u/AI-is-4-StupidPeople

We already know how NIO is crushing the entire competition in luxury EV category . We know that NIO is the fastest growing luxury brand with sales volume, ASP, revenue all going up QoQ, YoY while Chinese market has slowed down somewhat!

However, for the CONTINUITY of this tremendous growth, REPUTATION is the most important ingredient . And NIO has now succeeded to reach the top spot in several JD POWER surveys ! (Details below )

It takes YEARS of relentless, uncompromising effort to reach the summit in these surveys. However, once you’re there, it takes even longer for the competition to catch up! This is how German and Japanese makers succeeded and destroyed the entire American car industry !

I have visited China many times for business and have few middle class, well educated friends, who for years continued to buy only German cars! We are at a point that NIO’s sales and even their ASP are exceeding luxury German cars. This was unthinkable 5 years ago! It’s NIO’s REPUTATION which is now attracting the consumers to NIO in the world’s biggest EV market, and crushing every other brand in the biggest and most affluent cities like Beijing , Shanghai, Hangzhou etc.
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Key J.D. Power 2026 Victories for NIO
NIO swept the competition across consecutive automotive industry benchmarks:

Customer Service Index (NEV-CSI): NIO ranked highest among all premium and domestic brands with a score of 814 out of 1,000 points in after-sales service satisfaction. It edged out Huawei's AITO and BYD's Yangwang (tied at 811).

Purchase Experience Index (PXI): NIO claimed the #1 rank in the luxury NEV and domestic NEV categories with a stellar score of 827 points. This surpassed the leading internal combustion engine (ICE) luxury brand, Land Rover, which scored 815.

Product Attractiveness (NEV-APEAL): The third-generation NIO ES8 won the luxury battery electric vehicle (BEV) category.

French bubble is bursting ! What a shambolic defensive performance. 3 goals , 2 assists from Arsenal boys 🎉🎉

This video explains clearly the shocking undervaluation of NIO stock based on real sales numbers, ASP, profit margins already published/announced. This is not a “guesstimate” based on rumors or imaginary math !

NIO is 6 months away from becoming luxury EV leader in the world, with consistent sales, revenue and profit.

Watch this video and see who design NIO cars, the vision behind it, the unmatched sophistication of this EV company and understand why NIO will have no competition to worry about . And do not mention visionless , soulless , “just another car” brands in the same sentence with NIO .

Besides hot selling high-end, executive cars and family oriented affordable ones , FIREFLY will be the next mini, dominating its class for decades to come …Firefly is on the path to hitting 20-30 K/month sales world wide next year . Low tariff European and Asian markets will be the drivers of sales along with China .

Can this be the scenario that’s unfolding in the background while NIO shares trade at mind boggling levels despite NIO dominating the luxury EV market in China.

Both delivery and ASP increasing substantially with high profit margin models like ES8, ES9 having taken the Chinese market by storm. Most significantly, this is happening at a time when sales of the mass market EV makers are in fact going down or stagnating!

Long awaited profitability have been achieved two quarters ago! The EPS going forward will only increase . Still, THE SHARE PRICE HAS BEEN DELIBERATELY AND CLEVERLY KEPT AT A RIDICULOUS VALUATION FOR A VERY LONG TIME . NIO management has been earily quite about this, only venting frustration about the US market from time to time.

Here is a possible scary scenario for the long time retail investors;

- institutional investors and NIO mgmt know that the company is in great shape, not far from becoming the worlds best and most known EV maker. They know the company deserves to be valued at least 10 times higher.

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1. Listing primarily in HK cannot stop the share price from being manipulated ! They may not be able to short but nothing will stop US institutions from market making in HKSE and keeping the stock at prices they can accumulate cheaply there as well.

- Keep in mind that UAE sovereign fund owns 20 % of the company and few other institutions together also own I believe around 20-30%

NIO maybe in the opinion that the best option is to take the company private to realize its full value. And for this they may offer existing shareholders a buyout, say at an opportunistic $8-10 range while the shares are incredibly depressed at $5!

The funding of this acquisition maybe coming from China + UAE + few large institutions who in the future plan to participate in the private offering. Once all delivery and revenue improvements reach a point that NIO’s fundamental market value become undisputed , they can then list the shares in HKSE at say 50-60$ having previously given portion of the shares to private investors, at a much lower price .

As it happens with all new public listings , the institutional owners will then promote the stock and NIO will be one of the best blue chip companies in Chinese stock market. In process, the dreams of us, the believers in this amazing company will die, having tendered our shares to the buyout offer.

Any opinions on why it can or can’t happen! Am I missing something which may prevent this from happening?

The two most absurd arguments from some
Analysts on why NIO share price is suppressed are testimony to the dirty games they play to manipulate the stock or to their utter stupidity!

Argument 1 :
Chinese economy has slowed down and unemployment has increased. Who gives a shit ! Remember China is 1.4 Billion, TWICE THE US & EUROPE COMBINED. NIO is catering to affluent, well educated population in higher income bracket who rarely are affected by economic slow downs . This is BYD problem. NIO’s customer base (except for firefly) is not the blue color workers or new grads!

Here are the real China stats:

Overall Urban Rate: The official nationwide surveyed urban unemployment rate typically hovers around 5.2%.
Youth Unemployment: The 16–24 age bracket (excluding students) was officially recorded at roughly 16.9% in the spring, while the rate for those aged 25 to 29 reached 7.7%.
Adult Workers: unemployment rate for the core working-age population (ages 25 to 59) remains much lower, generally staying around 4.1%.

Also NIO’s BaaS purchase option reduces the upfront cost by about 20-25 % giving NIO a significant advantage to
lure buyers to NIO cars.

Furthermore , how idiotic to even dwell on slow Chinese economy narrative ,when in reality NIO sales are going through the roof in each quarter and the sales growth is driven mostly by the most expensive models !

Argument 2;
US government/Pentagon black listing NIO and banning from selling to US ! Helloooo, wasn’t NIO already banned from US through 100 % tariffs??? NIO has already declared no interest in US market and even no interest in expanding in Europe until tariffs are reduced to negligible levels! NIO’s incredible growth is in domestic market which is twice the total of US&EU combined. So who gives a shit about the US ban .