NIO Inc (NIO) Options

I expect an ET9 announcement on pre orders and order numbers. Possibly the same with Firefly for Q4 Damage control.

Will NIO see low $4s again? Definitely a possibility.

NIO ET9 test drives in China start March 20

Match made in heaven: Here is all we know about CATL-Nio battery swap partnership
https://carnewschina.com/2025/03/19/match-made-in-heaven-here-is-all-we-know-about-catl-nio-battery-swap-partnership/

Q4 damage control: NIO ET9 test drives start tomorrow, March 20th, 2025, with deliveries expected to start at the end of the month

NIO ET9 test drives in China start March 20

NIO
#ET9
Every detail in place. The curtain rises. The pinnacle journey begins.
NIO ET9 test drives in China start March 20.
#NIO #BlueSkyComing #ET9

Captain Quint again this morning fends off the 0800 shark attack.
The shark attack continues to be met with a quick and decisive response.

Battery Swap Stations are a necessity not a luxury.

Battery Swap is not competing with super fast charging. Battery swap is a solution to the inevitable grid collapse from super fast charging. Rather than spend billions on upgrading the power grid the Chinese energy companies and government sees battery swapping stations as the solution. Before the energy companies spend billions upgrading infrastructure they will raise rates for quick charging and peak charging per 1kW to discourage quick charging and peak hour charging. Power and energy are two different factors. The “power” transmission lines are limited in their capacity to deliver electricity.
Have some foresight people. Even Elon admits battery storage terminals will be needed to meet power grid demand as more EVs hit the road. Battery Swap Terminals are a necessity… not a luxury.

Only an absolute idiot would start a new BEV brand when the market won't support the 40 that are already struggling. So our idiot starts three when one would have been just fine.

CATL battery swap station will cater to budget cars while NIO will cater to premium models.
NIO and CATL are Battery Asset Company partners.

BS as usual. Great volume on great news and all we get is a few percent sp move up. No wonder so many take a loss and move on.

EV sales week 11. Not even competitive.
Onvo registered 1,300 cars, up 18%.
Nio registered 2000 cars up 5%

Keep in mind that insurance registration and sales/deliveries are different datasets.

The weekly sales charts that Li Auto (NASDAQ: LI) shares every Tuesday may no longer be available, as an industry association is urging a halt to the publication of such charts.

https://cnevpost.com/2025/03/18/caam-urges-halt-weekly-auto-sales-charts/

Shorts are in trouble. Their only hope is extreme losses in Friday’s Q4 earnings report.

Shark attack this morning. Captain Quint steps in.
I believe Quint is Chinese government affiliated. China is fed up with Wall Street’s manipulation of NIO. Perhaps their investigation into the Short Selling Syndicate has caused them to take action. Just my humble opinion.

Barring WW3 NIO will be a $100 stock in 2028.

NIO will be known as the EV Power Supply company that sells cars.

Battery Swapping is a Chinese Government enterprise. NIO will benefit bigly.

NIO does not own the BaaS batteries.
You do realize the Battery Asset Company owns the batteries?

Evidently the algorithm hasn’t digested the news.

Why is your name mr. Dragon?🐉 I have something you might likehttps://www.tiktok.com/t/ZT2pMvqFa/

Yes it is.

Did you read this post?

NIO and CATL are partners in this company.

NIO and the Partners will each invest RMB200 million and hold 25% equity interest in the Battery Asset Company respectively.
The Battery Asset Company is dedicated to purchase and own the battery assets, and lease the battery packs to users who subscribe to the BaaS model.


https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175932838

This is great news at a time when we have a poor ER awaiting us. It's good for a 20% run but since we are NIO, I doubt we will hold more than 10%.
https://cnevpost.com/2025/03/18/nio-partners-with-catl-battery-swap/

NIO is not building any battery swap stations for the firefly unless sales numbers make building stations feasible. But you can still rent the battery BaaS.

Drunken sailor Li should have made Firefly a charge only car. It will fail so why dedicate a swapping infrastructure around it?

My God Nio About To Roll Out End To End In April $NIO

According to ChinaEV Home, this version is currently in internal testing under the codename "Starlight Plan." Internal test data shows that its intervention rate has dropped below Tesla's FSD, demonstrating superior performance.

Big News: $NIO's Intelligent Driving System Undergoes Major Upgrade, with New Version Featuring Core Highlight—NIO World Model.

According to ChinaEV Home, this version is currently in internal testing under the codename "Starlight Plan." Internal test data shows that its… pic.twitter.com/yfl2pJKCNu— ChinaEV Home (@CNEVhome) March 16, 2025

I have the same concern about Q4 numbers.
I just pulled this out of this morning’s article.

Is Li Bin starting to listen to advice?
Wallstreetcn
2025.03.17 05:26

It is understood that NIO's service operation team, energy team, and other departments have been operating under the CBU mechanism for over a year

https://longportapp.com/en/news/232069728

$NIO They Are About To Release AI Model That Will Make Deep Seek Obsolete

William Li running his mouth about saving money everywhere. All of the sudden, he's so interested in cost cutting. I smell an ER with a really bad cash burn coming.

NIO Inc. (9866.HK)

Previous Close
36.750

38.150
+1.40
+(3.81%)
As of 11:24:39 AM GMT+8. Market Open.

China’s retail sales strengthen at start of the year, meeting expectations
China's economic data for the first two months of the year showed a modest pickup as Beijing reiterated its plan to bolster domestic consumption.
Retail sales rose by 4.0% in the January-February period from a year ago, compared with the 3.7% year-on-year growth in December and in line with Reuters estimates.
Industrial production climbed 5.9% in the first two months of the year from a year ago, slower than the 6.2% growth in December, but faster than a 5.3% expansion forecast by analysts in a Reuters poll.

Battery swap partners sold over 200,000 in Feb 2025.
NIO’s Battery Swap Partners
BEV Battery Electric Vehicle sold in Feb 2025
#2 Greely 98,400 (Q3 delivery)
#4 Cheery 44,300
#5 Changan 38,000
# 10 GAC Aion 20,800
FAW Group 7,300
JAC 1,000

https://t.me/s/thinkercar

Firefly Marketing target…well done

Cute #firefly smart EV with swappable battery (swap in under 3 min autonomously or cable charge) NIO

Firefly Swap the look…? New Wheel Design

Younger generation appeal…
The first deliveries are scheduled to begin in China in late April.

Is this for real?
https://m.youtube.com/shorts/EdK6jelWT-4

New Wheel design
https://eletric-vehicles.com/nio/firefly/firefly-unveils-new-wheel-design-first-deliveries-planned-for-april/

Lithium EV batteries… (cont)
To identify a suitable candidate, the team utilized an AI-driven application trained on digitized molecular properties. Their search led them to LiSO2CF3, a molecule that not only met all compatibility requirements but was also relatively inexpensive to produce and suitable for nearly all commercially available batteries.

https://interestingengineering.com/energy/lithium-battery-life-extended

Lithium EV batteries get new life with 12,000 more cycles using China’s new injections

How will this impact NIO?

EV batteries are designed to last for a significant number of charge cycles, typically around 1,500 to 2,000 cycles

EV batteries will last longer than the vehicle.
Cost of injections are unknown.
Real life application unknown

March 13, 2025(Researchers at the Fudan University in China)developed a method to restore depleted batteries to full functionality. This insight led to the development of specialized materials that restore lost lithium ions, effectively extending battery lifespan and improving performance.
https://batteriesnews.com/lithium-ev-batteries-get-new-life-with-12000-more-cycles-using-chinas-new-injections/

NIO’s BaaS Revenue? Wuhan Weineng Battery Asset Co., Ltd.

NIO and the Partners will each invest RMB200 million and hold 25% equity interest in the Battery Asset Company respectively.

Crunchbase Status (Very Active)
Wuhan Weineng Battery Asset is an energy company that specializes in power battery leasing, repair, wholesale, and retail. The company also specializes in the recycling of used batteries; research and development, production, wholesale and sales, leasing, and operation management of equipment and components related to switching stations, chargingpiles, and energy storage systems.
Wuhan Weineng Battery Asset was founded in 2020 and is headquartered in Wuhan, China
https://www.crunchbase.com/organization/wuhan-weineng-battery-asset

SHANGHAI, China, Aug. 20, 2020 (GLOBE NEWSWIRE) -- NIO Inc. (“NIO” or the “Company”) (NYSE: NIO), a pioneer in China’s premium smart electric vehicle market, today launched the innovative Battery as a Service (the “BaaS”) subscription model and announced the establishment of Wuhan Weineng Battery Asset Co., Ltd. (the “Battery Asset Company”).
https://www.crunchbase.com/organization/wuhan-weineng-battery-asset

For NIO's Battery-as-a-Service (BaaS), a battery swap typically costs between 80-100 yuan (approximately $11-$13.8 USD)

BaaS vs Purchase (cont.)
If you drive 13,489 miles annually and rely solely on public Level 2 charging, the cost could be between $770 to $963 per year.
If you rely solely on DC fast charging, the cost could be approximately $1,540 to $2,300 per year.

Battery-as-a-Service (BaaS) typically does not include a separate fee for battery swapping station access, as the BaaS subscription often covers the cost of battery swaps at designated stations.

Over a 10 year period BaaS is less expensive.

BaaS vs Purchase

ET9 (10 years)
$10800.00 with battery
$90,000 BaaS
$18,000 difference
$4,500 interest on $18,000 5 years @ 5%
$13,500 Depreciation/Degradation 3/4 life
$17,500 Total cost/loss in 10 years
Charging an electric vehicle (EV) at a public charging station typically costs between $10 and $30 per charge

BaaS $155 per month.
Purchase and tax exemptions.
$18,600 10 years
Battery-as-a-Service (BaaS) typically does not include a separate fee for battery swapping station access, as the BaaS subscription often covers the cost of battery swaps at designated stations.

The advantage is grid management, BESS convenience, no battery replacement cost, cheaper electricity, NIO subscription perks, electricity drive train diagnostics, upgrade for long trips, upgrade to newer battery technology, guaranteed battery quality.

Battery Swap Stations. It’s about the electrical grid stupid.

So… if the Battery Asset Company owns the batteries NIO isn’t paying for the batteries. NIO is being paid for Battery Swapping Services and asset management.
NIO is also collecting %25 of revenue from BaaS from the Battery Asset Company. Meaning NIO and CATL benefit from each other’s battery swap infrastructure and development through the Battery Asset Company BaaS.
Assuming the Battery Asset Company is still in business.

NIO/CATL are joined at the Chinese Battery Swap Government hip.
Battery Asset Company, NIO, CATL and Sinopec is one hell of a Chinese Government Battery Swap monopoly.
I am liking my investment more today than ever before

Sinopec Group, or China Petroleum & Chemical Corporation, is a wholly owned company by the China State-owned Assets Supervision and Administration Commission

NIO and Sinopec entered a strategic partnership agreement on April 15, 2021, to collaborate on building a comprehensive charging and battery swapping network in China.

On March 13, 2025 CATL signed a strategic cooperation framework agreement with Sinopec Group (Sinopec) in Beijing.
…the two parties will accelerate the development of passenger vehicle battery swapping business and explore the feasibility of allocating commercial vehicle battery swapping facilities in integrated energy stations.

Battery Asset Company is State owned. NIO isn’t going anywhere. NIO/BaaS will be implemented in China. CATL and NIo will not compete against each other. They will each serve a different segment and complement each other. IMHO
NIO and CATL are collaborating on developing long-life batteries for EVs and battery swap stations

2024-03-14
CATL and NIO will work on research and development of long service life batteries, jointly tackle key technical problems, promote technical innovations, and accelerate the implementation of long service life battery solutions in battery swapping scenarios.

Battery Swap is here to stay..

On August 18, 2020, NIO, Contemporary Amperex Technology Co., Limited (“CATL”), Hubei Science Technology Investment Group Co., Ltd. and a subsidiary of Guotai Junan International Holdings Limited (collectively the “Partners”) jointly established the Battery Asset Company. NIO and the Partners will each invest RMB200 million and hold 25% equity interest in the Battery Asset Company respectively. The Battery Asset Company is dedicated to purchase and own the battery assets, and lease the battery packs to users who subscribe to the BaaS model.

Guotai Junan International is ultimately state-owned, with Shanghai State-Owned Assets Management Co., Ltd. as the controlling shareholder and Shanghai International Group Co., Ltd. as the ultimate controlling entity.

Hubei Science & Technology Investment Group Co., Ltd. (HBST) is considered a state-owned entity, specifically a government-related entity (GRE) and a flagship entity of the Wuhan East Lake High-Tech Development Zone (HTDZ)

Contemporary Amperex Technology Co., Limited (CATL) is not state-owned, but rather a private company with investors, including some with connections to the Chinese government, holding stakes

While NIO is a privately held company, it has received significant financial support and investment from Chinese state-owned entities, particularly in Hefei, Anhui province, indicating a strong relationship with the Chinese government

https://ir.nio.com/news-events/news-releases/news-release-details/nio-inc-announces-launch-battery-service-and


…

More to grasp…
Battery Swap Competition is years behind in deployment.

January 13,2025
CATL breaks ground on its 1st battery swap station in HK

CATL plans to build 30,000 battery swap stations by 2030, with 1,000 stations operational by 2025.
CATL has signed subscription agreements with 30 companies for 107,500 battery packs.
CATL says it has co-developed 10 new EV models with swappable batteries
FAW Hongqi's E-QM5 will be the first to be put into service as an electric cab in the Hong Kong market.

Grasp this…
How far ahead is NIO’s Battery Swap technology and deployment?

$1 Billion Financing Secured, Visionary Accelerates Its Battery Swap Layout in Hong Kong

The company plans to invest HK$420 million to construct 600 battery swap/charging stations by 2029, starting with 10 stations in March 2025.
This aligns with Hong Kong government's initiative to build 3,000 high-speed battery swap/charging stations by 2030
Investors should note the financing remains in process rather than completed. .

https://www.stocktitan.net/news/GV/1-billion-financing-secured-visionary-accelerates-its-battery-swap-h50f7i1iq9kv.html

…

Hmmm.EU considering %25 tariff on US Vehicle Imports.

Belgian Police Raid Huawei's EU Headquarters; Europe Begins Sanctions Against CCP

And…Portugal where NIO has influence.
Chinese EV has a bleak future in Europe.

Europe Parliament is being blackmailed and bribed by China lobbying, AIPAC style.

China EV supply chain threatened by BlackRock Panama Canal deal.

Trump and the “You will own nothing and be happy” Fascist Western Hegemonic Psychopaths are gaslighting the public saying it is a matter of National Security to control the Panama Canal.. It isn’t about national security. It is about power, control and profit over humanity.
China may be able to block the sale though political influence.

China FURIOUS Over Panama Port Sell-Off to the U.S. – The Next Move Changes Everything

I noticed that as well. I've been waiting for a long time for this ticker to trade independent of the sector. Let's hope it continues.