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#LiBin ’s comment this week that $NIO is “waiting for the auditors” is actually a positive signal, not a delay red flag.
For Q4, earnings and full-year results are inseparable. Auditors must complete and sign off on the FY audit before any official Q4 numbers can be released. That process - not operational uncertainty - determines timing.
When a CEO publicly says results are pending auditors, it usually means:
• Internal numbers are largely finalized
• The company is in the final audit stretch
• Timing is now procedural, not performance-driven
Historically, NIO only confirms its earnings date 1–2 weeks before release, so the lack of an announced date is normal. Nothing here suggests a problem with Q4 performance.
Based on NIO’s reporting history and Li Bin’s comment, the most likely earnings window is the week of March 16, 2026, with Friday, March 20, 2026 (pre-market) as the most probable release date.
More importantly, management wouldn’t be publicly discussing margins, scale efficiencies, battery strategy, and platform progress if the underlying numbers were at risk of surprise revisions.
This isn’t NIO “waiting to figure things out.”
It’s NIO waiting to be allowed to publish what’s already been built.
William Li: The Visionary $NIO Needs - Now It’s Time to Add the Steve #Jobs Layer
William Li (#LiBin) is one of the few Chinese auto CEOs who doesn’t just run a car company - he’s building a system.
#NIO today is not only about EVs, but about infrastructure, software, community, battery swapping, and a complete mobility ecosystem. That level of long-term thinking is rare, especially in an industry obsessed with short-term margins and quarterly optics.
But here’s the paradox:
While NIO’s strategy is bold, William Li’s communication style is too clean, too precise, too careful.
Almost like an altar boy at earnings calls.
No bold promises.
No teasing the future.
No psychological pressure on shorts.
And in today’s market, perception is half the battlefield.
The Steve Jobs Playbook: Under-Promise, Over-Deliver… and One More Thing
Steve Jobs didn’t just present numbers. He controlled narratives. He managed expectations. He created tension.
Here’s what William Li could borrow: Under-Promise
Right now, Li Bin often presents NIO’s progress exactly as it is - stable, methodical, clean. But when you under-promise and the reality beats expectations, the market forces repricing.
Over-Deliver: Not just in products, but in milestones:
Deliver stronger margins than guided,
Surpass delivery targets quietly hinted lower,
Drop surprises when sentiment is low,
And One More Thing… Steve Jobs always had a final psychological card.
A moment that shifted perception.For William Li, this could be:
A disruptive cost breakthrough,
A surprise international partnership,
A major software profitability reveal,
Or a bold roadmap shift that reframes NIO from “car company” to “energy + AI mobility platform.”
Why This Matters for NIO and Its Investors
NIO has one major enemy right now: narrative control by short sellers.
The fundamentals are improving.
Deliveries are growing.
New brands like ONVO and Firefly expand the ecosystem.
Battery swap infrastructure is unmatched.
But the story is still being told by skeptics. If William Li starts playing a slightly more strategic game with expectations - without losing his integrity, he keeps shorts guessing. That uncertainty alone changes the stock dynamic.
Final Thought: William Li doesn’t need to become Steve Jobs. He just needs to borrow a chapter from the playbook.
Because when the vision is real…
and the execution is solid…
the only missing piece is controlling the moment.
And that’s how you turn a great company into a legendary one.
William Li Jobs
As we observe Yeponfawa, the concluding ritual of Leboku, we invite those who missed this year's festivities to join us next year. May the blessings of our Umor-Otutu ancestors be upon you.
Ogarikpeeeh! Libin!
#Yeponfawa #Ogarikpo #Libin #Leboku #MrLeboku2025
$NIO Enters Its Harvest Period: Profitability in Sight
$NIO Founder and CEO, #LiBin, recently made a statement that could reshape how investors view the company’s trajectory: after years of heavy investment in technology, infrastructure, and product development, #NIO is now entering its “harvest period.” The Chinese EV maker is positioning itself to achieve profitability in the fourth quarter of 2025, marking a significant milestone in its growth story.
Path to Profitability: Li Bin outlined NIO’s ambitious yet achievable target: monthly deliveries of 25,000 units for the NIO brand and 25,000 units for its new mass-market sub-brand, Onvo. With a combined 50,000 deliveries per month, NIO is setting the stage to not only scale rapidly but also secure the kind of operational leverage that will drive sustainable profitability.
Margin Expansion from Premium Models
Part of the confidence comes from the company’s premium lineup. Models like the ES8 and the upcoming ES9 are strategically positioned to boost margins. These larger, high-value vehicles serve as the backbone of NIO’s luxury brand identity, offering superior features and technology while commanding higher ASPs (average selling prices). As sales of these models increase, NIO expects margin expansion to follow naturally.
Onvo’s Volume Strategy
On the other side of the spectrum, Onvo is designed to capture mass-market demand with high-quality, cost-optimized EVs. Its first model, the Onvo L60, has already received overwhelming interest, proving NIO’s ability to penetrate the most competitive segments of the EV market. Onvo’s success will deliver the scale needed to cover fixed costs and accelerate the company’s path to profitability.
The Harvest Period Explained
For years, NIO invested heavily in battery swap networks, 900V fast-charging technology, software ecosystems, and R&D to establish a strong moat. These investments were seen by many as costly in the short term, but they have now positioned NIO as a true technology leader. With the infrastructure in place and the product lineup diversified, NIO is ready to reap the rewards of this groundwork.
NIO is no longer just a story of “future potential.” With clear guidance from Li Bin, aggressive delivery targets, and a proven premium-plus-mass-market dual-brand strategy, the company is on the cusp of entering a sustained growth and profitability cycle. As the fourth quarter of 2025 approaches, the market may soon recognize that NIO’s years of building are about to pay off, and the harvest period has only just begun.
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#Libin 很有模因意义，CZ官推
0x3cb7018b0c35c04350349af6c99f61a036574444
Create your own stories, with your own voice.
@WilliamLiNIO Li Bin at 2025 Moganshan: “NIO pays tribute to Benz, BMW, Audi & Porsche—but never plagiarizes ET9 is the most original model at Shanghai Auto Show. In China, only NIO & some Mercedes-Benz models deserve to be called luxury.” #NIO #ET9 #EV #LiBin #ShanghaiAutoShow #LuxuryCars
Li Bin: NIO Doesn’t Plagiarize—We Create.
At the 2025 World Brand Moganshan Conference, NIO CEO Li Bin made bold statements about originality and luxury in China's automotive industry.
He clarified that while NIO pays tribute to legacy German brands like Mercedes-Benz, BMW, Audi, and Porsche, it does not copy them. Speaking confidently, he called the ET9 “the most original model” at the Shanghai Auto Show, and welcomed the industry to learn from NIO’s design innovation.
Li Bin didn't hold back on the definition of luxury, either. He claimed that “in China, only NIO and Mercedes-Benz can truly be considered luxury car brands”, adding that even for Mercedes-Benz, not all models qualify. He criticized the trend of cars above ¥100,000 labeling themselves as luxury, saying the term is now overused and diluted.
Li Bin: If NIO Doesn’t Turn Profitable, I’m Not Fit to Be CEO
#NIO #LiBin #Profitability #EVLeadership #UserVoices #NIO2025
“If NIO is not profitable and can not operate healthily, then I am not competent as CEO.”
That’s the powerful statement NIO CEO Li Bin made on April 13 at the Shanghai 100,000th User Delivery Event. A rare moment of frankness — and a strong message to both users and investors.
Li Bin emphasized that he listens to user feedback:
“Not all suggestions can be followed, but I read them all. Some may not be adopted due to priorities, but please keep sharing.”
It’s another clear sign that NIO is still deeply rooted in its user-first philosophy.
Behind his confident words are numbers that back up the momentum:
Q4 2024 Revenue: ¥19.7 billion — up 15% YoY, 6% QoQ
Full-year 2024 Revenue: ¥65.73 billion — a new all-time high
Vehicle Gross Margin (Q4): 13%
Overall Gross Margin (Q4): 12% — well above market expectations
NIO started aggressive cost-cutting in late 2024, and the full-year target was already met. Looking into 2025, Li Bin says cost reductions will continue across R&D, supply chain, and more — all aimed at improving profitability in Q2 and beyond.
As for the product lineup:
NIO will maintain a stable number of models, focusing on the premium range of ¥300k–¥800k — a space also heavily targeted by BMW and Mercedes.
Ledao (ONVO) will control complexity, keeping just three models in 2025.
Firefly, the high-end small car line, will stay lean with one model for now.
In his previous remarks during the earnings call, Li Bin expressed strong confidence in achieving profitability by Q4 2025.
NIO’s path forward is clear: stay premium, cut excess, listen to users, and push toward sustainable growth.
If results follow intentions — Li Bin is exactly the CEO NIO needs.
Madaxweyne @HESaidADeni ayaa #Libin qaaty ayaa ka soo harty group kaan, Ali Gabow dagaalku wali ma dhamaan wali wuu socdaa. 😂
How can mallu ppl can do these kind of simple but astounding movies #Sookshmadarshini wat a plot..oh dear ...@basiljoseph25 @Nazriya_offl @NazriyaFahadh top notch.. #MCJithin superb direction & screenplay.. #Libin & #Athul wat a story..these guys r amazing 👏👏
#LiBin, founder and CEO of Chinese electric vehicle maker #NIO, said on Thursday that imposing tariffs on the new energy vehicle (#NEV) industry lacks justification, given its key role in sustainable development and the fight against global climate change. Li highlighted China's strengths and potential in the NEV sector.
Last call!
C’est avec joie que nous vous annonçons le colloque de #cerisy
Colloque "Mireille Delmas-Marty : la boussole des possibles". Organisé par #LiBin #annejacod et @emiegaillard77 et la Chaire Normandie pour la Paix.
Du 24 au 28 mai >> https://t.co/hsU61Rpgmj
Très heureuse et fière de co-organiser ce colloque avec @annejacod et #LiBin boussole des possibles @cdf1530 @ASMP_officiel @ATDQM @NormandyChair
Colloque "Mireille Delmas-Marty : la boussole des possibles". Organisé par le CCI de Cerisy et la Chaire Normandie pour la Paix. Du 24 au 28 mai >> https://t.co/5FOV9DirAW
@samifouad Actually, the best place to have a heart attack in Alberta is Edmonton or Calgary, where there is a diverse community of world-renown cardiologists, recruited mostly BK (before Kenney). If you can get an ambulance. BTW - I wouldn't call a taxi. #Libin #Mazankowski
"Beijing-run Global Times announced in December 2021 that all online faith-based activity must align with the regime.
Mr. #LiBin (50) from Hebei Province was sentenced to 7.5 years last year with 50,000 yuan fine for posting #FalunGong content on WeChat."
Beijing-run Global Times announced in December 2021 that all online faith-based activity must align with the regime.
Mr. Li Bin (50) from Hebei Province was sentenced to 7.5 years last year with 50,000 yuan fine for posting Falun Gong content on WeChat.
https://t.co/udhAbWyhIG
Es el juego favorito de #TUBS.. El desafio del susurro! Ganará el equipo #LiBin o #JiChen? Adivinen en comentarios!
Vean el nuevo episodio de #BackToSchoolwithTUBS2 este viernes a las 7pm (GMT+7) en los canales de YouTube #tvnDIndonesia y #tvnDVietnam!
Checa los links abajo👇
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