Nio
@NioStrats
#NIOManagement is its core competency, previously thought it was #NioCapital Concentration on NIO's Strategy Everything mentioned is IMO,not financial advice
#batteryswap benefits -new battery tech -energy storage device -battery degradation -battery recycling -smaller footprint EV adoption will grow exponentially, meaning longer lines for charging, when you start producing 1m 2m 3m EVs, lines only going to get longer
Love this - Tesla's @baglino explains why battery swap makes no sense #BaglinoFanClub (note: tweet he references is no longer pinned, but it's here: )
$NIO #NIO Firefly achieves 10,000th delivery today, 2157 deliveries so far into July, w/ #NioEurope deliveries starting soon end of yr, Firefly enter about 20 intl mtkts w/ right-hand drive arriving by Oct cnevpost.com/2025/07/26/nio…
$NIO #NIO Firefly deliveries start -BaaS available Aug -QinLihong said Firefly launch in #NioEurope around June &Aug, in about 20 intl mrkts by EoY -right-hand drive ready by Oct, 1st available in UK & SEA cnevpost.com/2025/04/29/nio…
$NIO #NIO insurance registrations, so far, for July are 15110, minus June30th -5110 June30th-July6th, week27, 730/day -4100 July7th-13th, week28, 585/day -4900 July14th-20th, week29, 700/day
UPDATED $NIO #NIO Inc saw 4900 for week of July14th to 20th, week29 of 2025 -NIO 2500 -ONVO 1720 -Firefly 680 cnevpost.com/2025/07/22/chi…
UPDATED $NIO #NIO Inc saw 4900 for week of July14th to 20th, week29 of 2025 -NIO 2500 -ONVO 1720 -Firefly 680 cnevpost.com/2025/07/22/chi…
$NIO #NIO Inc saw 4900 insurance registrations for week of July14th to 20th, week29. NIO had 2500 insurance registrations but individual data for ONVO & Firefly wernt available. cnevpost.com/2025/07/22/chi…
Switzerland-bank Vontobel adds 608k shares of $NIO #NIO & doubles stake to 1.1m shares at the end of Q2, shares are worth $3.75m eletric-vehicles.com/lucid/swiss-ba…
Kingstone Capital Partners open $NIO position for 3.6m shares, $12.3m worth, end of Q2, SEC filing show. Kingstone Capital portfolio valued at $624m, or #NIO position reps 2% of holdings. Fintel data show 474 NIO institutional shareholders w/ 231.7m shares, ½ shares from late2023
Amazing the $NIO #NIO ONVO L90 is RMB70k($10k) to RMB120k($17k) cheaper, & RMB156k($22k) to RMB206k($29k) cheaper on BaaS
$NIO #NIO ONVO L90 to start test drives in 400 stores in 140 cities L90 -presales start at RMB280k($39k) for 85kWh, BaaS RMB194k -vs Li i8 EV RMB350k to RMB400k -RMB70k to RMB120k cheaper, RMB156k to RMB206k cheaper on BaaS cnevpost.com/2025/07/23/onv…
$NIO #NIO ONVO L90 to start test drives in 400 stores in 140 cities L90 -presales start at RMB280k($39k) for 85kWh, BaaS RMB194k -vs Li i8 EV RMB350k to RMB400k -RMB70k to RMB120k cheaper, RMB156k to RMB206k cheaper on BaaS cnevpost.com/2025/07/23/onv…
$NIO #NIO ONVO L90 presales at RMB280k($39k) w/ 85kWh pack, RMB194k w/ BaaS, launch end of July,deliveries Aug1st. L90 rival LiAuto, cheaper than Li L9 RMB410k &pressures Li i8 full EV. #NIO follows LiAuto playbook as show cars already in ONVO stores, deliveries days after launch
$NIO #NIO MENA delivers 1st batch of EC6 vehicles to Safe Line Group in UAE, Safe Line plans to switch its entire fleet to EV in 3yrs. eletric-vehicles.com/nio/nio-delive…
$NIO #NIO Firefly to ramp up production, PuYang, marketing head said. NIO production to go full throttle as Pu targets production record. DanielGe, head of Firefly, said #NioEurope deliveries begin end of July eletric-vehicles.com/nio/firefly-co…
$NIO #NIO signs agreement w/ Wuhan Shouyi Scientific Innovation Investment Group to incorporate into PowerUp Partners program to add batteryswap stations in central Hubei province. Program to add 100 batteryswap stations in Hubei for batteryswap &charging services
$NIO #NIO Hubei Science Technology Inv ups stake in Mirattery Series C funding Mirattery sign deal w/ Hubei Science Tech Inv & Wuhan Optics Valley Intelligent Manufacturing Industrial Park Construction &Servce Centr to expand cooperation in battery asset mgmt, inv &capital mrkts
$NIO #NIO CATL ink Mirattery equity investment &partnership involving capital, technology, business models, equity inv, BaaS, battery recycling, battery technology, cooperation in upstream &downstream supply chain, co-construction &sharing batteryswap networks, Mirattery said
$NIO #NIO Inc saw 4900 insurance registrations for week of July14th to 20th, week29. NIO had 2500 insurance registrations but individual data for ONVO & Firefly wernt available. cnevpost.com/2025/07/22/chi…
$NIO Inc sees 4100 insurance registrations for July7th-13th, week28 -2410 NIOs -1140 ONVOs -550 Fireflys insurance registrations -#NIO Inc 5110 from June30th to July6th, week27 -or 9210 insurance registrations for July, minus June30th cnevpost.com/2025/07/15/chi…