$NIO Inc (NIO.US)$ Look like an absolute blood bath incoming...
$NIO Inc (NIO.US)$ Look like an absolute blood bath incoming. TESLA is going all out. They are ready to work with significantly low margin, but they will make sure that 80% of China EV go bankrupt. At the end, there will be only a few big players like BYD, Xiaomi, and someone backed by Huawei. Companies like NiO and Xpeng don't stand a chance. Its no more about the quality of the product it about how much loss you can handle and how deep your pockets are. https://cnevpost.com/2024/04/21/tesla-cuts-prices-entire-lineup-in-china/
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103484522 : nio is back by ccp .many state grid and state own companies already partner with nio to protect the grid. onvo and fire fly come with swap and fast charging .ccp using chinese ev to kill tesla. china already no need tesla technology as china already more superior in ev .
VIVEK SURANAOP 103484522: Keep dreaming. Everybody seeing what CCP is able to do when share price dropped from 66 to 4. Xiaomi is losing almost 10k dollars per EV. How will ONVO compete with that. If the price is too high, then nobody will buy ONVO. If the pricee too low, then the NiO's cash burn will be accelerated. Tesla has tactically reduced the price just a month before the ONVO launch. This will force ONVO to reduce their launch price and will burn NiO's remaining cash.
103484522 : onvo have bass maybe cost 170k rmb .tesla dnt have swap and semi solid state battery that solve range anxiety .most didi will buy nio to save time and not worry battery degrading problem with baas.to save the ev industry need swap to protect the grid and protect user from battery degrading problems and solid state battery to solve range anxiety .that why pple buy erev as worry about range anxiety and battery degration. most companies just out for profit so won't spend money on rnd to solve ev problems.that why many fleet operator dnt use tesla.there is no company like nio in USA to build swap that why ev die there.nio also build long life battery that last 15 Yr thus solve battery degration problems
VIVEK SURANAOP 103484522: It will take ONVO at least a couple of years to build a swap network. ONVO can not use any of the current 2400 NiO swap stations as it is not compatible with old generation swaps. Nio started the 4th gen Swap station from this month only, even by year-end the projection is around 900 swap station. So at the time of launch, ONVO doesn't really have a proper swap network. Nobody will pay monthly rental for such a few number of station.
71066059 103484522: Far ahead
103484522 : onvo can use 3rd and 4th generation swap.telsa already got battery degration problems that why pple will be stupid to buy tesla. with swap all the module will be checked and replace foc .second hand buyer of onvo will not worry about battery degration issue thus better resale value. because many plle buy tesla n lose confidence so go back to gasoline .but onvo with swap solve ev issue.swap can be build very fast nio can build 1000 a year but now many partner want pay nio to build .china is investing in infrastructure thus saving ev industry even govt also pump money to build.us envy of China technologies ahead of them won't want china dominate ev sector especially their tesla already cause pple to lose confidence In ev .
VIVEK SURANAOP 103484522: Where do you got the news that ONVO can use 3rd gen swap. I remember management mentioned in the earning call that current swap stations are exclusive for NiO.
103484522 VIVEK SURANAOP: It's not clear if all current Nio battery swap stations support Onvo-branded models. Some bloggers on Weibo said that all of the fourth-generation stations and some of the third-generation stations and will support Onvo models.
103484522 : when ppl realise nio is solving all the problems they will want buy nio not tesla .that why us afraid china dominate ev in the world. onvo and firefly will sell like tesla. thus need patience most fund are interested in profit that why pump tesla .nio losing money solving ev problems so get shorted hard .better kill nio before become successful .at present nio is too expensive but once fire fly out will dominate china market like byd..next year will come family car to compete with li auto
71229336Bedbugguy : NioQ
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