SHANGHAI, China, Sept. 07, 2021 (GLOBE NEWSWIRE) -- NIO Inc. (NYSE: NIO) (“NIO” or the “Company”), a pioneer and a leading company in the premium smart electric vehicle market in China, today announced that it has filed a prospectus supplement to sell up to an aggregate of US$2,000,000,000 of its American depositary shares (“ADSs”), each representing one Class A ordinary share of the Company, through an at-the-market equity offering program (the “At-The-Market Offering”).
The ADSs will be offered through Credit Suisse Securities (USA) LLC, Morgan Stanley & Co. LLC, Goldman Sachs (Asia) L.L.C., China International Capital Corporation Hong Kong Securities Limited, Nomura Securities International, Inc. and Guotai Junan Securities (Hong Kong) Limited as sales agents. Some of the sales agents are expected to make offers and sales both inside and outside the United States through their respective selling agents.
The Company has entered into an equity distribution agreement with the sales agents relating to the At-The-Market Offering. Sales, if any, of the ADSs under the At-The-Market Offering will be made from time to time, at the Company’s discretion, by means of ordinary broker transactions on or through the New York Stock Exchange (the “NYSE”) or other markets for its ADSs, sales made to or through a market maker other than on an exchange, or otherwise in negotiated transactions, or as otherwise agreed with the sales agents. Sales may be made at market prices prevailing at the time of sale or at negotiated prices. As a result, sales prices may vary.
The Company currently plans to use the net proceeds from the At-The-Market Offering to further strengthen its balance sheet, as well as for general corporate purposes.
The ADSs will be offered under the Company’s shelf registration statement on Form F-3 which was filed with the Securities and Exchange Commission (the “SEC”) and automatically became effective on June 9, 2020. A prospectus supplement related to the At-The-Market Offering has been filed with the SEC. Investors are advised to read the registration statement on Form F-3 and the prospectus supplement and other documents the Company has filed with the SEC for more complete information about the Company and the At-The-Market Offering. The registration statement on Form F-3 and the prospectus supplement are available at the SEC website at: http://www.sec.gov. Copies of the prospectus supplement and the accompanying prospectus may be obtained from (1) Credit Suisse Securities (USA) LLC, 11 Madison Avenue, New York, NY 10010, United States of America, Attention: Prospectus Department; (2) Morgan Stanley & Co. LLC, Prospectus Department, 2nd Floor, 180 Varick Street, New York, NY 10014, United States of America, Attention: Prospectus Department; (3) Goldman Sachs & Co. LLC, 200 West Street, New York, NY 10282, Attention: Prospectus Department; (4) China International Capital Corporation Hong Kong Securities Limited, 29th Floor, One International Finance Centre, 1 Harbour View Street, Central, Hong Kong; (5) Nomura Securities International, Inc., 309 West 49th Street, New York, NY 10019, U.S.A., Attention: US Equity Syndicate; and (6) Guotai Junan Securities (Hong Kong) Limited, 27th Floor, Low Block Grand Millennium Plaza, 181 Queen’s Road Central, Hong Kong.
This press release shall not constitute an offer to sell or a solicitation of an offer to purchase any securities, nor shall there be a sale of the securities in any state or jurisdiction in which such an offer, solicitation or sale would be unlawful.
About NIO Inc.
NIO Inc. is a pioneer and a leading company in the premium smart electric vehicle market in China. Founded in November 2014, NIO’s mission is to shape a joyful lifestyle. NIO aims to build a community starting with smart electric vehicles to share joy and grow together with users. NIO designs, develops, jointly manufactures and sells premium smart electric vehicles, driving innovations in next-generation technologies in autonomous driving, digital technologies, electric powertrains and batteries. NIO differentiates itself through its continuous technological breakthroughs and innovations, such as its industry-leading battery swapping technologies, Battery as a Service, or BaaS, as well as its proprietary autonomous driving technologies and Autonomous Driving as a Service, or ADaaS. NIO launched the ES8, a seven-seater flagship premium smart electric SUV in December 2017, and began deliveries of the ES8 in June 2018 and its variant, the six-seater ES8, in March 2019. NIO launched the ES6, a five-seater high-performance premium smart electric SUV, in December 2018, and began deliveries of the ES6 in June 2019. NIO launched the EC6, a five-seater premium smart electric coupe SUV, in December 2019, and began deliveries of the EC6 in September 2020. NIO launched the ET7, a flagship premium smart electric sedan, in January 2021.
Safe Harbor Statement
This press release contains statements that may constitute “forward-looking” statements pursuant to the “safe harbor” provisions of the U.S. Private Securities Litigation Reform Act of 1995. These forward-looking statements can be identified by terminology such as “will,” “expects,” “anticipates,” “aims,” “future,” “intends,” “plans,” “believes,” “estimates,” “likely to” and similar statements. NIO may also make written or oral forward-looking statements in its periodic reports to the SEC, in its annual report to shareholders, in press releases and other written materials and in oral statements made by its officers, directors or employees to third parties. Statements that are not historical facts, including statements about NIO’s beliefs, plans and expectations, are forward-looking statements. Forward-looking statements involve inherent risks and uncertainties. A number of factors could cause actual results to differ materially from those contained in any forward-looking statement, including but not limited to the following: NIO’s strategies; NIO’s future business development, financial condition and results of operations; NIO’s ability to develop and manufacture a car of sufficient quality and appeal to customers on schedule and on a large scale; its ability to ensure and expand manufacturing capacities including establishing and maintaining partnerships with third parties; its ability to provide convenient and comprehensive power solutions to its customers; the viability, growth potential and prospects of the newly introduced BaaS and ADaaS; its ability to improve the technologies or develop alternative technologies in meeting evolving market demand and industry development; NIO’s ability to satisfy the mandated safety standards relating to motor vehicles; its ability to secure supply of raw materials or other components used in its vehicles; its ability to secure sufficient reservations and sales of the ES8, ES6, EC6 and ET7; its ability to control costs associated with its operations; its ability to build the NIO brand; general economic and business conditions globally and in China and assumptions underlying or related to any of the foregoing. Further information regarding these and other risks is included in NIO’s filings with the SEC. All information provided in this press release is as of the date of this press release, and NIO does not undertake any obligation to update any forward-looking statement, except as required under applicable law.
For more information, please visit: http://ir.nio.com
For investor and media inquiries, please contact:
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Improving battery technology, greater charging infrastructure availability, and increasing price parity with ICE vehicles have supercharged electric vehicle (“EV”) adoption in recent years.
Global EV sales have surged by over 40% in 2020, and are poised to reach newer heights this year, making it an exciting investment opportunity.
But the growing number of EV stocks, ranging from established EV makers to pre-revenue start-ups, have made it increasingly difficult to determine which makes a better investment.
A similar investment dilemma applies to NIO and Fisker, with one being a leading EV brand in China, and the other still in pre-revenue and pre-production phase.
While our outlook remains bullish on both stocks, we believe NIO makes a higher-growth long-term investment due to the increasing value ascribed to its proprietary technology, including battery swaps and autonomous driving.
But the growing number of options, ranging from established EV makers to pre-revenue early-stage EV start-ups, have made it increasingly difficult to determine which makes a higher growth investment. A similar investment dilemma applies to NIO (NIO) and Fisker (FSR), where the former has already emerged as one of the leading EV brands in China with ongoing plans for overseas expansion, while the latter is still in testing phase for its first vehicle. In our most recent coverage of NIO and Fisker, we have assigned both companies a buy signal. Although the 12-month price targets we have set for both stocks would indicate that Fisker exhibits similar upside potential in the near-term, we believe NIO would generate a better risk-return tradeoff over the long-run due to the increasing value of its innovative technology developments. NIO also makes a safer investment considering its EVs and proprietary battery swapping technology have already been tried and tested with proven demand in both China and Europe.
NIO’s Advantage with Innovation, Overseas Expansion, and a Differentiated Business Model
In the span of just a little over three years, NIO has grown into one of the largest EV brands in China with more than 130,000 vehicles sold to date. Although delivery volumes have slowed in recent months due to ongoing volatility of global chip supply, NIO has continued to achieve strong double-digit year-over-year sales growth. New orders have also been consistently reaching all-time highs on a monthly basis, underpinning significant sales growth ahead as demand continues to ramp up rapidly.
Sales Boost by Innovation
In addition to its diversified line-up of fully battery-powered EVs, NIO is best known for their development of battery swapping technology, in-vehicle artificial intelligence and autonomous driving (further discussed here). Its innovative accomplishments achieved to date are a testament to its vision of expanding beyond the horizons of just building electric cars, but also a comprehensive ecosystem that is driven by technology.
Most recently, NIO announced the addition of a 150 kWh solid-state battery pack to its current line-up of swappable batteries. NIO currently offers swappable 70 kWh and 100 kWh battery packs, which already enable a range capability of 300 miles and 435 miles, respectively. The newest 150 kWh solid-state battery pack, which is expected to enter commercial use in Q4 2022, will deliver range capability of more than 450 miles for the first-generation ES8 SUVs, and up to 620 miles for the newer and more efficient models. This would top current record-holder Lucid Motors’ (LCID) range capability of 517 miles on a single charge. Paired with its proprietary battery swapping technology, which can switch a dead battery out for a fully charged one in under three minutes, NIO answers to two of the biggest roadblocks to global EV adoption – range anxiety and long charge times.
Although the average commute is typically less than 40 miles per day, most drivers have indicated a preference for EVs with higher range capability to preserve the “peace of mind” they have gotten used to with ICE vehicles. Charge time and charging infrastructure availability have also proven to be other critical considerations in the EV purchasing decision. Most Tesla owners have credited the accessible network of Supercharger fast-charging stations for their respective purchasing decisions, underpinning Tesla’s (TSLA) success in becoming the industry leader over the years. And NIO’s proprietary battery swapping technology enables the same growth prospects. In addition to its network of over 200 fast-charging Power Charger stations across China, NIO has also installed more than 300 Power Swap stations across the country, with a commitment to build 4,000 more globally by 2025. NIO also one-ups Tesla by offering “Battery as a Service” (“BaaS”), which is a monthly subscription service that provides NIO owners with flexible options for battery upgrades based on personal budgets and travel needs. The increasing availability of its charging infrastructure, combined with the additional price-friendly and flexible battery options makes NIO well-positioned to capture a larger share of the EV market in the long-run.
Increasing Global Market Share
The Chinese EV maker is also on track to making its Norway debut in a few weeks. Its first shipment of the ES8 to the new market has already arrived, and NIO has started offering test drives since August 30th in preparation for the grand opening of its first NIO House and delivery center overseas on September 23rd. The build-out of NIO’s sales and service network in Norway will continue into 2022, with four more locations to open across Bergen, Stavanger, Trondheim and Kristiansand. In addition to the NIO House, the EV maker will also be deploying its proprietary swap stations across Norway, staying true to its commitment to offering NIO owners with a range-anxiety-free driving experience.
NIO’s newest technological developments will also underpin its expansion plans across Europe, as the region continues to be one of the largest EV markets in the world, following closely behind China’s. The European Commission’s recent tightening of their emissions standards and emissions reduction targets is expected to further accelerate mass-market EV adoption across the broader European markets in coming years, making NIO’s recent entry to the region a well-timed move. EV demand in Europe is expected to surge at a compounded annual growth rate (“CAGR”) of 25.4% towards a market value of more than $143 billion through to 2027. And passenger EV makers like NIO are poised to be the largest beneficiaries. The passenger cars segment currently accounts for more than 80% of the European EV market, and is expected to remain the leading driver of growth within the industry through to the end of the decade. In order to further its capitalization of the growing opportunities in Europe, NIO has recently hired a new CEO to lead NIO’s European operations, and is currently planning additional expansion into other regions including Germany and Amsterdam.
Following its expansion into Europe, NIO also plans to step foot into the U.S. EV market. A recent interview by NIO’s founder and CEO, William Li, hints at the possibility of materializing its U.S. expansion plans within the ten-year horizon. Although U.S. EV sales currently lag behind China’s and Europe’s by a wide margin, the Biden administration’s recent push for electrification of the transportation sector makes the U.S. an opportunity-filled market with EV adoption rates to surge in the latter half of the decade. Preliminary estimates show that U.S. EV sales could grow at a CAGR of up to 30% towards a total of 18 million EVs on American roads by the end of the decade, representing approximately 14% of projected global EV sales. These growth trends make strong tailwinds for NIO, with its potential entry into the U.S. market to coincide with the American EV market’s prime time.
Growing via Horizontal Expansion
The coming year is expected to be pivotal for NIO as it taps into the broader global market with new cars, a separate brand, and strategic investments into rival brands. During the second quarter earnings call, NIO announced the launch of two new EV models in addition to the previously announced ET7 sedan in 2022; one of which will become NIO’s lowest-priced offering. The EV maker also unveiled plans for a separate brand that will offer more affordably priced vehicles to drive higher mass-market appeal. The two newly announced strategies will be complementary to NIO’s near-term plans of expanding its presence in China’s smaller “Tier 3” cities, and competing head-on with Tesla’s best-selling Model Y/3.
NIO has also recently made an investment contribution to Lotus Technology, the EV unit of iconic British sportscar-maker, Lotus. As part of the strategic partnership, both NIO and Lotus will collaborate in developing “high-end intelligent EVs” and facilitate Lotus’ planned roll-out of new EV models over the next five years. It will also enable profit sharing for NIO as competition continues to rise within the sector.
Despite NIO’s recent decision to adjust its third-quarter delivery guidance from 23,000 to 25,000 vehicles down to 22,500 to 23,500 vehicles due to ongoing volatility of chip supply, we are expecting the company to keep progressing in line with our earlier coverage. With close to 56,000 vehicles already delivered this year and new orders reaching an all-time high, NIO is expected to complete approximately 88,000 deliveries by the end of the year. This is expected to yield vehicle sales of RMB 32.6 billion ($5.0 billion) by the end of the year based on average vehicle revenue of RMB 367,000 ($56,635), which is consistent with NIO’s sales mix and pricing strategy observed in recent quarters. The projection also takes into consideration NIO’s upcoming debut in Norway, which will top-up on domestic sales growth expectations in the fourth quarter. Our base-case forecast projects NIO’s vehicle sales to further expand at a CAGR of 30.4% towards RMB 461.4 billion ($71.2 billion) by 2030. The growth assumption is consistent with global EV demand growth trends, as well as NIO’s historical performance and ongoing market share expansion initiatives.
NIO’s achievements in battery and autonomous driving technology enhancement will also underpin growth in its other sales revenues. Other sales revenues, which are primarily generated from BaaS and “Autonomous Driving as a Service” (“ADaaS”), are expected to grow in line with vehicle sales at a CAGR of 30.0% from RMB 2.3 billion ($352.1 million) by the end of the year to RMB 31.5 billion ($4.9 billion) by 2030.
NIO’s net losses are expected to further narrow towards 2024 as margins continue to expand with sales ramp up and scale. Nominal profits of RMB 8.2 billion ($1.3 billion) are forecasted for 2025, with growth at a CAGR of 36.8% towards RMB 39.3 billion ($6.1 billion) by the end of the decade.
Fisker Vs. NIO Valuation
Consistent with our recent analyses performed on both stocks, our 12-month price targets for NIO and Fisker remain at $59.74 and $20.61, respectively. These projections represent upside potential of close to 48% for both stocks based on their last traded share price on September 3rd.
We have performed a discounted cash flow (“DCF”) analysis to determine the respective 12-month price targets for NIO and Fisker. Specifically, we have used projected free cash flows up to 2025 in the DCF analysis to reflect the valuation expectations on both companies’ near-term growth initiatives.
For NIO’s valuation analysis, we have applied a WACC of 11.9% to discount the projected free cash flows. The valuation assumption is consistent with the company’s current risk profile, taking into consideration its highly leveraged balance sheet and recent volatility in its price performance given uncertainties over the Chinese regulatory landscape. The valuation analysis also assumes a 90.6x EV/EBITDA multiple, which reflects NIO’s achievements in proprietary technology development in addition to EV sales, as well as ongoing growth initiatives and business outlook. This compares to the EV/EBITDA range of 70.9x to 111.2x observed across its industry peers.
On the other hand, we have applied a WACC of 13.4% to discount the projected free cash flows of Fisker to compute the stock’s 12-month price target. Although the company has largely remained debt-free with sufficient liquidity to complete the Ocean program, the company is a relatively riskier investment compared to NIO considering it is a pre-revenue and pre-production start-up. The WACC also considers Fisker’s recent announcement to fund the PEAR program with a new private debt offering of $625 million at 2.50% due in 2026. The valuation analysis assumes a 13.6x EV/EBITDA multiple, which is consistent with those of EV start-ups that are still in pre-revenue and testing phase, and have recently completed a reverse SPAC merger. The valuation multiple applied also reflects Fisker’s smaller scale of operations in terms of sales capacity, as well as technological developments in comparison to NIO and other established EV makers in the industry.
Over the next five years, we foresee NIO and Fisker’s share price to reach as high as $160 and $39, respectively. The long-term valuations prescribed reflect both companies’ estimated intrinsic values upon realization of their respective growth aspirations set out for the next five to ten years. For Fisker, these initiatives include full materialization of launching four EV models before 2025 with expansion into Asia-Pacific regions, as well as achieving positive operating cash flow and profits. And for NIO, the projected long-term valuation also captures the additional value generated from its technological advancements, including the global build-out of battery swap stations, development of long-range solid-state batteries, and materialization of level four autonomous driving technology.
While accelerated global EV adoption trends underscore high-growth opportunities for both stocks, NIO makes a better long-term investment given its established operations and proprietary technological developments. But near-term catalysts for both stocks should not be overlooked. NIO’s official opening of its Norway operations in two weeks and Fisker’s reveal of the Ocean SUV’s production version in November are expected to underpin additional upsides for their respective price performances in the next twelve months. This makes both stocks attractive options at current price levels for those looking to capitalize on their growth potentials.
https://seekingalpha.com/article/445410 ... _automated
September 23, 2021
https://carnewschina.com/2021/09/23/nio ... ded-range/
https://www.nio.com/blog/nio-os-300-our ... oredirect=
NIO Inc. Provides September and Third Quarter 2021 Delivery Update
Company Achieved New Record-High Monthly and Quarterly Deliveries
• NIO delivered 10,628 vehicles globally in September 2021, increasing by 125.7% year-over-year
• NIO delivered 24,439 vehicles in the three months ended September 2021, increasing by 100.2% year-over-year
• Cumulative deliveries of the NIO ES8, NIO ES6 and NIO EC6 as of September 30, 2021 reached 142,036
SHANGHAI, China, Oct. 01, 2021 (GLOBE NEWSWIRE) -- NIO Inc. (“NIO” or the “Company”) (NYSE: NIO), a pioneer and a leading company in the premium smart electric vehicle market in China, today announced its September 2021 delivery results.
With the concerted efforts of NIO teams and supply chain partners, NIO delivered 10,628 vehicles globally in September 2021, an all-time high monthly record representing a robust growth of 125.7% year-over-year. The deliveries consisted of 1,978 NIO ES8s, the Company’s six-seater or seven-seater flagship premium smart electric SUV, 5,260 NIO ES6s, the Company’s five-seater high-performance premium smart electric SUV, and 3,390 NIO EC6s, the Company’s five-seater premium smart electric coupe SUV. NIO delivered 24,439 vehicles in the third quarter of 2021, representing an increase of 100.2% year-over-year and exceeding the higher end of the Company’s quarterly guidance. As of September 30, 2021, cumulative deliveries of the NIO ES8, NIO ES6 and NIO EC6 reached 142,036 vehicles.
On September 30, 2021, NIO opened its NIO House and completed its first batch of vehicle deliveries in Norway.
1 oktober 2021 om 09:02
Nio opent vandaag in Oslo officieel zijn eerste Europese showroom. Tegelijkertijd maakt de Chinese bouwer van elektrische auto’s bekend wat introductiemodel Nio ES8 in Noorwegen moet kosten.
Het Chinese Nio kondigde al eerder aan dat het in het derde kwartaal van dit jaar een eerste ‘Nio House’ zou openen in Oslo. Met de openingsdatum van 1 oktober is dat uiteindelijk nét niet gelukt, maar we gunnen de nieuwkomers die extra dag. Nio begint zijn activiteiten in Noorwegen met de ES8, een forse SUV die in feite al sinds 2017 bestaat. Wie het niet zo heeft op hoogpotigen, moet nog even geduld hebben tot volgend jaar de ET7 aan het gamma wordt toegevoegd.
75 of 100 kWh
De ES8 wordt in Noorwegen leverbaar met twee verschillende accupakketten. De instapversie heeft al een vrij serieuze 75 kWh aan boord, goed voor een WLTP-bereik van 375 km. Deze auto kost 609.000 Noorse kronen, wat zich grappig genoeg laat vertalen naar een prettig onder een psychologische grens geplaatste €59.947.
Meer rijbereik is er dankzij een versie met 100 kWh, die tot wel 500 km ver moet kunnen komen. Voor deze auto vraagt Nio omgerekend bijna €67.000. De duurdere variant is bovendien iets eerder beschikbaar: met 100 kWh staat de ES8 al in maart klaar, de ‘instapper’ volgt in juli.
Ter vergelijking: een Audi E-tron is er in Noorwegen vanaf 600.100 Nok, maar dat is dan een 50 met een bereik van zo’n 300 km en zonder opties. Bovendien is de Nio een stuk ruimer, met naar keuze zes of zeven zitplaatsen. De SUV biedt achter de derde zitrij nog een bruikbare 310 liter aan bagageruimte en staat achter rij twee zelfs 871 liter toe (E-tron: 660 liter). Met alles plat gaat er 1.901 liter in de ES8.
Interessanter dan de auto zelf is wellicht dat Nio vrijwel meteen aan de slag gaat met de plaatsing van accuwisselstations. De Chinezen geloven heilig in dit concept en stellen dat er eind 2022 al 20 van zulke Power Swap Stations beschikbaar zijn in Noorwegen. Deze strategie betekent ook dat de accu los van de auto kan worden verkregen, zoals Renault dat ook deed met onder meer de Zoe. Nio noemt dat product ‘BaaS’, wat staat voor Battery as a Service. Onder de vlag van dat programma kost de Nio ES8 ineens nog maar €51.000, maar komt er wel een maandelijks minimaal €138 bij voor de huur van de basis-accu van 75 kWh. Wie 100 kWh wil, is daarvoor maandelijks bijna 2000 NOK ofwel net geen €200 kwijt.
Dit recept heeft volgens Nio een aantal voordelen. Zo schuif je de gevolgen van degradatie af op de leverancier en is het mogelijk om naar wens te wisselen tussen de kleinere en de grotere batterij, zodat die laatste alleen wordt meegetorst als hij ook wordt benut.
De eerste uitvalsbasis in Noorwegen, het Nio House in Oslo, heeft een vloeroppervlak van maar liefst 2.100 vierkante meter over twee verdiepingen. Het is een hip gebeuren met een gezellige, woonkamer-achtige sfeer, inclusief een café en een bibliotheek. Voor wie het met eigen ogen wil zien: Nio is gevestigd op Karl Johans Gate 33 in Oslo. Nio ziet Noorwegen als het eerste stapje van veel grotere Europese plannen. Reken er dus maar op dat het merk binnen afzienbare tijd ook in Nederland van start gaat.
15:05 (07/10) - Bron: Reuters
** Shares in Chinese electric vehicle maker Nio Inc
jump 5.7% to $35.6 premarket after Goldman Sachs upgrades stock
to "buy" from "neutral"
** GS sets PT of $56, representing 65% upside from the
stock's current level
** "We believe Nio provides the visibility of strong volume
expansion in the next 6 months, driven by the upcoming ET7
(China's priciest car model launched by a domestic brand), the
Nio Day 2021 in Suzhou, the accelerating BAAS build-out, and the
entrance into Norway" - Goldman Sachs analyst Fei Fang
** Fang expects Nio's product launches to boost profit to
CNY4.3 billion ($667.16 million) in 2023
** GS notes product design of ET7, such as the wheelbase, is
in the same class with full-size premium sedans including
Mercedes S-class and BMW 7 series
** Other Chinese ADRs up as concerns around U.S.-Sino trade
relations and Evergrande's debt crisis appeared to
** Stock, trading near 5-month lows, down ~31% YTD
8 OKTOBER 2021
Het aandeel van de Chinese autobouwer Nio maakte donderdag een sprong van 6,92 procent. De stijging is enerzijds te danken aan een aantrekkelijke waardering, anderzijds aan een zeer positief bericht van de Amerikaanse zakenbank Goldman Sachs. Hun analisten verwachten namelijk dat het aandeel een herstelbeweging van 60 procent kan maken richting 56 dollar.
Is het tijd om aandelen van het Chinese Nio in te slaan? Zakenbank Goldman Sachs beweert dat het alleszins geen slecht idee is vermits ze hun koersdoel hebben verhoogd naar 56 dollar, oftewel een stijgingspotentieel van meer dan 60 procent. Fei Fang, analist bij Goldman Sachs, verwacht dat het nieuwe ET7 model hoge ogen zal werpen en de verkoopcijfers van Nio een flinke duw in de rug zal geven de komende kwartalen.
De ET7 is goed gepositioneerd om de concurrentie aan te gaan met de Model S van Tesla, de BMW 7-serie en de Mercedes S-klasse. Het is een ‘flagship’-model van Nio met allerlei snufjes, een luxueuze afwerking en een batterij die een bereik zou hebben van 1.000 kilometer.
Daarenboven beschikt de ET7 over een sterk staaltje technologie inzake autonoom rijden. Er zijn verschillende systemen en camera’s aan boord die het autonoom rijden tot niveau 5 kunnen tillen, namelijk dat er zelfs geen chauffeur achter het stuur hoeft te zitten.
Op dit moment noteert het aandeel 31 procent lager sinds begin dit jaar en 50 procent lager dan hun piek in januari. Een bizarre koersevolutie vermits Nio elk kwartaal wist te overtuigen en de verwachtingen van analisten wist te overtreffen door steeds meer voertuigen te verkopen. In december zal hun jaarlijkse ‘Nio Day’ plaatsvinden, een dag waarop ze nieuwe ontwikkelingen onthullen en een tipje van de sluier lichten van wat ze nog in petto hebben.
Zakenbank Goldman Sachs benadrukt dat er zeker risico’s zijn omtrent Nio en andere EV-autobouwers, die komen vanuit de harde concurrentie op de EV-markt in China. Toch zijn ze ervan overtuigd dat er voldoende ruimte is voor EV-autobouwers om samen te groeien en te profiteren van de omschakeling van brandstofmoteren naar elektromotoren.
https://cnevpost.com/2021/10/18/nio-day ... on-dec-18/