Nio für normale Kommunikation WKN: A2N4PB ISIN: US62914V1061 Forum: Aktien User: Mihael

Ja der Angriff steht kurz bevor aber politische Börsen haben kurze Beine und vielleicht auch heute schon eingepreist zum Teil?

Mahlzeit

Hmm ist mir zu heiss ehrlich gesagt. Hab mein 45.000 aktien verkauft 🙈🙈

Trump: Sein letzter Post vorhin: "The end game is to win"

https://www.mobiflip.de/nio-kuendigt-uebergang-in-eine-neue-aera-an/

Ja seid die 6.20 gesprochen ist (Quelle 10X)und jetzt sind es schon 4.50

3.8 Euro müsste normal schluss sein normal.... und dann 8 Euro...

Hast du schon so viel mal erwähnt und nie eingetroffen

Könnte so kommen 🤮

Bis zu Q4 bei 3.02 ATL und dann entscheidet es sich ob 1$ / 2$ oder zurück zu 8 wenn profitabel

Das gluckert gemütlich Richtung ATL. Wurde hier zwar geschrieben, aber aufgrund der Entwicklung (hinter den Erwartungen von LI, aber im Allgemeinen passabel) hätte ich das nicht gedacht

In 2025, NIO, XPeng, and Li Auto delivered 324K, 384K, and 406K vehicles, respectively. XPeng posted the fastest growth, up 119.7% YoY, driven by the MONA M03 and P7+. NIO followed with 45.9% growth, with the ONVO L60 leading group sales. Notably, the ES8 nearly matched the ET5T in volume — a strong showing for a higher-priced model. Li Auto saw an 18.8% decline year-on-year but still led the trio in total volume, with the L6, L7, and L9 as core contributors.

Can NIO Be Profitable in Q4 Using Reported Sales? There’s been a lot of noise around NIO’s profitability, so I decided to do a simple, transparent scenario analysis using: Actual Q4 vehicle deliveries reported by NIO Cost structure from the last reported quarter (Q3) Margin guidance discussed by NIO management No speculation about 2030. No vibes. Just math + assumptions. Q4 2025 Reported Sales (Fact) Total Q4 deliveries: 124,807 vehicles Brand mix: NIO (premium): ~67k ONVO (L60 + L90): ~38k Firefly: ~19k (Delivery data from NIO press releases and coverage by CnEVpost) Q4 Profitability Scenarios (Illustrative) All numbers are approximate, rounded, and meant to show directional outcomes, not exact earnings. Scenario Key Assumptions Result Conservative • Vehicle margin ~17% • Operating expenses same as Q3 • Competitive discounting ~RMB –1.8B loss Base Case • Vehicle margin ~18% (NIO guidance) • Operating expenses flat QoQ ~RMB –1.1B loss Near Breakeven • Vehicle margin ~20% • ~10% opex reduction from scale & discipline ~RMB +0.3B profit Optimistic (but plausible) • Vehicle margin ~22% • ~15% opex reduction • Strong ES8 / premium mix ~RMB +1.3B profit What Actually Matters Here A few important takeaways: • Volume alone is not enough — even 125k cars in a quarter won’t do it if costs don’t move • Margins matter more than deliveries • Operating discipline is the swing factor • If margins push above ~20% and opex comes down, profitability is absolutely possible This is why saying “NIO can’t be profitable” without referencing margin + cost structure is just lazy analysis. Assumptions & Sources Some assumptions (clearly stated) were informed by: NIO’s own earnings releases & guidance CnEVpost (deliveries, CPCA model data) Motley Fool (margin and cost structure discussions) Public pricing ranges and prior-quarter financials These are estimates, not insider data. Important Disclaimer This is NOT financial advice This is NOT a price target This is NOT a prediction This is simply a scenario exercise using publicly available information to counter overly simplistic or intentionally bearish narratives. If people want to argue this, they need to argue the assumptions, not emotions. Happy to debate the math.

Also nicht lange halten...