ugo lézin
ugo lézin @CaelusCR

Tuottavuus
Kaikki

-12.73%2026
2026
20.81%2025
2025
-33.09%2024
2024
12.03%2023
2023
-45.71%2022
2022
-67.23%2021
2021
102.29%2020
2020
102.3%0%-102.3%
Keskustelut
ugo lézin
ugo lézin
Ranskasta
1 pv
$NIO (Nio Inc.-ADR) news recap: ➜ The Chinese yuan has reached its strongest level against the U.S. dollar in three years. ➜ Bank of America acquired 7,079,903 NIO shares during Q2. ➜ Assenagon Asset Management initiated a new position in NIO, acquiring 3.76 million shares worth approximately $ 19... Näytä enemmän Käännä
ugo lézin
ugo lézin
Ranskasta
2 pv
Firefly sales will explode from here Firefly is a city car, and that changes the whole logic of battery swapping. In dense Chinese cities, space is scarce, parking is already difficult, and private home charging is far from guaranteed. Traditional charging infrastructure also takes space: a charging... Näytä enemmän Käännä
ugo lézin
ugo lézin
Ranskasta
3 pv
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... Näytä enemmän Käännä
ugo lézin
ugo lézin
Ranskasta
4 pv
$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... Näytä enemmän Käännä
ugo lézin
ugo lézin
Ranskasta
4 pv
$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... Näytä enemmän Käännä
ugo lézin
ugo lézin
Ranskasta
5 pv
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... Näytä enemmän Käännä
ugo lézin
ugo lézin
Ranskasta
6 pv
$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,... Näytä enemmän Käännä
ugo lézin
ugo lézin
Ranskasta
8 pv
$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... Näytä enemmän Käännä
ugo lézin
ugo lézin
Ranskasta
9 pv
Muokattu
$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... Näytä enemmän Käännä
ugo lézin
ugo lézin
Ranskasta
11 pv
$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... Näytä enemmän Käännä

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Strategia: Arvo

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