Increase prices for the nio brand will give Onvo better sales. It also seperates the two brands. We will see how it pans out. When onvo comes out lets see if 25k a month in deliveries will start. Should be a exciting second half!!!.
The key is that BMW and Mercedes have thrown in the towel on the price war as well. This is definitely a positive development as some of the incentives that were driving sales were worrisome from a profitability and sustainable perspective
Could NIO & ONVO be the Next TOYOTA & LEXUS Lexus is the Luxury Brand - Toyota is the Mass Market Brand! Lexus sell about 6% of what Toyota sells. 800,000 vehicles last year VS 11million!! NIO is the Luxury brand - So could ONVO end up selling 10times as much as Nio? Id love to hear your thoughts
@@niosanfrancisco I wonder, if ONVO was to start outselling Nio and the other peers like Li and Xpeng, would they also take sales from Xiaomi and potentially rival byd and tesla? The infrastructure is there for Nio now after years of investment
Everything is starting to align just perfectly 👌 Trump will have positive affect and Nio will still continue to thrive... even as Onvo rockets deliveries! Stimulus???? If not we're still going to thrive and increase margins!!!! Nio long 💪
The long term trend for NIO is DILUTION! IPO with 160 million shares in 2018 and added over 2 billion since… You invest in NIO and they use you as their piggy bank and the share price has less and less of a chance to move up… They are averaging 28 million new shares a month since IPO
We know that NIO market share of in the premium segment is pretty impressive, but... Does anyone know the EV penetration rate of such segment? I feel that should give us a clue of how much can NIO grow locally in an absolute scale
Increase prices for the nio brand will give Onvo better sales. It also seperates the two brands. We will see how it pans out. When onvo comes out lets see if 25k a month in deliveries will start. Should be a exciting second half!!!.
Good move! Also good to see NIO is focussing on the margins! Thanks Marcel like always. Li Bin and Al Jazerra gave a great interview btw👌
The key is that BMW and Mercedes have thrown in the towel on the price war as well. This is definitely a positive development as some of the incentives that were driving sales were worrisome from a profitability and sustainable perspective
But their sales outside China is total lost
CNEV mentioned that they reached 6 million user for their charging app
need zero overlap with onvo too
Agree
Thanks Marcel. Would be nice if you could further comment on your portfolio reallocation, and the reasons behind it.
Excellent commentary as always, great insight without the hype
Could NIO & ONVO be the Next TOYOTA & LEXUS
Lexus is the Luxury Brand - Toyota is the Mass Market Brand!
Lexus sell about 6% of what Toyota sells. 800,000 vehicles last year VS 11million!!
NIO is the Luxury brand - So could ONVO end up selling 10times as much as Nio?
Id love to hear your thoughts
100%
@@niosanfrancisco I wonder, if ONVO was to start outselling Nio and the other peers like Li and Xpeng, would they also take sales from Xiaomi and potentially rival byd and tesla?
The infrastructure is there for Nio now after years of investment
Thanks for always being honest
Thank you Marcel. Always spot on and great analysis and updates. Keep it up 👍🏻
Much appreciated!
GO #NIO Inc. !! #NIOCapital #NIOPower #NIOPhone #NIOLife #ONVO #OnVoyage #FireFly (TBD) #EVs #BaaS #Global #World #MOAT #NYSE 🌟⭐✨
Good move 🎉
Are you adding to your neo position? I already have 5000 shares but I’m thinking about adding more before the subbrand comes out
Everything is starting to align just perfectly 👌 Trump will have positive affect and Nio will still continue to thrive... even as Onvo rockets deliveries! Stimulus???? If not we're still going to thrive and increase margins!!!! Nio long 💪
Thanks boss! Appreciate your vids and opinions on nio
Glad you like them!
Morning 🌄. Thanks for the info.
Any time!
The long term trend for NIO is DILUTION! IPO with 160 million shares in 2018 and added over 2 billion since… You invest in NIO and they use you as their piggy bank and the share price has less and less of a chance to move up… They are averaging 28 million new shares a month since IPO
We need stimulus packet in China it's about time.
We know that NIO market share of in the premium segment is pretty impressive, but... Does anyone know the EV penetration rate of such segment?
I feel that should give us a clue of how much can NIO grow locally in an absolute scale
Nio and Onvo are like Tesla mod x and s vs mod 3 and y
中文发音不错哦，宝马，奔驰！
感谢 🙏
@@DONGXiiTheChinaOpportunity 突然听到中文，感到特别亲切
🪫🔁🔋🏁
Ehrlich gesagt ist die Aktie bisher mein schlechtes Investment
Nio cars are already overpriced as is.
Give over
🛻👍🚘🚘👍