Meet Matt
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Meet Matt
@RealMeetMatt
Growth and technology investor, want to occupy Mars where there is no Governments
Poland Katılım Ekim 2021
76 Takip Edilen231 Takipçiler

Mercedes-Benz is introducing steer-by-wire steering technology as an option in its refreshed EQS sedan.
Traditional mechanical linkage between the steering wheel and front wheels is replaced by electronic sensors and actuators. This allows for:
• Quicker variable steering ratio
• 170 degrees lock-to-lock
• 4-wheel steering (up to 10 degrees in the rear)
• Smaller yoke steering wheel
• Much tighter turning radius
Cybertruck proved steer-by-wire is the future. Many more companies will start to integrate it.
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@jan_dekkers Conservative in my opinion. Good job. Hopefully we will get surprised in a good way 🚀🚀🚀
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🍫 The World's Biggest Chocolate Exporters
1. 🇩🇪 Germany – $6.94B
2. 🇧🇪 Belgium – $4.97B
3. 🇵🇱 Poland – $3.24B
4. 🇮🇹 Italy – $3.12B
5. 🇨🇦 Canada – $2.72B
6. 🇳🇱 Netherlands – $2.33B
7. 🇺🇸 United States – $2.10B
8. 🇫🇷 France – $1.89B
9. 🇨🇭 Switzerland – $1.23B
10. 🇬🇧 United Kingdom – $1.21B
11. 🇦🇹 Austria – $0.94B
12. 🇹🇷 Turkey – $0.93B
13. 🇲🇽 Mexico – $0.84B
14. 🇪🇸 Spain – $0.81B
15. 🇷🇺 Russia – $0.60B
16. 🇨🇳 China – $0.48B
17. 🇸🇪 Sweden – $0.47B
18. 🇲🇾 Malaysia – $0.45B
19. 🇸🇬 Singapore – $0.42B
20. 🇨🇿 Czechia – $0.41B
Data: Observatory of Economic Complexity (OEC) 2024
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@jan_dekkers You need to take into consideration that NIO has broken record after record of swapping during the holidays and they didn't give it for free like before it will be a huge boost to revenue. Not even mentioning McLaren paying NIO for it's technology
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𝗡𝗜𝗢 𝗤𝟭 𝟮𝟬𝟮𝟲: 𝗘𝘀𝘁𝗶𝗺𝗮𝘁𝗲𝗱 𝗡𝗲𝘁 𝗣𝗿𝗼𝗳𝗶𝘁 𝗼𝗳 $𝟯𝟮𝗠
If you follow electric vehicle (EV) companies, you have probably seen headlines about $NIO's growing sales.
But what investors really care about is simple:
Is #NIO making money? Let us start there.
𝟭. 𝗡𝗲𝘁 𝗣𝗿𝗼𝗳𝗶𝘁 (𝗧𝗵𝗲 𝗡𝘂𝗺𝗯𝗲𝗿 𝗧𝗵𝗮𝘁 𝗠𝗮𝘁𝘁𝗲𝗿𝘀)
After all costs, NIO’s profitability depends on how much it spends operating the business.
Three scenarios:
Bull Case (Lower Spending)
Gross Profit: $832 million
Operating Expenses: $700 million
Net Profit: +$132 million
Base Case (Expected Spending)
Gross Profit: $832 million
Operating Expenses: $800 million
Net Profit: +$32 million
Bear Case (Higher Spending)
Gross Profit: $832 million
Operating Expenses: $900 million
Net Profit: -$68 million
Net Profit Summary
Bull ($700M OpEx): +$132 million profit
Base ($800M OpEx): +$32 million profit
Bear ($900M OpEx): -$68 million loss
So the conclusion is clear: NIO is on the edge of profitability, and OpEx control is the deciding factor.
𝟮. 𝗪𝗵𝗲𝗿𝗲 𝗧𝗵𝗲 𝗣𝗿𝗼𝗳𝗶𝘁 𝗖𝗼𝗺𝗲𝘀 𝗙𝗿𝗼𝗺: 𝗚𝗿𝗼𝘀𝘀 𝗣𝗿𝗼𝗳𝗶𝘁
Before net profit, we need to look at gross profit.
After paying for materials, labor, and factory costs, NIO generated:
Total Gross Profit: $832 million - Gross Margin: approximately 18.7 percent
By segment:
ES8: 20 percent → $626 million
Other NIO Models: 17 percent → $123 million
ONVO Brand: 15 percent* → $59 million
FIREFLY Brand: 12 percent* → $24 million
ONVO and FIREFLY margins are estimates based on company long-term targets.
𝟯. 𝗙𝗿𝗼𝗺 𝗖𝗮𝗿𝘀 𝘁𝗼 𝗥𝗲𝘃𝗲𝗻𝘂𝗲
To understand gross profit, we start with revenue.
Average selling prices:
- ES8: $68,500
- Other NIO Models: $48,000
- ONVO Brand: $29,000
- FIREFLY Brand: $18,000
Gross Sales (Total Revenue): $4.45 billion
𝟰. 𝗧𝗵𝗲 𝗙𝗼𝘂𝗻𝗱𝗮𝘁𝗶𝗼𝗻: 𝗗𝗲𝗹𝗶𝘃𝗲𝗿𝗶𝗲𝘀
Everything starts with deliveries. In Q1 2026, NIO delivered:
83,465 vehicles across its three brands: NIO, ONVO, and FIREFLY. (See image for details)
Investors will be watching closely when NIO reports official results.
𝗦𝘂𝗺𝗺𝗮𝗿𝘆: 𝗔𝗹𝗹 𝗞𝗲𝘆 𝗡𝘂𝗺𝗯𝗲𝗿𝘀 𝗮𝘁 𝗮 𝗚𝗹𝗮𝗻𝗰𝗲
Deliveries and Revenue
Total Deliveries: 83,465 vehicles
- Gross Sales: $4.45 billion
- Gross Profit: $832 million
- Gross Margin: approximately 18.7 percent
Net Profit Scenarios
- Bull ($700M OpEx): +$132 million profit
- Base ($800M OpEx): +$32 million profit
- Bear ($900M OpEx): -$68 million loss
𝗧𝗵𝗲 𝗕𝗼𝘁𝘁𝗼𝗺 𝗟𝗶𝗻𝗲
Based on our estimates:
ES8 continues to dominate as NIO's profit engine
Total gross profit of $832 million gives NIO room to cover operating costs
Whether NIO reports a profit or loss depends on OpEx control
The Base Case suggests a modest profit, a positive sign for NIO's path toward consistent profitability.
Disclaimer:
This analysis is based on estimated delivery figures, publicly available pricing, and assumed margins. Actual results may differ when NIO reports official financial statements.

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Only NIO and Xiaomi are Pure BEV brand.
NIO is №1 among the pure BEV brands.
NIO and Xiaomi are the clear leaders in the pure-BEV-only new forces segment for the quarter shown.

ThinkerCar@thinkercar
Q1 2026 Delivery Rankings for New Car-making Brands in China #Leapmotor: 110,155 units #LiAuto: 95,142 units #NIO : 83,465 units #Xiaomi : 80,000+ units #Zeekr: 77,037 units
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@DavidAbitb43802 That's crazy but achievable. I go with 85 000 +
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@statsglobe Maybe next year India will open the door for Polish travelers....
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🇵🇱 Poland Passport Power Ranking Since 2000:
2000 ➜ 🇵🇱 Passport Rank: 45th
2001 ➜ 🇵🇱 Passport Rank: 40th
2002 ➜ 🇵🇱 Passport Rank: 40th
2003 ➜ 🇵🇱 Passport Rank: 35th
2004 ➜ 🇵🇱 Passport Rank: 25th
2005 ➜ 🇵🇱 Passport Rank: 20th
2006 ➜ 🇵🇱 Passport Rank: 16th
2007 ➜ 🇵🇱 Passport Rank: 15th
2008 ➜ 🇵🇱 Passport Rank: 15th
2009 ➜ 🇵🇱 Passport Rank: 15th
2010 ➜ 🇵🇱 Passport Rank: 13th
2011 ➜ 🇵🇱 Passport Rank: 14th
2012 ➜ 🇵🇱 Passport Rank: 13th
2013 ➜ 🇵🇱 Passport Rank: 12th
2014 ➜ 🇵🇱 Passport Rank: 11th
2015 ➜ 🇵🇱 Passport Rank: 10th
2016 ➜ 🇵🇱 Passport Rank: 9th
2017 ➜ 🇵🇱 Passport Rank: 8th
2018 ➜ 🇵🇱 Passport Rank: 7th
2019 ➜ 🇵🇱 Passport Rank: 7th
2020 ➜ 🇵🇱 Passport Rank: 8th
2021 ➜ 🇵🇱 Passport Rank: 10th
2022 ➜ 🇵🇱 Passport Rank: 8th
2023 ➜ 🇵🇱 Passport Rank: 9th
2024 ➜ 🇵🇱 Passport Rank: 6th
2025 ➜ 🇵🇱 Passport Rank: 6th
2026 ➜ 🇵🇱 Passport Rank: 6th


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$NIO Firefly going global 👏

First Squawk@FirstSquawk
CHINESE EV MAKER NIO TARGETS BMW MINI WITH FIREFLY IN GLOBAL PUSH
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$Nio officially launches Firefly EV in Thailand, debuts at Bangkok auto show
The right-hand drive version of the Firefly EV has been officially launched in Thailand, priced at 799,000 baht ($24,460).
@CnEVPost @NIOGlobal #Nio
cnevpost.com/2026/03/24/nio…
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