NIO

@NIOSanFrancisco Answer = Yes!

Should You Buy Nio Stock While It Trades Around $7? fool.com/investing/2025…

@hsu_steve @JonnyCapitalist True.. then they brought the Koreans here then arrest them. Win win.

@JonnyCapitalist I just quote Korean sources bc US "experts" think of them as a high tech "allied" nation with reliable media.

YAWN 🥱 Korea Times: Korean battery firms feared to lose more market share CATL, a Chinese battery manufacturer and technology company, is commercializing sodium-ion batteries — a move that poses an increasing threat to Korean battery firms, which still rely on sales of less price-competitive nickel cobalt manganese (NCM) batteries, experts and industry officials said Thursday. The Chinese firm recently unveiled its second-generation Naxtra sodium-ion batteries for electric vehicles (EVs), and shared its plan to start its mass production in December this year. Sodium-ion batteries offer several major advantages over nickel cobalt manganese (NCM) and lithium iron phosphate (LFP) batteries, particularly in terms of cost and proven safety against fire risks. They also maintain strong energy density even in extremely low temperatures. Gemini AI: South Korean media has extensively covered the growing threat posed by Chinese battery giant CATL's advancements in sodium-ion battery technology. Articles from publications such as The Korea Times and The Korea Herald describe the pressure on major South Korean battery makers like LG Energy Solution, Samsung SDI, and SK On. Key issues highlighted in South Korean media include: Cost advantage: Sodium-ion batteries use abundant and cheap raw materials, offering a significant price advantage over the more expensive nickel cobalt manganese (NCM) batteries that South Korean companies have focused on. Rapid market entry: While Korean firms anticipated sodium-ion batteries would be used primarily for energy storage systems, CATL's plan to mass-produce them for mainstream passenger electric vehicles (EVs) by late 2025 has put Korean companies on alert. Technological lag: Korean battery companies are still in the early stages of sodium-ion battery development, giving their Chinese rivals a significant head start. Some Korean firms aim for commercialization by 2030, but CATL's earlier market entry gives it a chance to capture market share. Performance benefits: CATL's Naxtra sodium-ion battery offers notable benefits, including stronger performance in cold weather than existing lithium-ion batteries. This feature is a key selling point that could help Chinese firms gain market share in colder climates. Declining market share: Market data from firms like SNE Research, cited by South Korean media, shows a sharp decline in the global market share of Korean battery firms, while Chinese battery firms continue to expand their dominance.

@investingichina Add JD and NIO.

Game over. $BABA $PONY $BIDU

@james_kahl @DriveGreen80167 @NIOSanFrancisco Look again, the numbers dont include ES8, and Onvo L60 had a refresh. 8k min next week if you’re into weekly registration, but only numbers that matters is the one released by NIO end of month.

@DriveGreen80167 @NIOSanFrancisco Q3 is an official miss. Anyone who disagrees needs a mental check up.

We’ve got a fresh update — NIO Group total sales hit 6,667 units this round, showing another climb 📈 •NIO: 2,577 units (including 2,509 from the new ES8/ES6 lineup) •Onvo: 2,777 units (with 2,411 from the L90) •Firefly: 1,313 units #NIO #Onvo #Firefly #EVsales #EVupdate #NIO $nio @NIOSwitzerland

@NIOSwitzerland Couldnt resist some at 7.05 earlier.

NIO Bought some 15,000 shares 🍻

@CovidNoGood @LittleCo64114 Aj’s bitch.

@LittleCo64114 Stupid take from a fake account. L90 is a different vehicle class. It outsold and outdelivered L60 with it’s debut. Interest in ES8 is even higher than interest in L90. You and your fake 2025 account must have shorted. Have fun losing money. Recommend to block.

$NIO Cannibalization alert: L90 will steal from L60, ES8 from old models. Volume up, profits down - this is a bubble of bubbles—stock tanks soon. #NIOshort #Bubble

@ArthurShen Wow great! pls ask some tough questions too.

The event interview is gonna start soon. $NIO

@ChinaEV_Eng_Lif @DerekCBeland Struggles? Sales and Rev up YoY.

@DerekCBeland Nio uses battery swapping for their models and now faces compatibility issues between older stations, newer designs and their latest addition, a compact car brand. If one manufacturer alone already struggles, how should a whole industry do it better?

I like this.. but more because it starts us down the path to swappable batteries.. this would be the way to go with EVs... no charge.. just pull up.. system swaps you to a fresh one...off you go. and as they upgrade you can put better ones in your current EV.

@DerekCBeland @ChinaEV_Eng_Lif Oil and gas industry dont like it. Wont be a thing in US unfortunately, like high speed trains too.

@ChinaEV_Eng_Lif no... they would all figure it out. why be a nay sayer... wouldnt having easily removable barreries be a good thing to EVs.. when they go bad that car is considered totaled even if its still in good physical shape. and wouldnt getting upgraded ones for your older ride be good?

@DerekCBeland @ItsMeeeeeeReal Regarding models.. checkout nio.com, Onvo.com My personal fav for urban would be firefly by NIO.

@NIO_ULAYEM @ItsMeeeeeeReal thank you.. I will look into that.

@SZ_Investing @CovidNoGood I like that shoes. Wish we can order some to the US.

@CovidNoGood Yeah, $NIO ES8 is even more popular than the L90. Onvo Chief is not happy 😂

Anybody remember if L90 had the same issue? Not complaining. Just wondering. This could be huge 🚀🚀🚀 #NIO $NIO

@CovidNoGood @SZ_Investing All will be from XPT. Judging by power output (340kW) , i think rear use the same one, but front is different. 180 vs 100 kW.

@SZ_Investing I wonder. L90 uses same motor as ET9. Does ES8 use same motor, too?

@vannzmarkets But wont arrive till mid to late 26.. NIO lets get some marketshare!

Would love to say so, The new Merc looks superb. NIO must ramp up production x "100" before the end of the year. 🤩 extremely bullish

@NIONordics @WilliamLiNIO @NIOGlobal You’re interested in NIO only?

@NIO_ULAYEM @WilliamLiNIO @NIOGlobal NIO Capital is not @NIOGlobal

I really hope that $NIO is indeed working on (humanoid?) robotics and will something to show us soon 🔥 @WilliamLiNIO @NIOGlobal

@vannzmarkets @NIOGlobal I watched highlights only from the Rocky Mountains!

🌍 From which part of the world are you watching #NIODay? Or for that matter, where are you a $NIO shareholder from? I’ll start: Whakatāne, Bay of Plenty, NZ 🇳🇿 Let’s spread this as far as possible 🔥 @NIOGlobal NIO 💯+++

@NIONordics @WilliamLiNIO @NIOGlobal linkedin.com/posts/standard…

@NIO_ULAYEM @WilliamLiNIO @NIOGlobal Who’s “they”?

@NIONordics @WilliamLiNIO @NIOGlobal Nio Capital

@5littlebass @NIOGlobal Wow they got actual hard working folks to help w marketing. The other company just bring in unemployed stock pumpers.

$Nio Day 2025 Lights up Tonight in Hangzhou‼ Welcome to #Nio users from around the world attending NIO Day‼ @NIOGlobal

@alpe1949 @chris_stura You do realise all NIO cars are swappable and they can also be upgraded with solid state. In fact NIO already has semi solid state that is swappable and compatible for their cars?

@chris_stura You do realise that at some point, every NIO in China will have to licence Solid State technology? Swap is not the future. Look at NIO's deluted financiels.

You do realise that at some point, every EV company in China will have to licence $NIO battery swapping technology.