Mr. NIO

@Zaheerkybaat @NIOGlobal @WilliamLiNIO @TelescopeSH @Wheelsboy_Auto @5littlebass Ideas: *Does #NIO $NIO have swaping available also 4 company - if they are interested $ have big fleet & maybe participate at least with power grid preparation? *Can customers vote where in region/map will be next station like have #Tesla? *Dismantled 4th gen station sent to EU?

Hey @NIOGlobal Can we get 5 seater ES9 this year right before Q4 rush? @WilliamLiNIO @TelescopeSH @Wheelsboy_Auto @5littlebass $NIO #NIO

@DanielGrzybEV Hello when in Poland? Or I think that this video is from your trip to China..

Kanapa w przednim bagażniku chińskiego elektryka Onvo 🥰#nio #elektromobilność #danielgrzyb #samochódelektryczny #motoryzacja

@Zaheerkybaat Nio is not yet in top20? Where are they? This year hope top15 or at least on this list!

If anyone wondering how big is Chinese auto market? Quite big, $NIO does have lot of room to grow but #NIO competing tooth and nail in Chinese market. But NIO has battery swap Moat. As BEV sales grows, can swap makes NIO giant among its peers? That needs to be seen.

Yao Ming @YaoMing and William Li showed up at a golf club. The ES9 might just be the most suitable SUV in the world for him. I guess his good friend Shaquille O'Neal @SHAQ would probably want one too, hahaha! 😏 $NIO

@Zaheerkybaat 12,5K now will be goal to deliver as many truck will handle #es9 to show rooms and to end clients

Estimated ~42,000 NT3.0 ES8s were delivered in 2025 In Q126, 45,185 ES8s were delivered In April, 13,028 were delivered 42,000+45,185+13,028 = 100,213 110,000 - 100,213 = ~9,787 likely already ES8 delivered in May 8 more days days left Can we get 15k Es8 in May? #NIO $NIO

尼克买买提-: Seven Formidable Challenges. Breached with Force! Just how powerful is the Tianxing Fully Active Suspension? The $Nio #ES9 answers with sheer capability! #NIO @NIOGlobal

NIO has prepared a large batch of ES9 vehicles in advance, ready for its official launch on May 27. Sources say pre-orders for the NIO ES9 have exceeded 50,000 units. Given the ample stock, customers are expected to take delivery of their new cars without lengthy waiting times. #NIO #NIOES9 #EVLaunch

Proud to share that we delivered the 110,000th All-New ES8 today! Thanks for everyone's support. Let's Power Up! Let's Jiadian!⚡️ #NIO #NIOES8 #BlueSkyComing

You can’t imagine how much joy I feel today, seeing $NIO profitable for the second quarter in a row. It’s been 6 years. S.I.X years of fighting to buy as many shares as I could. 6 years of answering negative comments and daily bearish sentiment from clowns who were just unhappy about losing money, while they couldn’t see the AMAZING opportunity the market was giving us. 6 years of following this amazing company and posting daily news. 6 years of watching big players manipulate the stock as much as they could. Today, I feel this is a turning point for the stock. NIO is the second EV company after Tesla to become profitable. And it’s not just a one-quarter event. Today, NIO proved that even in the weakest quarter of the year, they can make money. I don’t know if you realize how huge this is.

NIO BOOM

$Nio valuation as of now is just 2 times the cash they hold. Lol What a joke. Nio has $7B in cash!!

$NIO Profitabilty in NIO’s weakest quarter Q1 is very impressive. 18.8% margins is also impressive. Nio will be profitable the rest of 2026 and beyond. $14-$20 by yrs end is my price target. Ability to start share buybacks in 2027 from profitability sends NIO to $50-$65 in 2027.

Nio reports Q1 operating profit, marking its second consecutive quarter of non-GAAP profitability Nio reported an adjusted operating profit (non-GAAP) of RMB 66.8 million ($9.7 million) for the first quarter of 2026. cnev.co/oG9SEWQ 👇

NIO has achieved profitability for two consecutive quarters! NIO's Q1 2026 financial results are out. Here are the key figures: - Total revenue: 25.53 billion RMB, up 112.2% YoY. - Gross profit: 4.86 billion RMB, up 428.4% YoY. -Comprehensive gross margin: 19.0%. -Vehicle gross margin: 18.8%. -Other sales gross margin: 20.6%. -Cash reserves at the end of Q1: 48.2 billion RMB. Delivery guidance for Q2 2026: 110k to 115k vehicles, up 52.7% to 59.6% YoY. Revenue guidance: 32.78 billion to 34.44 billion RMB, up 72.4% to 81.2% YoY. #NEV #ChinaEV #CNEVdata $NIO

NIO Q1 2026 Earnings Report: Deliveries: 83,465, +98.3% YoY Revenue: RMB25.5B, +112.2% YoY Vehicle margin: 18.8%, up 860 bps YoY improved for the 4th consecutive quarter Gross margin: 19.0% Net loss narrowed to RMB332M Cash: RMB48.2B Q2 delivery guidance of 110k–115k units Most important: Non-GAAP adjusted net profit: RMB43.5M $NIO

Thanks for all the support. We'll keep pushing forward. Let's Power Up! Let's Jiadian!⚡

$NIO 1万件以上の新規受注を獲得し、絶好調！😆 主に15日に発売されたONVO L80 が牽引🚗 ウィリアム・リーは以前、「L80の予約状況は昨年のL90を上回り、我々の予想を大幅に超えた」と述べていた やはりBaaS適用時の低価格で高性能の5人乗り大型SUVが買えるのは大きな魅力だし、今後も期待やね😎👍

𝗧𝗛𝗘 𝗦𝗪𝗔𝗣 𝗦𝗧𝗔𝗧𝗜𝗢𝗡 𝗠𝗔𝗧𝗛 𝗧𝗛𝗔𝗧 𝗖𝗛𝗔𝗡𝗚𝗘𝗦 𝗘𝗩𝗘𝗥𝗬𝗧𝗛𝗜𝗡𝗚: 𝗪𝗛𝗬 #𝗡𝗜𝗢 𝗜𝗦 𝗣𝗢𝗜𝗦𝗘𝗗 𝗙𝗢𝗥 𝗔 𝗠𝗔𝗥𝗚𝗜𝗡𝗦 𝗘𝗫𝗣𝗟𝗢𝗦𝗜𝗢𝗡 $1.13 a gallon. Most investors still look at $nio battery swapping as a costly convenience. They’re missing the forest for the trees. The real story isn’t just customer experience. it’s expanding swap station margins that will reshape NIO’s bottom line. 𝗟𝗘𝗧’𝗦 𝗗𝗢 𝗧𝗛𝗘 𝗠𝗔𝗧𝗛 𝗧𝗛𝗔𝗧 𝗠𝗔𝗧𝗧𝗘𝗥𝗦 At just $15 per swap, NIO is effectively selling energy at 𝗨𝗦$𝟭.𝟭𝟯 𝗽𝗲𝗿 𝗴𝗮𝗹𝗹𝗼𝗻 𝗲𝗾𝘂𝗶𝘃𝗮𝗹𝗲𝗻𝘁. Compare that to today’s gas prices at the pump. That’s not competitive, that’s a structural advantage that scales with every additional user per station. And here’s the kicker: swap station margins are currently limited only by utilization. As NIO’s fleet grows, fixed costs per station drop, and incremental revenue from each swap flows almost straight to gross profit. The graph (referenced in the original analysis) shows exactly how swap margins expand once stations exceed 30–40 swaps per day. At 60 swaps per day, margins turn aggressively positive. At 80+, each station becomes a high-margin energy hub that no gas station can match, because NIO owns both the vehicle and the energy delivery system. 𝗦𝗛𝗔𝗡𝗚𝗛𝗔𝗜 𝗛𝗔𝗦 𝗔𝗟𝗥𝗘𝗔𝗗𝗬 𝗦𝗣𝗢𝗞𝗘𝗡: 𝗡𝗜𝗢 𝗜𝗦 𝗧𝗛𝗘 𝗕𝗘𝗦𝗧 𝗖𝗔𝗥, 𝗣𝗘𝗥𝗜𝗢𝗗 William Li has said it repeatedly: Shanghai is the bellwether for China. What happens in Shanghai today, the rest of the country follows tomorrow. And right now, Shanghai consumers, the most sophisticated, most EV-dense, most discerning car buyers in China, are voting with their wallets. The conversation has shifted from “which EV should I buy?” to “which car is best, regardless of powertrain?” And the answer increasingly is NIO. 𝗪𝗛𝗬? 𝗕𝗘𝗖𝗔𝗨𝗦𝗘 𝗦𝗪𝗔𝗣 𝗦𝗢𝗟𝗩𝗘𝗦 𝗧𝗛𝗘 𝗧𝗛𝗥𝗘𝗘 𝗧𝗛𝗜𝗡𝗚𝗦 𝗘𝗩𝗘𝗥𝗬 𝗗𝗥𝗜𝗩𝗘𝗥 𝗔𝗖𝗧𝗨𝗔𝗟𝗟𝗬 𝗖𝗔𝗥𝗘𝗦 𝗔𝗕𝗢𝗨𝗧: • 𝗦𝗽𝗲𝗲𝗱: 3 minutes vs. 30+ minutes charging. • 𝗨𝗽𝗴𝗿𝗮𝗱𝗲𝗮𝗯𝗶𝗹𝗶𝘁𝘆: New battery tech without a new car. • 𝗖𝗼𝘀𝘁 𝘁𝗿𝗮𝗻𝘀𝗽𝗮𝗿𝗲𝗻𝗰𝘆: $15 per swap, predictable, and cheaper than gas. In Shanghai, NIO has already reached escape velocity. Swap stations are everywhere. Wait times are minimal. And the word-of-mouth flywheel is spinning faster than any advertising campaign could achieve. 𝗧𝗛𝗘 𝗜𝗡𝗙𝗟𝗘𝗖𝗧𝗜𝗢𝗡 𝗣𝗢𝗜𝗡𝗧 𝗜𝗦 𝗛𝗘𝗥𝗘 Wall Street is still valuing NIO like a niche premium EV maker. That misses the energy infrastructure play. Swap stations are not a cost center—they are becoming profit centers with expanding margins at scale. And Shanghai is proving that once swap density reaches a critical threshold, NIO becomes the default choice, not a compromise. The rest of China—and eventually Europe—will follow the Shanghai blueprint. When they do, those 𝗨𝗦$𝟭.𝟱𝟬/𝗴𝗮𝗹𝗹𝗼𝗻 𝗲𝗾𝘂𝗶𝘃𝗮𝗹𝗲𝗻𝘁 swaps will drive both customer loyalty and station-level EBITDA that most analysts haven’t even modeled yet. 𝗡𝗜𝗢 𝗜𝗦𝗡’𝗧 𝗝𝗨𝗦𝗧 𝗦𝗘𝗟𝗟𝗜𝗡𝗚 𝗖𝗔𝗥𝗦 It’s building the most efficient energy delivery network on wheels. And the margins are only just starting to expand. 𝗪𝗔𝗧𝗖𝗛 𝗦𝗛𝗔𝗡𝗚𝗛𝗔𝗜. 𝗪𝗔𝗧𝗖𝗛 𝗧𝗛𝗘 𝗦𝗪𝗔𝗣 𝗠𝗔𝗧𝗛. 𝗔𝗡𝗗 𝗪𝗔𝗧𝗖𝗛 𝗡𝗜𝗢.

China🇨🇳NIO ES9

Today, we released NIO's 2025 ESG Report, sharing our progress toward a more sustainable future. I'm deeply grateful to our users, employees, partners, and peers for the trust and support along the way. Committed to our mission of "Blue Sky Coming, Shaping a Sustainable and Brighter Future Together," we'll keep pushing forward to ensure technological advancement truly creates lasting social value. Let's Power Up! Let's Jiadian!⚡ #NIO #BlueSkyComing #ESG