Number of swap increasing again, likely hit 97 millions 31st Dec, good achievement but looking forward to 100 millions by 31st Jan!!!
Passive income which other EVs companies dont have. Some more the energy can be stored or sell back, i mean is a win win situation without wastage.
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BPositive : this not go anywhere in short term more compition on horizon as CATL also start battery swap stations with alot of models
TMW1986 OP BPositive : CATL is their own, dont affect Nio swap stations. so Nio one everything belong to their own brand cars.
102711703 : Believe Swap stations will spinoff one day as standalone company
TMW1986 OP 102711703 : highly likely, thats why CEO resigned, likely path road for another person to takeover as new CEO for spinoff.
PT Tan : Has been making big promises.
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bullbearnme : You may want to check the following
a) How much is the operating maintenance cost to maintain battery swap station?
b) How much does it cost to build battery swap station?
c) How much does it cost to replace new battery, recycle battery cost and cost to dispose the battery , all these are pay by NIO?
d) Battery swap station new plan - expansion cost? e) Battery swap station revenue versus cost ? Has it break even?
I got the answer from Grok below here : (Notes: Please verify the information below here yourself)
NIO incurred approximately 1 billion yuan (about $140 million USD) in annual maintenance costs for its battery swap infrastructure in 2024. This figure contributed significantly to the company’s overall losses, with Q1 2025 reporting a net loss exceeding 6 billion yuan ($840 million USD), partly driven by these investments. As of December 2025, NIO plans to expand to over 4,000 stations worldwide by year-end, which could increase maintenance costs proportionally, though exact 2025 figures are not yet disclosed. Independent estimates suggest annual operational expenses could represent 15% or less of total construction costs for the network, potentially aligning with or slightly exceeding the 2024 level depending on utilization rates (currently around 28–65% per station).