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More tapping on Nio network infrastructure since Nio are mature and GM can save a lot of money without building infrastructure.

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  • 量子狄拉克 : Their customer base is getting more n more. I believe once it reached a certain level, they would spin it off and list independently. nio will be the big shareholder. operating or building cost of swap stations would not written its book anymore.

  • Teck Wang Pang PaPaOP : GM users will tap on the Nio charging App soon...

  • 103027647 : should focus on erev to stay profitable now leap motor ,Xiaomi all have erev .pure EV still need wait for affordable solid state battery fro fast charging and safety and long range .not all want pay rental for baas.nio made a mistake invest in swap rather than follow li auto and aito make erev thus end up massive losses kena dump by ballie and vanguard .when nio can make solid state battery at affordable price andsell then pple will change from erev to pure ev and save on swap.swap is just a short term transition to solid State battery .by then all can fast charge without paying for baas,then ev will take off.now solid state battery too expensive .IM motor can come out solid state battery much cheaper than nio.li auto is smart to sell erev using profit to make pure EV .nio is make massive losses and CEO keep burn in rnd using money from dilution and kill share holder drop 95%.ceo no worry about billion of losses as use to do cash raise and dilute shareholder annually with failure pure EV thus many institutions sold off nio unless they see change in mgmt .

  • 103027647 : as long as nio cannot come out with affordable solid State battery to address pple concern about safety ,range anxiety ,battery degradation pure EV cannot take off .pple will rush to buy li auto aito or Xiaomi erev .so no matter how many billion nio invest in rnd useless as weak demand thus end up cycle of cash raising and dilution .ballie already seen the repeat cycle and give up.produce affordable solid state battery is a problem nio cannot solve thus lose billion annually so CEO can try spend 500million invest Shengji chip but sale cannot cover rnd .he go wrong directions and against the wind.there Is weak demand for pure EV due to many unsolved problem this tesla all retrenchment.hybrid erev is the solution for profitable now till affordable solid state battery can come out .nio just going in circles and burning cash thru rnd but already fail as battery dept bankrupt and spin off.also no resale value for pure EV thus pple prefer erev

  • 量子狄拉克 Teck Wang Pang PaPaOP: looks like the eco system is slowly establishing...

  • profitpilot : Bunch of assumptions here

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