Edvin Jacobsson retweetledi
Edvin Jacobsson
972 posts


@WilliamLiNIO @NIOGlobal No roadmap for either SOTA or charging infrastructure... Please step up. If you are pausing this year to focus on sustainable and profitable operations, then at least say so, because you cannot keep this up in Europe for long. You're killing your customer relations.
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@WilliamLiNIO What's going on with NIO's Banyan Software in Europe?? Many users including myself are growing increasingly frustrated of the lack of action. There seems to be no attention to us users and our wishes for improved software. Definitely a lack of information from NIO.
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@Zoe8uwy @verss98 @WilliamLiNIO I hope you are right! A profitable Q1 in addition to two profitable quarters back-to-back would really send a signal to the shorts. With new launches during the year, I expect them to hold momentum and build on it.
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@EdvinJ @verss98 @WilliamLiNIO 50M profit expected despite of lower volumes but strong ES8 to offset and little Opex anyway.
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Thrilled to share that we delivered the 90,000th All-New ES8 today, just 14 days after the 80,000th delivery!🎉 The golden era of large, three-row battery-electric SUVs has arrived in China. Big thanks for all the trust and support. Let's Power Up! Let's Jiadian!⚡
#NIO #ES8 #BlueSkyComing

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@verss98 @WilliamLiNIO I don't expect a profit in Q1, as it is usually the worst quarter of the year with Chinese new year and everything. But they still made a strong performance. If Q2-Q4 performs as expected, they will likely make up for a loss in Q1 and post a full-year profit.
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@WilliamLiNIO Did NIO hit profitability this Q1 2026? Thats the question.
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@michaeljburry I literally just finished watching The Big Short for the first time in almost 10 years, 5 minutes ago lol
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@mbfisher927 @Almighty_Heini @javi_nioworld @NIOGlobal At the current rate they are doing 100.000 swaps per day, and there's more than 300 days left of the year. That's over 30 million swaps. Then add new swap stations and larger Onvo volumes and we'll pass 100 million (cumulative) with margin.
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@Jas0nYu What's the difference between nt2.5 and 3.0? Will they remain on the old drivetrain with 400V system?
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@cryptovicci I don't have much hope for good margins until Q1 tbh. Ramp is slow but steady.
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@ChinaDriven @ElectrifyMrC @cool_cat1980 By western standards NT 1&2 charge slow too. The only exception might be the new 100 kWh pack with 180 kW, but coupled with a quite high energy consumption it's effectively pretty slow too.
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Blade battery in ONVO is old style blade battery. BYD will introduce the new short blade battery this year which will take energy density from 150Wh/kg to 190+Wh/kg and has much faster charging times.
The cells used in the CATL packs are old tech. By Chinese standards NIO NT1&2 charge slowly.
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@Jas0nYu Are you sure it's when the AC is set to these temps and not when the ambient cockpit temperature is in these ranges? Makes sense to turn seat heating on it the car is -10 degrees on a winter morning.
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@javi_nioworld @NIOGlobal @Mobileye This has very little to do with the NIO car itself since it is likely equipped with the Mobileye sensors (and of course software) like the ones delivered to Israel a few years back. Haven't watched this video though.
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@javi_nioworld @NIOGlobal @CarNewsChina Nice! Polestar isn't even on there? Weird how Polestar isn't considered domestic but Mercedes is?
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Edvin Jacobsson retweetledi

@robertpuklin @Jas0nYu Interesting. But what Jason said was true. NIO said one reason for developing the NIO Phone was that they couldn't get access to iPhone UWB.
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@Jas0nYu Not true, Tesla uses the iPhone UWB without Carplay.
teslanorth.com/2024/02/08/tes…
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After upgrading to Banyan 3.0.0, NIO NT2.0 models now support Samsung phones with UWB (Ultra-Wideband) keys (NIO Phone is no longer the only option).
Note 1: Not all Samsung phones have UWB functionality.
Note 2: These models are confirmed to support it:
Galaxy Note20
Galaxy S21/S22/S23/S24 Plus (+) and Ultra
Galaxy Z Fold2/3/4/5/6
$NIO
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@Jas0nYu Is it only available in dark mode? I struggle with the blue navigation line on the bright background in light mode, and I'm not even colorblind.
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@javi_nioworld @NIOGlobal Oooh it's getting close to start of delivery 🤩
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Edvin Jacobsson retweetledi

@javi_nioworld @Almighty_Heini Maybe change "2024" to "Total"and add a total sum for 2023 in the rightmost column? 😊

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