Nio

#NIOManagement is its core competency, previously thought it was #NioCapital
Concentration on NIO's Strategy
Everything mentioned is IMO,not financial advice

[Nio @NioStrats]

#batteryswap benefits

-new battery tech
-energy storage device
-battery degradation
-battery recycling
-smaller footprint

EV adoption will grow exponentially, meaning longer lines for charging, when you start producing 1m 2m 3m EVs, lines only going to get longer

[Warren Redlich - Chasing Dreams 🇺🇸 @WR4NYGov]

Love this - Tesla's @baglino explains why battery swap makes no sense

#BaglinoFanClub

(note: tweet he references is no longer pinned, but it's here: https://t.co/Ffis6pLPH6)

[Nio @NioStrats]

$NIO

The good thing about #NioStrategy is that its model is so unique it cant be replicated, the bad thing is that its model cant be replicated. #NIO needed partners w/ gov & businesses to help support &manage BaaS assets &finance buildout. Recycler &grid partners would follow

[Nio @NioStrats]

$NIO #NIO #NioEurope user event
-no vehicles bigger than ET7
-no NTP2.5 or next gen NTP3.0 till 2027, early 2028
-current models NTP2.0 from 2023-2024
-ONVO launch maybe limited to certain areas &w/o BaaS
-20% tariff + 10% import tariff tax consumers like Germany & Netherlands

[Nio @NioStrats]

@NIOPrague It should be cheaper than the 6-7 seater as well.

[Nio @NioStrats]

$NIO #NIO ES8 5-seater preorders to start, launch July9th, display vehicles available in showrooms

WilliamLi sees ES8 5-seater leading the 5-seat SUV mrkt into all-electric. The 5-seater extends the ES8 lineup &continues the success of the ES8 popularity
https://t.co/T9lpvleoC7

[Nio @NioStrats]

$NIO to launch 3rd-gen ES8 5-seater early July, current ES8 comes in 6-7 seat configuration. #NIO in talks to enter HK, sales to start 2H’2026 w/ swap stations to enhance HK/Shenzhen exp. Rumored 5-seater SUV maybe ES7 but maybe discontinued for lower priced ES8 to maintain sales

[The Value Trader @TheValueTrade]

The negativity I'm seeing online about $BABA $BIDU and $JD gets me very excited that Wave 2 is actually completing..

These are the signs.

[Nio @NioStrats]

https://t.co/vi21b8VHRY

[Nio @NioStrats]

$NIO & Zhongan Energy partner to build 500 swap stations in 1yr. Parties collaborate on rollouts of charging &swap stations as program expands nationally after delivering 1st 50 swap stations Dec2025.#NIO manage swap technology &operations, partners manage assets &investment

[Nio @NioStrats]

$NIO signs deal w/ 2 Anhui groups support Zhongan Energy to build 1k batteryswap stations, energy storage &charging

#NIO + 2 Anhui support Zhongan
-energy storage, charging &batteryswap, battery standards, battery asset mgmt &operation, new power system &equipment manufacture

[Nio @NioStrats]

$NIO #NIO Firefly test swap in 6 cities at pioneer stations &will update on monthly basis. 5th gen stations challenges in housing ES9/Firefly lengths, battery types &wheelbases. Team to polish swap process = existing stations &adjustmnt SW &mechanisms
https://t.co/Nmb3OfBboh

[Nio @NioStrats]

$NIO #NIO Firefly to test swap in 6 cities at pioneer stations &will update progress on monthly basis. 5th gen stations face challenges in housing S9 & Firefly lengths, battery types &wheelbases. Team to polish swap process = to existing stations &need adjustmnt in SW &mechanisms

[Nio @NioStrats]

#batteryswap benefits

-new battery tech
-energy storage device
-battery degradation
-battery recycling
-smaller footprint

EV adoption will grow exponentially, meaning longer lines for charging, when you start producing 1m 2m 3m EVs, lines only going to get longer

[Warren Redlich - Chasing Dreams 🇺🇸 @WR4NYGov]

Love this - Tesla's @baglino explains why battery swap makes no sense

#BaglinoFanClub

(note: tweet he references is no longer pinned, but it's here: https://t.co/Ffis6pLPH6)

[Nio @NioStrats]

$NIO #NIO

QinLihong sees next shift to pureEVs happening in the mid-size SUV sub RMB200k($29k) mrkt. NEV penetration rate hit 67% &knocked ICE out of top 10 in May

https://t.co/3tL3k6wI4f

[Nio @NioStrats]

@MEOWEENFUU @Jas0nYu No, NioDays are for new releases only, not facelifts.

[Nio @NioStrats]

Bullish into July

[Jim Cramer @jimcramer]

We keep hearing "genius, this" and "genius" that about these ai people; it doesn't take a genius to see that wrecked balance sheets aren't signs of success if there is NO payoff in sight. Either merge--this government will bless it--or slow it or stop it. That' what this week's about.. Can't you see it?

[Nio @NioStrats]

Sorry but you are going to have to wait till 2027 to be exit liquidity

[TrendSpider @TrendSpider]

BREAKING: OpenAI advisers are pushing Sam Altman to delay its IPO until next year, per New York Times

Advisers have reportedly cautioned that OpenAI could suffer from a lack of enthusiasm from retail investors

[Nio @NioStrats]

https://t.co/ehzSC6j3DT

[Nio @NioStrats]

$NIO ONVO L60 delivers 100,000th unit, delivered 2346 so far in June
-updated L60 feature 5nm Shenji NX9031 chip & #NIO World Model(NWM) architecture

ONVO
-delivered 12,029 units in May, up 91% y/y
-ranks top 3 best-selling electric mid-size SUVs in RMB200k($29k) mrkt

[Nio @NioStrats]

$NIO launches 2026 ONVO L60 at RMB193k($28k) cut price by 6.8%, deliveries June12th. L60 comes w/ #NIO Shenji NX9031 chip & LiDAR

106 upgrades
-Shenji NX9031 5nm driving chip &LiDAR
-900V high-voltage platform
-3min swap &charge 10%-80% in 25mins
-60kWh battery range upto 560km

[Nio @NioStrats]

DeutscheBank on ES9
-sees 25k unit order backlog
-upped FY’2026 delivery guidance to 56k units
-est Q2 nonGAAP profit of RMB180m w/ high-margin SUVs

ES8
-delivered 11,475 units in May
-sold 10k units 7 months in a row

https://t.co/EyGxhGP6Vy

[Nio @NioStrats]

$NIO #NIO delivers 10,000th ES9

ES9 deliveries
-6892 in June so far
-3108 units in May

ES9
-took about 1 month to hit 10k
-starts RMB498k($73k)
-advanced technologies

Higher-trim
-dual Shenji NX9031 chips & SkyRide intelligent chassis
-wait time 16-17 weeks, 4 month backlog

[Nio @NioStrats]

$NIO exec, MaLin, sees ES9 delivering 10k units in June

As #NIO gains momentum, LiAuto posts evaluation video of ES9's suspension shaking. Ma doubts video accuracy &calls users to test ES9’s chassis vibration &noise personally. Spat signls comptition btw 2 companies intensifying

[Nio @NioStrats]

https://t.co/emSSHLU3xW

[Nio @NioStrats]

$NIO #NIO Firefly to test swap in 6 cities at pioneer stations &will update progress on monthly basis. 5th gen stations face challenges in housing S9 & Firefly lengths, battery types &wheelbases. Team to polish swap process = to existing stations &need adjustmnt in SW &mechanisms

[Nio @NioStrats]

5th gen door moves to fit model, more movement during swap vs 4th gen
-flexibility over smoothness, trade-off NIO is tuning
-team wanted to reduce motion before launch
-Firefly swap 3.5mins &feels a bit bumpy, bout 2X vs minimum 1min 48secs

https://t.co/YpLJweOOWK