r/Nio

Several China EV sales stats published today !

NIO in top 10 EV Makers in April , top 8 year to date

ES 8 top selling large SUV, 5 months in a row

But many probably missed the real stats which is more significant;

1. for TOP SELLERS such as BYD , Geely, TSLA , sales are down YoY… Xpeng also down YoY for the first 4 months

2. other luxury brand EV’s such as LI auto , Huawei’s HIMA alliance , XIOMI are almost stagnant

3. the top sellers are not BEV only ; they sell hybrids as well. China’s EV sales hit 61 % of all cars sales in April and the largest increase in sales are in pure battery EV’s..

4. NIO sales increase is mostly in the expensive high margin NIO main brand

Bottom line ; pure BEV is the future and in luxury segment NIO rules and soon to be the top seller

Trump is going to do what he does best — negotiate. The reality is that some of the best EV technology and manufacturing in the world is coming out of China right now.

There’s also a growing probability that the long-standing delisting fears surrounding Chinese stocks could begin to fade if geopolitical tensions over Taiwan stabilize and China avoids military escalation.

For years, stocks like NIO have traded under heavy pressure because investors priced in worst-case geopolitical risks. If those fears start getting lifted, it could remove a massive cloud hanging over Chinese EV valuations.

That’s NIO has been suppressed for years — and sentiment could shift dramatically if global tensions cool and confidence returns to Chinese markets.

Nio will 10x hold your Winners!

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