Not from me. But sharing to people who like to compare NIO with other EV. Easy Math, hope you can understand.
$NIO Inc(NIO.US$
NIO Dec 2021 delivery = 10,489…
To me, when our max capacity is 10,000 a month, and we did 10,489, that’s pretty dam good. 100% YOY growth. Comparing us to XPeng and Li is like comparing McDonald’s to Ruth Christ steakhouse.
Ou CEO said he expects 100% YOY growth to continue into 2022. When we start deliveries of ET5 and ET7 it’s antire new game.
We have hit every goal set for the year.
Even IF you want to continue to compare us to the others, OK:
Nio- 91,429 cars deliver for the year. Average price - $70,000 ( US DOLLARS)
XPeng - 98,155 delivered - average price - $39,000 (US DOLLARS )
Li Auto ( hybrid) - 90,491 deliveries average price $35,000 (US DOLLARS)
Even further
- Rivian- 0 deliveries- 90 Bil market cap
Lucid - < 100 60 Bil market cap
Fisker - 0 deliveries 5 Bill market cap
You can do the math.. but, don’t forget our Nio house profits, Nio lifestyle profits, BAAS profits. Among others.
We’ve hit evey goal set… we are fine. The others are NOT working on expansion daily, Nio is. They will NOT maintain their growth. Nio will. Their is a reason why the professional analysts have the highest Prive Targets set for Nio.
NIO Dec 2021 delivery = 10,489…
To me, when our max capacity is 10,000 a month, and we did 10,489, that’s pretty dam good. 100% YOY growth. Comparing us to XPeng and Li is like comparing McDonald’s to Ruth Christ steakhouse.
Ou CEO said he expects 100% YOY growth to continue into 2022. When we start deliveries of ET5 and ET7 it’s antire new game.
We have hit every goal set for the year.
Even IF you want to continue to compare us to the others, OK:
Nio- 91,429 cars deliver for the year. Average price - $70,000 ( US DOLLARS)
XPeng - 98,155 delivered - average price - $39,000 (US DOLLARS )
Li Auto ( hybrid) - 90,491 deliveries average price $35,000 (US DOLLARS)
Even further
- Rivian- 0 deliveries- 90 Bil market cap
Lucid - < 100 60 Bil market cap
Fisker - 0 deliveries 5 Bill market cap
You can do the math.. but, don’t forget our Nio house profits, Nio lifestyle profits, BAAS profits. Among others.
We’ve hit evey goal set… we are fine. The others are NOT working on expansion daily, Nio is. They will NOT maintain their growth. Nio will. Their is a reason why the professional analysts have the highest Prive Targets set for Nio.
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bwjx : XPEV and NIO is like Microsoft and Apple, different branding and target market. Should not put the absolute numbers together for comparison.
CoolWaterCoolWaterOP bwjx: Totally agreed.
Leefh :
Flamedav : Good analytics. Provided another important view point from the sales results published.
Silverbat : NIO at verge of rocking
70811890 : “当我们的最大产能是每月10,000辆”, 10月份产能升级之后，目前最大的产能是每月10，000辆么？ 如果是产能暂时性的瓶颈的话，当然是相对乐观些。
simplyZuan : they have not shared the pre order number for ET5. hopefully that should stir the market
Celestinel : $NIO Inc(NIO.US)$ I love Tesla and Nio only. Keep including us in the same conversation bad or good.