Joined April 2022
- Tweets 8,509
- Following 28
- Followers 1,478
- Likes 5,224
3,217 Photos and videos
Pinned Tweet
1 Jun 2022
#batteryswap benefits
-new battery tech
-energy storage device
-battery degradation
-battery recycling
-smaller footprint
EV adoption will grow exponentially, meaning longer lines for charging, when you start producing 1m 2m 3m EVs, lines only going to get longer
31 May 2022
Love this - Tesla's @baglino explains why battery swap makes no sense
#BaglinoFanClub
(note: tweet he references is no longer pinned, but it's here: x.com/TeslaCharging/status/1…)
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1 Jun 2022
#batteryswap benefits
-new battery tech
-energy storage device
-battery degradation
-battery recycling
-smaller footprint
EV adoption will grow exponentially, meaning longer lines for charging, when you start producing 1m 2m 3m EVs, lines only going to get longer
31 May 2022
Love this - Tesla's @baglino explains why battery swap makes no sense
#BaglinoFanClub
(note: tweet he references is no longer pinned, but it's here: x.com/TeslaCharging/status/1…)
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$NIO & GigaDevice partner to develop chips &next-gen electronics &architectures
#NIO leverage GigaDevice exp in memory prod, microcontrollers(MCUs) &iauto-grade chips &solutions. NIO bring its platform development, system integration &chip optimization
x.com/NioStrats/status/20628…
Jun 5
$NIO & GigaDevice partner to develop auto chips &next-gen electronics &architectures
#NIO to leverage GigaDevice background in memory prod µcontrollers(MCUs), &experience in auto-grade chip &solutions.NIO bring its platform development, system integration &chip optimization
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$NIO ONVO to dominate 55% of #NIO Inc sales long-term, brand mix 35/55/10
Firefly
-remain smal/unique, no 30k-40k/month vol typical of compact car
-vol 5k-6k/month upped to 8k-9k, 100k/yr
-hold 2/3rd share in high-end small car, ASPs 50% highr competitors
x.com/NioStrats/status/20658…
Jun 13
$NIO ONVO to dominate 55% of #NIO Inc sales long-term, brand mix 35/55/10
Firefly
-remain small/unique, no volume of 30k-40k/month typical of compact cars
-volume 5k-6k/month upped to 8k-9k, 100k/yr
-hold 2/3rd share in high-end small car mrkt, ASPs 50% above competitors
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Nio retweeted
Jun 13
10 Ratios to Value a Company đź“Š
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Jun 13
$NIO #NIO #NioEurope user event
-no vehicles bigger than ET7
-no NTP2.5 or next gen NTP3.0 till 2027, early 2028
-current models NTP2.0 from 2023-2024
-ONVO launch maybe limited to certain areas &w/o BaaS
-20% tariff 10% import tariff tax consumers like Germany & Netherlands
May 29
$NIO met w/ #NioEurope users at #NIO Hub Utrecht at a face-to-face event in Netherlands to comment on user dissatisfaction w/ software updates &service. NIO reassured its dedicated to mrkt&will organize more events. Europe mimics NIO in China w/ users voicing concerns at meetings
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Jun 13
NioEurope errors
-after Norway, expansion paused due to gov regulations
-NIOs too big to navigate
-swap station construction delayed by cost &data-privacy
-owners warn NioHouse &showrooms too expensive ¬ used
-NIO wants to sublease 4 German showrooms save on costs, report says
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Jun 13
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Jun 13
$NIO ONVO to dominate 55% of #NIO Inc sales long-term, brand mix 35/55/10
Firefly
-remain small/unique, no volume of 30k-40k/month typical of compact cars
-volume 5k-6k/month upped to 8k-9k, 100k/yr
-hold 2/3rd share in high-end small car mrkt, ASPs 50% above competitors
May 24
$NIO #NIO Firefly delivers 60,000th unit in under 2 months from 50,000th on Mar29th
Firefly
-plan 5th gen swap integration
-restructured architecture for Firefly shorter wheelbase
-deliver 4980 in Apr, 17% of total
-intl mrkt brand, enter Europe & RHD mrkts Thailand & Singapore
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Jun 13
Firefly
-value creation w/ design, safety &build quality
-premium pricing in high-volume support margins
eletric-vehicles.com/nio/onv…
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Jun 11
$NIO launches 2026 ONVO L60 at RMB193k($28k) cut price by 6.8%, deliveries June12th. L60 comes w/ #NIO Shenji NX9031 chip & LiDAR
106 upgrades
-Shenji NX9031 5nm driving chip &LiDAR
-900V high-voltage platform
-3min swap &charge 10%-80% in 25mins
-60kWh battery range upto 560km
May 28
ShenFei states $NIO ONVO L60 facelift to debut &start presales on May29th, model will be showcased at the 2026 Shenzhen Autoshow May29th-June7th
L60 refresh large technological &HW upgrades
-inhouse developed 5nm Shenji NX9031 chip
-#NIO World Model w/ LiDAR
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Jun 11
L60 3 versions
-Pro RMB193k, BaaS RMB136k
-Max RMB203k, BaaS RMB146k
-Ultra RMB223k, BaaS RMB166k
Pro
-vision-only, Nvidia OrinX chip 254 TOPS computing power
Max /Ultra
-Shenji NX9031 chip, NIO World Model (NWM) architecture pt-to-pt NOP all domains & autonomous batteryswap
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Jun 11
Ultra variant
-17.3” 3K ceiling-mounted foldable rear screen
-roof sunshade
-6-liter smart fridge w/ heating &cooling functions
-2553 swap stations compatible, goal 3300 EoY’2026
cnevpost.com/2026/06/11/nio-…
Price cut comes at cost of a very competitive mrkt &incr costs
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Jun 9
$NIO ES9 delivered 3108 units in May, deliveries May28th. High-margin ES9/ES8 larger quantity of sales propel Q2 nonGAAP profit. ES8 still delivering steady volume, 11,475 units in May
MaLin
#NIO models ASP over RMB450k, hints beat competitors Mercedes, BMW &Huawei-backed Aito
Jun 8
$NIO senior exec, MaLin, highlights #NIO ASPs RMB450k($66k)last week, sales of ES8 & ES9 helped beat competitors
DeutscheBank on ES9
-deliver 7k in June
-over 25k orders
-long delivery wait times,base version 8-9 weeks, high trim 16-17 weeks
-raised FY ES9 delivery est 56k units
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Jun 9
DeutscheBank on ES9
-help Q2 nonGAAP profit
-lock-in 25k non-cancel orders
-base model 8-9 wait time, higher trim 16-17 week
-expects 10k deliveries in June
-ups FY’2026 deliveries to 56k units, NIO Inc deliveries to 450k
cnevpost.com/2026/06/08/nio-…
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Jun 8
$NIO senior exec, MaLin, highlights #NIO ASPs RMB450k($66k)last week, sales of ES8 & ES9 helped beat competitors
DeutscheBank on ES9
-deliver 7k in June
-over 25k orders
-long delivery wait times,base version 8-9 weeks, high trim 16-17 weeks
-raised FY ES9 delivery est 56k units
Jun 5
$NIO exec, MaLin, sees ES9 delivering 10k units in June
As #NIO gains momentum, LiAuto posts evaluation video of ES9's suspension shaking. Ma doubts video accuracy &calls users to test ES9’s chassis vibration &noise personally. Spat signls comptition btw 2 companies intensifying
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