$NIO May deliveries: 37,705 (+62.3% YoY, +28.4% MoM) โ
#NIO needs only ~43k deliveries in June to reach the low end of Q2 guidance and ~48k to hit the high end.
June adds a full month of:
๐น ES9
๐นONVO L80
๐น ONVO L90 ramp
๐น Launch of the new L60
A 45kโ48k June now looks increasingly realistic. If achieved, NIO finishes Q2 near the top end of guidance while growth continues to accelerate. โ ๐
Arne Slot came to a team built to win. They won. Thanks to all players, but mostly to Salah. Now he will see how his arrogance will destroy the team. Not just for one occasion, but for many during the current season. How he himself thrown players under the bus. Thatโs the reason for the teams weak performance lately.
$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
Most people look at $NIOโs 3,800 battery swap stations and see EV infrastructure.
I see a distributed energy asset.
Assuming ~8 GWh of batteries across the network, thatโs equivalent to storing roughly 8 hours of output from a 1 GW nuclear reactor.
The interesting part isnโt the storage itself, itโs the flexibility.
Every station can potentially:
โ Absorb excess renewable power
โ Provide grid balancing services
โ Support frequency regulation
โ Reduce local grid congestion
โ Create new revenue streams beyond vehicle sales
In a world increasingly powered by intermittent renewables, flexible storage becomes critical infrastructure.
The market may value NIO as an automaker today.
The longer-term opportunity could be as an energy infrastructure platform hiding in plain sight.
Proud to share that the NIO ES9 was officially launched tonight!๐
It starts at RMB 498,000 for full purchase and RMB 390,000 with Battery as a Service (BaaS) option. Built on NIO's 11 years of innovation, the ES9 is ready to lead the way into a new era!
Let's Power Up! Let's Jiadian!โก
#NIO #NIOES9 #BeyondHorizon #BlueSkyComing
Big people need big space. $NIO ES9
NIO is telling the market: premium no longer needs a German badge. Chinaโs next luxury champion can be built in China and respected globally.
NIO ES9 Welcomes Yao Ming as Chief Experience Officer
As the ES9, NIOโs flagship executive SUV, approaches its launch, we are honored to welcome Yao Ming as Chief Experience Officer of the ES9.
From becoming the NBAโs first international No.1 overall draft pick and an eight-time NBA All-Star, to earning induction into both the Naismith Basketball Hall of Fame and the FIBA Hall of Fame, Yao Mingโs career has defined a new height for China on the world stage. With his global perspective and cultural influence, he has also become a bridge between East and West as one of Chinaโs most internationally recognized athletes and a defining figure in Chinaโs growing engagement with the world.
After retiring from elite competition, Yao Ming has continued to drive the development of sports and champion public welfare. Through the Yao Foundation and other initiatives, he has long been committed to supporting childrenโs sports education in under-resourced communities. This long-term commitment to the future, together with his vision and sense of responsibility, embodies the spirit of โVision, Actionโ that the NIO ES9 honors.
As the culmination of NIOโs 11 years of system innovation, the ES9 is designed for leadership and a new era. A pioneer in the smart electric executive flagship SUV segment, it delivers across-the-board excellence for leaders shaping their time.
Tune in at 19:30 on May 27 for the official launch of the NIO ES9.
$NIO spent years building the infrastructure before the economics showed up in the numbers.
The chart explains operating leverage:
31K deliveries โ 1.5% gross margin
55K โ 8%
73K โ 12%
87K โ 15%
125K โ 17.5โ19%
Battery swap stations, manufacturing, charging, software and ecosystem costs are largely fixed upfront.
As deliveries scale, those costs are spread across more vehicles and each additional unit becomes increasingly profitable.
The market sees vehicle deliveries.
The figures suggest something bigger: $NIO may have already built the machine. Now scale determines how much cash it can print.
Home-market with 1.5 billion people is where they should take the throne first.
Everyone is chasing AI.
But AI doesnโt run on hype. It runs on electricity.
More AI โ more data centers โ more grid stress โ more need for energy storage and balancing.
While most still see $NIO as an EV company, they have quietly built 3,800+ battery swap stations and completed 100M+ battery swaps.
The question may not be: โHow many cars will NIO sell?โ
It could become:
โHow valuable is a distributed battery network in an AI-driven world?โ
$NIO debt narrative vs actual balance sheet:
Shorts say:
โNIO has too much debt and no assets.โ
Q1โ26 says otherwise:
๐ฐ Total assets: $18.3B
๐ฐ Cash + investments + time deposits: $7.0B
๐ฐ Total borrowing debt: ~$2.1B
That means:
๐ Liquid resources exceed borrowing debt by roughly $4.9B
Asset base includes:
๐ญ Property & equipment: $3.7B
๐ฆ Inventory: $1.2B
๐ฐ Short-term investments: $3.3B
๐ค Receivables + other assets: billions more
The debate should not be:
โDoes NIO have assets?โ
The debate is:
โHow efficiently can NIO convert its asset base into sustainable earnings?โ
Very different question.