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# ![@NioStrats Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1512220502764384256.png) @NioStrats Nio

Nio posts on X about nio, $nio, $349mquarter, $279m the most. They currently have XXXXX followers and 1480 posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::1512220502764384256/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1512220502764384256/c:line/m:interactions.svg)

- X Week XXXXXX +190%
- X Month XXXXXX +160%
- X Months XXXXXXX -XX%
- X Year XXXXXXX -XX%

### Mentions: XX [#](/creator/twitter::1512220502764384256/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1512220502764384256/c:line/m:posts_active.svg)

- X Week XX +88%
- X Month XXX +203%
- X Months XXX -XX%
- X Year XXX -XX%

### Followers: XXXXX [#](/creator/twitter::1512220502764384256/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1512220502764384256/c:line/m:followers.svg)

- X Week XXXXX +0.76%
- X Month XXXXX +1.80%
- X Months XXXXX +10%
- X Year XXXXX +25%

### CreatorRank: XXXXXXX [#](/creator/twitter::1512220502764384256/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1512220502764384256/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1512220502764384256/influence)
---

**Social category influence**
[automotive brands](/list/automotive-brands)  [finance](/list/finance)  [stocks](/list/stocks)  [technology brands](/list/technology-brands) 

**Social topic influence**
[nio](/topic/nio) #78, [$nio](/topic/$nio) #19, [$349mquarter](/topic/$349mquarter) #1, [$279m](/topic/$279m) #1, [automation](/topic/automation), [byd](/topic/byd), [$32b](/topic/$32b), [$36bfor](/topic/$36bfor), [$2b](/topic/$2b), [$153b](/topic/$153b)
### Top Social Posts [#](/creator/twitter::1512220502764384256/posts)
---
Top posts by engagements in the last XX hours

"$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, 2484 engagements


"$NIO #NIO FTDs 3.4m for June27th CTB still above X% since Mar"  
![@NioStrats Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1512220502764384256.png) [@NioStrats](/creator/x/NioStrats) on [X](/post/tweet/1945175099281461725) 2025-07-15 17:34:17 UTC 1325 followers, XXX 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 1325 followers, XXX engagements


"$NIO #NIO Majority of the volume happens at the open &closes today's volume doesnt match Friday's volume. We will be lucky if we break 100m today"  
![@NioStrats Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1512220502764384256.png) [@NioStrats](/creator/x/NioStrats) on [X](/post/tweet/1944782358390931820) 2025-07-14 15:33:41 UTC 1325 followers, XXX 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1512220502764384256.png) [@NioStrats](/creator/x/NioStrats) on [X](/post/tweet/1944761693806207050) 2025-07-14 14:11:34 UTC 1325 followers, 1305 engagements


"$NIO register capital $2.78b in X key entities says Qichacha filing -#NIO Sales &Serv Ltd 2X from RMB11b($1.53b) to RMB23b($3.2b)for intl distribution &after-sales ops -NIO Technology Ltd incr from RMB18b($2b) to RMB26b($3.6b)for engineering & R&D func"  
![@NioStrats Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1512220502764384256.png) [@NioStrats](/creator/x/NioStrats) on [X](/post/tweet/1944834804404642202) 2025-07-14 19:02:05 UTC 1324 followers, XXX 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1512220502764384256.png) [@NioStrats](/creator/x/NioStrats) on [X](/post/tweet/1944442828475490315) 2025-07-13 17:04:30 UTC 1324 followers, XXX engagements


"NIO batteryswap station battery packs -75kWh 100kWh 150kWh semi-solid-state pack -5th gen adds ONVO 60kWh & 85kWh current ES8 -RMB498k($69k) w/ 75kWh battery range 465km 100kWh battery range 605km -3rd gen ES8 adds 30km range w/ same pack"  
![@NioStrats Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1512220502764384256.png) [@NioStrats](/creator/x/NioStrats) on [X](/post/tweet/1945184982575509724) 2025-07-15 18:13:34 UTC 1326 followers, XX engagements


"$NIO #NIO ONVO L90 -under RMB300k($42k) -uses 900V architecture -85kWh battery pack -maybe manufactured at F2 plant ShenFei on L90 -spacious 3-row interior -comfortable enough to sleep in double luggage capacity -room for people &luggage F3 start production in Sept"  
![@NioStrats Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1512220502764384256.png) [@NioStrats](/creator/x/NioStrats) on [X](/post/tweet/1943359157610123277) 2025-07-10 17:18:23 UTC 1325 followers, 3536 engagements


"$NIO #NIO Know that majority of the volume in trading happens in the very beginning first 15mins &end of day. Anyone that follows &knows what barcoding is knows price action is controlled. Today's volume is about 40m currently &looking to be lower than Friday's 140m volume"  
![@NioStrats Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1512220502764384256.png) [@NioStrats](/creator/x/NioStrats) on [X](/post/tweet/1944767219021615172) 2025-07-14 14:33:31 UTC 1323 followers, XXX engagements


"$NIO #NIO June deliveries were not low they were 24925 & the 2nd highest in history compared to the 31138 in Dec2024"  
![@NioStrats Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1512220502764384256.png) [@NioStrats](/creator/x/NioStrats) on [X](/post/tweet/1945523353168863475) 2025-07-16 16:38:08 UTC 1326 followers, XXX 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 1325 followers, 1081 engagements


"$NIO Inc sees 4100 insurance registrations for July7th-13th week28 -2410 NIOs -1140 ONVOs -XXX Fireflys insurance registrations -#NIO Inc 5110 from June30th to July6th week27 -or 9210 insurance registrations for July minus June30th"  
![@NioStrats Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1512220502764384256.png) [@NioStrats](/creator/x/NioStrats) on [X](/post/tweet/1945177772990582955) 2025-07-15 17:44:55 UTC 1326 followers, XXX 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 1325 followers, 1767 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 1325 followers, 1594 engagements


"$NIO #NIO ONVO to not use inhouse developed AD Shenji chip may use in future. ONVO still use OrinX chip Firefly may use HorizonRobotics chip instead inhouse developed chips -ZhangDanyu Software Senior Manager responsible for Shenji chip design said computing power = X OrinX"  
![@NioStrats Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1512220502764384256.png) [@NioStrats](/creator/x/NioStrats) on [X](/post/tweet/1944831086149951946) 2025-07-14 18:47:18 UTC 1325 followers, 2209 engagements


"ONVO sales -goal 25k sales by Q4 -6400 units in June 2nd best month &best YTD"  
![@NioStrats Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1512220502764384256.png) [@NioStrats](/creator/x/NioStrats) on [X](/post/tweet/1943359160948789387) 2025-07-10 17:18:24 UTC 1325 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 1325 followers, XXX engagements


"$NIO #NIO up already X% premarket on no news 🤷♂🤷"  
![@NioStrats Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1512220502764384256.png) [@NioStrats](/creator/x/NioStrats) on [X](/post/tweet/1944682609260564759) 2025-07-14 08:57:19 UTC 1325 followers, 2848 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1512220502764384256.png) [@NioStrats](/creator/x/NioStrats) on [X](/post/tweet/1944442825921495518) 2025-07-13 17:04:30 UTC 1324 followers, XXX engagements


"$NIO #NIO ONVO wont use inhouse developed AD chip may use in future ONVO use OrinX Firefly may use HorizonRobotics chip inhouse developed chips -ZhangDanyu Software Senior Manager responsible for Shenji chip design said computing power = X OrinX"  
![@NioStrats Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1512220502764384256.png) [@NioStrats](/creator/x/NioStrats) on [X](/post/tweet/1944839265105633373) 2025-07-14 19:19:48 UTC 1325 followers, XXX engagements


"People starting to believe ONVO L90 brings: -#NIO $NIO design fraction of price -competitive RMB280k($39k) RMB194k($27k) w/ BaaS -lower than ET5 -rival LiAuto li i8 -ready to deliver after launch -900V arch -spacious frunk XX suitcases w/ 6-seat config"  
![@NioStrats Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1512220502764384256.png) [@NioStrats](/creator/x/NioStrats) on [X](/post/tweet/1944418809848234023) 2025-07-13 15:29:04 UTC 1324 followers, XXX engagements


"$NIO regulatory filing shows 3rd gen ES8 use 102kWh NMC battery w/ 635km range same as ET9. Due to size 100kWh pack may come standard on ES8 #NIO rescheduled NioDay2025 to the fall to take advantage of Q4 sales &launch ES8 3rd gen NTP3.0 to align w/ product delivery timeline"  
![@NioStrats Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1512220502764384256.png) [@NioStrats](/creator/x/NioStrats) on [X](/post/tweet/1945184979694100531) 2025-07-15 18:13:33 UTC 1326 followers, 2680 engagements


"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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1512220502764384256.png) [@NioStrats](/creator/x/NioStrats) on [X](/post/tweet/1944840220488425564) 2025-07-14 19:23:36 UTC 1325 followers, XXX 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 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 1325 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 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 1325 followers, XXX engagements


"@richardly4 Where is the volume Friday volume was 141m the hype happened on Friday"  
![@NioStrats Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1512220502764384256.png) [@NioStrats](/creator/x/NioStrats) on [X](/post/tweet/1944764295289737562) 2025-07-14 14:21:54 UTC 1323 followers, XX 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1512220502764384256.png) [@NioStrats](/creator/x/NioStrats) on [X](/post/tweet/1944416634988306652) 2025-07-13 15:20:25 UTC 1323 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 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, 1864 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 1325 followers, 3251 engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@NioStrats Avatar @NioStrats Nio

Nio posts on X about nio, $nio, $349mquarter, $279m the most. They currently have XXXXX followers and 1480 posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

Engagements Line Chart

  • X Week XXXXXX +190%
  • X Month XXXXXX +160%
  • X Months XXXXXXX -XX%
  • X Year XXXXXXX -XX%

Mentions: XX #

Mentions Line Chart

  • X Week XX +88%
  • X Month XXX +203%
  • X Months XXX -XX%
  • X Year XXX -XX%

Followers: XXXXX #

Followers Line Chart

  • X Week XXXXX +0.76%
  • X Month XXXXX +1.80%
  • X Months XXXXX +10%
  • X Year XXXXX +25%

CreatorRank: XXXXXXX #

CreatorRank Line Chart

Social Influence #


Social category influence automotive brands finance stocks technology brands

Social topic influence nio #78, $nio #19, $349mquarter #1, $279m #1, automation, byd, $32b, $36bfor, $2b, $153b

Top Social Posts #


Top posts by engagements in the last XX hours

"$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 @NioStrats on X 2025-07-16 17:34:31 UTC 1326 followers, 2484 engagements

"$NIO #NIO FTDs 3.4m for June27th CTB still above X% since Mar"
@NioStrats Avatar @NioStrats on X 2025-07-15 17:34:17 UTC 1325 followers, XXX 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 @NioStrats on X 2025-07-14 19:18:20 UTC 1325 followers, XXX engagements

"$NIO #NIO Majority of the volume happens at the open &closes today's volume doesnt match Friday's volume. We will be lucky if we break 100m today"
@NioStrats Avatar @NioStrats on X 2025-07-14 15:33:41 UTC 1325 followers, XXX 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 Avatar @NioStrats on X 2025-07-14 14:11:34 UTC 1325 followers, 1305 engagements

"$NIO register capital $2.78b in X key entities says Qichacha filing -#NIO Sales &Serv Ltd 2X from RMB11b($1.53b) to RMB23b($3.2b)for intl distribution &after-sales ops -NIO Technology Ltd incr from RMB18b($2b) to RMB26b($3.6b)for engineering & R&D func"
@NioStrats Avatar @NioStrats on X 2025-07-14 19:02:05 UTC 1324 followers, XXX 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 Avatar @NioStrats on X 2025-07-13 17:04:30 UTC 1324 followers, XXX engagements

"NIO batteryswap station battery packs -75kWh 100kWh 150kWh semi-solid-state pack -5th gen adds ONVO 60kWh & 85kWh current ES8 -RMB498k($69k) w/ 75kWh battery range 465km 100kWh battery range 605km -3rd gen ES8 adds 30km range w/ same pack"
@NioStrats Avatar @NioStrats on X 2025-07-15 18:13:34 UTC 1326 followers, XX engagements

"$NIO #NIO ONVO L90 -under RMB300k($42k) -uses 900V architecture -85kWh battery pack -maybe manufactured at F2 plant ShenFei on L90 -spacious 3-row interior -comfortable enough to sleep in double luggage capacity -room for people &luggage F3 start production in Sept"
@NioStrats Avatar @NioStrats on X 2025-07-10 17:18:23 UTC 1325 followers, 3536 engagements

"$NIO #NIO Know that majority of the volume in trading happens in the very beginning first 15mins &end of day. Anyone that follows &knows what barcoding is knows price action is controlled. Today's volume is about 40m currently &looking to be lower than Friday's 140m volume"
@NioStrats Avatar @NioStrats on X 2025-07-14 14:33:31 UTC 1323 followers, XXX engagements

"$NIO #NIO June deliveries were not low they were 24925 & the 2nd highest in history compared to the 31138 in Dec2024"
@NioStrats Avatar @NioStrats on X 2025-07-16 16:38:08 UTC 1326 followers, XXX engagements

"$NIO #NIO Also notice the 138m volume vs avg 36m volume is nearly 4X larger"
@NioStrats Avatar @NioStrats on X 2025-07-14 08:58:25 UTC 1325 followers, 1081 engagements

"$NIO Inc sees 4100 insurance registrations for July7th-13th week28 -2410 NIOs -1140 ONVOs -XXX Fireflys insurance registrations -#NIO Inc 5110 from June30th to July6th week27 -or 9210 insurance registrations for July minus June30th"
@NioStrats Avatar @NioStrats on X 2025-07-15 17:44:55 UTC 1326 followers, XXX 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 @NioStrats on X 2025-07-14 19:49:03 UTC 1325 followers, 1767 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 @NioStrats on X 2025-07-14 16:29:41 UTC 1325 followers, 1594 engagements

"$NIO #NIO ONVO to not use inhouse developed AD Shenji chip may use in future. ONVO still use OrinX chip Firefly may use HorizonRobotics chip instead inhouse developed chips -ZhangDanyu Software Senior Manager responsible for Shenji chip design said computing power = X OrinX"
@NioStrats Avatar @NioStrats on X 2025-07-14 18:47:18 UTC 1325 followers, 2209 engagements

"ONVO sales -goal 25k sales by Q4 -6400 units in June 2nd best month &best YTD"
@NioStrats Avatar @NioStrats on X 2025-07-10 17:18:24 UTC 1325 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 @NioStrats on X 2025-07-14 19:09:23 UTC 1325 followers, XXX engagements

"$NIO #NIO up already X% premarket on no news 🤷♂🤷"
@NioStrats Avatar @NioStrats on X 2025-07-14 08:57:19 UTC 1325 followers, 2848 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 Avatar @NioStrats on X 2025-07-13 17:04:30 UTC 1324 followers, XXX engagements

"$NIO #NIO ONVO wont use inhouse developed AD chip may use in future ONVO use OrinX Firefly may use HorizonRobotics chip inhouse developed chips -ZhangDanyu Software Senior Manager responsible for Shenji chip design said computing power = X OrinX"
@NioStrats Avatar @NioStrats on X 2025-07-14 19:19:48 UTC 1325 followers, XXX engagements

"People starting to believe ONVO L90 brings: -#NIO $NIO design fraction of price -competitive RMB280k($39k) RMB194k($27k) w/ BaaS -lower than ET5 -rival LiAuto li i8 -ready to deliver after launch -900V arch -spacious frunk XX suitcases w/ 6-seat config"
@NioStrats Avatar @NioStrats on X 2025-07-13 15:29:04 UTC 1324 followers, XXX engagements

"$NIO regulatory filing shows 3rd gen ES8 use 102kWh NMC battery w/ 635km range same as ET9. Due to size 100kWh pack may come standard on ES8 #NIO rescheduled NioDay2025 to the fall to take advantage of Q4 sales &launch ES8 3rd gen NTP3.0 to align w/ product delivery timeline"
@NioStrats Avatar @NioStrats on X 2025-07-15 18:13:33 UTC 1326 followers, 2680 engagements

"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 Avatar @NioStrats on X 2025-07-14 19:23:36 UTC 1325 followers, XXX 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 Avatar @NioStrats on X 2025-07-14 19:49:03 UTC 1325 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 Avatar @NioStrats on X 2025-07-15 18:43:33 UTC 1325 followers, XXX engagements

"@richardly4 Where is the volume Friday volume was 141m the hype happened on Friday"
@NioStrats Avatar @NioStrats on X 2025-07-14 14:21:54 UTC 1323 followers, XX 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 Avatar @NioStrats on X 2025-07-13 15:20:25 UTC 1323 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 Avatar @NioStrats on X 2025-07-13 17:04:29 UTC 1326 followers, 1864 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 @NioStrats on X 2025-07-14 16:05:35 UTC 1325 followers, 3251 engagements

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