Top Tweets for #NioStrategy
$NIO
The good thing about #NioStrategy is that its model is so unique it cant be replicated, the bad thing is that its model cant be replicated. #NIO needed partners w/ gov & businesses to help support &manage BaaS assets &finance buildout. Recycler &grid partners would follow
$NIO #NIO #NioEurope user event
-no vehicles bigger than ET7
-no NTP2.5 or next gen NTP3.0 till 2027, early 2028
-current models NTP2.0 from 2023-2024
-ONVO launch maybe limited to certain areas &w/o BaaS
-20% tariff + 10% import tariff tax consumers like Germany & Netherlands
$NIO #NIO
It could be many reasons for delays or pivot in #NioStrategy but dont think partners will move over to CATL Choco-Swap system completely since CATL swap stations dont accommodate for larger vehicles &batteries. A0 vehicles are for small city cars(taxis) &hatchbacks
@HealthWealthGod @Tajmerjh @NioStrats Maybe because partners decided to go with CATL instead. Stop being so naive. Don’t think it was NIO that decided to walk away from partnerships.
$NIO #NIO to rent #NioEurope spaces to connect users to the brand, users to download NioApp to book rooms. App is a #NioStrategy to develop community so users interact w/ the brand, like in China
Austria, Greece & Portugal distributors are in charge of showrooms, sales &services
NioHouse is a mrkting tool, like batteryswap,lowers $NIO #NIO CAC cust acquisition costs, cost to acquire cust
prefer batteryswap
-utility
-visit NioHouse for latest model/Phone but visit swap station weekly
-free holiday swaps, nonNIOs watch
-80% of users swap station w/i 3km
$NIO #NIO ONVO L90 to focus more on cost controls
-has gross profit
-achieved cost targets w/ partners, NIO said July11th at L90 presales event
-emphasize profit over sales target, maybe 1st time mentioned &pivot in #NioStrategy going forward
https://t.co/8XQcg8r0W8
$NIO #NIO ONVO L90 to focus more on cost controls
-has gross profit
-achieved cost targets w/ partners, NIO said July11th at L90 presales event
-emphasize profit over sales target, maybe 1st time mentioned &pivot in #NioStrategy going forward
https://t.co/I49uOQjGwo
$NIO #NIO ONVO L90 to focus more on cost controls
-has gross profit
-achieved cost targets w/ partners, NIO said July11th at L90 presales event
-emphasize profit over sales target, maybe 1st time mentioned &pivot in #NioStrategy going forward
https://t.co/I49uOQjGwo
$NIO #NIO ONVO L90 preorders meet targets hrs after launch
ONVO cost controls
-competitive pricing w/o margin
-reused seat platforms &avoided large motors
-compete vs LiAuto, Huawei-Aito & BYD Denza
L90 will swap w/ 5th-gen stations w/ 3 battery sizes &higher automation
Firefly to display in over 300 #NIO stores, pivot in #NioStrategy as Firefly targets densely populated cities w/ few parking options
Firefly to setup demo batteryswap stations in high populated cities &integrate into $NIO 5th-gen swap stations, DanielJin, Firefly president, said
DanielJin
$NIO Firefly official launch Apr19th, CATL's Choco-Swap technology &network used by Firefly newly developed models but, in the future, will be connected to #NIO 5th gen batteryswap stations
-new models being pre-researched introduce CATL Choco-Swap standard &network
#NioStrategy doesnt get any easier than this
-ONVO mass market volume
-ONVO based on NTP3.0 platform generate higher margins w/ inhouse developed technologies like custom SOCs chips
$NIO #NIO is delivering 20k/month 5 months straight
-YTD 148449 vs 109993, 35% increase y/y
$NIO #NIO
#NioStrategy doesnt get any easier than this
-growth from ONVO mass market
-cuts incentives as price war eases, target vGM20%
-NTP3.0 platform higher margins w/ inhouse developed technologies like custom SOCs chips
VGM
Q1 2024 9.2%
Q1 2023 5.1%
Q4 2023 11.9%
#NioStrategy
-ONVO mass mrkt growth
-cut incentives, target vGM20%
-NTP3.0 platform higher margins w/ inhouse developed technologies like custom SOCs chips
-cashflow subsidize R&D, GM to maintain premium branding
VGM
Q1 2024 9.2%
Q1 2023 5.1%
Q4 2023 11.9%
https://t.co/g8oW8E3Q8t
$NIO #NIO
#NioStrategy doesnt get any easier than this
-growth from ONVO mass market
-cuts incentives as price war eases, target vGM20%
-NTP3.0 platform higher margins w/ inhouse developed technologies like custom SOCs chips
VGM
Q1 2024 9.2%
Q1 2023 5.1%
Q4 2023 11.9%
$NIO #NIO
#NioStrategy doesnt get any easier than this
-growth from ONVO mass market
-cuts incentives as price war eases, target vGM20%
-NTP3.0 platform higher margins w/ inhouse developed technologies like custom SOCs chips
VGM
Q1 2024 9.2%
Q1 2023 5.1%
Q4 2023 11.9%
$NIO #NIO target 20% VGMs, increase prices for best selling EVs. NTP3.0 platform vehicles to have higher margins w/ more in-house technologies like custom-designed chips
VGM
Q1 2024 9.2%
Q1 2023 5.1%
Q4 2023 11.9%
https://t.co/lflJFh0ufq
#NioStrategy shift
-from $NIO growth to #NIO VGMs
-growth will come from ONVO for mass market
NIO EV cashflow was always subsidizing R&D spend, focus on margins &increase prices will maintain its premium branding
Always good to have a different perspective
https://t.co/Xyc4vWsLmw
2yrs ago, #NioStrategy same w/ batteryswap & $NIO charging
-#NIO Power 80% energy distribution to nonNIOs
-300 million TAM
-batteryswap best option
-batteryswap alliance
China replace 300 million w/ EVs by 2035. How long charging stations going to be?
https://t.co/3XLsxY2anZ
About 2yrs ago, #NioStrategy remains same w/ batteryswap & $NIO charging
-#NIO Power 80% energy distribution to nonNIOs
-300 million TAM
-batteryswap best option
-batteryswap alliance
China to replace 300 million w/ EVs by 2035. How long are those charging stations going to be?
About 2yrs ago, #NioStrategy remains same w/ batteryswap & $NIO charging
-#NIO Power 80% energy distribution to nonNIOs
-300 million TAM
-batteryswap best option
-batteryswap alliance
China to replace 300 million w/ EVs by 2035. How long are those charging stations going to be?
$NIO #NIO #batteryswapping is a bad idea🤡
Wait till you start selling 10 million NEVs, 8.1 million pure EVs. June 2022, China had 310 million vehicles, NEVs only 3.2% share. China to replace another 300 million w/ EVs by 2035. How long are those charging stations going to be?
$NIO #NIO business model #NioStrategy is low cost free marketing
-larger the community, lower the breakeven/user
-NIO User Advisors
-NIO User Volunteers
-#NioDay2017 advertising, no heavy advertising campaigns
-#batteryswapping & #NioLife advertising
3a) #NioDay2017 event drum up orders for 1yr in 1st 24hrs
3b) No advertising campaigns
4) Strategy of investing in the business w/ #batteryswapping & #NioLife beneficial in long run
5) Larger the user base the lower the breakeven/user
#NioManagement
https://t.co/0kDFRAUDfi
$NIO #NIO charging partnerships
standardizing charging stations, no fighting over chargers, app tell wait times or availability. Whether batteryswap or charging, reserve battery or charging pile &calculate wait times for battery replenishment #NioStrategy
https://t.co/LfZCfa3duC
w/ $NIO #NIO recent charging partnerships, also standardizing charging stations, no fighting over chargers when apps tell wait times or availability. Whether batteryswap or charging, reserve battery or charging pile &calculate wait times for battery replenishment #NioStrategy
Fact $NIO #NIO charging app has a community page for feedback does more for user experience vs other networks. How often do people complain about damaged chargers? Users find out immediately &report it in app.
feedback
"build a charging station near this location" #NioStrategy
$NIO built 1of largest charging networks &charging app passes 5 million users w/ community page for user feedback
charging App access charging from
-over 1 million charge piles from 49 operators
-#NIO 2402 batteryswap stations, 21912 charging piles
-363 cities, 91% coverage rate
w/ $NIO #NIO recent charging partnerships, also standardizing charging stations, no fighting over chargers when apps tell wait times or availability. Whether batteryswap or charging, reserve battery or charging pile &calculate wait times for battery replenishment #NioStrategy
This is a typical argument made about batteryswapping, but how often do you see long queues of $NIO #NIO users waiting? Batteryswaps are ordered or scheduled so you can plan trips, or drive to next batteryswap. Charging isnt standardzed &you find out how long lines are on arrival
WilliamLi statement speaks so true to today, R&D spend cements $NIO #NIO position, #NioVision #NioStrategy
true competition coming 2024-2025, R&D invest RMB3b($428m)/quarter
R&D into ALPS RMB200k RMB300k
-ALPS BaaS = RMB130k to RMB230k
-from $28k to $42k to $18k to $32k
People, & evn employes, criticize #NIO for buildng ecosystem rather than concentrate on building EVs. But William’s plan is look forward, not fall behind &look back at missed opportunities. He see true competition coming in 2024-2025 so $NIO investing RMB3b($428m)/quarter in R&D.
IF $NIO #NIO opens its ecosystem to allow users/fans to invest/own charging/batteryswap stations, NioHouses/NioSpaces, which would you prefer to be a part owner of?
This is also the perfect mrkting tool since it mrkts itself as the user base grows, network affect #NioStrategy
starting 2c economics, & #NioStrategy, of $NIO Power & #NIO Technology could be 50% of the business, other 50% the EV business
1-#NioEurope Denmark &grid stabilization
2-deal w/ Southern PowerGrid energy storage arm
3-licensing agreement w/ CYVNs ForSeven
https://t.co/TkvFwfufRf
Recent deals, starting to see economics, & #NioStrategy, of $NIO Power & #NIO Technology could be 50% of its value & other 50% is the EV business
1-#NioEurope Denmark &grid stabilization
2-deal w/ Southern PowerGrid energy storage arm
3-licensing agreement w/ CYVNs ForSeven
Recent deals, starting to see economics, & #NioStrategy, of $NIO Power & #NIO Technology could be 50% of its value & other 50% is the EV business
1-#NioEurope Denmark &grid stabilization
2-deal w/ Southern PowerGrid energy storage arm
3-licensing agreement w/ CYVNs ForSeven
48% of $NIO respondents think
#NIO value should be
50% EV business
30% NioPower business
20% NioTechnology business
31% think
70% EV
30% NioPower
0% NioTechnology(until they break out numbers)
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