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[@NioStrats](/creator/twitter/NioStrats)
"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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1512220502764384256.png) [@NioStrats](/creator/x/NioStrats) on [X](/post/tweet/1944846624771203301) 2025-07-14 19:49:03 UTC 1328 followers, XXX 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1512220502764384256.png) [@NioStrats](/creator/x/NioStrats) on [X](/post/tweet/1946306375702946232) 2025-07-18 20:29:35 UTC 1328 followers, XX engagements


"$NIO adds premium ET9 features like 2-tone exterior body paint premium wheels &rear badges. #NIO follows Mercedes-Maybach & Huawei/JAC JV Maextro premium feel. ET9 uses inhouse Shenji AD chip & SkyRide chassis &delivered XXX units in June 1888 units in total"  
![@NioStrats Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1512220502764384256.png) [@NioStrats](/creator/x/NioStrats) on [X](/post/tweet/1945537545275936819) 2025-07-16 17:34:31 UTC 1326 followers, 2973 engagements


"$NIO #NIO cost cuts maybe associated w/ pivot in model to using batteryswap as showrooms that are funded by partners &distributors funding operations Cost cuts -R&D to RMB2b to RMB2.5b($279m$349m)/quarter is 20%-25% decline y/y -SG&A expenses in Q2"  
![@NioStrats Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1512220502764384256.png) [@NioStrats](/creator/x/NioStrats) on [X](/post/tweet/1944796450527105148) 2025-07-14 16:29:41 UTC 1327 followers, 1619 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1512220502764384256.png) [@NioStrats](/creator/x/NioStrats) on [X](/post/tweet/1944846622753743008) 2025-07-14 19:49:03 UTC 1326 followers, 1823 engagements


"$NIO #NIO 3rd gen ES8 -102kWh battery 635km -unveil at NioDay2025 late SeptQinLihong said -7seater 5seat configuration may replace ES7 &mirror L90 offer multiple seating designs -900V platformultra-fast 5C charg 250km in 5mins -peak charging 600kW current 765A &voltage 925V"  
![@NioStrats Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1512220502764384256.png) [@NioStrats](/creator/x/NioStrats) on [X](/post/tweet/1945575162193350921) 2025-07-16 20:04:00 UTC 1329 followers, 1682 engagements


"$NIO #NIO ONVO L90 to focus more on cost controls -has gross profit -achieved cost targets w/ partners NIO said July11th at L90 presales event -emphasize profit over sales target maybe 1st time mentioned &pivot in #NioStrategy going forward"  
![@NioStrats Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1512220502764384256.png) [@NioStrats](/creator/x/NioStrats) on [X](/post/tweet/1946620725542170768) 2025-07-19 17:18:42 UTC 1329 followers, 1735 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1512220502764384256.png) [@NioStrats](/creator/x/NioStrats) on [X](/post/tweet/1944442822612181150) 2025-07-13 17:04:29 UTC 1326 followers, 1867 engagements


"$NIO #NIO passes 80m swaps 97k swap/day users prefer swap over charging saves time & $$ -Swap charging over 1/2 of power distributed to NIOs from swapping -vs charging at public chargers batteryswap saves 6703hrs 109hrs/user -saved RMB21b($2.9b)in energy costs RMB 34k/yr"  
![@NioStrats Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1512220502764384256.png) [@NioStrats](/creator/x/NioStrats) on [X](/post/tweet/1946625416934183109) 2025-07-19 17:37:20 UTC 1329 followers, 1041 engagements


"$NIO #NIO above the 50DMA @ $XXXX & 50WMA $XXXX &flirting w/ 200DMA @ $4.40"  
![@NioStrats Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1512220502764384256.png) [@NioStrats](/creator/x/NioStrats) on [X](/post/tweet/1945892359008665882) 2025-07-17 17:04:25 UTC 1327 followers, XXX engagements


"$NIO #NIO up X% So what is the news now &on 2X the volume &looking to be another 100m volume day.🤷"  
![@NioStrats Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1512220502764384256.png) [@NioStrats](/creator/x/NioStrats) on [X](/post/tweet/1945877425159868613) 2025-07-17 16:05:05 UTC 1328 followers, 2325 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1512220502764384256.png) [@NioStrats](/creator/x/NioStrats) on [X](/post/tweet/1946135503201517871) 2025-07-18 09:10:36 UTC 1326 followers, 1610 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1512220502764384256.png) [@NioStrats](/creator/x/NioStrats) on [X](/post/tweet/1946628608262656031) 2025-07-19 17:50:01 UTC 1327 followers, XXX 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1512220502764384256.png) [@NioStrats](/creator/x/NioStrats) on [X](/post/tweet/1944836640654156067) 2025-07-14 19:09:23 UTC 1327 followers, XXX engagements


"$NIO #NIO ONVO L90 preorders meet targets hrs after launch ONVO cost controls -competitive pricing w/o margin -reused seat platforms &avoided large motors -compete vs LiAuto Huawei-Aito & BYD Denza L90 will swap w/ 5th-gen stations w/ X battery sizes &higher automation"  
![@NioStrats Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1512220502764384256.png) [@NioStrats](/creator/x/NioStrats) on [X](/post/tweet/1944790385529889091) 2025-07-14 16:05:35 UTC 1329 followers, 4453 engagements


"$NIO #NIO Also notice the 138m volume vs avg 36m volume is nearly 4X larger"  
![@NioStrats Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1512220502764384256.png) [@NioStrats](/creator/x/NioStrats) on [X](/post/tweet/1944682889217773793) 2025-07-14 08:58:25 UTC 1326 followers, 3382 engagements


"Traffic for ONVO L90 in $NIO #NIO stores remain strong for 2nd week in a row WilliamLi said. Photos of L90 were displayed at large retailers &supermarkets like Walmart-Sams Club Decathlon Costco etc to show its huge storage space & X passenger capacity appealing to families"  
![@NioStrats Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1512220502764384256.png) [@NioStrats](/creator/x/NioStrats) on [X](/post/tweet/1947182624734372037) 2025-07-21 06:31:29 UTC 1329 followers, 1106 engagements


"$NIO #NIO cost cuts maybe associated w/ pivot in model to using batteryswap as showrooms that are funded by partners &distributors funding operations Cost cuts -R&D to RMB2b to RMB2.5b($279m$349m)/quarter is 20%-25% decline y/y -SG&A expenses in Q2"  
![@NioStrats Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1512220502764384256.png) [@NioStrats](/creator/x/NioStrats) on [X](/post/tweet/1944838896468287603) 2025-07-14 19:18:20 UTC 1327 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1512220502764384256.png) [@NioStrats](/creator/x/NioStrats) on [X](/post/tweet/1925936098548601101) 2025-05-23 15:25:22 UTC 1329 followers, 5920 engagements


"$NIO #NIO showing incredible strength up XXX% right now &on 90m volume"  
![@NioStrats Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1512220502764384256.png) [@NioStrats](/creator/x/NioStrats) on [X](/post/tweet/1945897573291876552) 2025-07-17 17:25:09 UTC 1327 followers, 1020 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1512220502764384256.png) [@NioStrats](/creator/x/NioStrats) on [X](/post/tweet/1945192529206694343) 2025-07-15 18:43:33 UTC 1327 followers, XXX 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1512220502764384256.png) [@NioStrats](/creator/x/NioStrats) on [X](/post/tweet/1946245370012745813) 2025-07-18 16:27:10 UTC 1329 followers, 1746 engagements


"$NIO #NIO ONVO L90 to focus more on cost controls -has gross profit -achieved cost targets w/ partners NIO said July11th at L90 presales event -emphasize profit over sales target maybe 1st time mentioned &pivot in #NioStrategy going forward"  
![@NioStrats Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1512220502764384256.png) [@NioStrats](/creator/x/NioStrats) on [X](/post/tweet/1946629226976911555) 2025-07-19 17:52:28 UTC 1329 followers, XXX engagements