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@NioStrats "inhouse Shenji chip -save $280m/yr vs 200k deliveries in 2024 -can save RMB10k($1400)/vehicle spent $300m on OrinX chips in2024 -chip in ET9 ES6 EC6 ET5 ET5T -1st models use 3200 chips/EV vs 4200 chips in Q4 -premium smrtEVs use $2500-$5k in semicnductrs"
@NioStrats on X 2025-07-14 19:23:36 UTC 1328 followers, XXX engagements

"Switzerland-bank Vontobel adds 608k shares of $NIO #NIO & doubles stake to 1.1m shares at the end of Q2 shares are worth $3.75m"
@NioStrats on X 2025-07-25 16:24:44 UTC 1329 followers, 1043 engagements

"R&D -cut by XX% y/y -was RMB3b-RMB3.5b($460m)/q -to RMB2b-RMB2.5b($315m)/q -$145m/q = $580m/yr $580m in R&D + $XXX in own chips =$860m in savings"
@NioStrats on X 2025-07-14 19:49:03 UTC 1328 followers, XXX engagements

"$NIO NioPower moves HQ to Wuhan based on RMB1.5b($209m) strategic inv from the gov in May2024. Manufacturing plant is ramping up capacity over 1k batteryswap stations this yr &projected rev RMB2b($279m). Globally #NIO has X batteryswap station factories X in China X in Hungary"
@NioStrats on X 2025-07-22 17:06:46 UTC 1329 followers, 1332 engagements

"@elcarpopappo NIO books the sale immediately but may sell the battery to Mirattery its battery asset manager while it also has a stake in"
@NioStrats on X 2025-07-18 20:29:35 UTC 1330 followers, XX engagements

"15% of #NioUAE drivers have used its X &only batteryswap station at Yas Marina Formula X Circuit near AbuDhabi station was opened in Feb w/ more stations opening soon. $NIO #NIO opened 4th gen station that supports multiple vehicle models &brands"
@NioStrats on X 2025-07-14 14:11:34 UTC 1329 followers, 1314 engagements

"$NIO & JAC end JVsave NIO XX% in manufacturing cost #NIO doesnt need JAC vehicle prod qualification as JAC files JV termination agreement. Dec2023 NIO obtain independent vehicle qualificationacquire X JAC factory assts &began independent vehicle prod"
@NioStrats on X 2025-07-13 15:20:25 UTC 1330 followers, XXX engagements

"$NIO #NIO ONVO L90 to start test drives in XXX stores in XXX cities L90 -presales start at RMB280k($39k) for 85kWh BaaS RMB194k -vs Li i8 EV RMB350k to RMB400k -RMB70k to RMB120k cheaper RMB156k to RMB206k cheaper on BaaS"
@NioStrats on X 2025-07-23 08:09:18 UTC 1328 followers, 1321 engagements

"$NIO #NIO theme for 2025 Too many catalysts wait for L90 5th gen swap demos -L90/L80 -cut R&D spend by about XX% -cut SG&A spend -swap used as showrooms -demo swap product &services -swap funded by partners -distributors fund operations -inhouse chips save $280m on 200k units"
@NioStrats on X 2025-07-14 19:49:03 UTC 1328 followers, 1839 engagements

"-9800-ton one-piece die-cast rear floor technology -L90 production line uses new AI self-inspection system to detect over 1k functions in 3mins"
@NioStrats on X 2025-07-24 17:17:58 UTC 1330 followers, XX engagements

"$NIO #NIO insurance registrations so far for July are 15110 minus June30th -5110 June30th-July6th week27 730/day -4100 July7th-13th week28 585/day -4900 July14th-20th week29 700/day"
@NioStrats on X 2025-07-25 16:43:20 UTC 1329 followers, XXX engagements

"$NIO #NIO Hubei Science Technology Inv ups stake in Mirattery Series C funding Mirattery sign deal w/ Hubei Science Tech Inv & Wuhan Optics Valley Intelligent Manufacturing Industrial Park Construction &Servce Centr to expand cooperation in battery asset mgmt inv &capital mrkts"
@NioStrats on X 2025-07-21 16:55:41 UTC 1330 followers, 1133 engagements

"$NIO #NIO FTDs 3.4m for June27th CTB still above X% since Mar"
@NioStrats on X 2025-07-15 17:34:17 UTC 1330 followers, XXX engagements

"$NIO register capital of $2.78b in X key entities filing on Qichacha show -#NIO Sales &Services Ltd 2X from RMB11b($1.53b) to RMB23b($3.2b) for intl distribution &after-sales operations -NIO Technology Ltd incr from RMB18b($2b) to RMB26b($3.6b)for engineering & R&D functions"
@NioStrats on X 2025-07-13 17:04:29 UTC 1330 followers, 1871 engagements

"Mirattery -surpassed 27GWh of battery assets under mgmt &served over 350k users -founded Aug18th 2020 JV btw CATL NIO Guotai Junan & Hubei Science Technology Investment -Aug2020 NIO launched BaaS -announced partnership &equity investment w/ CATL"
@NioStrats on X 2025-07-21 16:55:42 UTC 1330 followers, XX engagements

"$NIO #NIO up X% So what is the news now &on 2X the volume &looking to be another 100m volume day.🤷"
@NioStrats on X 2025-07-17 16:05:05 UTC 1328 followers, 2334 engagements

"In June NIO 2X NIO Energy capital from RMB784m to RMB1.78b($248m)after CATL inv upto $346m into NioPower In May2024 NioPower parent of Wuhan NioEnergy got RMB1.5b($208m)from Wuhan Guangchuang Emerging Technology VC Fund for XX% stake &raised capital to RMB2.22b($308m)"
@NioStrats on X 2025-07-13 17:04:30 UTC 1330 followers, XXX engagements

"Reminder insurance registrations arent an accurate barometer for deliveries anymore since $NIO #NIO has signed deals w/ distributors to enter XX new markets"
@NioStrats on X 2025-07-18 09:10:36 UTC 1328 followers, 1634 engagements

"Kingstone Capital Partners open $NIO position for 3.6m shares $12.3m worth end of Q2 SEC filing show. Kingstone Capital portfolio valued at $624m or #NIO position reps X% of holdings. Fintel data show XXX NIO institutional shareholders w/ 231.7m shares shares from late2023"
@NioStrats on X 2025-07-21 19:21:53 UTC 1329 followers, 3910 engagements

"$NIO #NIO ONVO L90 preorders meet target hrs after launch ONVO cut costs -competitive price w/ margin -reused seat platforms &avoided large motors -compete vs LiAuto Huawei-Aito BYD Denza L90 swap w/ 5th-gen stations X battery sizes &higher automation"
@NioStrats on X 2025-07-14 19:09:23 UTC 1332 followers, XXX engagements

"$NIO #NIO produces 800000th vehicle &should reach X million vehicles soon w/ inv in innovation: -1st lightweight car body manufacture platform for aluminum &ultra-high-strength steel-aluminum -leading intelligence flexible processes adv equipment efficient industrial chains"
@NioStrats on X 2025-07-24 17:17:57 UTC 1330 followers, XXX engagements

"$NIO #NIO largest shareholders 1-CYVN 428.8m 2-UBS 75m 3-Morgan Stanley 20.8m 4-BankofAmerica 12.6m 5-Susquehanna 10.7m 6-DE Shaw 8.6m 7-CitiGroup 7.3m 8-Renaissance Technologies 7m 9-Millennium Mgmt 6.8m 10-Legal & General 6.3m 11-Marshall Wace 5.8m 12-UBS 5.3m 13-Blackrock 3.4m"
@NioStrats on X 2025-05-23 15:25:22 UTC 1328 followers, 8811 engagements

"$NIO #NIO Firefly to ramp up production PuYang marketing head said. NIO production to go full throttle as Pu targets production record. DanielGe head of Firefly said #NioEurope deliveries begin end of July"
@NioStrats on X 2025-07-22 18:07:28 UTC 1329 followers, XXX engagements

"$NIO #NIO theme for 2025 X many catalystswait for L90 5th gen swap demos -L90/L80 -cut SG&A -cut R&D spend by XX% -swap use as showrooms -demo swap prod/services -swap fund by partners -distributors fund operations -inhouse chips save $280m(200k units)"
@NioStrats on X 2025-07-15 18:43:33 UTC 1328 followers, XXX engagements

"UPDATED $NIO #NIO Inc saw 4900 for week of July14th to 20th week29 of 2025 -NIO 2500 -ONVO 1720 -Firefly 680"
@NioStrats on X 2025-07-25 16:34:04 UTC 1329 followers, XXX engagements

"#NioES6 #ES6 promo: From design to function performance to intelligence Perfectly interpreting #NIO latest design language 1016T computing power $NIO"
@NioStrats on X 2023-04-19 05:05:29 UTC 1330 followers, 1752 engagements

"$NIO #NIO Intl delivered 24925 units in June w/ intl shipments accounting for roughly XX% of sales according to my estimates. Insurance registrations totaled roughly 22k 20540 from June2nd to June29th XXX for June1st & XXX for June30th"
@NioStrats on X 2025-07-18 16:27:10 UTC 1331 followers, 1768 engagements

"In 2025 NIO Holdings added X new shareholders w/ RMB8.25b invested NIO Automotive Technology Ltd 3X capital from RMB6b to RMB18b in 2024"
@NioStrats on X 2025-07-13 17:04:30 UTC 1328 followers, XXX engagements

"$NIO #NIO Inc saw 4900 insurance registrations for week of July14th to 20th week29. NIO had 2500 insurance registrations but individual data for ONVO & Firefly wernt available"
@NioStrats on X 2025-07-22 07:56:39 UTC 1332 followers, 1091 engagements