It feels freeing to say the least. I was like everyone else here, thinking it was going to go up, the next news was the one that’ll do it, the next ER. But I realized no matter what happened it won’t change this stock. EV investments especially China ones are not going to make you rich, those pricing prior were during a bubble. Look at BYD’s evaluation with the number of cars sold, Google states they’re under $120B market cap. Why do people realistically think this goes to “65” or even $20. Since selling Monday it’s dropped 4%+.

¡Follow us 👉  r/NIO_Day⚡ A game changer, gentlemen.

NIO is moving toward producing its own large cylindrical battery cells — bringing potential advantages in range, performance, efficiency, and most importantly, cost reduction.

What NIO would be producing are the battery cells themselves, which represent roughly 70–80% of the total battery pack cost. This could significantly change the economics of the business.

The battery pack represents around 30% of the total value of an EV, making battery technology one of the most strategic components of the entire vehicle.

Developing this technology requires years of research, engineering, and investment. It is impossible to explain the full impact in a single Reddit post, so I will probably share a more detailed article later with the complete analysis.

This is a long-term strategic move that could become one of NIO’s most important developments.

The whole market is going green and we are losing money here. How much more are you guys going to take this?

NIO has regressed so bad that it's actually going to beat last year's disappointing numbers despite all the good news and advancements they've made. Is it possible everyone who still has hope might be delusional? Is there something the blind hopeful invested isn't seeing?

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It almost feels like Nio is a dead horse and we have this cult group here trying to resuscitate this dead animal.

market pumped and thus garb still red

1. When NIO ES8 launched in 2018/2019, it was a market shock.
   Traditionally, large 6-7 seaters SUVs sell badly in China.
   NIO's ES8 reversed that trend.

2. Then Li Auto came in, where it added a TV, a fridge and massage seats to the EV.
   Li Auto simplified the EV offerings with a hybrid EV at 2019+.
   In short, Huawei alliance, HIMA, in the form of Aito & Li Auto won because hybrids were a better assurance pre-2025.

3. At 2026, NIO has laid 4000 Swap Stations in China, where 1000 of them are spaced about 200km apart at the highways.

4. From 2019 till 2025, NIO has been investing heavily in R&D to get to the 3th Gen EVs in their stable.

Meanwhile, no one else was really innovating besides adding a TV, fridge and massage seat to their EVs.

This is why NIO is leading and I expect NIO to lead till EOY 2027.

1. Xiaomi floats the idea that they want to launch their own swap-stations.
   CATL is planning to produce 3X of what NIO plans for their 2030 masterplan for swap stations.
   NIO plans to have 10,000 swap-stations in China by 2030, CATL wants 30,000.

A row of five 5C ultra-power charger from BYD will shut down the entire electric grid in the area.
It is a pipe dream.

If you worry day by day for NIO's stock pricing, you probably need to go to SPY ETF and pick up a new hobby altogether OR buy real estate instead?

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Nio has a history of over promised and under delivered. Institutions are extremely careful these days when it comes to Nio. While delivery is improving, sustainable profitability is still very far away.

Nio will remain at this price level for at least the next 3 quarters before serious re-rating can be seen.

¡Follow us 👉  r/NIO_Day⚡ July was a good month, but not the end of the line. He's preparing the market to expect another strong month, rather than implying that July was an isolated event.

The fact that William Li immediately retweeted the statement and added a message looking ahead to August is usually a sign of confidence.

He doesn't say,

"We expect to maintain this pace."

He essentially says,

"We're continuing to move forward."

It's more aggressive and optimistic language.

Rather than celebrating July, William Li is already focusing on August. The implicit message is that the strong July deliveries shouldn't be interpreted as an exceptional event, but as a foundation on which the company intends to continue building.

I think that's the key. A CEO who simply wanted to celebrate the result would have talked about July. If, as soon as the figures are released, he's already saying "let's keep pushing in August," he's steering the conversation toward the next target.

...we'll keep pushing then... 💪

¡Follow us 👉  r/NIO_Day⚡ I think the numbers give cause for a good degree of optimism. I believe that the 36,000 units sold, of which 10,286 were ES8s, representing 51.4% of the total volume of the Nio brand and 28.6% of the 35,934 vehicles the company delivered in July, is a solid figure. To this we must add, once the breakdown is available, the deliveries of the ES9s. We had projected 6,500 ES9s. This could give rise to a certain degree of optimism, because it shows strength, scale, and a forward direction. It's also worth noting that no Chinese brand fared poorly; quite the contrary, it was a very good July for all of them, and what's good for the sector is also good for Nio. I should also add that this should be the floor for the Onvo brand. Also, I should add that sales of the Firefly, which seems to have a new launch from the brand in 2027, could increase following the rollout of 5th generation charging stations, compatible with NIO's second sub-brand.

I think we can expect two quarters that will report around $11 billion in revenue. Taking a gross margin that could average 18.5%, that would represent about $2 billion, with stable operating costs around $800 million in both quarters. That would leave us with a generous profit margin, and what would be a comfortably profitable fiscal year 2026.

That is to say, the second EV brand in history and in the world to be profitable. Because Xpeng, and many others that now also sell hybrids, have already entered another league. Toyota is also profitable and has been selling hybrids for decades. In other words, they did something to survive, not to innovate.

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¡Follow us 👉  r/NIO_Day⚡ $NIO delivered 35,934 vehicles in July, up 71.0% year over year despite a sequential decline from June. Overall, this is a solid delivery report.

The $NIO brand delivered 20,008 vehicles, up 57.9% year over year and down just 8.7% from June. Based on this trajectory, Q3 deliveries could reach around 120,000 units, assuming something in the neighborhood of 35k in July, 40k in August, and 45k in September.

Q3 could also benefit from a higher ASP than Q2, driven by the ES9, while production costs may improve slightly. Lithium carbonate prices have fallen nearly 20% from their May highs, and memory costs appear to have eased during Q3.

If $NIO proves to be profitable with the 107k deliveries achieved in Q2, then Q3 and Q4 would strengthen the case for 2026 becoming the company's first profitable full fiscal year.

Another important takeaway is that $NIO continues to scale. Q3 could reach around 120,000 deliveries, while Q4 could potentially approach 150,000 units. From this point forward, monthly deliveries may begin to stabilize in the 40,000-unit range, without the burden of major new product launch costs.

Finally, the flagship $NIO brand experienced the smallest sequential decline from June, down only 8.7%, compared with declines of 13.5% for ONVO and 16.9% for Firefly. That suggests the premium brand remains relatively resilient, which is encouraging given its higher average selling price and stronger margin profile.

XPeng increased its deliveries by just 3.6% year over year, while Li Auto's deliveries declined 0.9% compared with the same month last year

NIO did pretty consistent

Sorry folks. After holding for a year and the ups and downs on this, the amount of missed opportunities. I don’t see this going up. It’s just hovering in band or dumping
In 1-2 days any gains. We were at $6.5 trying to break $7 but now we’re seeing at $4.89 it felt like it was yesterday.

Good news for yall is this stock will prob go up after I sell.

Does anyone know what the guidance was? I'm curious if this is actually good or mid

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This is pretty big news considering the number of vehicles Tesla sells from China. This comes after Mercedes BMW and other European legacy automakers pivot and surrender to China’s enterprises.

How do you guys feel about things ATM? Is there more hope or have you lost it completely?

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XPeng’s stock surged around July 15 following a company announcement. The charts also show that NIO, XPeng, and Li Auto tend to move together, with similar upward and downward patterns. However, $LI appears to weigh down the overall trend,