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Reddit ticker intel
WB
Communication Services微博 Weibo · Nasdaq
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Community thesis
· Distilled from real DD posts; click ↗ for the sourceBulls ⚔ Bears · how Reddit is debating it
Bull case
0 stances- Average transaction price of main brand vehicles exceeded 450,000 yuan, surpassing major rivals like Mercedes, BMW, Audi, and Aito. ↗
- Strong sales of high-priced flagship SUVs ES9 and ES8 are significantly improving the overall financial outlook. ↗
- Deutsche Bank predicts Q2 non-GAAP profitability of ~180 million yuan, supported by an achievable 17%-18% vehicle gross margin. ↗
- NIO has manufactured a batch of ES9 models and showrooms are ready for rapid delivery from day one. ↗
- The company is offering a launch promotion (5,000 RMB deposit for 10,000 RMB discount) to stimulate early orders. ↗
- The ES9 aims to replicate the success of the ES8 in the high-end market, with a final launch price expected to be lower than the pre-sale price. ↗
Bear case
0 stancesNo clear bear case in the community yet.
Credible voices
u/ridinderty
1 posts · 33 upvotes
+0.80
u/DryDivide2534
1 posts · 40 upvotes
+0.65
Catalysts · themes
电动车 · 2
Community split
r/nio
2
Related narratives
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High-quality DD posts
33
Nio exec hints average transaction price of main brand vehicles rising rapidly
r/nioNio's avg transaction price hit 450k yuan, driven by ES9/ES8 sales; Deutsche Bank expects Q2 non-GAAP profitability.
40
⚡ES9 launch underway.The ES9 will be officially unveiled on May 27th. Deliveries will begin simultaneously nationwide.Showrooms are ready. There is a launch promotion (5,000 RMB deposit gets you a 10,000 RMB discount).The company aims to expedite deliveries from day one.
NIO to officially unveil its flagship ES9 SUV on May 27 with rapid delivery plans and launch promotions to boost high-end sales.