🚨 BIGGEST TAKEAWAY FROM NIO Q1 2026 EARNINGS 🚨
Most people are missing the REAL story.
NIO achieved:
✅ Positive adjusted operating profit for 2 consecutive quarters
✅ Positive operating cash flow for 3 consecutive quarters
This changes EVERYTHING. 🧵👇
firefly has released a new limited edition capped at 333 units.
The vehicle features a Midnight Black exterior with pixel decals and matching interior embroidery.
According to Daniel Jin, rolling out a limited model every two months has become the brand's standard operating procedure. On infrastructure, the target is 400-500 Gen 5 power-swap stations by year-end.
$NIO #firefly #ChinaEV
Nio helps shape Singapore's new standard for EV charging and battery swap
Singapore Standard SS 722 includes technical specifications for battery swap and mobile charging for the first time, with Nio as a key contributor. https://t.co/n2NiR3uw7k 👇
#NIO Group – May 2026 wholesale volume
Total volume in May reached 37,705 units, up 28.4% from April.
NIO Brand – 20,013 units (+5.2% MoM)
• ES9 contributed 3,108 units.
• NIO ES8 saw an 11.9% MoM decline to 11,477 units in • May 2026, down from 13,028 in April.
ONVO Brand – 12,029 units (+124.8% MoM)
• L80 volume: 5,949 units in May.
• L90 continued strong growth: 4,054 units (+96.0%).
• L60 fell 38.3% to 2,026 units.
Firefly Brand – 5,663 units (+13.7% MoM)
NIO-backed Weineng just issued the first tranche of its RMB 3B ($443M) shelf-registered green sci-tech power battery ABS on the Shenzhen Stock Exchange, marking the venue's first such product specifically for power batteries. $NIO #ChinaEV
https://t.co/YMN0tnIvR3
A Message From 2046 About EVs, Battery Swap & The Future of Mobility
Imagine an AI from 2046 looking back at 2026 and explaining what investors misunderstood about the EV revolution.
The answer wasn’t range.
The answer wasn’t charging speed.
The answer wasn’t even the car.
🧵👇
13/ The biggest lesson from 2046:
The winners didn’t build better cars.
They built better ecosystems.
🔋 Energy
🤖 AI
☁️ Software
📡 Data
⚡ Infrastructure
🏭 Manufacturing
Battery Swap was never just about charging.
It was an attempt to build an Energy Operating System.
And that distinction changed everything.