r/Nio 15h ago

Daily Stock Discussion NIO Daily Investor Discussion

6 Upvotes

This thread is to comment on the daily NIO stock movement.


r/Nio 9h ago

General "Group of people waiting for their car to charge, whilst looking at a Nio swap happening", 2025. Artist: L.Bin

20 Upvotes

r/Nio 1d ago

General Best case for NIO

43 Upvotes

Now that the Clown in WH has alienated the whole world. I think China and Europe will come closer. If Europe and China have close ties in Engineering and Tech then both markets should be big enough for NIO to flourish. NIO selling 1 million cars by 2030 should be quite possible.


r/Nio 1d ago

General Nio Undervalued

90 Upvotes

Nio stock is heavily manipulated by naked shorting, dark pools and spoofing. Simply put, Nio is not being properly valued as a company due to stock manipulation by Western financial power players.

  1. Nio has invested and built billions of dollars of power infrastructure and technology. In China, Nio is number 1 in charging stations and battery swap stations. Nio is blanketing China and with first mover advantage has the best locations for charging. Nio has partnered with both State/local governments to build out power infrastructure and has at least seven car brands that will be using Nio swapping technology in their upcoming vehicles. Nio has partnered with CATL the global leader in EV batteries, in future swapping stations. China's central government passed EV battery inspection legislation that benefits Nio and is working with Nio to develop battery swapping standards. Contrary to shorts, Nio is not going bankrupt, because it's in China's national interests to dominate the global battery swapping standard.
  2. Recent developments in US tariff attacks benefit Nio. China's reciprocal tariffs will increase the price of Nvidia's expensive Orin X EV chips that go in BYD, Li Auto, Xpeng, Geely/Volvo, Mercedes-Benz, Toyota cars, decreasing vehicle margins. Nio has stated it saves RMB 10,000 per vehicle by using in-house Shenji NX9031 chips even before tariffs. Nio's decision to invest in chips will insulate it from US tariff attacks and Nio will benefit from non-US EV companies interested in buying Shenji chips instead of Nvidia. The tariffs will also raise battery prices, giving advantages to battery swapping and being able to rent batteries or choose smaller batteries depending on need.
  3. There is a brainless trope pushed by shorts that fast charging will render battery swapping obsolete. Any fast charging technology will benefit Nio because Nio cars charge IN ADDITION to battery swapping, but ordinary EVs do not battery swap in addition to charging. Furthermore in 6-7 years the warranty on over 20 million EV batteries will expire. The closer they get to that date, the more resale values will drop. China's central government is aware of the environmental issues of degraded batteries and I believe that is why China's government has the forethought to support battery swapping. Consumers are going to need to be able to replace their batteries cheaply and efficiently. In my opinion, the current system without battery swapping is actually the model that will become obsolete.
  4. Fast charging does not operate in a vacuum, it requires power infrastructure that can handle massive draw of electricity. Current power infrastructure, even new infrastructure in China, will struggle to handle the current rate of EV adoption plus the super fast charging proposed by BYD. Nio with over 3,000 battery swapping stations has the potential to convert those stations into power modules that will supply electricity to fast charging piles instead of drawing directly from municipal power grids. Power modules are the future and will be replicated globally. Nio has multi-year first mover advantage in China, the world's largest EV market.

Not financial advice but based on these factors, I believe Nio's stock price without financial manipulation/suppression, should be around $50-60, regardless of current unprofitability. Xpeng is unprofitable and it's not even building infrastructure. Tesla wasn't profitable for over a decade and its stock price still 10X'd while unprofitable. Rivian and Lucid are both more richly valued and their sales are a fraction of Nio and their losses are growing. The reality is that shorts have distorted the prospects of Nio and continue to dominate the direction of stock price, regardless of Nio's actual merits.


r/Nio 1d ago

Vehicles New NIO ES7 NT3.0 spy photos reveal massive "frunk" and wide-angle LiDARs

Thumbnail
globalchinaev.com
24 Upvotes

r/Nio 1d ago

General Is there anyone alive inside? We have seen -15% today at $3.23

20 Upvotes

Anyone who had a STOP loss has left here. How wild. New all-time lows ;(

I don't know... we just have to wait for Firefly to work well this month and continue with the new marketing...

At these prices you cannot raise capital without losing the dollar. What a ruin. And I get them for $8.3, I'm going crazy :(


r/Nio 2d ago

General I'm finally out.

106 Upvotes

After 5 years of brutal pain. Hundreds of thousands down the drain, I've finally given up. I've accepted my losses and moved on. I've lost everything. Time to start all over again.

Now you guys can finally go to the moon I guess. Good luck to all. I still believe in the concept, but the management has just screwed up and missed every opportunity at every possible turn.

Maybe I'll come back for more pain one day, but I decided I got to die-hard about it and blinded myself to reality.


r/Nio 1d ago

Daily Stock Discussion NIO Daily Investor Discussion

5 Upvotes

This thread is to comment on the daily NIO stock movement.


r/Nio 2d ago

General Let’s see how this plays out.

29 Upvotes
  • EU set to soften trade restrictions with China, which is favourable for ONVO and firefly sales in Europe if tariffs gets reduced over the weekend.

  • 0% of current deliveries to the U.S and none forecasted in near future either.

  • Tariffs will hurt the Chinese economy, but at $3.29 a share, I personally think the stock is oversold and I’ve taken a bold chance to buy more just now to lower my costs.

Now to close the laptop and forget about this till trump eases off on tariffs.


r/Nio 2d ago

General Considering Buying NIO, Why Shouldn’t I?

16 Upvotes

I will be honest and say that I haven’t done a deep dive into NIO by any stretch but the idea of exchangeable batteries and the fact that many people are wanting a Tesla alternative looks good to me on the surface.

Back in August NIO fell to around $3.67 before rebounding back up to over $7.

The stock price right now isn’t much lower than it was in August so why is there so much doom and gloom with the stock right now? Was it the same in August or were people much more optimistic?


r/Nio 2d ago

News Nio Launches April Incentives in China With 0% Financing and 240 Free Battery Swaps

Thumbnail
eletric-vehicles.com
55 Upvotes

r/Nio 2d ago

News Shen Fei effect?

Post image
37 Upvotes

We're starting to see some positive details and changes at the real marketing level. A privileged technical mind like Shen Fei's leading the Onvo’s project could end up resulting in something very positive. Still, I hope he doesn't abandon the energy division.


r/Nio 2d ago

General Is it time to average down yet?

13 Upvotes

I have a 6.5$ avg right now. Want to bring it down to 5 and hopefully in one of the spikes in the future look to get out in the green.

Should I start averaging down right now? Or wait? I’m seeing folks say 1$ is possible. 😅


r/Nio 2d ago

NIO Power Nio Launches April Incentives in China With 0% Financing and 240 Free Battery Swaps

Thumbnail
eletric-vehicles.com
17 Upvotes

r/Nio 2d ago

News EU, China Agree to Resume Talks on EV Tariffs Amid Global Trade Tensions

Thumbnail
eletric-vehicles.com
29 Upvotes

r/Nio 2d ago

Daily Stock Discussion NIO Daily Investor Discussion

9 Upvotes

This thread is to comment on the daily NIO stock movement.


r/Nio 3d ago

News Nio to Supply EV Tech to McLaren Under CYVN-Led Overhaul

Thumbnail
eletric-vehicles.com
59 Upvotes

r/Nio 3d ago

News Onvo L90 on snow ❄️

Enable HLS to view with audio, or disable this notification

56 Upvotes

They're starting to do things right on Onvo with the L90 promotion. A clear message, highlighting the brand (name and logo—you have to be known!), the model name, and the car's dimensions. This is a product destined to be a hit with a large majority of the Chinese public. Possibly the worst threat to Li Auto in the coming months and years.


r/Nio 3d ago

News China EV registrations in Germany in Feb: Nio 21, Xpeng 176, Leapmotor 332, BYD 805

Thumbnail carnewschina.com
9 Upvotes

r/Nio 3d ago

Competitors Nio, Onvo, see what efforts your competition is doing.

Post image
2 Upvotes

r/Nio 3d ago

Daily Stock Discussion NIO Daily Investor Discussion

4 Upvotes

This thread is to comment on the daily NIO stock movement.


r/Nio 4d ago

General More swap station

Post image
38 Upvotes

r/Nio 4d ago

News Nio ONVO Auto Gets New Leadership as President Resigns Amid Disappointing L60 Sales

Thumbnail gearmusk.com
78 Upvotes

r/Nio 4d ago

News 📢 𝐉𝐔𝐒𝐓 𝐈𝐍: Alan Ai steps down as Onvo president - CnEVPost

Post image
49 Upvotes

Shen Fei, Head of Nio Power, succeeds Ai as president of Onvo and reports to Nio co-founder and president, Qin Lihong.


r/Nio 4d ago

News Nio delivers 15,039 cars in Mar, up 14% from Feb

Post image
31 Upvotes

r/Nio 4d ago

News Shen Fei confirms he begins Onvo president role

Thumbnail
cnevpost.com
27 Upvotes

Shen joined Nio in 2015 and is one of the company's earliest core management members. Both the L60 and the soon-to-be-unveiled L90 are some of the most desirable cars of this era, Shen said.

"As a veteran involved in building Nio Power's service network, I take on a new challenge today and am confident that I'll be joining you all on this new journey," Shen wrote.

Join us on Telegram or Google News "My team and I will continue to work diligently on service delivery and building an efficient marketing system,” he said.