We may be witnessing the upper limits on productive capacity. Onvo and Nio vehicles are sharing the assembly line at the F2 plant. A few months ago, Nio said their problem is that demand is far stronger than their ability to produce vehicles. So, maybe that's what we are seeing? Maybe 22,000 vehicles is close to an upper limit? The F3 plant is under construction and will increase production capacity by 600,000 units/year. When F3 opens, there shouldn't be any capacity constraints. Anyway, I am just guessing here.
Thats a great point, Ive seen multiple ideas and you say its difficult to say but most likely the correct answer is the boring answer where its a mix of all including what you say :)
My focus even more on NIO margin improvement than sales units! We should remember always that NIO is in a premium EV bucket! NIO could be delivering 50k a month but if the margins is 4% it doesn’t make anyone any good … my hope is that NIO/ONVO will improve on production and lead time on deliveries and improve on margins to at least 18-20% by mid next year.
I moved 100% to xpev on Friday after hours! Believe big move up for xpev on the way! May consider moving back to NIO in a couple of months if Onvo doesn't eat into main NIO brand! Xpeng is a way better run and managed company and could report profit by 1q25!😊
NIO will do great and certainly on a right path 🚀🚀🚀🔥🔥🔥
Thanks for the comment, I think the company is on the correct path for the long term as well.
We may be witnessing the upper limits on productive capacity. Onvo and Nio vehicles are sharing the assembly line at the F2 plant. A few months ago, Nio said their problem is that demand is far stronger than their ability to produce vehicles. So, maybe that's what we are seeing? Maybe 22,000 vehicles is close to an upper limit? The F3 plant is under construction and will increase production capacity by 600,000 units/year. When F3 opens, there shouldn't be any capacity constraints. Anyway, I am just guessing here.
Thats a great point, Ive seen multiple ideas and you say its difficult to say but most likely the correct answer is the boring answer where its a mix of all including what you say :)
I believe several thousands were delivered to Abu Dhabi for November sales
My focus even more on NIO margin improvement than sales units! We should remember always that NIO is in a premium EV bucket! NIO could be delivering 50k a month but if the margins is 4% it doesn’t make anyone any good … my hope is that NIO/ONVO will improve on production and lead time on deliveries and improve on margins to at least 18-20% by mid next year.
Source please?
I moved 100% to xpev on Friday after hours!
Believe big move up for xpev on the way!
May consider moving back to NIO in a couple of months if Onvo doesn't eat into main NIO brand!
Xpeng is a way better run and managed company and could report profit by 1q25!😊
Dump Nio buy Xpeng, better speculative buy, they are proving that the Mona is a success, ONVO looks like a bust due to inept management
Zoom a little over the xls in order to be able to see the numbers from phones please…. Just a little…numbers are not being seen infortunately
I will do that next time or maybe find a better way to visualize the numbers. Thanks for the feedback.
buyers remorse or costumers realize that its junk and returned it lol