BALL MINDSET

[BALL MINDSET @ballmindset]

@KennethCole24 @ronmortgageguy @braininfryinpan Can you screenshot and send an example of this?

[BALL MINDSET @ballmindset]

@AfonsoEV_ Order inflow of 3500 in 3 days equates to about 36,000 deliveries per month $nio

[BALL MINDSET @ballmindset]

@TheMidik $4,799 usd price difference between firefly and smart/mini.

[BALL MINDSET @ballmindset]

@JaveedParay @NIOAdmirer @NIOSwitzerland @NetherlandsNio @NIOSanFrancisco @grok based on what $nio has guided for Q3 deliveries and also what we know about September 1 - September 7 registrations. What will registrations be for September 8 - September 14 assuming remaining registrations for the month total to the lower threshold of what was guided?

[BALL MINDSET @ballmindset]

@JLWEE_ @grok what did nio guide for deliveries and revenue Q2 2025? Is the revenue expected to be greater than Q2 2024?

[BALL MINDSET @ballmindset]

@JLWEE_ July was so bad (21,017) I’m tapering my expectations a little. Would love to see a big jump but also still not sure what happened there in July.

[BALL MINDSET @ballmindset]

@ironman20054 That would be nice what’s your breakdown between nio, onvo and firefly?

[BALL MINDSET @ballmindset]

@SZ_Investing Onvo L90!

[BALL MINDSET @ballmindset]

January–July: 135,167 (actual)

•August: 26,000
•September: 30,000
•October: 38,000
•November: 45,000
•December: 55,000

Total Aug–Dec = 194,000
Full-Year = 329,167 ≈ 330,000

Is this doable? $nio

[BALL MINDSET @ballmindset]

@AfonsoEV_ Yes, of course. 58,599 is the cumulative deliveries of onvo as of July 31st. $nio

[BALL MINDSET @ballmindset]

@StockTr83260148 @NIONordics @Jas0nYu That would be 55 or 65% year over year growth. If they doubled deliveries that would be 100% year over year.

[BALL MINDSET @ballmindset]

$nio

[BloombergNEF @BloombergNEF]

Global EV sales are on track for another record-breaking year, but some markets are experiencing a significant slowdown.

✅ China leads with over half of vehicles sold now electric.
✅ The US faces slowing demand and policy uncertainty, while emerging markets see record sales thanks to affordable models.
✅ Despite some automakers pushing back targets, adoption continues to grow.

💡 Download the Electric Vehicle Outlook 2025 executive summary: https://t.co/KPmMJvpakX

[BALL MINDSET @ballmindset]

@NIOStrategy Not quite what he said. Hydrogen car he said would blow up.

[BALL MINDSET @ballmindset]

@5littlebass @NioNaire In roughly 37 hours it will be July 1st in Shanghai. Guidance remains unrevised. $nio

[BALL MINDSET @ballmindset]

@JLWEE_ @5littlebass @grok would you agree that time after time, weekly registration figures have misrepresented NIO’s and others true delivery performance. Often inaccurate by more than 10% ?

[BALL MINDSET @ballmindset]

@thinkercar @grok retail volume of nev brands in China 2025. This tweet shows xpeng at 158.1 vehicles as of June 15. And yet they posted deliveries of 162,578 vehicles as of May 31. What is the disparity here?

[BALL MINDSET @ballmindset]

@Derbermens61563 $nio with 5,499 vehicles delivered per week in April and May (I ommitted Q1...) Hope we see an uptick in June for nio, onvo firefly.

[BALL MINDSET @ballmindset]

@Derbermens61563 The numbers are way off...especially for $xpev it seems every week. They are averaging 7,492 vehicles per week this year. So like someone always says, insurance registrations are not deliveries.

[BALL MINDSET @ballmindset]

@5littlebass @CnEVPost @NIOGlobal This is good. Also, $nio projected revenue for Q2 2025 is slightly higher than $xpev. Time for nio to get back in front.

[BALL MINDSET @ballmindset]

$nio

[millenium @milleni26591534]

@Dr_Kraal Xpeng Mona M03 price 16K and NIO ET9 is 109K
One ET9 = 7 XPeng M03

Wallstreet analyst should stop counting the cars dig deeper n compare on revenues