NIO on Track. Fade the 🇨🇳 Trump Fear. Stimulus detaila to Follow.

[@benplumlee751]

Watched an interview yesterday where NIO was mentioned 3 times. It seems that there are numerous companies Mercedes BMW were mentioned that are all very unhappy with the new laws and regulations in China that are all favorable to NIO. NIO will be on the moon in a year!

[@DONGXiiTheChinaOpportunity]

Trust me, NIO is one of the most benchmarked Chinese brands.

[@Nivek4g]

@@DONGXiiTheChinaOpportunitywhat do you mean by benchmarked?

[@rlong749]

Any link to the interview you watched where Nio was mentioned?

[@benplumlee751]

@@rlong749 kzbin.info/www/bejne/mWLMYampq9yBoNEsi=gfYOb2wJuf04KzUJ

[@NIOAdmirer]

​@Nivek4g he means that it's considered a leader in the electric vehicle industry in China.

[@rainerluthershelley5131]

Thanks again for your efforts Marcel. Good day.

[@DONGXiiTheChinaOpportunity]

You too!

[@meiada]

Thank you so much for the update! Hanging there my friend ❤

[@Fliptop95]

All smoke n mirrors! If Trump can make a buck he's all in! And Nio is worth having in any country... only one negotiation away!!!! The numbers are looking very positive and in line! As always great content and delivery 👏 Thanks for the video Marcel!

[@DONGXiiTheChinaOpportunity]

Well said

[@rlong749]

Trump is always positive for business. He just threatens the tariffs to get to negotiate and he will want China to buy stuff from the US in exchange for lowering the tariffs, which is a plus for both countries.

[@williamschreitmueller9873]

@@DONGXiiTheChinaOpportunity Marcel - he was being sarcastic - with Trump he’s “only one negotiation away”. LOL He’ll also end the Ukraine war on day one, I want NIO in the US more than anyone. I own a Model Y, love Elon and believe EV’s are the future. But, Trump is not the visionary - he’s a fraud who will say anything to get elected.

[@Drgnrt]

Pretty good numbers for Onvo, I'm glad we got an official figure. The fact that NIO remains high with the sub-brand out is also a good sign IMO.

[@jimmytran511]

Thanks Marcel. Always nice to watch all your videos. Happy a nice trip. Keep your video coming when you can

[@AliAlizadah-k2k]

Thanks friend

[@DONGXiiTheChinaOpportunity]

No problem

[@marcust.5754]

Only thing that's worrying me is that Nio has not realy been scaling during the last few months. Last 4 month slightly above 20.000 but no signs of a hockeystick :)

[@josephprendergast2420]

Are onvo delivery included in the weekly Nio deliveries especially the last two weeks?

[@DONGXiiTheChinaOpportunity]

No

[@josephprendergast2420]

​@@DONGXiiTheChinaOpportunityok thanks

[@IloveGod-q4q]

​@@DONGXiiTheChinaOpportunitywhy not?

[@teoman9314]

What is the break even point for Onvo? I hear it is 20000 cars per month?

[@nio4128]

Thanks Marcel!

[@projectburpees]

Marcel consistently bullish, thank you for your service :)

[@PierreSaliba-d3k]

Thank you 🙏

[@DONGXiiTheChinaOpportunity]

You’re welcome 😊

[@hopeandwhisky1099]

In the background: Deutsche Bahn at its finest.

[@jamesle4118]

$100 in 2028

[@benniutube]

I would be happy for 25 in 2028

[@AndreasJespersen-i9y]

@@benniutube You will get that next year!

[@markwaszczak7516]

​@@AndreasJespersen-i9ynext year is a possibility, 3 brands, partnerships materializing, swap profits, higher margins on more deliveries. Need more stimulus info to help boost on short term

[@sunnygunz]

@@benniutube 🤣

[@genebrimage9150]

@@benniutube25$ and I’m out with a meager gain

[@Kukaboora]

A very calmed and collected report. Thank you. But do you know off hand hour many man-hours required to produce one NIO vehicle? I try to gauge the automation level of NIO manufacturing.

[@ors381]

Have you noticed the factory walk through in "Eric G"-channel (even in interactive 3D version available)? There you can estimate Nios level of automated manufacturing at different build stations.

[@niosanfrancisco]

Lots of hard lessons learned which seem to be seen here. I want the cake & ice cream BTW

[@GiselleJonson]

There was also some negative videos put out that were showing a fail in the emergency breaking system for onvo L60, it was promoted hard by Zeeker and it turned out to be totally fake. And since the video has been taken down....but it just happened to be last weekend and in Monday we see the Srock in Hong Kong and China plummet and of course than the plummet following the U.S....

[@DONGXiiTheChinaOpportunity]

Wow

[@jayzee316]

I live in outskirts of hangzhou, and there's a big wanda mall nearby, we go often to use the gym, and walk by xpeng, li, nio, zeeker, huawei/aito, denza, and now onvo, and onvo does not look very busy to be honest.

[@DONGXiiTheChinaOpportunity]

Not surprised. Scaling a new brand takes time …

[@jayzee316]

@@DONGXiiTheChinaOpportunity We're also in a part of the city that used to be farms just 5-7 years ago, so the demographics are also quite different, bigger families from all over china or local to the area. definitely more of a preference to large SUVs like Li and Aito M9, which obviously reflect in delivery numbers.