By - DanHassler0
Isnt their current maximum capacity 10k per month anyway? It's not going to go over 10k per month until new factory is done around q2 2022 right?
Nah they upped their capacity to 12K per month by the end of this year, and intend to have a capacity of 20K per month by Q3 2022
I am getting jittery waiting for the July number. Now I know how it feels like waiting for herpes result.
This subreddit is crazy... 9k+ deliveries would be insane! Also 8k+ would be massive... I don't get why people have so high numbers?
Can anyone with those numbers explain why?
They're not looking at YoY growth for July. It sort of makes sense based on the month over month deliveries and overall bullish sentiment around Chinese EV deliveries increasing. Q3 and Q4 tend to also be bullish for EVs as well. CICC also said on the later half of July that chip supplies should be better. Based on what banks and analysis have been saying about multiple CHINESE electric vehicle companies, the general consensus seems to be bullish for Q3-Q4 2021 and forward.
While I would love NIO to hit above 8k vehicles. And 9k vehicles? I will slap my left nut. 10k vehicles? I'm gonna go out at celebrate. I am just hoping for 7,000 at least based off the YoY growth. The pricing of NIO vehicles and types of sales matter a lot as well. If NIO did hit 9k-10k in July, the implications would lead to August, September, October, November, and December being even crazier based off the overzealous and unreasonable expectations for July. I do think we will see stronger quarters overall though in Q3-Q4. Makes me wonder if people understand how volatile the month over month numbers have been due to all the events in 2021. Or if they consider the models being sold. Or even the vehicle pricing, types of sales, and business model.
Tough situation we all want 10000, but know that Nio is unpredictable odds of 10000 + is same as sub 7500. My biggest concern is how the shipments to Norway/test units for the market will impact deliveries. Might be detrimental to this month l, but better for the overall
Why are people comparing the number of sales between NIO and Xpeng? Xpeng P7 is significantly cheaper than NIO vehicles. I'm sure NIO will do great but the % month over month and YoY is what matters for NIO. Comparing NIO numbers to Xpeng makes no sense because NIO doesn't even sell a sedan yet either and the prices are so different. Xpeng is supposed to sell more, they're more affordable. 8,000 or more would be good for me.
Last year July 2020 NIO sold 3,533 vehicles. So a 100% growth would be 7,000 vehicles.
June 2021 deliveries were 8,000 because May 2021 was 6,000.
So if NIO can hit 7,000 - 8,000 or more vehicles that should be what investors expect. Comparing NIO to Xpeng makes 0 sense besides maybe the bullish sentiment around total EV sales.
This is why I keep saying 8,000 would be amazing for July. 7,000 or more is good. 7,000 or less is when you should be concerned.
Some of you guys I feel are just setting expectations way too high intentionally for whatever disingenuous shortsighted reason. It won't change trader sentiment because your overzealous expectations borderline disingenuous is not how wall street is going to view the delivery numbers. It makes 0 sense besides trying to create very unreasonable expectations. Screw off
Anything more than 8,500 units is a big win
it truly is.
7,000 is a 100% YoY growth as is. I don't really know where people are getting these expectations of 9,000 or even 10,000. Absolutely ridiculous expectations. If that happens, then NIO should be trading over $50 weeks ago. Even a 8,000 would be a big win. I hope for 8,500+ as well.
Xpeng is trading over 8% on the Heng Sang right now. Good sign tomorrow morning if Nio can deliver around 8800+.
Anything under Xpeng or Li is a miss in my book.
No. Xpeng was up about 8% on friday on the us market. They just follow that.
Li auto is selling an Plugin not an 100% EV is also cheaper... Xpeng is.also way way cheaper and they got a sedan already... Nio will not be the highest selling EV.
“They hated him because he spoke the truth”
Lol but seriously, BYD has a capacity almost fucking 10 times NIO’s yet it’s not reflected in its market cap.
This is likely because of their disgusting fucking margin because they sell them so cheap, indicating business model and growth and much better indicators. These are both areas NIO succeeds in.
We will know by pre market of delivery?
#NIO deliveries in July >10,000
Xpeng’s July number is 22% higher than June:
Chip shortage might be coming to an end.
That is what she said
She definitely didn't say getting excited.
Personally hoping for ~8700 deliveries. Some might say I’m ambitious, some might say I’m lowballing. But we’ll see tomorrow.
8,700 is ambitious. Because June numbers were 8,000 because May didn't do so well. 7,000 is a 100% YoY growth. So yes, I hope for 8,700 but I would be happy with 7,000 or more.
You would think NIO would beat Li auto deliveries right?
Let’s all take nio to 1000 a share
no. let fundamentals take it that high throughout time so it doesnt crash.
Come on Nio give me one more good run! Lets see 51-53 before earnings report!!
Nio will break 9k maybe hit 10k. There were 5 weekends in July.
Why would NIO deliver 9,000 to 10,000 vehicles? 7,000 is already a 100% YoY growth. Month over month should not matter because May numbers heavily influenced June numbers.
? What do you mean 5 weekends ??
June had one more working day...
In my opinion I dont think nio stops producing on weekends
I'm betting they get more out bc people tend to shop on weekends. I guess u are betting how many working days to produce more. We will see
For the most part, cars that are sold in July aren’t delivered in July. Delivery numbers are based on cars being delivered to buyers from prior month(s) at best. Don’t rush it. Great things and huge numbers to come for our baby NIO.
I'm not sure they have the inventory to meet 9k this month let alone 10.
Just being real but I'd love to see it.
Li Auto July number is 11% higher than June. If NIO also goes up by 11% then delivery number should be close to 9000 for July.
Number should be released before the market opened on Monday.
Nio’s delivery number definitely needs to be higher than Li’s.
NIO should only be concerned for NIO numbers. If NIO delivers 7,000 vehicles in July that's a 100% YoY growth. May numbers in 2021 were low and helped June numbers. Li Auto and Xpeng sell different types of vehicles at different prices. This is like saying we should sell x amount of bananas because there was Y amount of water melons sold.
The key is the chip shortage. The 11% jumped in delivery is a good indication that the chip shortage has abated.
Will be hard as Li auto is not selling an 100% EV and is also cheaper... Li auto will sell more than Nio later this year. Will change 2022 with ET7.
4am. set your alarm. i will wake up at 6am and see the green premarket and probably add a few more to my chinese ev collection of shares.
I’m expecting a quick run up from deliveries but a tiny drop, then we’ll go to 50+ then a drop to low 40s
It will drop heavily. Just look at this subreddit or YouTube.. talking about 10k or close to 10k....madness if this happens..
I believe we will see a huge drop sometime in the future, we’ll see something similar to the dotcom bubble with EVs sometime in the next 1-3 years.
delivery number will be in the range 9300-9600
About 11,200. No more chip shortages in H2.
My guess only 8500.
8300 i think
Record deliveries for Li Auto at 8,589 for July. NIO’s figures should be out soon.
It’s 12:30 am August 2nd in China right now. Delivery news will come soon….
Nah. Maybe in 8-12 H.
We may have the results tonight due to the time difference with China.
"After ditching the Asian nation’s assets amid the turmoil, there are already signs that folks are creeping back. Traders piled a net $975 million into Chinese exchange-traded funds last week, more than all other developing nations tracked by Bloomberg combined."
China’s Elite Role in Emerging Markets Has Traders Creeping Back https://www.bloomberg.com/news/articles/2021-08-01/china-s-elite-role-in-emerging-markets-has-traders-creeping-back
“We see this selloff as an opening to add to some of our existing positions,” said Ali Akay, the London-based chief investment officer of hedge fund Carrhae Capital, which manages about $760 million in assets, pointing to “very attractive valuations.”
China will be the Silicone Valley of EV.
Is NIO earnings on August 3rd? MY TITS ARE JACKED
It's on the 11th.
It was on 11.08 but now i have seen 03.08,
NIO website still shows 11th Aug though.. where have you seen them bringing the date of earning call forward? Thanks
It's the eleventh.
Li's numbers are out and well, I think it's a good indication that NIOs on it's way to great numbers as well
Li will get Nio this year. They are catching up quickly (I know lower price). Will change with ET7 next year.
I mean fast growth is easy when their numbers were low to begin with. It’s easier to move from say 1000 deliveries to 3000 deliveries than it is to move from say 3000 deliveries to 5000 deliveries. Things like this just don’t translate equally
I really have been meaning to start buying LI and XPEV here soon tbh, looks like its time!
its been time. lol hold all 3.
oh I know, I've been harping on my friends to buy any of these 3 stocks the past 6 months, haha, I'm just all in on NIO currently waiting for a good buy in for LI and XPEV
i only got 30 shares of LI i picked up at 21$. havent bought any since. but i got 250 xpev at 33 and 500 nio at 43. always adding!!!
Damn good entrys, kudos!!
What are you'r guys deliverie predictions?
I think we will hit 9000+
Id be happy with 8k or above
Idk really. Nio still did no statement about the chip shortage. It also can be only 7k...
I hope for 9k plus. But I guess 8k.
I thiught William li said that may would be the worse month whit the chip. Ithink its only heitinga beter from now
1 day till deliveries ;)
What is price target what is good for all of us?
Deliveries are this morning I thought?
No. They are not working on sunday.
Last time they were
No. Last time it was the 3rd of August in 2020(monday).
My bad.... It was on a saturday the last time. We’ll wait till tomorrow then