#𝗡𝗜𝗢 𝗦𝘂𝗿𝗴𝗲𝘀 𝗼𝗻 𝗖𝗼𝗻𝗳𝗶𝗱𝗲𝗻𝗰𝗲, 𝗚𝗿𝗼𝘄𝘁𝗵, 𝗮𝗻𝗱 𝗮 𝗕𝗿𝗲𝗮𝗸𝗼𝘂𝘁 𝗦𝗲𝘁𝘂𝗽 - 𝗜𝗕𝗗 𝗦𝗶𝗴𝗻𝗮𝗹𝘀 𝗮 𝗧𝘂𝗿𝗻𝗶𝗻𝗴 𝗣𝗼𝗶𝗻𝘁 Shares of $NIO are starting to behave very differently, and according to a recent report from Investor's Business Daily, the shift is being driven by something the market hasn’t seen in years: credible execution paired with real confidence from leadership. 𝗖𝗘𝗢 𝗖𝗼𝗻𝗳𝗶𝗱𝗲𝗻𝗰𝗲 𝗜𝘀 𝗗𝗿𝗶𝘃𝗶𝗻𝗴 𝘁𝗵𝗲 𝗡𝗮𝗿𝗿𝗮𝘁𝗶𝘃𝗲 𝗦𝗵𝗶𝗳𝘁 At the center of the move is William Li, who made it clear he expects NIO to hit its 40% to 50% delivery growth target in 2026. That’s not just optimistic language, it’s backed by numbers: • 2025 deliveries: 326,028 vehicles • 2026 implied target: ~456,000 to ~489,000 vehicles Even more important, Q1 already showed momentum: • 83,465 deliveries • +98% year-over-year growth This isn’t theoretical growth anymore, it’s happening now. 𝗣𝗿𝗼𝗱𝘂𝗰𝘁 𝗖𝘆𝗰𝗹𝗲: 𝗘𝗦𝟴 𝗥𝗲𝗳𝗿𝗲𝘀𝗵 + 𝗘𝗦𝟵 𝗟𝗮𝘂𝗻𝗰𝗵 NIO’s next leg up is being powered by a strong product cycle. 𝗙𝗹𝗮𝗴𝘀𝗵𝗶𝗽 𝗣𝘂𝘀𝗵 𝗜𝗻𝘁𝗼 𝗣𝗿𝗲𝗺𝗶𝘂𝗺 𝗦𝗨𝗩𝘀 • Updated NIO ES8 targets the high-end luxury EV segment • New NIO ES9 priced around ¥528,000 (~$77K) The ES9 is expected to debut publicly at the Beijing International Automotive Exhibition before full launch and deliveries ramp into mid-2026. This positions NIO directly against: • Mercedes-Benz • BMW • High-end Chinese EV competitors like BYD and Geely 𝗠𝘂𝗹𝘁𝗶-𝗕𝗿𝗮𝗻𝗱 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝘆 𝗘𝘅𝗽𝗮𝗻𝗱𝗶𝗻𝗴 𝗠𝗮𝗿𝗸𝗲𝘁 𝗥𝗲𝗮𝗰𝗵 NIO is no longer a single-brand story: • Firefly → entry-level / affordable EVs • Onvo → mass-market positioning • NIO core brand → premium/luxury This tiered approach mirrors what legacy automakers have done for decades, and gives NIO coverage across multiple price segments, not just the luxury niche. 𝗘𝘅𝗽𝗼𝗿𝘁𝘀: 𝗦𝗺𝗮𝗹𝗹 𝗧𝗼𝗱𝗮𝘆, 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗰 𝗧𝗼𝗺𝗼𝗿𝗿𝗼𝘄 IBD highlights a weak spot, but also an opportunity. • March exports: 103 vehicles • 2026 forecast: “several thousand units” Right now, exports are negligible. But strategically, they matter because: • China EV competition is intensifying • International markets = margin expansion + brand diversification If exports scale, it becomes a second growth engine, not just incremental volume. 𝗣𝗿𝗼𝗳𝗶𝘁𝗮𝗯𝗶𝗹𝗶𝘁𝘆 𝗕𝗿𝗲𝗮𝗸𝘁𝗵𝗿𝗼𝘂𝗴𝗵 𝗜𝘀 𝗖𝗵𝗮𝗻𝗴𝗶𝗻𝗴 𝘁𝗵𝗲 𝗦𝘁𝗼𝗿𝘆 One of the most important underreported catalysts: NIO recently posted its first-ever quarterly net profit (~¥22.4M). That single data point changes investor psychology: • Moves NIO from “cash-burning EV startup” • Toward “emerging profitable growth company” That’s exactly the kind of transition IBD tends to highlight early. 𝗦𝘁𝗼𝗰𝗸 𝗔𝗰𝘁𝗶𝗼𝗻: 𝗖𝗹𝗮𝘀𝘀𝗶𝗰 𝗜𝗕𝗗 𝗦𝗲𝘁𝘂𝗽 𝗙𝗼𝗿𝗺𝗶𝗻𝗴 From a technical standpoint, this is where things get interesting. IBD notes: • Cup base forming since December • Buy point: 8.02 • Early entry: 6.21 (already cleared) • Above 50-day moving average by ~21.7% Year-to-date performance: • +27.5% in 2026 • +17% in 2025 This is textbook early-stage leadership behavior: • Strong relative strength • Breaking out ahead of fundamentals catching up • Institutional accumulation beginning to show 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀 𝗡𝗼𝘄 IBD-style setups tend to appear when three things align: Fundamentals improving → (profitability + growth acceleration) Catalysts ahead → (ES9 launch, production ramp) Technical strength → (base formation + breakout levels) NIO is now checking all three boxes, something it hasn’t consistently done in years. 𝗕𝗼𝘁𝘁𝗼𝗺 𝗟𝗶𝗻𝗲 NIO is no longer just a speculative EV name reacting to headlines. It’s evolving into: • A multi-brand EV platform • With accelerating delivery growth • Entering a new product supercycle • And showing early signs of sustained profitability IBD’s analysis suggests this may be the early phase of a larger move, but execution still matters. If NIO delivers on: • 40% to 50% growth • ES9 ramp success • continued profitability Then the current rally may not be the end of the story, it could be the beginning of a re-rating.

@jan_dekkers $NIO gaining today. Awareness seems to be improving.