T O P
Bmbiology

Three cars = ET7, smaller sedan + mass market car This is why NIO is spending 2021 building swapping stations and superchargers left and right. Smaller EVs also fit well in the European market. NEO Park is ready for business


Coppersealio

i hope you're right


TheNIOandTeslaBull

He probably is right. Mass swap stations could accommodate mass vehicle BaaS certified NIO vehicles in the future.


kroniknoodle

This is the biggest surprise of this earning.


LibertyAndVirtue

My guess is, ET7, ET5, and EE sub-brand. All perfect for an exponential user growth.


Snagization

wasn't there eumors about an EF9 or so version for Nio Day?


LibertyAndVirtue

Maybe. The EF9 trademark was registered earlier than ET6, ET9, EZ, EE. [This article](https://cnevpost.com/2021/07/30/nio-said-to-release-new-model-of-its-sub-brand-as-soon-as-first-half-of-next-year/) said sub brand could be "released" in H1. Does that mean revealed or delivered? But I think we're expecting ET5 on NIO Day.


Snagization

Yeah, my guess is also the ET5 and the EF9, but we'll see.. I would hope that released means delivered, the production capacity would definitely be there with the Neo Park and the other new plant, but I can't say for sure.


The__Weekday

Just tell me we'll see 60 tomorrow!!!


ToTheMoonStNotWallSt

Praying here for my 45 strike options 🤣


The__Weekday

Don't look now brother!!!!


zekeflo

Makes my tits hard


BigBirdGustavo

seeing NIO stock sell off is a new fetish of mine.


StVal14

Holy $hit! NIO rule the world like Nas....


flounderpounderXXX

NIO long outlook do be kinda getting me hot and bothered now 😅 God, I cant wait to see what this company looks like in five years 🌌


ComprehensiveRice427

My nips are jacked !!


RCM_90

own 500 shares at 43. and praying my 42c 8/20 go greenie green here this week!


CampPlane

It'd be nice to have more details than "oh yeah, three new products next year." I want more substance than that to get excited.


thisisclassicus

Calm my Jedi


Bmbiology

I am sure they will provide more info in the conference call later today.


Snagization

ET7 in January 2022, there was rumors about like an EF9, last one idk, but maybe the "mass market sub-brand"(?)


[deleted]

[удалено]


Bmbiology

…it says “based on NIO technology platform 2.0”. That means they will be new cars. The ET7 is being built on platform 2.0.


The__Weekday

  The Bulls like Fantastic Cars: NIO DD NIO delivered 21,896 vehicles in the second quarter, beating analyst estimates. Vehicle deliveries provide an indication of demand for NIO's main source of revenue as well as the company's productive capacity. NIO expects to deliver between 23,000 and 25,000 vehicles in Q3 FY 2021 despite still facing a number of supply chain challenges. NIO Earnings Results Metric Beat/Miss/Match Reported Value Analysts' Prediction Earnings Per Share Beat RMB -0.42 RMB -0.48 Revenue Beat RMB 8.4B RMB 8.3B Vehicle Deliveries Beat 21,896 21,050   NIO Financial Results: Analysis NIO Inc. (NIO) reported Q2 FY 2021 earnings that beat analyst estimates. The company posted a loss per share of RMB0.42 ($0.06), a smaller loss than what analysts expected. Revenue also surpassed expectations, rising 127.2% year over year (YOY). NIO's vehicle deliveries, which were reported at the beginning of July, came in at 21,896 for the quarter, exceeding analysts' forecasts. The company's shares dipped slightly in post-market trading. Over the past year, NIO's shares have provided a total return of 238.5%, well above the S&P 500's total return of 33.4%. NIO Vehicle Deliveries Most of NIO's revenue is generated through the sale of vehicles. NIO delivered a total of 21,896 vehicles in Q2 FY 2021, up 111.9% from the year-ago quarter. Total vehicle deliveries can be broken down into deliveries of three models: 4,433 ES8s, the company's 6-seater and 7-seater flagship premium smart electric SUV 9,935 ES6s, the company's 5-seater high-performance premium smart electric SUV 7,528 EC6s, the company's 5-seater premium electric coupe SUV The number of vehicle deliveries provides an indication of the demand for NIO's vehicles as well as the company's ability to scale production. NIO has faced a number of supply chain issues this year, including challenges related to the global semiconductor shortage. The company was forced to shut down one of its factories for five days near the end of the first quarter due to the chip shortage. "While the global supply chain still faces uncertainties, we have been working closely with our partners to improve the overall supply chain production capacity," said William Bin Li, company founder, chairman, and chief executive officer. Total vehicle sales were RMB7.9 billion, up 127.0% compared to the year-ago quarter. Vehicle sales accounted for about 93.7% of NIO's total revenue for the quarter. The company's vehicle margin, a measure of gross margin for vehicle sales, was 20.3% compared to 9.7% in the year-ago quarter. When vehicle margin is higher, it means that more vehicle sales are being generated relative to the costs of making those vehicles. NIO said that the YOY rise in its vehicle margin was driven by an increase in vehicle delivery volume, higher average selling prices, and lower material costs. NIO Vehicle Delivery and Revenue Outlook NIO expects vehicle deliveries for Q3 FY 2021 to be between 23,000 and 25,000, which would represent a YOY increase of approximately 88.4% to 104.8%. It expects revenue to rise between 96.9% and 112.8% compared to the third quarter of FY 2020.   Possible run up to $100 by Oct. 2021. Deutsche Bank's first look on NIO Q2 earnings: Lower gross margin likely due to higher supply chain inefficiencies.  


iseebrucewillis

It’s gonna be ET7, ET5, refreshed ES8 with all the ET7 lidar features


tusamdoma

Cheap sedan, ep9, Evo


natu91

I heard the cars mine crypto while they are charging... Juz jokin'