103027647 : xpeng got voltwagens support

103027647 : next month onvo will debut if debut is good then might break high.analyst talk down price so they can buy cheap

103027647 : onvo is also marketed thru nio app,with many nio customer doing referral and gain nio life points.with baas can sell as low as 170k rmb good for didi.there no battery. degradation problem with baas .so for Tesla ,Xiaomi su7 might look good but they never solve battery degradation issue this user needs pay bomb price once their battery degradated that why many fleet operators in Europe abandoned Tesla and go back to oil car.after 5-8 year when Tesla or Xiaomi su7 go tp graveyard .onvo stil survivor woth baas

103027647 : all yaoyao ling Xian

103027647 : another nio competitors with solid state battery.welion just a supplier can supply to zeeker , cherry etc.nio just pay money to welion to design but after can supply to any competior.same as clear motion just pay money but also can supply to competitors.even nio swap open to competitors.but no competitor want nio phone as given free

103027647 : Xiaomi and Huawei also invested in welion .so it opens to all competitors

103027647 : Xiaomi Also will have solid state battery and swap later .Xiaomi Also invested in nio but think got diluted after so many cash raising .mayb Also have clear motion.competitors is smart to let nio burn cash First then get success products later

103027647 : even nio capital and nio keep raising cash to dilute shareholder .welion also raising cash unless nio sell nio capital then It can get it money back else keep investing in other company like welion and clear motion .all this companies will Also keep raise cash n dilute nio capital

103027647 : Beijing auto show coming still got more room to grow .et7with solid state battery may sell well

103027647 : Tesla have battery degradation after five year and no resale value .nio tackle the problem with swap .onvo with swap is solution to save EV market

103027647 : nio is not profitable as many like Mr p have unlimited free swap so contribute 0 to swap and electric bill to nio.infact become money losing machine .with so many do free swap and electricity .that why mgmt need raise cash annually erev got a small battery that why li aufo make money no need provide unlimited free swap ans electric to user .they can use gasoline if not enough

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

103027647 : china is now self reliant dnt use intel or AMD building own lithography machine .in a decade will no need us techor software.so they can sell to India only