NIO
Consumer DiscretionaryBulls ⚔ Bears · how Reddit is debating it
Bull case
0 stances- Record financial metrics including sales, revenue, gross margin, cash flow, and ASP, marking its first year of profitability. ↗
- Its marginal inclusion in the military blacklist is a result of broad US-China geopolitical decoupling rather than company-specific military ties. ↗
- Achieved record vehicle deliveries in January 2021, signaling strong market demand. ↗
- Positive consumer reaction to the vehicle's design and aesthetics. ↗
- ASP exceeds 450k RMB, surpassing BBA EVs in China. ↗
- Successfully established as a mass-market luxury EV brand with strong pricing power. ↗
Bear case
0 stances- Technical indicators point to an expanding wedge and a gap at 4.97, threatening the current double bottom if the broader market drops. ↗
- Systemic US policy restrictions on Chinese ADRs are triggering portfolio rotation and arbitrage, completely overshadowing the company's strong fundamentals. ↗
- The vehicle is extremely rare in the German market, indicating weak international expansion. ↗
- Facing potential shareholder derivative lawsuit from a major investor over valuation destruction. ↗
- Accused of materially missing delivery targets and making misleading statements. ↗
- Added to the US Pentagon's Section 1260H list of companies tied to China's military, sparking regulatory scrutiny. ↗
Credible voices
Catalysts · themes
Community split
Related narratives
蔚来每日讨论关注F2工厂、可能的短挤压，以及乐道L60 SUV全国交付进展。
High-quality DD posts
r/nioNio's avg transaction price hit 450k yuan, driven by ES9/ES8 sales; Deutsche Bank expects Q2 non-GAAP profitability.
NIO ES9 sets ultra-luxury EV SUV sales records, generating est. $166M profit in <10 days, cementing its China luxury leadership.
Author predicts record-breaking June and Q2 deliveries for NIO, driven by new models and cost savings from in-house chips.
Author shares a spreadsheet tracking NIO's historical deliveries, projecting 2026-2027 growth, and modeling an $8.80-$14.80 price target.
NIO should challenge its Pentagon designation in US courts citing Xiaomi's precedent, recognizing geopolitical pressure as a historical norm.
NIO deserves a tech valuation due to high ASP, strong delivery growth, and battery swapping tech, not a traditional automaker multiple.
NIO short interest drops to 5.4%, a 32-month low, showing bears losing conviction, but lacks squeeze fuel.
NIO boasts record fundamentals and profitability, but its stock is crushed by US-China geopolitical tensions and military blacklist fears.
NIO's ASP surpassed BBA EVs in China, establishing it as a successful mass-market luxury EV brand with strong pricing power.
The author strongly defends NIO against bearish narratives on China's economy and US bans, highlighting its affluent customer base, BaaS advantage, and robust domestic sales.
NIO is projected to hit 117k Q2 deliveries and achieve another non-GAAP profitable quarter driven by strong order backlog.
NIO may surpass Huawei's HIMA in total EV sales, driven by its pure BEV focus, BaaS cost advantages, and declining EREV popularity.
Explains the US DoD's 1260H list of Chinese military companies, noting broad criteria and geopolitical gray areas for EV and tech firms.
NIO dominates China's large EV SUV market with ES8 leading sales, taking share from domestic rivals and BBA.
Author accuses Li Auto of deceptive black PR and rigged suspension tests to smear NIO ES9 after losing in independent tests.
Despite weak stock, NIO's ES8 sales remain strong, dominating China's premium EV market with a highly retentive battery-swap ecosystem.
NIO's ES9 hits 10k sales with 17-week waits, driving a 50k monthly delivery milestone and highest ASP since 2021/22.
NIO's delivery growth is surging in high-margin models, with its user base in wealthy Zhejiang province doubling in under two years.
Author argues Zeekr's threat to NIO is temporary as pure EVs will regain dominance over plug-in hybrids due to better battery tech.
NIO's YTD deliveries show strong growth driven by high-end models like ONVO L80 and ES9, surpassing competitors.
Author argues US targets NIO due to its revolutionary battery swap tech, suggesting it should focus on the domestic Chinese market.
NIO's market cap is much lower than Rivian's despite better scale and revenue, highlighting a major valuation distortion.
r/sino
OEM Self-Developed Chips Reshape Auto Supply Chain: BYD, NIO, XPeng Challenge Third-Party Suppliers
NIO's delivery numbers are surging with high-end models, leaving competitors like Xpeng and Xiaomi far behind.
Post title mentions NIO June deliveries and Q2 results estimate, but the body is completely empty.
A major NIO investor considers a derivative lawsuit against the company and CEO over missed deliveries and valuation destruction.
Bullish on NIO for strong deliveries, swap leadership, and cheap in-house chips, dismissing Pentagon sanctions as proof of its threat.
Bullish option flow detected in NIO with high call volume and low put/call ratio ahead of September earnings.
NIO's new ES9 model reportedly secured over 20,000 firm orders within just 72 hours of its launch.
NIO sales grow due to affluent customers immune to tax cuts, a vast product mix across demographics, and battery swap convenience.
NIO hit record May sales with 63% YoY growth, while Li Auto dropped to a 3-year low due to alleged mismanagement and quality issues.
Author sarcastically suggests shorting NIO instead of holding long-term, citing management's frequent dilution as a reason to profit.
After 8.5 years and a 58% loss, the author sells NIO stock due to alleged manipulation and lack of faith in its price action.
Citron short seller found guilty of securities fraud; the firm was known for shorting NIO.
NIO achieved record vehicle deliveries in January 2021 according to the NIO App.
The author predicts NIO will achieve around 45,000 total deliveries in June across all its brands.
Technical analysis of NIO's HK stock notes a gap closing, an expanding wedge, and a potential diamond pattern.
Author hopes NIO gets delisted to convert shares to HK, believing strict HK short rules will eliminate manipulation and boost the stock.
US adds Alibaba, NIO, BYD and other Chinese tech champions to military company blacklist.
NIO exceeded delivery expectations with 37,705 cars, sparking bullish sentiment.
Author suggests NIO launch a FIREFLY convertible, predicting 10k monthly sales and strong appeal in China and Europe.
Post shares May delivery data for major Chinese automakers, highlighting NIO and Xiaomi as pure-BEV manufacturers.
User forecasts NIO's June deliveries to reach approximately 54,000 units.
The author proposes a hypothetical NIO ETX performance flagship sedan concept featuring NT4.0 architecture and quad-motor AWD.
User shares a petition link to investigate alleged market manipulation of NIO.
Author spots a rare NIO in Germany and praises its design.
Satirical meme claiming NIO ES9 is a Pentagon strategic defense asset with zero-gravity seats and 3-minute battery swaps.
An empty, purely emotional post urging NIO holders to 'make them pay' without any substantive analysis.