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I hate to break it to you, but at the moment NIO cares only about Chinese market. Once they dominate China I guess they will then turn their focus on markets abroad.
Even if their delivery numbers are lower than expected , weβre still talking about delivering almost 36,000 in 1 month . Thatβs good considering that NIO vehicle margin is 18.8% compared to XPENG which is 16.5%
@warrenbazza Well people like me obsess about these numbers because analysts and institutions will use it as a way to keep pressure on the stock . Got it ?
@NIOSwitzerland what? lol this was in Q4 earnings call on march 10 , and again in Q1 2026 on may 21st. management discussed the full-year objective of 40β50% YoY delivery growth during the Q&A of the Earnings call.
@NIOSwitzerland doesn't matter to me . i want to see deliveries matching the bullshit they say to people. how the hell are they gonna deliver 45k cars monthly from august till december. lets be real here , they wont be able to do that and they will miss the lower end of the guidance.