Top Tweets for #NIOAlps
$NIO #NioALPS ONVO game changer, supports batteryswap gives it flexibility
-can lower price by RMB70k w/ BaaS
starts RMB200k to RMB300k
-BaaS = RMB130k($18k) to RMB230k($32k)
-$28k to $42k, to $18k to $32k
-BoM 10% lower than ModelY
-remove LiDAR, 1 motor
-merge #NIO/ALPS team
$NIO #NIO who is going to be the true winner to complement NIO?
ALPS ONVO
RMB200k($28k) RMB300k($42k)
BaaS = RMB130k($18k) to RMB230k($32k)
Firefly
RMB100k($14k) to RMB200k($28k)
BaaS = RMB30k($4k) to RMB130k($18k)
Excited for $NIO ALPS reveal next quarter! π A game-changer for the mid-market tier, aiming to top sales without compromising on their premium modelsβ pricing. Hereβs to a thriving H2 2024 and beyond with #NIOALPS! #ElectricVehicles #Innovation #NIO $ALPS #ALPS
$NIO's Alps Brand Expanding Nationwide! π¨π³ π
- π’ Establishing a Comprehensive Sales Network
- π Job Postings Across Tier 1, Tier 2, and Tier 3 Cities
- π Positions Include Store Managers, HRBP, and More
#NIOAlps #SalesExpansion
$NIO R&D spend pass down to #NioALPS sub-brand, compatible w/
-#NioSmartphone
-NTP3.0
-batteryswap gen3
-800v architecture
real money made when #NIO mass produces sub-brand in volume
#NioManagement sees 50k units/month for 1 model, $30k-$45k segment, & it will see real demand.
$NIO #NIO to benefit from tax exempt policy changes due to batteryswap
China to extend NEV tax exemption from Jan2024 till Dec2025, tax exempt wont exceed RMB30k. Gov also will extend tax exemption for purchases from Jan2026 till Dec2027 at Β½ the rate, RMB15k
$NIO 230k sale forecast 2024 to supply chain
not impossible to maintain 20k/month sales FYβ2024
#NioALPS sub-brand
-not incl in 230k forecast
-ALPS #NIO cash cow on NTP3.0
-cashflow from NIO goes to R&D right into ALPS
ALPS compatible
-#NioSmartphone
-NTP3.0
-batteryswapping
#NioALPS $NIO
history shows significant sales increase comes 1-2yrs after new product launch
If NioALPS follow #NIO, sales should look like this, only exponential w/ RMB200k-300k price
Than pivot to 3tier 4tier cities w/ batteryswapping
add swap station = mrkting for sales
history shows significant sales increase comes 1-2yrs after new product launch
Over 1/2 sales from Jiangsu Zhejiang Shanghai. Some Central/west areas, capital cities 90% of sales, sales channels to cover 3tier 4tier cities
Source:
https://t.co/HJ5rZEIxI3
According to blogger cite #NIO employees, $NIO restructure w/ 10% reduction in workforce &combine departments:
-may incl #NioALPS, no longer separate, reassign teams &cut positions
-inline w/ "consolidate duplicate dept/roles" Nio CEO internal letter
-restructure cont till June
$NIO planned 10% layoffs see battery/phone business most affected
#NIO rapid expansion last 2yrs over 2X staff
-projects batteries chips phone + 2 brands
-expand outside of EVs(intelligence, energy &users)
-cash &equivalents RMB31.5 billion Q2,down RMB6 billion/Q since 2Hβ2022
$NIO Insurance
Another Revenue Stream.. Another piece to the ecosystem
#NIOLife #NIOHouse #NIOPhone #NIOPower #NIOAlps #NIOFirefly #NIOBAAS #NIOChips #NIOInsuranceβ¦
https://t.co/urV742zQtK
#NioStrategy ET5 ET7 ES7 margin pays for NTP2.0 platform development, battery & cell phone.
R&D spend will be passed down to #NioALPS sub-brand. Real money made when $NIO #NIO produces sub-brand in volume, 50k units/month for 1 model. 30k-$45k segment will see real demand.
Seen major overhype on deliver numbers/valuations, etc. $NIO #NIO isnt your avg EV or auto company, it has its own strategy & plan, it doesnt want to mass produce ET5s & lose premium luxury exclusivity. ET5 ET7 ES7 margin pays for NTP2.0, battery & cell phone development.
Versus competition, #NioALPS shouldnt have problems selling in high volume at RMB200k-RMB300k($28k-$43k) since it has #batteryswap
PuYang on ALPS, penetration rate of EVs higher, very confident in ALPS Alpine.
https://t.co/UeHviJL7EK
@Jas0nYu @InvestorT_uk @alvinbalvin249 NioALPS Alpine sub brand will already be using NTP3.0, 500kWh charging, 800v battery, PowerSwap3.0 compatible, etc. & be the volume driver, 50k/month deliveries. #NIO margin is going into R&D into new brands, thats the EV killer.
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