NIO Chicago🛞MJ

Community of future NIO owners who believe in a sustainable future, clean energy and most important believe NIO EVs are amazing and beautiful. Follow @nioglobal

[NIO Chicago🛞MJ @NIOChicago]

$NIO Yao should get 11 ES9s to go with his jersey number! @YaoMing

[Trader Chris @5littlebass]

$Nio Li Bin: Headed to the CBA Finals tonight with Yao Ming in the #Nio #ES9.🏀

Yao said ever since riding in the ES9, other cars just don't feel the same anymore — and now he can't wait to get his own.😁

Appreciate the feedback from our Chief Experience Officer.

@NIOGlobal

[NIO Chicago🛞MJ @NIOChicago]

$NIO Anotha banga!

[ChinaEV Home @CNEVhome]

Big News: We’ve confirmed with NIO’s top executives that the NIO ES9 is set to hit its 10K delivery milestone this month, while the ES8 will welcome its 120K delivery mark.

With ES9 deliveries having just kicked off on May 28, it’ll be interesting to see exactly which date in June it crosses this line. $NIO #ChinaEV

[NIO Admirer @NIOAdmirer]

10,000 ES9s are about to be delivered? 👀
$NIO

[JP Invests @JP_Invests]

🟡 $NIO — researching

Everyone's anchored to "Chinese EV = margin bloodletting." Q1 broke that. Vehicle margin hit 18.8%, a four-year high and the fourth straight quarter of improvement. That's above Li Auto and XPeng's last reported numbers. NIO is now the highest-margin name in the group — and trades at the lowest forward price-to-sales (~0.56x). The cheapest stock is the one executing best. That gap is the setup.

📊 The data:
- Q1 revenue +112% YoY to RMB 25.5B
- Vehicle margin 18.8% (vs 10.2% a year ago)
- 2nd straight quarter of positive non-GAAP operating profit
- May deliveries 37,705, +62% YoY — best month of 2026
- Q2 guide: 110-115K units, up to +60% YoY
- Short interest 5.4%, a 32-month low — the shorts are leaving

The asymmetric thesis: if Q2 holds the 17-18% margin guide on that volume ramp, the multiple re-rates from a distressed sales-multiple toward a growth-EV multiple. The earnings power is finally real. The market is still pricing the old NIO.

🐻 What would change my mind: management flagged +RMB 10,000/unit in raw material and chip costs hitting from Q2. If that eats the margin instead of getting offset, the whole thesis cracks. ONVO and Firefly are lower-ASP — a mix shift to budget brands also pressures the blend.

The June delivery print and the Q2 margin line decide this. Volume already showed up. I need the margin to hold through the cost wave before I act.

Cheapest stock in the group is also the best operator. That doesn't last. Watching the next print closely.

$NIO #EVStocks #ChineseEV

[NIO Chicago🛞MJ @NIOChicago]

$NIO 2025 Q4 profitability results placed NIO alongside Tesla and BYD as the only automakers with profitable EV segments, while Ford and GM have not achieved the same.

[NIO Chicago🛞MJ @NIOChicago]

@vannzmarkets Good observation, I think market is still not ready to forgive management for not delivering growth forecasts that were stated in prior calls. Three straight profitable quarters will definitely continue to build the momentum! 🚀

[NIO Chicago🛞MJ @NIOChicago]

Motor Vehicle Modernization Act

https://t.co/VikYE8vsMR

[Nenad Markovic @NIONenad]

Nio's Battery Swap Network Just Delivered 16% of All EV Energy in China in 5 Days. Is the Market Sleeping on This?

$NIO $TSLA https://t.co/NDzOtp0ty9

[NIO Chicago🛞MJ @NIOChicago]

@HubieTalksHoops Coach Wemby before game 7.

[Bloomberg @business]

Nio’s shares surge after the Chinese electric car maker unveiled its six-seat ES9 sport utility vehicle, which the company says is the country’s largest electric SUV https://t.co/qTYQpY3ayM

[Cryptovicci 🌐 @cryptovicci]

$NIO $180 thesis 2030

👇 👀
https://t.co/yBKUcGEUOI

[NIO Chicago🛞MJ @NIOChicago]

@HubieTalksHoops the big man is active again.

[NIO @NIOGlobal]

Yao Ming, Chief Experience Officer of the NIO ES9, joins William inside the vehicle for an authentic experience of NIO’s flagship executive SUV.
From expansive space and refined cabin comfort to effortless recharging and smart driving, step into the ES9 with Yao Ming and experience a flagship journey beyond the horizon.
#NIO #NIOES9 #BlueSkyComing

[NIO @NIOGlobal]

Yao Ming, Chief Experience Officer of the NIO ES9, joins William inside the vehicle for an authentic experience of NIO’s flagship executive SUV.
From expansive space and refined cabin comfort to effortless recharging and smart driving, step into the ES9 with Yao Ming and experience a flagship journey beyond the horizon.
#NIO #NIOES9 #BlueSkyComing

[NIO Chicago🛞MJ @NIOChicago]

$NIO @YaoMing @NIOGlobal Please figure out a way to create something like this for NIO/ES9 promotion! Will be a hit.

https://t.co/s1jhPkZb6k

[NIO Chicago🛞MJ @NIOChicago]

@bioinvestor24

[NIO Chicago🛞MJ @NIOChicago]

$NIO Oh my days!

[NIO @NIOGlobal]

NIO ES9 Horizon Edition
See beyond the horizon, a journey of grandeur awaits.
#NIO #NIOES9

[NIO Chicago🛞MJ @NIOChicago]

$NIO Focus on the beautiful EVs made by native EV companies.

[Sawyer Merritt @SawyerMerritt]

Why are so many legacy car companies unveiling such ugly EV designs in recent months.....

[M.S @MalaakSafa]

We can live without AI, but we can't live without water, bees, and trees.

[NIO Chicago🛞MJ @NIOChicago]

@cryptovicci 🎯

[Mike @Mike65462413]

Over 90% of initial Onvo L80 buyers opt for BaaS battery rental https://t.co/TJmRcWpy7i via @CnEVPost … $NIO