R_R

Investing & Tech Trends • Research • Not financial advisor

[Trader Chris @5littlebass]

This is a breakdown of Nio's weekly order summary from 新渠道李霸天 on Weibo.

$Nio WEEKLY ORDERs Past 4-weeks:
🔸W22: 38,810
🔸W21: 11,830
🔸W20: 21,300
🔸W19: 10,000

#Nio's MONTHLY ORDERs YTD:
🔹May: 86,183
🔹Apr: 44,025
🔹Mar: 38,190
🔹Feb: 13,400
🔹Jan: 15,817

@NIOGlobal

[R_R @SignalsUSA]

They are preventing $NIO from going up. And it feels exhausting

[Trader Chris @5littlebass]

极速车情: Weekly Domestic Order Statistics for May 25–31 are as follows:

BYD: 48.7k
HarmonyOS: 40.7k
$Nio: 38.8k 🥉🤯🚀
Leapmotor: 15.1k
Geely: 14.1k
Tesla: 14.0k
XPENG: 11.4k
Li Auto: 8.7k
Xiaomi: 8.6k
Zeekr: 8.0k

@NIOGlobal #Nio

[R_R @SignalsUSA]

@EV_carba $NIO Normal

"In each case, exactly half of the vested units were withheld to meet the tax liability."

[R_R @SignalsUSA]

@jan_dekkers $120 + Because 2026 sales are about $20 billion

[R_R @SignalsUSA]

$NIO I expect 46,000- 48,000 deliveries in June, and that’s a strong trend.

[R_R @SignalsUSA]

$NIO Expecting for 35-37K for May

[Jason @Jas0nYu]

Li Auto L9 Livis 800V Distributed Fully Active Suspension vs. NIO ES9 48V Integrated Hydraulic Fully Active Suspension $NIO $Li

[R_R @SignalsUSA]

@jan_dekkers Li auto market cap $15B

[R_R @SignalsUSA]

Alternative view on the short-term weekly setup of $NIO

[R_R @SignalsUSA]

$NIO NIO CEO Li Bin in other words

The future belongs to automakers that become AI companies. AI must be embedded across the entire value chain - from smart vehicles and R&D to sales, service, and manufacturing. $NIO

[Trader Chris @5littlebass]

Sina Auto: At 2026 Future Pioneers Conference, $Nio Li Bin said: automakers must also be AI companies, mostly in smart cockpits, R&D, sales & manufacturing

How these companies can integrate AI technology & become intelligent entities is a direction many are exploring. #Nio

[Steve Investing @SZ_Investing]

From “理记”, a Weibo blogger with over 5 million followers:

As of now, locked in orders for $XPEV GX: ~60-70k
$NIO ES9: ~40-50K
Aito M9: ~20-30K
$LI L9: ~10-20K

[Trader Chris @5littlebass]

Blake: In a media interview, $Nio Li Bin revealed that orders for the #Nio #ES9 have far exceeded expectations.

The proportion of orders for the high-spec "Executive Signature Edition" & "Horizon Special Edition" was significantly higher than anticipated.

@NIOGlobal

[ChinaEV Home @CNEVhome]

When asked this morning whether Nio plans to introduce another touring model apart from the ET5T, President Lihong Qin said a new version is in development. $NIO #ChinaEV
https://t.co/saZGjnjxFU

[Yicai 第一财经 @yicaichina]

The next one to two years will see a brutal shakeout in China's auto industry, with laggard brands and tech getting wiped out, Nio's founder William Li said today. As car products become more homogeneous, users shift from comparing specs to choosing brands, marking a new era of systemic competition over one-off tricks, he added. @NIOGlobal

[Steve Investing @SZ_Investing]

Regarding the pricing of the new $NIO Onvo L60, Shen Fei stated: "It is quite challenging to set the price. First, the specifications have been upgraded—incorporating features such as a TV, a refrigerator, and LiDAR—which alone has driven up the manufacturing cost by at least 20,000 RMB. Furthermore, with raw material costs also on the rise, it is highly probable that the final price will be slightly higher than that of the current model."

As for exactly how much more expensive it will be, that has not yet been finalized; the final details will be revealed on June 11th.

[William Li @WilliamLiNIO]

After wrapping up the launch event at the Greater Bay Area International Auto Show, I headed straight to the delivery center to hand over the keys to the first ES9 users in Shenzhen.🚗

We delivered 19 ES9s and ET9s here today. Really appreciate all the support and trust from everyone. 🙏

Let's Power Up! Let's Jiadian!⚡
#NIO #NIOES9 #BlueSkyComing

[R_R @SignalsUSA]

$NIO
$XPEV
$LI
$TSLA

NIO is expected to generate around $20B in revenue this year. applying an average gross margin of 18% implies approximately $3.6B in gross profit, a very different story for the year

[Jason @Jas0nYu]

The new ONVO L60 launch event on May 29th #ONVO $NIO

[Nenad Markovic @NIONenad]

Yao Ming and William Li in the NIO ES9 $NIO