
Nio Investisseur (France)
819 posts



$NIO Good Nio will close its brand center in Hamburg on July 20, 2026. A showroom, café, and event space for owners to meet.










6️⃣ This is what vertical integration looks like. NIO is now building its own: 🔋 Battery ecosystem ⚡ Battery Swap network 💻 Vehicle operating system 🧠 AI software 🚘 Autonomous driving chips 🤖 Robotics AI chips Very few automakers control this much of the technology stack.






We all ask why Wall Street is playing with our stock, NIO. Here's what I think, in a couple of words. NIO CEO @WilliamLiNIO William Li indicate around 2021–2022 that the company aimed to reach break-even (or profitability) by 2023, assuming deliveries and margins improved as planned. The target was tied to several assumptions: -Monthly deliveries rising substantially. -Vehicle gross margins recovering to around 20–25%. -Economies of scale from higher production. -New models driving sales. However, those assumptions did not materialize. China's EV price war, weaker-than-expected demand, COVID disruptions, and heavy investment in battery-swapping infrastructure and R&D pushed profitability further out.... By 2023, NIO was nowhere near break-even: -Revenue grew 12.9% year over year. -Gross margin fell to 5.5%. -Operating loss widened to RMB 22.7 billion. -Net loss increased to RMB 20.7 billion (about US$2.9 billion). Over the years, @WilliamLiNIO has repeatedly revised the profitability target: -2021–2022: Targeted break-even around 2023. -2023: Expectations shifted toward 2024–2025 as market conditions deteriorated. -2025: Management targeted profitability in Q4 2025. -More recently, analysts such as Goldman Sachs have projected full company break-even around 2026, assuming continued improvements in deliveries and margins. If i'm wrong please corect me. Bin Wang "Credit Suisse" at that time.... seekingalpha.com/article/455598… NIO Earnings Call Transcript Archive seekingalpha.com/symbol/NIO/ear…














