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@NioStrats

#NIOManagement is its core competency, previously thought it was #NioCapital Concentration on NIO's Strategy Everything mentioned is IMO,not financial advice

انضم Nisan 2022
26 يتبع1.5K المتابعون
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Nio
Nio@NioStrats·
#batteryswap benefits -new battery tech -energy storage device -battery degradation -battery recycling -smaller footprint EV adoption will grow exponentially, meaning longer lines for charging, when you start producing 1m 2m 3m EVs, lines only going to get longer
Warren Redlich - Chasing Dreams 🇺🇸@WR4NYGov

Love this - Tesla's @baglino explains why battery swap makes no sense #BaglinoFanClub (note: tweet he references is no longer pinned, but it's here: twitter.com/TeslaCharging/…)

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Nio@NioStrats·
$NIO releases ES9 winter test video to highlight vehicle handling &agility in cold weather. Video shows ES9’s adv safety feat like SkyRide chassis system w/ champagne tower &navigating tire blowout at high speed. #NIO to launch technology event Apr9th & Beijing Autoshow Apr24th
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Nio@NioStrats

$NIO ES9 & ONVO L80 to launch in May, ES9 deliveries planned for June1st, L80 late May. Both #NIO ES9 & ONVO L80 will have product &technology events in Apr ES9 -may offer w/o SkyRide chassis to lower price -replicate L90 & ES8 launch strategy, build inventory b4 launch

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Nio@NioStrats·
#Gold breaks $4200
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GIF
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Nio
Nio@NioStrats·
$NIO #NIO 5th-gen stations to launch: -internal test late Mar -5-10 pioneer station May-June -mass deployment delayed till July-Aug -maintains 1k station goal by yr end Delay assoc redesign accommodate diff variety of wheelbases from Firefly to larger ES9 x.com/NioStrats/stat…
Nio@NioStrats

$NIO #NIO 5th-gen stations to launch: -internal test late Mar -5-10 pioneer station pilot btw May-June -mass deployment delayed till July-Aug -maintains 1k station goal by yr end Delay assoc redesign of station to accommodate diff variety of wheelbases from Firefly to larger ES9

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Nio@NioStrats·
$NIO #NIO subsidiary GeniTech(Shenji)& Axera Semi JV develop M97 chip,present to automakers Leapmotor & Geely, 36kr report, plan Q3 release -700TOPS beat HorizonRobotics Journey J6P 560TOPS -plan lower-end chip,codename 9031e,compete vs Horizon J6M 128TOPS x.com/NioStrats/stat…
Nio@NioStrats

$NIO #NIO subsidiary GeniTech(Shenji)Axera Semiconductor JV co-develop M97 chip &present it to automakers like Leapmotor & Geely, 36kr report, plan Q3 release -over 700TOPS beat HorizonRobotics Journey J6P 560TOPS -plan lower-end chip,codename 9031e,compete vs Horizon J6M 128TOPS

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Nio@NioStrats·
#batteryswap benefits -new battery tech -energy storage device -battery degradation -battery recycling -smaller footprint EV adoption will grow exponentially, meaning longer lines for charging, when you start producing 1m 2m 3m EVs, lines only going to get longer
Warren Redlich - Chasing Dreams 🇺🇸@WR4NYGov

Love this - Tesla's @baglino explains why battery swap makes no sense #BaglinoFanClub (note: tweet he references is no longer pinned, but it's here: twitter.com/TeslaCharging/…)

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Nio@NioStrats·
@ethan_iot_ev We dont know for certain, this is just a report from Yiou.
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Ethan City-King
Ethan City-King@ethan_iot_ev·
@NioStrats NIO's 4680 cells for McLaren represent exactly the vertical integration that keeps me going. Pity the UK's infrastructure gaps push so many engineers toward UAE's resilient logistics hubs and R&D investment instead.
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Nio@NioStrats·
$NIO #NIO confirms it’ll supply battery packs to McLaren Yiou June2025 report -NIO developing McLaren hybrid batteries -battery packs built on NIO inhouse developed 4680 cylindrical battery cells, battery packs 10kWh capacity, low-volume production in 2026
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Nio@NioStrats

$NIO reopens battery R&D &manufacturing after expansion w/ CATL Yiou Report #NIO to supply 10kWh batteries to McLaren hybrids, prod next yr, restart R&D on 46105 battery cells & 120kWh pack w/ Forseven. NIO/CATL work on 85kWh 900V high-voltage arch for NIO/ONVO NTP3.0 platform

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Nio@NioStrats·
@layla_electric This should also accommodate batteryswap alliance members & standardize battery sizes.
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Layla Ibrahim
Layla Ibrahim@layla_electric·
@NioStrats These 5th-gen stations accommodating Firefly through ES9 demonstrate serious engineering ambition. UAE's infrastructure offers MENA logistics professionals a model for prioritizing interoperability over speed.
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Nio@NioStrats·
$NIO #NIO 5th-gen stations to launch: -internal test late Mar -5-10 pioneer station pilot btw May-June -mass deployment delayed till July-Aug -maintains 1k station goal by yr end Delay assoc redesign of station to accommodate diff variety of wheelbases from Firefly to larger ES9
Nio tweet media
Nio@NioStrats

$NIO to install 5th-gen swap stations in Q1’2026, ramp-up in Q2, WilliamLi said. 5th-gen stations are compatible w/ all #NIO Inc models &swap alliance members 8 batteryswap alliance members have signed since Nov2023, 2yrs ago, but no swap models have launched yet

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Nio@NioStrats·
infrastructure construction goal is to share costs &rev w/ partners to incr footprint &network while limiting risk &liability w/ asset-light model cnevpost.com/2026/03/22/nio…
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Nio@NioStrats·
McLaren partnership -confirmed Sept2025 -CYVN fund validates electrification support from NIO -NIO technical service rev mainly from McLaren cnevpost.com/2026/03/21/nio…
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Nio@NioStrats·
$NIO delivers 80,000th 3rd-gen ES8, after 70,000th ES8 achieved Feb27th, &is set to surpass 10k units in Mar Deliveries -expect 32,021-35,021 in Mar, double y/y from 15,039 -Q1 guide of 80k-83k units -ES8 accumulated 11,260 units in Feb, 54% of #NIO Inc deliveries
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Nio@NioStrats

$NIO #NIO to delivery 80,000th 3rd-gen ES8 this week, delivered its 70,000th ES8 Feb27th, set to deliver over 10k units in Mar deliveries -Q4 profit RMB807.3m due to ES8 deliveries -delivered 11,260 ES8s in Feb, 54% of Feb deliveries -guide Q1 80k-83k, 32,021-35,021 in Mar

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Nio@NioStrats·
automotive semiconductor industry facing 3 key challenges -incr demand for AI computing power -fragmentation of chip architectures -increased supply chain volatility cnevpost.com/2026/03/19/nio…
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Nio@NioStrats·
$NIO #NIO production of inhouse developed chips passes 550k units, mostly from Yangjian master control LiDAR & Shenji NX9031 Yangjian chip -shipments pass 400k -cost benefits save 100s of yuan/vehicle -better performance &quality Shenji NX9031 chip -shipments pass 150k units
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Nio@NioStrats·
@TheLongInvest Dont think so, the business models & strategies are pretty different at this point.
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Nio@NioStrats·
Automakers looking for alternatives -economic solutions outside of Nvidia -interest in Horizon Robotics' J6P chip high compute paused due to chip packaged w/ algos limit flexibility cnevpost.com/2026/03/18/nio…
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Nio@NioStrats·
JV w/ Axera & OmniVision -handle M97 shipments to automakers -develop custom new chip on Shenji modules &architecture -NIO generate RMB100s of millions in rev from this licensing agreement, 36kr reports Automakers looking for alternatives
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Nio@NioStrats·
$NIO #NIO subsidiary GeniTech(Shenji)Axera Semiconductor JV co-develop M97 chip &present it to automakers like Leapmotor & Geely, 36kr report, plan Q3 release -over 700TOPS beat HorizonRobotics Journey J6P 560TOPS -plan lower-end chip,codename 9031e,compete vs Horizon J6M 128TOPS
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Nio@NioStrats

chip subsidiary Anhui Shenji Technology -spinoff in June to integrate chip R&D, mass production &licensing -LatePost report NIO looking for minority stakeholders -formed JV w/ AXera Semiconductor & OmniVision, register capital RMB100m &maybe customers of chip, AXera 36.4% stake

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