▲ 23 r/Nio
Firefly Battery Swap Finally Live
Firefly battery swap is finally live in Shanghai! Very cool video detailing the whole experience.
u/superchubbylamb — 5 days ago
▲ 31 r/Nio
CPCA Numbers For July. NIO Was The Winner
CPCA numbers are out for July and NIO is the winner.
In terms of ASP NIO has destroyed the competition. Tesla is the closest competitor in terms of ASP and Tesla sales fell by 48%. NIO is CRUSHING Tesla.
For anyone who has been following the Chinese vehicle market, you know that Tesla has long dominated premium EV sales. Xiaomi successfully challenged Tesla with less expensive models, but NIO is the first to outsell Tesla with EVs that are MORE expensive.
NIO achieves more milestones as the premier luxury EV brand in China.
u/superchubbylamb — 9 days ago
▲ 46 r/Nio
NIO ES9 Breaking Records. Fastest Selling EV >500K RMB
NIO has set a record with the NIO ES9, the fastest selling EV >500K RMB.
For comparison the average selling price of Leapmotor is 100K RMB. Xpeng's Mona is 120K RMB.
NIO is completely dominating the luxury EV sector in China.
u/superchubbylamb — 11 days ago
▲ 52 r/Nio
NIO Wins Highest Customer Satisfaction Award Again
NIO has yet again won JD Power's recognition as the NEV company with the highest customer satisfaction in China.
What this means is that NIO owners are more likely than other brands to recommend NIO to friends and family.
What this means is that NIO owners are more likely than other brands to buy another NIO.
What this means is that NIO owners are more likely to become part of the brand ecosystem rather than just a car owner.
The high customer satisfaction of NIO owners means that every NIO car sold is likely to generate more sales.
This is exactly the positioning you want for a luxury brand because the customer satisfaction sets NIO apart.
When a company has low customer satisfaction, they're competing mainly on price and that leads to deteriorating margins.
Xiaomi used to be wildly popular but despite the relatively low price of their vehicles, their low customer satisfaction has hurt Xiaomi's sales.
NIO is doing an incredible job of producing not only the best cars in China, but providing best in class service, creating a lasting impact in customer satisfaction.
u/superchubbylamb — 14 days ago
▲ 69 r/Nio
NIO Beating Tesla
Tesla reported Q2 earnings and NIO is beating Tesla.
NIO has:
- Higher vehicle margins
- Higher ASP
- Higher order volumes
- Greater efficiency of sales
Tesla reported Q2 earnings with:
Revenue of $28.2B vs estimated $26.3B
and a HUGE EPS miss of $0.33 vs estimated $0.50
Gross margin fell to 16.83 vs estimated 19%
FCF turned negative with ($1.1B)
Tesla's costs are soaring and the sales incentives are eating margins.
THIRTY SIX PERCENT (36%) of Tesla's operating income is from selling regulatory credits, i.e. free money subsidies from the US government.
To justify Tesla's rich market valuation, a company should be growing 50-100% annually and Tesla is not.
Tesla and NIO are reversed. Tesla grows at 25% annually and has a 14.5 P/S. NIO grows at 50% annually and has a 0.5 P/S. Every earnings miss and deadline failure by Tesla is explained away by fanboys and market makers keep the valuation afloat. Every success and achievement by NIO is explained away by shorts and market makers suppress the valuation with naked shorts and dark pool routing.
This is not financial advice, Tesla is a better performing stock, but NIO is a better performing company. Chinese car buyers are taking notice that NIO makes better cars than Tesla. It's great to see the benefit to consumers when there's real competition, unlike in the US.
u/superchubbylamb — 28 days ago
▲ 62 r/Nio
NIO Destroying The Competition in Beijing and Shanghai
NIO is destroying the competition in Beijing and Shanghai. NIO absolutely crushes every other brand in the two Chinese cities with the greatest financial, political and cultural influence in China.
Improvement could be made in Shenzhen and Guangzhou. Huawei's headquarters are in Guangdong so it is natural that Huawei's Aito brand is strong in Guangdong province. Huawei also has a massive presence in Tianjin.
NIO day in Wuhan should increase NIO brand awareness and sales in Wuhan.
These results are amazing for a young, independent domestic brand with no major corporate backing.
Whether it be Geely's Zeekr, Huawei's Aito, Stellantis's Leapmotor, every other competitor has help, and yet NIO is still winning the sales race.
NIO really is an amazing company.
u/superchubbylamb — 30 days ago
▲ 28 r/Nio
Entrepreneur in Dubai Uses NIO Battery Swap
https://www.youtube.com/watch?v=JtVVmEnTNDQ
Entrepreneur and international lawyer in Dubai, Jamilia Greer, uses NIO battery swap, testing the speed and convenience.
u/superchubbylamb — 1 month ago
▲ 32 r/Nio
New Firefly Halo
NIO is releasing the new Firefly Halo on July 20th.
NIO's Firefly has really grown on me. The look of the new Firefly Halo is distinctive, and quite pretty.
I like how the Firefly brand lets NIO be more playful and creative.
u/superchubbylamb — 1 month ago
▲ 26 r/Nio
"NIO Is A Chinese Company"
NIO bashers will often try to gaslight people that NIO valuation is justifiably low because "it is a Chinese company" but real world data shows that NIO is crushing Li Auto and Xpeng in sales and orders.
Chinese company Li Auto, has swung from profit to loss with no turnaround in sight because Li Auto order volume HAS COLLAPSED. Yet Li Auto stock is pumping. I'm not arguing Li Auto is overvalued, Chinese companies across the board are greatly undervalued compared to US companies. But there's really no rational explanation for why NIO is valued less than Li Auto other than manipulation and suppression.
The fundamental rule of market valuation is that it is forward looking. People buying Tesla stock 15 P/S are not valuing Tesla based on current performance, they're valuing Tesla based on their hope of Tesla's future performance.
Years ago there was a plausible case to be made that NIO might be in trouble because there was more uncertainty with high capex and NIO had not yet found their halo product. All of that has changed with the new NIO ES8.
Using real world data, objective metrics instead of "feels" and hopium, NIO is a grossly undervalued company.
u/superchubbylamb — 1 month ago
▲ 35 r/Nio
Lucid Has Higher P/S Despite Bankruptcy
It's sickening how undervalued NIO is, considering that Lucid, even after declaring they are facing bankruptcy amidst stagnating sales, STILL has a higher P/S than NIO, even after Lucid market valuation collapsed 47% today.
NIO is performing amazing, no danger of bankruptcy. NIO has 60% CAGR and is beating legacy BBA brands in sales has had 2 consecutive quarters of profit. It's comical.
u/superchubbylamb — 1 month ago
▲ 12 r/Nio
Spot The Error In This Chart
NIO H1 2026 was 191,123, which means it should be number 16 on this list. Purposeful omission or mistake. So many instances like this.
u/superchubbylamb — 1 month ago
▲ 28 r/Nio
People Missing the Picture With ONVO and Firefly
NIO has cornered the luxury market and is beating EVERY other EV company when it comes to luxury EVs, but ONVO and Firefly still play an important role in the future of NIO Group.
When NIO Group sells an ONVO or Firefly, they are not selling just a car, they are selling an ecosystem with recurring revenue from subscription fees. Therefore, even if ONVO and Firefly were discounted to drive volume, even with 0% margins, each sale would still benefit the company's future earnings.
Compare this to Li Auto, Aito, Xpeng, Tesla or Xiaomi who have seen their margins crumble because of discounting. Selling volume benefits them in the short term, but long term there is no incentive for customer loyalty and no ecosystem of recurring revenue.
NIO being evaluated like a normal car company is insane. NIO is not Kia, it's not Ford, it's a high growth, premium tech brand, that dominates its segment, has class leading tech, class leading customer loyalty and recurring revenue model that investors usually love.
u/superchubbylamb — 1 month ago
▲ 27 r/Nio
Entrepreneur in Dubai Talks About Why She Chose NIO
Very articulate and intelligent video from an entrepreneur and social media influencer in Dubai, Jamilia Greer, talking about why she chose to buy a NIO.
u/superchubbylamb — 1 month ago
▲ 36 r/Nio
NIO Management Displays Strength
NIO management has been impressive in navigating the current headwinds facing the EV industry. The AI bubble has become a nightmare for the tech sector by drastically increasing the costs of chips and memory.
Aito, the Huawei/Seres backed EV brand recently announced they had swung to losses from profit. Similar to Li Auto who also swung to losses from profit. EV companies are facing collapsing margins and in the midst of this, NIO has not only managed to grow market share, grow market share in the most prestigious premium/luxury segment, NIO has managed to maintain positive margins on its vehicles.
During boom times, its easy for all companies to do fairly well, but when there's market turmoil and correction, only the best run companies will survive. Dozens of EV companies and even legacy brands will not survive the soaring component cost increases. When the industry consolidates, NIO looks poised to reap the rewards.
u/superchubbylamb — 1 month ago
▲ 52 r/Nio
The Design Team At NIO Is Talented
One aspect of NIO cars that I think is under mentioned is how talented the NIO design team is. Comparing the new flagship NIO ES9 with the new flagship Xiaomi Sky Nomad N90, and new flagship Li Auto L9, the difference in design teams is stark.
NIO's ES9 has elegant, aesthetic lines and proportions, conveying luxury. The Xiaomi Sky Nomad N90 looks like a hearse and the "SKYNOMAD" lettering looks cheap like a child's toy car. The Li Auto L9 has an overly long nose with a windshield angle that looks too flat and the body has ungainly, elongated station wagon proportions that lack a luxury aesthetic. It's an SUV, it's not supposed to look like an overgrown station wagon.
u/superchubbylamb — 1 month ago
▲ 38 r/Nio
NIO ES8 5 Seater Cargo Superiority
The NIO ES8 5 Seater is a result of superior engineering and technology, achieving top-in-class usable cargo space. Big and wide enough to fit a full XL mattress, over 21 suitcases, a Christmas tree, skis, large mountain bikes, months of groceries. When looking at cargo space, it's important to compare how much USABLE space there is.
I love how NIO focuses on tangible elements to improve owners quality of life. Usable cargo space is more beneficial to everyday life than max top speed or acceleration. Battery swap charging of 100 seconds saves an owner so much time and is more useful than EREV for range anxiety.
u/superchubbylamb — 1 month ago
▲ 62 r/Nio
NIO Strangling Mercedes Benz in China
Mercedes Benz released their sales numbers for H1 2026 in China and the total is 210,200 which includes ICE and BEV sales.
In the same time period, NIO sold 191,123 in BEV sales ONLY, closing the gap with the total sales of Mercedes Benz and crushing them in BEV sales. With the NIO ES9, NIO achieved a record ASP of 443,000 RMB, trouncing Mercedes Benz's 375,800 RMB ASP.
This is an INCREDIBLE achievement for a domestic Chinese brand, a milestone in Chinese automobile history, and almost unthinkable just a few years ago.
Part of what makes NIO's story so interesting is its stock market action. No matter how well NIO does or achievements it makes, the market does not reward NIO commensurately. Conversely, when there's the slightest misstep or no news at all, NIO stock price falls disproportionately like the market is stepping down the price.
With normal stock market action, when a growth company displays dominance or leadership, grows with 60% CAGR or achieves milestones, the market valuation adjusts upwards. With NIO the market valuation has actually decreased below years ago, before the company's violent upward growth and domination. With the success of NIO as a company, its P/S ratio shrinks year by year and is now between 0.5-0.6 similar to a company heading for bankruptcy or stagnating in a dead industry.
NIO stock price has a stickiness around $5 that is extreme and unnatural. Anti-NIO people have claimed for years that NIO market valuation is not manipulated, but one by one their explanations are proven flimsy and false. Comparatively, given the performance, growth, dominance of NIO, there is no reason for NIO to be valued lower than Li Auto and Xpeng.
The only thing keeping NIO market valuation down is manipulation, the ability of market makers to artificially steal from retail using dark pools and naked short selling. Wall Street has been like a wheat thresher making sure it keeps NIO's stock price just low enough that retail options expire worthless.
u/superchubbylamb — 1 month ago
Tired of the Gaslighting About NIO
Are you tired of the gaslighting on social media about NIO? It is genuinely psychotic that people are claiming NIO is a poorly run company. Claiming that Rivian is a better company. Claiming that Xpeng is a better company.
A company is not the stock and the stock is not the company.
NIO has a CAGR of 60%+, how many US companies are growing as fast as NIO. NIO has achieved operational profitability for two consecutive quarters, now going on three. NIO's ASP not only exceeds luxury BBA EVs, NIO is outselling luxury BBA EVs.
Unlike Tesla artificially generating profit by selling billions in carbon credits gifted from the US government, NIO has achieved profit by actually selling cars.
NIO achieved 107,658 deliveries in Q2 2026, Tesla only achieved 126,157 deliveries in Q2 2026 despite having a nearly 10 year lead and massive resources, massive capitalization, the full backing of the US government.
NIO sold 40,597 vehicles in one month. Rivian sold 42,247 vehicles given a full year.
Who is winning the top customer service awards? NIO. Who has the highest EV resale values? NIO. Who has the largest battery swap network in China? NIO.
NIO gen 5 battery swap stations charge an EV in about 90 seconds. BYD flash charging takes 10 minutes and gets your battery hot enough (170°F) to cook an egg.
The goal of anti-NIO trolls always seems to be to justify and rationalize the low stock price. Flooding social media with stupid comments about how "NIO dilutes stock" and "that's why the market capitalization is low", not the clear manipulation, or coordinated and active suppression.
Most of the attacks on social media by anti-NIO trolls lack any critical thinking, lack metrics and context, they're just "feels" and even lies. There are valid criticisms of NIO, but being a poorly run company is not one of them.
u/Active-Boat5641 — 2 months ago
▲ 114 r/Nio
NIO ES9 ROCKETS to 10,000 Deliveries
NIO ES9 ROCKETS to an incredible10,000 deliveries in 29 days. Just by itself, the NIO ES9 has generated at minimum 4,980,000,000 RMB ($733,000,000) in revenue and is projected by Deutsche Bank to sell 56,000 units from June to the end of the year.
These numbers are eye popping for a luxury vehicle. The NIO ES9 is crushing Mercedes, BMW and Audi sales.
u/superchubbylamb — 2 months ago