I guess national level deal...I was one of the people responsible for one of the largest electrical grids in the world...Ontario, Canada...I cannot stress how importantly useful Battery Swap Stations would be to the power grids of China and the rest of the world :)
Nio will be a winner long term. Despite all bashing to NIO’s BSS, slowly media and companies admitting battery swapping is the way moving forward. This is first step ! Next they would jump on this as charging will become more painful and time consuming with increased EV traffic. Once other EV makers start adapting Nio BSS that would be a win.
I saw Li Bins video talking about not cutting prices concentrating on gross profit sales ect. Also the vice president talking of nio bat swap income.Very bullish even though sp is terrible. Thanks for you insight in this video.M.
Great video, Marcel, thank you! I'm glad NIO is keeping the current models premium, also having lidar on each and every car might help them with the autonomous driving development. Fingers crossed for Alps to sell well and potentially also arrive a month or 2 earlier.
It's very likely the people accusing you of being paid by NIO are being paid by NIO shorts!! Totally agree with you about NIO keeping their vehicles "high end" with all the features. Getting sucked into a price war is a slippery slope they don't need to engage with! I saw thee same safety comparison video which reflected very positively on NIO but after watching it and trying to share it with friends, I found it very difficult to locate again?? At the time I thought it was being suppressed!! Can you link that video as I'd love to share it with friends and spread some good news about NIO to help counter the FUD!
Excellent video. Thank you so much. Battery swapping serves multiple purposes, not just BaaS. And it can be decentralized, with much broader implications for power grids and remote areas, e.g. solar power charging stations. NIO is doing the right things in a very negative EV market. Fully agreed. Grid partnerships will start coming to NIO.
Congratulations on the baby. The grid balancing is the big deal. Talked to a grid expert here in Finland and he said that a 100kWh battery produces about 20 000€ per year at the moment if you lend it to the state grid.
I agree with you Marcel on the market being short sighted, which is a shame because the market is normally forward looking. Only time will tell! Thanks for the update! 👏
Congratulations to you both,on your baby.Unfortunately there is a vast amount of bearish ‘ noise’ around Nio. In my opinion the company has done a very significant amount of strong foundational work, which takes time, good planning and a lot of cash! I would certainly prefer a business that I am heavily invested in, to do all this critical ground work to build a complete ‘Nio experience’, rather than jumping in with knee jerk cost cutting measures to grab a bit more of what at the moment is a very slow market due to other macro elements. This is a slow burn business, for the investor who can identify a quality company and is prepared to wait for significant future growth. Patience will pay, ….. let the noise sell off, it they are after a quick buck! Brilliant coverage Marcel, much appreciated!
Found the video on Vox for the Auto Mobil segment. NIO did very well on the obstruction test, but not too good on the scooter test. In the end it tied with the BMW at 3 points.
A few items I suspect will happen in the future. We all will see an additional charge on our electric bill for “Grid Support Services” NIO will get a cut of that. NIO will develop a sub brand truck to compete in the EV truck space. The resell value of a NIO product will be significantly better than any ICE vehicle.
Like you said , if NIO downsizes the NIO quality in order to meet the mass market then it is no longer a NIO. Their best bet is to concentrate on the sub-brand to meet the mass market and concentrate all of their investment of R&D on the NIO brand. I still believe that with all of the R&D that NIO has invested in will produce a product that is far ahead and superior with level 4 autonomous driving. The video you have shown is proof with the NIO out performing in safety in being able to brake in time to avoid a crash. JP is not taking into consideration all the branches of possible revenue of NIO, the swap stations, computer chips, also the sale of license technology.
Rejoice congratulations best blessings to your baby. Nio sub bands shall be game changer together with battery swap should become profitable. Wealthy mindset is another bull on Nio amen om mani Padme hung
Wealthy mindset is a simpleton not a bull no comparison to this channel. Wealthy mindset has said multiple times that Nio deserves a $300 share price today which literally would put them at the same market cap as Tesla I’m not sure if he can actually read a simple balance sheet. Honestly wish there where better Nio content creators maybe when the stock goes on a run we will get better coverage happy to do my own research but it never hurts if you have high quality coverage of a company you invest in for me this is the best channel for Nio.
Congrats on the little one! They are doing the lower cost models with Alps and Firefly. If people are actually still asking for NIO to do this with their main brand, then it just feels like those people are biased or have done zero research. Finally, the JPM rating Ian just hilarious. Would be the absolute worst timing ever. Making that recommendation now would make me so annoyed if I was still a JPM client. But this has ALWAYS been a serious issue of theirs.
Yeah cutting prices / remove Lidar right now make no sense. You can always go down in price but harder to go back up again. The cheap “nio’s” will be subbrands. Once NIO has a baseline price for the subbrands , then they can see where to cut prices for the NIO brand cars to stay above the subbrands price
Thanks for catching up with us Marcel. My best to Miriam and the bambino. and GO NIO !
the real NIO family!
We need to propose to change JP Morgan analyst's surname from "Lai" to "Lie".
His name should be Me to muh Lie!
@@alfredocortez8396😂😂😂😂😂😂
Congratulations, nice to see you guys with baby.
Thank you!! 😊
I guess national level deal...I was one of the people responsible for one of the largest electrical grids in the world...Ontario, Canada...I cannot stress how importantly useful Battery Swap Stations would be to the power grids of China and the rest of the world :)
Once NIO gets to the states, I will only get NIO cars.
Keep dreaming. Nio will never get into the states
@@LB-vv4jp unless they learn from BYD, build a manufacture and assembly in Mexico.
They stated they will be in the States by 2025
@@LB-vv4jpwhy? You have 0 substance to your comment. So your comment is the joke.
@@yossiharosh3610 no way they come to the states. 27% tarrifs. No fiscally responsible
Nio will be a winner long term.
Despite all bashing to NIO’s BSS, slowly media and companies admitting battery swapping is the way moving forward.
This is first step !
Next they would jump on this as charging will become more painful and time consuming with increased EV traffic.
Once other EV makers start adapting Nio BSS that would be a win.
I saw Li Bins video talking about not cutting prices concentrating on gross profit sales ect. Also the vice president talking of nio bat swap income.Very bullish even though sp is terrible. Thanks for you insight in this video.M.
Great video, Marcel, thank you!
I'm glad NIO is keeping the current models premium, also having lidar on each and every car might help them with the autonomous driving development. Fingers crossed for Alps to sell well and potentially also arrive a month or 2 earlier.
It's very likely the people accusing you of being paid by NIO are being paid by NIO shorts!! Totally agree with you about NIO keeping their vehicles "high end" with all the features. Getting sucked into a price war is a slippery slope they don't need to engage with! I saw thee same safety comparison video which reflected very positively on NIO but after watching it and trying to share it with friends, I found it very difficult to locate again?? At the time I thought it was being suppressed!! Can you link that video as I'd love to share it with friends and spread some good news about NIO to help counter the FUD!
Excellent video. Thank you so much. Battery swapping serves multiple purposes, not just BaaS. And it can be decentralized, with much broader implications for power grids and remote areas, e.g. solar power charging stations. NIO is doing the right things in a very negative EV market. Fully agreed. Grid partnerships will start coming to NIO.
Congratulations on the baby. The grid balancing is the big deal. Talked to a grid expert here in Finland and he said that a 100kWh battery produces about 20 000€ per year at the moment if you lend it to the state grid.
Chinese stocks overall are bearish but eventually will bounce back
Many congratulations for your new family member!
PS congratulations on the new family addition. Nothing is harder than the first 6 months! Not even holding NIO stock... 😅
I agree with you Marcel on the market being short sighted, which is a shame because the market is normally forward looking. Only time will tell! Thanks for the update! 👏
Congratulations to you both,on your baby.Unfortunately there is a vast amount of bearish ‘ noise’ around Nio. In my opinion the company has done a very significant amount of strong foundational work, which takes time, good planning and a lot of cash! I would certainly prefer a business that I am heavily invested in, to do all this critical ground work to build a complete ‘Nio experience’, rather than jumping in with knee jerk cost cutting measures to grab a bit more of what at the moment is a very slow market due to other macro elements.
This is a slow burn business, for the investor who can identify a quality company and is prepared to wait for significant future growth.
Patience will pay, ….. let the noise sell off, it they are after a quick buck!
Brilliant coverage Marcel, much appreciated!
Congratulations! One of your greatest investments in life is your family 😉👍🏻
Solid video. Thank you and congrats again to you both on your family. ❤
Congratulations! 祝福全家旅途愉快,小宝宝健康快乐!
感谢
@@DONGXiiTheChinaOpportunity 不用谢,加油!期待着你们的第二个宝宝。
Salud to your new family member.
Can't wait for Nio to hit the UK😎 desperate for it
Found the video on Vox for the Auto Mobil segment. NIO did very well on the obstruction test, but not too good on the scooter test. In the end it tied with the BMW at 3 points.
As always, great video
Thanks again!
A few items I suspect will happen in the future. We all will see an additional charge on our electric bill for “Grid Support Services” NIO will get a cut of that. NIO will develop a sub brand truck to compete in the EV truck space. The resell value of a NIO product will be significantly better than any ICE vehicle.
What announcement is coming tomorrow?! I didnt see any headlines of a announcement
Congratulations !
Thank you!!
Like you said , if NIO downsizes the NIO quality in order to meet the mass market then it is no longer a NIO. Their best bet is to concentrate on the sub-brand to meet the mass market and concentrate all of their investment of R&D on the NIO brand. I still believe that with all of the R&D that NIO has invested in will produce a product that is far ahead and superior with level 4 autonomous driving. The video you have shown is proof with the NIO out performing in safety in being able to brake in time to avoid a crash. JP is not taking into consideration all the branches of possible revenue of NIO, the swap stations, computer chips, also the sale of license technology.
When is NIO coming to the states
Rejoice congratulations best blessings to your baby. Nio sub bands shall be game changer together with battery swap should become profitable. Wealthy mindset is another bull on Nio amen om mani Padme hung
Wealthy mindset is a simpleton not a bull no comparison to this channel. Wealthy mindset has said multiple times that Nio deserves a $300 share price today which literally would put them at the same market cap as Tesla I’m not sure if he can actually read a simple balance sheet. Honestly wish there where better Nio content creators maybe when the stock goes on a run we will get better coverage happy to do my own research but it never hurts if you have high quality coverage of a company you invest in for me this is the best channel for Nio.
Congrats on the little one!
They are doing the lower cost models with Alps and Firefly. If people are actually still asking for NIO to do this with their main brand, then it just feels like those people are biased or have done zero research.
Finally, the JPM rating Ian just hilarious. Would be the absolute worst timing ever. Making that recommendation now would make me so annoyed if I was still a JPM client. But this has ALWAYS been a serious issue of theirs.
Jp own millions of nio shares and bought more on 12th Feb and only come out with this bs to buy more
Yeah cutting prices / remove Lidar right now make no sense. You can always go down in price but harder to go back up again.
The cheap “nio’s” will be subbrands. Once NIO has a baseline price for the subbrands , then they can see where to cut prices for the NIO brand cars to stay above the subbrands price
😍🤩😍
Yeah Italy 🙌
Partnership with china southern power grid. Promoting standardized battery swap
Honestly NIO needs new ceo , Bin Li was lucky the stock went up during pandemic but sinking like a brick 🧱 since then. Change start from the top
You like the stock - that’s all.
I am buying. Goal is to get to 13k. Best buying opportunity if you ask me.
👏⚡️🔋🏁
Without watching the video, based pure on the thumbnail: Nio should start building electric Kinderwagen… 😅
Herzlichen Glückwunsch 😉
😂
Cut the excessive spending and break into a profit, the stock price would help itself.
👍👍👍
i wish i can buy nio car right now
the main problem with nio is poor mass marketing
If trump gets in, it will be final nail for chinese EVs reaching american shores.
Doesn’t matter, US EV market is tiny compared to China. Meanwhile Trump was good for Chinese stocks (HSI +40%), compared to Biden.
@DONGXiiTheChinaOpportunity was it really trump or the fed and it's printer?
It wasn’t printing as HSI made its highs in 2018, before the FED panicked, and during Trump as president.
@DONGXiiTheChinaOpportunity thank you for clarifying.
Trump is business man and it’s about the bottom line. He will make it a win for the USA to allow NIO in.
Downgrades from analyst is usually time to go long.
BS
As always, great video
I appreciate that