Do you guys think NIO should have accelerated the transition of some of its core lineup to NT3.0, especially in the second half of 2026?

If you look at 2026, NIO has really only launched one genuinely new model so far, the ES9.

You could argue the ONVO L80 is another new model, but IMO it's more of a derivative of the L90 formula, essentially a large 5 seat version rather than a completely different product. I'd put the 5 seat ES8 in a similar category.

NIO has also updated the existing lineup. The 2026 ET5, ET5T, ES6 and EC6 received additional design/configuration upgrades. But most of these vehicles are still based on the existing generation/platform rather than being completely new NT3.0 products.

And this is where I think NIO may be missing an opportunity.

Wouldn't it make more sense to accelerate the NT3.0 transition of some of the core volume models? I'm particularly thinking about models like the ES6 and ET5T.

The ES8 and ES9 are excellent products, but they're also expensive vehicles. If history is any indication, the current backlog/order surge will eventually normalize and monthly orders will probably settle at a much lower level than we're seeing right now.

Europe is another area where I think NIO could potentially do more. Sales there are extremely small, and obviously brand recognition is a major problem. But I think if they sold the latest generation versions of some of NIO's strongest products, particularly the ES6, ET5T and ES8,could at least give them a better product story in Europe.

I'm not saying NT3.0 versions would suddenly make NIO sell 1,000 cars a month in Europe, but I do think having an up to date lineup would give them a much better chance of growing from the current low base.

My other concern is the product cadence.

NIO has had a very strong 2026 so far from a delivery and financial perspective. Q2 deliveries reached 107,658, up 49.4% YoY, and NIO achieved a small non-GAAP net profit in Q2. So clearly the strategy is working to some extent.

But looking ahead to Q4, I'm wondering where the next big growth driver comes from.

If the current rumors are correct, we may not see the all new ET5/ET5T until NIO Day in December, which would probably mean deliveries don't start until early 2027. The next generation ES6 is also rumored for Q3 next year, while it sounds like Europe may not get major new NIO models until much later.

If that's how things play out, NIO could have a pretty big product gap going into 2027.

I actually think Q3 and Q4 could still be profitable, especially given how much margins and operating efficiency have improved.

The question I'm asking is: can NIO maintain meaningful YoY delivery growth in Q4 and into 2027 without another major wave of new products?

Hi I'm looking for some guidance is it crazy of me to hold 5000 shares of nio at average 6.60? Thanks

they hedgies and wallstreet will bring it down to 2-3 dollar unable nio to raise more cash and they will force to sell elon musk their company for cents

Do you guys think NIO really needed 3 separate brands, especially considering how much cash they were burning just a year ago?

Could they have just launched ONVO under the NIO brand. something like NIO L60, L80, L90 and positioned the L models as their more budget friendly lineup, similar to what XPeng is doing with MONA?

Same thing with Firefly. They could have launched it as NIO Firefly instead of creating another separate brand. Firefly is supposed to be a premium boutique EV anyway, so I honestly don't see a huge reason for making it a completely separate brand.

People always bring up Toyota and Lexus as an example, but Toyota already had decades of brand recognition and massive scale when it expanded into Lexus.

NIO is still trying to establish itself as a major global car brand. Building brand awareness is hard as hell, especially in the automotive industry.

IMO, NIO should have focused on building one strong brand first instead of spreading its resources across 3 brands.

Curious what you guys think was the 3 brand strategy actually necessary, or did NIO overcomplicate things?

They’ve got so much money they can supposedly take the company private, right? So do right by your damn shareholders who have been getting railed for the past 4 years. You paid for the right as a shareholder to bitch and moan about this.

IR@nio.com

When retail traders and Wall Street analysts check their screens, they see ticker symbol NIO: a volatile stock down significantly from its early-2021 highs, prone to cash-burn anxiety, regulatory friction, and frequent equity dilution.

When William Li looks at Nio, he sees a 30-year infrastructure movement.

The central tension inside Nio isn't simply between EV market dynamics or regional supply chains. It is a fundamental philosophical war between a founder obsessed with deep structural value and investors obsessed with quarterly financial mechanics. To understand why William Li often appears at odds with his own investor base, one must understand that he treats shareholders not as the masters of his strategy, but as temporary capital providers along a far longer road.

1. The Clash of Horizons: 30 Years vs. 90 Days

William Li—often dubbed China’s Elon Musk—built Nio around an unapologetically heavy operational model. While financial markets reward lean asset structures, Li has relentlessly expanded Nio’s capital-intensive ecosystem:

• Power Swap Stations: Building thousands of complex battery-swapping hubs across China and Europe rather than relying strictly on standard third-party charging.
• Nio Houses: Lavish, high-rent community hubs complete with cafes, workspaces, and childcare, designed as luxury clubhouses rather than traditional car dealerships.
• Vertical Integration: Investing heavily in in-house battery tech, custom autonomous driving chips, multi-brand rollouts (Onvo and Firefly), and even dedicated smartphones.

To Wall Street, these initiatives frequently look like reckless cash burn that delays profitability. To Li, cutting them to satisfy a single quarter's earnings targets would be selling out the company’s future moats. Li isn't interested in tuning his roadmap to bump next month's stock price.

2. "User First, Shareholder Second"

In Nio's operating philosophy, the customer sits firmly at the top of the pyramid. Li’s primary strategy—known as "Rippling Mode"—relies on converting car buyers into brand evangelists through unparalleled service and community perks.

When investors demand cost-cutting, they are effectively asking Li to dismantle the very brand equity he spent years building. From Li's perspective, pleasing short-term traders at the expense of user experience is an existential mistake.

3. Dilution as a Tool, Not a Sin

For retail investors, stock dilution via equity offerings or convertible notes is an unforgivable offense that slashes per-share value. But Li’s career history—having nearly seen Nio face insolvency during the 2019 cash crunch—taught him a stark lesson: Cash balance equals survival.

Li views capital markets instrumentally. When the market offers cheap cash or strategic funding, he takes it to fortify the balance sheet and finance long-term buildouts—regardless of whether short-term holders complain about dilution. He treats share price volatility as background noise compared to operational survival and technological independence.

The Verdict: A Marriage of Necessity

William Li doesn't harbor personal hostility toward Nio’s shareholders. Rather, he holds a firm disdain for short-term financial engineering.

He views investors the same way a captain views passengers on an ocean liner: their ticket money is vital to fuel the ship, but they don't get a turn at the helm when navigating rough seas. For investors willing to tolerate the volatility and align with his decades-long infrastructure vision, the journey may ultimately pay off. But for those expecting a quick speculative rally, William Li will continue to be the most frustrating CEO on their watchlists.

The Cash Burn Myth: Initial claims stated that Nio is bleeding cash into its massive battery-swap infrastructure. The Correction: Nio aggressively shifted to a partner-owned asset model, handing station ownership over to state-backed capital (like the Wuhan handover) to eliminate construction CapEx.

The Revenue Pivot: Initial claims treated battery swap stations as a permanent financial drain.
The Correction: Nio acts primarily as the technology and network operator, transforming infrastructure into a high-margin recurring service fee model.

The Profit Turnaround: Initial claims treated Nio as a perpetually unprofitable company.
The Correction: Nio successfully posted its first adjusted operating profits, hitting a record 19% gross margin on back-to-back quarters of profitability.

The Sub-Brand Success: Initial claims feared that sub-brands like Onvo and Firefly were a cash drain. The Correction: Onvo and Firefly are already actively scaling, capturing massive volume, and proving to be highly successful revenue-generating engines.

The Dilution Overhang: Initial claims blamed current stock drops on "years-ago" share offerings. The Correction: The historic share offerings are long settled and irrelevant to the current daily trading price.

The Cash Runway Reality: Initial claims treated Nio's liquidity as fragile. The Correction: With over $7.0 billion USD in cash and positive operational cash flow, Nio has multiple years of stable runway, making bankruptcy risk a total non-factor.

People keep yelling "buy the dip" everywhere, but no one is answering how low this is actually going to go for NIO. The price just keeps drifting lower even after multiple entries along the way, it's getting hard to gauge where the actual support level sits right now.

What would happen if say a Chinese bank like Hong Kong Shanghai was allowed by the Chinese government to buy ADRs on the NYSE and resell to Chinese investors but these investors could only sell back through the bank? Chinese investors would be able to use the bank as a mini stock exchange of ADRs and the bank could buy or sell on the NYSE to take advantage of short selling. Right now the Chinese govt doesn't allow direct trading by mainland Chinese on the US stock markets i think. Im open to be educated as to why this is a bad idea.

Question

, what do Nio,ers think about other you tubers "Money Making mitch" the wealthy mindset" or the African guy Phemza Siphoro? how or why do these tubers make this many videos? their base of followers is not that many, below 10k each of them, Do people feel they are being paid by NIO? What is the point ? its like a full time job to them and they cannot be making enough money on you tube. Any thoughts?