Mr. NIO

Q1 2026 Non-GAAP P/L Per Vehicle Sold & YOY Change NIO | LI | XPEV | RIVN | LCID

电动星球小新: 1st batch of $Nio's Gen-5 battery swap stations has launched in Guangzhou 🔸Swap speed is 1 min-45 sec 🔸Battery: 21-28 🔸Max capacity: >550 swaps/day 🔸Supports from Firefly thru ES9 Large-scale deployment is ~Jul/B, w/monthly production capacity of 150 stations.

Updated by profit with $nio as a Winner. #nio being pegged at $6 is ridiculous as it's currently a $15 stock

#NIO could easily get to monthly deliveries of 50-60K on all 3 brands by Q4 of this year..ONVO can get to 55% of the total delivery numbers which will be 30-35K..L80 offered at $22k with Baas! U can’t beat that price for what it is offering..Model Y can’t touch nor even BYD!#NYSE

@VxalCZ Zajímalo by mě zda dno bude okolo 50 000 nebo až 40 000

Podle BTC by se dal dělat čtyřletý kalendář.

@xiaopenghexpeng @brianxpeng Could you please cooperate with #NIO $nio and put to your cars support of swaping? Like #Tesla opened their charging network to other EV cars. Win on both sides ;)

In 2024, I stood in Paris and handed over a G9 SUV to one of our very first users in France. 2 yeas on, as we celebrate our 2ND anniversary in the French market, @brianxpeng delivered a Europe-built P7+ sedan to another proud XPENG owner. From our first delivery to local production, from a single store to a growing presence across the country, we've come a long way. France now has become a cornerstone of our European journey—made possible by the trust of our users, the support of our partners, and the dedication of our amazing team. That trust is reflected in the strong momentum we've seen this year, with the G6 SUV becoming the best-selling Chinese BEV locally from January to April. A big thank you to everyone who has been part of our mobility exploration. Merci beaucoup. L'aventure continue.

@TeslaCharging Add more charging in direction to split, makarska

New Tesla Supercharger: Zagreb, Croatia - East (12 stalls) tesla.com/en_eu/findus?l…

@SZABOBENOIT Nio was definitely worst in this test they need to improve Stability in such situation..

Today, Autohome (懂车帝) is in the spotlight. The NIO vs Li Auto comparison test captivated a large audience! Autohome definitely knows how to attract attention

$NIO

Are We About to See “NIO 40K” Again? NIO delivered 37,705 vehicles in May, up 62.3% year-over-year and 28.4% month-over-month. ✅ The NIO brand delivered 20,013 vehicles, up 50.8% year-over-year. The all-new ES8 has now achieved nine consecutive months of growth and reached its 110,000th delivery milestone last month. In May alone, it still delivered an impressive 11,475 units. The all-new ES8 has also claimed the sales crown in the large SUV segment and the RMB 400,000+ market for five consecutive months. With the launch and delivery ramp-up of the new growth driver, the NIO ES9, there should be significant room for delivery growth in June. ✅ The ONVO brand delivered 12,029 vehicles, up 91.5% year-over-year and 124.8% month-over-month. The ONVO L80 delivered 5,949 units within just 15 days of launch, and its first full delivery month still holds considerable upside potential. Meanwhile, the refreshed 2026 ONVO L90, which officially launched on May 9, is expected to put this “well-rounded all-rounder” back in front of large three-row SUV buyers, likely driving another upward delivery curve in June. And don’t forget — the upgraded ONVO L60 will officially launch on June 11 with all its previous shortcomings addressed: rear entertainment screen, in-car refrigerator, sunshades, Shenji chip, LiDAR, NIO World Model… now it has everything. ✅ The firefly brand delivered 5,663 vehicles, up 53.9% year-over-year and 13.7% month-over-month. Last month, firefly also reached the milestone of 60,000 cumulative deliveries. I’m really looking forward to seeing what new surprises this little car will bring next. ✅ NIO’s Q2 delivery guidance stands at 110,000–115,000 vehicles. With 29,356 vehicles delivered in April, the company would need to deliver between 42,939 and 47,939 vehicles in June to meet its guidance. Back in October last year, NIO achieved its first-ever 40K+ monthly delivery milestone with 40,397 vehicles delivered. Based on the current momentum, I think there’s a very good chance we’ll see “NIO 40K” once again. $NIO #ONVO #firefly #NIO #ChineseCar #ElectricCar #Luxury

Nio delivers 37,705 vehicles in May, highest this year This was the highest monthly delivery figure of the year; deliveries from January through May totaled 150,526 units, up 68.70% year-on-year. cnev.co/SxFyG1q 👇

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

$NIO 37,705 Breakdown: -NIO 20,013 -ONVO 12,029 -Firefly 5,663

@marccarradine Can we see later this year also ET9 in newest version with better pricing - because now is SUV cheaper then sedan..

Saturday reflection on NIO: This week wasn’t just about another product launch. The ES9 arrived with pricing that was deliberately sharper than pre-sale expectations. In a market where many still chase headlines and hype, NIO chose to prioritize competitiveness and volume potential over protecting a higher sticker price. It’s a subtle but important signal: the company is shifting from “premium innovator” to “premium executor”, willing to make pragmatic moves to gain share in China’s brutal high-end segment. The rapid delivery start and Yao Ming activation added strong storytelling, but the real test remains execution in the coming quarters. In volatile times like these, I find myself focusing less on daily swings and more on whether NIO is building a durable business model (tech differentiation + BaaS + multi-brand portfolio). One week doesn’t prove the thesis, but moments like this remind me why patience matters in this story. Curious how others are viewing the ES9 launch in the bigger picture. #NIO $NIO

Onvo L60 Is Revamped, And This $29,950 Electric SUV Just Became One of the Smartest Buys in China’s Crowded EV Market $NIO torquenews.com/18007/onvo-l60…

@petr_novotny Čekám jak Waren Buffet v cash a čekám na signál co pak koupit. Krach zatím nepřichází. Něco jsem nakupoval naposledy v roce 2025 půlka v plusu a půlka v minusu..

This is why we need #NIO $NIO swaping station everywhere! Swaping under 3 min and one station can serve 400+ cars daily.

China's EV chip war is heating up! 🔥 BYD Xuanji A3 (4nm ~700 TOPS) now battles: • XPeng Turing: 5nm 800 TOPS • NIO Shenji: 5nm 1000 TOPS • NVIDIA Thor: 4nm 700 TOPS Domestic power rising fast! 🚀 #BYD #XPeng NIO #nvidia #EV #AutonomousDriving #ChinaTech

#NIO ES9

The false narratives about $NIO prospects are increasingly falling apart and people are waking up to the opportunity. This is the rocket fuel that can elevate the stock, if NIO continues to execute on the thesis that we've long-term retail holders have seen since many years.