it's worth revisiting. Back in 2024, William Li said a swap station could break even at around 60 swaps per day. Two years later, $NIO (Nio Inc.-ADR) has gone from roughly 2,000 to 4,000+ swap stations, while... Mostrar más Traducir
ugo lézin
ugo lézin
Francia
3d
$NIO (Nio Inc.-ADR) news recap: ➜ NIO has officially completed its 4,000th battery swap station in China, marking another major milestone as the first batch of fifth-generation swap stations begins rolling out. ➜ The new Gen-5 battery swap stations feature integrated Firefly promotional displays,... Mostrar más Traducir
ugo lézin
ugo lézin
Francia
5d
$NIO (Nio Inc.-ADR) news recap: ➜ NIO will deliver its 20,000th ES9 this week. The flagship SUV reached its first 10,000 deliveries in just 30 days, setting a speed record in China’s RMB 500,000 premium EV segment. ➜ The NIO ES8 achieved an overall customer satisfaction score well above the industry... Mostrar más Traducir
ugo lézin
ugo lézin
Francia
7d
Editado
$NIO (Nio Inc.-ADR) news recap: ➜ NIO brand's average transaction price reached about $ 64,010 in July. Based on 20,008 deliveries, the main NIO brand generated roughly RMB 8.7 billion in monthly revenue. ➜ Qin Lihong said NIO's average selling price is now close to that of traditional luxury... Mostrar más Traducir
ugo lézin
ugo lézin
Francia
9d
$NIO (Nio Inc.-ADR) news recap: ➜ NIO Group delivered 35,934 vehicles in July, up 71.0% year on year and above Li Auto’s roughly 30,000 units. NIO delivered 20,008 vehicles, ONVO 10,155, and Firefly 5,771, representing growth of 57.9%, 69.9%, and 143.9%, respectively. ➜ From January to July, NIO Group... Mostrar más Traducir
ugo lézin
ugo lézin
Francia
10d
My Q2 adjusted EPS prediction: somewhere between $ 0.03 and $ 0.08 per ADS. $NIO (Nio Inc.-ADR) delivered 107,658 vehicles in Q2, up 29% from 83,465 in Q1. In Q1, the company achieved a 19% gross margin and posted a small adjusted net profit despite seasonally lower volumes. If margins remain stable... Mostrar más Traducir
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NIO
Nio Inc.-ADR
4.69
-0.0500 (-1.05%)
ugo lézin
ugo lézin
Francia
10d
Tiny $NIO (Nio Inc.-ADR) news recap: ➜ NIO has officially begun the large-scale deployment of its fifth-generation battery swap stations in China. William Li reaffirmed the target of adding more than 1,000 new stations in 2026, bringing the nationwide network to over 4,600 stations. ➜ NIO has been... Mostrar más Traducir

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Francia
Estrategia: Valor

China for growth. Swiss francs for strength. PhD candidate in experimental economics NIO
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