Nio Investisseur (France)

819 posts

Nio Investisseur (France)

Nio Investisseur (France)

@NioInvest01

Katılım Mart 2025
53 Takip Edilen47 Takipçiler
Nio Investisseur (France)
@NIOSwitzerland Xpeng lost its way with those flying cars and its low-cost Mona model, which has very thin margins... it’s a shame, given that they had actually made a promising start to their commercial rollout.
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NIO 🇨🇭 Investor
NIO 🇨🇭 Investor@NIOSwitzerland·
XPeng Is Maintained at Underweight by Barclays In plain English 🤣 Barclays is still bearish on XPeng and continues to recommend owning less of the stock because they expect it to perform worse than the overall market or its peers.
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Firefly2025
Firefly2025@Firefly20282941·
@NioInvest01 @NIOSwitzerland @NioToday @WilliamLiNIO STFU and don't give me advice on what to do with my shares. You should stop telling people about bullshit surprises dork. William Li has been a nightmare for investors and if you were invested in $NIO you would feel the same fucking way.
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NIO 🇨🇭 Investor
NIO 🇨🇭 Investor@NIOSwitzerland·
Mr Li @WilliamLiNIO Your management and public relations failed just look at XPENG. Xpeng didn’t launch the L03 in Shanghai. It launched it in Munich. Yesterday, Xpeng chose Munich — not Shanghai, not Guangzhou — for the global launch of the L03. On German soil, in front of the industry it is coming for. That is not a scheduling decision, that is a message. linkedin.com/pulse/xpeng-di…
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NIOman goes Doggywood
NIOman goes Doggywood@NIO_WilliamLi·
And beside the excellent vertical integration, these 2 NIO side-businesses are already very successful: * Among all automakers in #China, #NIO operates the largest charging & energy & battery swap station network * #NIOLife is extraordinary successful with a lot non- NIO-users
NIO🇷🇴 Romania@NIO_Romania

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.

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Nio Investisseur (France)
@Firefly20282941 @NIOSwitzerland @NioToday @WilliamLiNIO You know, if you’re no longer on board with Nio, you can sell—it’s not forbidden. Investing involves risk, and you can’t win every time. If you aren’t prepared to wait ten years for your investments—especially with a startup—then move on to something else.
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Firefly2025
Firefly2025@Firefly20282941·
@NioInvest01 @NIOSwitzerland @NioToday @WilliamLiNIO How long do investors have to be patient? You're contacts in China are meaningless. William Li can shove his surprises up his ass. Transparency is needed! NO FUCKING SURPRISES like the recent missed guidance are needed.
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Nio Investisseur (France)
@NIOSwitzerland @NioToday @WilliamLiNIO I completely agree. Things have been tense for a few years now, with the share price remaining low and failing to take off. We need to stay calm and keep a cool head. We will be rewarded.
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Nio Investisseur (France)
@NIOSwitzerland @NioToday @WilliamLiNIO That’s just my opinion, but the surge in Nio's sales is attracting a lot of big players in China... I can guarantee it—I have quite a few contacts living in China who confirm this. A surprise could be in store over the coming months... let's stay patient and confident.
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NIO 🇨🇭 Investor
NIO 🇨🇭 Investor@NIOSwitzerland·
NIO 🇨🇭 Investor@NIOSwitzerland

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…

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Nio Investisseur (France)
@NIOSwitzerland @WilliamLiNIO And you’ll see—I’m certain that in the long run, CATL will be much more than just a battery company. They will become a genuine player in the automotive industry, and I think Nio and CATL will join forces under a single brand.
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Nio Investisseur (France)
@NIOSwitzerland @WilliamLiNIO Don't forget that CATL invested 2.5 billion yuan in Nio; there is a partnership in place, and the Chinese government will ensure that Nio gets its share of the pie. Nio is the originator of the BaaS system.
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Nio Investisseur (France)
@NIOSwitzerland @WilliamLiNIO We need to be patient, and I think we will be rewarded. However, we shouldn't expect much before 2030. It will take time, and I think William has understood that.
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Mot.Ha.Z
Mot.Ha.Z@MotHaZ7·
@erroorr4404 Le seul moment où j ai vu l equipe de France joue au football c est quand y avait Benzema
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Salvatoré 🇸🇪
Salvatoré 🇸🇪@erroorr4404·
Tchouameni va te faire enculé, imposteur
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CFC Wasi
CFC Wasi@CFCWasi·
Mbappe, Olise, Dembele & Barcola against Spain so far. #FRAESP
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Nio Investisseur (France) retweetledi
CNBC
CNBC@CNBC·
Buy the dip on this Chinese EV maker that's poised for a comeback, says Goldman Sachs cnbc.com/2026/07/13/nio…
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kraM
kraM@MarkBTrades·
People still begging for $NIO to rise?
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NIO 🇨🇭 Investor
NIO 🇨🇭 Investor@NIOSwitzerland·
Mr @WilliamLiNIO What happen to the NIO Battery Swap Alliance ? In 2023–2024, NIO announced a Battery Swap Alliance with several major Chinese automakers, including: Changan Automobile Geely Chery JAC Group GAC Group FAW Group Lotus Cars i get it, it hasn't disappeared, but it has evolved much more slowly than originally envisioned.... are Silence is not the end. eu.36kr.com/en/p/344088197…
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