r/nio
Q1 earnings Nio, Li auto, Xpeng
User shares a link comparing the Q1 earnings of Nio, Li Auto, and Xpeng.
Comparison of Q1 earnings of Nio, Xpev and Li auto. Found on X: https://x.com/i/status/2060116114823336149
Another clear example of where NIO and the competition is going . It’s incredible that NIO doubled its deliveries both Q1 and Q2 when the overall Chinese EV sales went down with the 5 % reduction of tax rebates!
NIO is heading towards 500,000 deliveries this year, and $20 Billion in revenues! Hard to fathom how NIO stock is not $20 yet !
With a low P/S ratio of 3x for a profitable EV+tech company, NIO deserves $30 share price by end of the year
You’re comparing Apples and Rocks…
There isn’t a space more competitive than auto.
Autos are commodities.
Space is BlueSky where competition is minimal at best.
The more competitive the space, the lower the margins.
Now, NIO does have something that isn’t currently competitive and is more BlueSky - battery swapping. That’s what separates them from others. Otherwise, you’re just comparing 3 automakers.
What we don’t know is how the battery swapping will pan out. If it gets traction then they’re ahead of everyone IN THE WORLD…
If you’re familiar with “Network Effects,” NIO is the only EV manufacturer who might capitalize. The battery swapping stations network, if successful, reclassifies NIO away from auto manufacturer to a network provider.
The multiples are much better and more lucrative than the otherwise competitive EV space.
It’s wild that with so much good news the share price keeps on tanking
Manipulation.. someone artificial keep suppressing the shares price down.. never in history such things happened in stock market. Not when Nio future have a great sales ahead in next qtr
Yes! Let’s put Li Auto out of business!
Thank you for sharing this table…. This is what counts… successful execution!
Why is the sg&a expense that might higher though