ugo lézin
ugo lézin @CaelusCR

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-12.13%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%
Diskussioner
ugo lézin
ugo lézin
Frankrike
19 tim
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... Visa mer Översätt
ugo lézin
ugo lézin
Frankrike
1 d
$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... Visa mer Översätt
ugo lézin
ugo lézin
Frankrike
1 d
$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... Visa mer Översätt
ugo lézin
ugo lézin
Frankrike
3 d
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... Visa mer Översätt
ugo lézin
ugo lézin
Frankrike
3 d
$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,... Visa mer Översätt
ugo lézin
ugo lézin
Frankrike
5 d
$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... Visa mer Översätt
ugo lézin
ugo lézin
Frankrike
7 d
Redigerad
$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... Visa mer Översätt
ugo lézin
ugo lézin
Frankrike
9 d
$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... Visa mer Översätt
ugo lézin
ugo lézin
Frankrike
10 d
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... Visa mer Översätt
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NIO
Nio Inc.-ADR
4.69
-0.0500 (-1.05%)
ugo lézin
ugo lézin
Frankrike
10 d
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... Visa mer Översätt

Om ugo lézin
Frankrike
Strategi: Värde

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