Skip to main content

NIO stock forecast 2025: Core technologies


In terms of new forces in car manufacturing, industry participants have entered the fast lane in areas such as new product releases and intelligent driving. With the "general trend" of the popularization of electric vehicles, you will catch up. For NIO, which is the first to deploy the electric vehicle industry, whether ET7 can take the industry pioneer into the "overtaking lane" and continue to be at the forefront of the industry. Examining NIO's strategic measures is an effective way to try to find answers. Way, especially in the context of the “general trend” of electric vehicles.

 NIO's Core technologies:

 1. At present and for a period of time, the price, performance iteration, and supply of batteries and core raw materials will be the core factors that determine the popularization of pure electric vehicles, and determine a series of trends in the market and participants.

 Lithium is an indispensable and important element of power batteries. The commercialization of solid-state batteries will double the demand for lithium: Lithium batteries are the most mature technology route for electric vehicles at this stage. Nearly 80% of the world’s lithium resource production is mainly concentrated in the Four Lakes and Americas.  

 The traditional four lakes in South America and the six mines in Australia have been reshaped. Traditional lithium giants such as Albemarle, Livent, SQM, and other traditional lithium industry giants have clear guidelines for future capacity expansion; Australian mines Terryson and Marion are not for sale; Altura, Wodgina, and Bald hill mines are still in In the shutdown state, the release of new production capacity and the restart of shutdown production capacity will take time. 

 In the next five years, the growth rate of the overall supply side will be lower than the growth rate of the demand side, and the price changes of upstream raw materials and even the evolution of geopolitics will bring about The changes in the industry will be directly transmitted to the manufacturing costs of vehicle companies and will have an impact on a series of commercial actions including selling prices.

 2. Autonomous driving is listed as a core strategy by many new car manufacturers, but the underlying technologies of autonomous driving, such as chips and its supply, are still in the hands of Europe, America, Japan, and South Korea. New car manufacturers in China may not be able to maintain the forefront of the industry in the field of autonomous driving.

 NIO is not a representative company for full-stack development. Its ADAS needs the support of suppliers. From an industrial point of view, the core underlying technology and supply chain of autonomous driving is not in China’s hands, such as chip research and development and industrial chain. , And the chip plays a vital role in smart electric vehicles.

 3. Traditional fuel vehicle OEMs are increasingly making efforts to adjust the layout and strategy of electric vehicle product lines. Their profitability and brand appeal will strongly impact new domestic vehicle manufacturers, such as Volkswagen, Audi, and the United States. General Motors, the future evolution of the market share of electric vehicles is still unclear;

 4. The profit problem of NIO will be a long-term strategic problem. Even if its strategic plan is forward-looking in the industry, if it continues to be unprofitable and faces blood transfusions, it will be passive in the increasing competition;

 Failure to generate positive cash flow and make a profit will result in a passive situation in the financing, product development, technology research and development, and talent reserves. The passive situation will evolve into a passive situation in the industry competition. A passive situation in the industry means life and death.

 5. NIO’s mid-to-high-end product line planning and the establishment of luxury brand recognition rely on two points: First, it accurately enters the Chinese high-end self-owned brand pure electric vehicle market, and releases large-scale luxury SUV models with growth potential to meet consumer options. The second is to rely on NIO House / NIO Space, user online services, and community operations, and the third is to replace battery + solid-state batteries to solve mileage anxiety + smart driving + smart cockpit landing product differentiation, but given the continuing negative trend of NIO House / NIO Space With the outflow of cash flow, NIO will eventually need to face the inevitable option of balancing the cash flow and the strategic planning;

NIO's crucial moment

 On May 13, the first verified prototype of the NIO ET7 was officially off the assembly line at NIO's Hefei Advanced Manufacturing Base and entered the stage of production and commissioning. Prototype verification is an important part of the production preparation process before mass production. It is responsible for debugging, matching, and optimizing the vehicle's performance and the user's driving experience.

 As NIO’s first sedan and its first self-driving model, the starting price before the ET7 subsidy is RMB 448,000, and the starting price of the BaaS program is RMB 378,000 before the subsidy. In addition, the first release version is priced at 526,000 yuan before subsidies, and the BaaS program is priced at 398,000 yuan before subsidies. The vehicle is scheduled to be delivered in the first quarter of 2022. All ET7 series is equipped with 19 safety and driving assistance functions of NAD as standard. The complete functions of NAD will adopt the service subscription model of "monthly activation and monthly payment", and the service fee is 680 yuan per month.

 At the Shanghai Auto Show, Xiaopeng Motors’ third product, the world’s first mass-produced smart car equipped with lidar, Xiaopeng P5, was officially unveiled. Within 53 hours after the official booking was opened, the cumulative order exceeded 10,000, becoming Xiaopeng Motors has the most pre-booked models. This is an A+ class car, the world's first mass-produced smart electric car equipped with lidar. At the same time, P7 will be delivered in Norway in the second half of this year.

 As the two powerful forces of China's new car-making forces, from the release of new models to the phased implementation of autonomous driving technology, a sense of vision that you are chasing me in the fast lane has jumped out.

  However, who can drive into the overtaking lane and continue to lead the industry?

 NIO is the earliest start-up company in China to deploy pure electric vehicles.

 Similar to other new car-making forces, NIO has tied up with Tencent, one of the Chinese Internet giants, to obtain its strategic investment and support.

 The left hand marries Tencent's strategic investment to obtain Tencent's scenario-based technology empowerment and strategic resource matching, and the right-hand links Hefei's state-owned capital industrial strategic investors to enhance industrial capital and regional policy support and other aspects of the moat strength.

 Throughout the history of NIO’s capital operation from its establishment to the present, its core operating characteristics are: first, it fully reaches China’s top domestic investment institutions, which will have a potential impact on the financing operations of other competitors; second, it will be marketed earlier. Provide import and export for the re-operation of capital market financing.

 NIO Automotive executive team

 The senior management team of NIO is more balanced, able to take into account all dimensions of automobile manufacturing, covering everything from the supply chain, vehicle production, sales, software research and development, and vehicle design.

NIO Product line strategy

 Positioning, model release, and planning:

 In the mid-to-high-end new energy vehicle market, the price of mass-produced models on the market is 35.8-624,000 yuan. From the high-end market to the mid-to-high-end market, from SUV to car, the product matrix is ​​gradually improved. In the future, new models will be launched at the annual schedule, and models will also be extended to MPV and Coupe.

 Its SUV model ES8 fills the gap in the selection of high-end pure electric vehicles of China's own domestic brands. The product line meets consumer needs (license restrictions + intelligent cockpit + car cost comparison + consumer needs for large luxury SUVs).

 design:

 The fusion of extreme performance and a pleasant life emphasizes user experience. The products have a sense of technology and intelligence and cater to the aesthetics and preferences of young people. The use of panoramic sky screen, streamlined dynamic design, large central control screen, high-value and high-quality interiors, and other elements enhance the sense of experience.

 Production mode: coexistence of foundry and self-built.

 Both models have their own advantages. The foundry model can speed up mass production and reduce equipment purchases, and the self-built model can better control product quality. NIO uses the JAC foundry method.

 NIO's three-electric system is developed and produced in Nanjing Advanced Manufacturing Technology Center. The production scope includes battery PACK and EDS electric drive system.

Comments

Popular posts from this blog

Bear market coming, gold(GLD) assets become essential

The economic data of the global economic powers have been deteriorating, entering the bear market stage of the economy, and people have become more cautious when choosing asset investment. We should choose investment products with a low correlation coefficient with economic performance and investment products suitable for the current economic cycle. Investors should pay more attention to foreign exchange and commodity markets so that they can add value to your assets. Among many assets, anti-inflation commodities such as gold have become essential assets. Take gold as an example. For many years, gold has been regarded as an anti-inflation commodity by international capital markets and has been regarded as an important asset hedging tool by investors. There is also a saying, "The world bought gold during turbulent times." From basic political theory, we know that gold is not currency, and the currency is naturally gold and silver. Although gold has withdrawn from ...

Investors have begun to switch back to traditional growth stocks

 On Thursday, the stock prices of Cisco, Alphabet, and IBM hit new highs. But more importantly, the previously unpopular speculative growth stocks, including stocks bought by many ARK funds, have now begun to rebound.  How is this going?  Investors' perspective on the market is changing. In the first quarter of this year, mainstream voices in the market believe that the economy will restart strongly, bond yields will rise, and inflation may become a problem later this year. After the end of the first quarter, these expectations were only partially fulfilled.  The U.S. economy has indeed restarted strongly, but bond yields fell in the first quarter instead of rising because investors began to believe:  1) Inflation and supply chain disruption may indeed be "temporary", as the Fed insists;  2) The second and third quarters will be the highest points of stock returns and economic growth.  Alec Young, a chief investment officer of Tactical Alpha, said: “...

What is the essence of the stock market?

If you have invested in stocks for many years, and you already know what stocks are. But if I tell you, even if you have invested in stocks for many years, even if you are still losing money, you may have misunderstood what stocks are. Many people think that buying stocks is investing in a company and becoming a company shareholder. As long as the company makes money, the stock price will rise. As a shareholder, you can share the economic achievements of the company’s development, such as obtaining dividends from the company, such as the appreciation of existing capital, is it not good to return cash flow every year?  If you think so and are willing to keep close to the company's stock if you wait for 5 years, 10 years, 20 years, then this idea may be correct, I will not stop you. But if you buy stocks just to make money, then I can tell you that the idea just now may be wrong. And this idea may cause you to often lose a lot of money, do you want to know why? First, if you a...

7 great investors' operating strategies to deal with the stock!

No one can be 100% sure about the outlook for the US stock market. Instead of entangled in whether the bull market in US stocks will end, it is better to think about what lessons can be learned from this plunge. Historically, due to the end of the summer market in September, U.S. stocks did not perform well. The plunge on Thursday sounded like a wake-up call for investors earlier. Be careful next week. Although Nasdaq is tolerant of faults The rate is high, but the up-and-down shock pattern has not changed, and there needs to be an established process. Investing in stocks should take a long-term view, have a long-term investment mentality, don't care too much about the rise and fall of one or two days, and don't feel unhappy because of the turmoil of the stock market, which affects the judgment of stock buying and selling. Today, let's take a look at how those familiar investment masters are invincible. The reason why masters become masters is that they have become masters ...

INTC stock forecast 2025: Intel's acquisition of SiFive

SiFive, a chip design start-up company based on the RISC-V instruction set architecture, has received an acquisition intention from investor Intel.  A person familiar with the matter, who asked not to be named, said that Intel has offered to buy SiFive for more than $2 billion.  RISC-V with x86 and Arm  As we all know, Intel dominates the industry leader in x86 architecture chip technology, while SiFive focuses on open-source RISC-V technology and employs several founding members of the RISC-V architecture.  For a long time, the field of CPU instruction set architecture has been dominated by x86 and Arm. Since RISC-V was born at the University of California, Berkeley in 2010, it has gradually formed a certain competitive landscape with Arm after more than ten years of development.  With the gradual refinement of the application field, the model of one chip making the world has become a thing of the past. Facing the hot AI and Internet of Things market, RISC-V i...

ARKK VS ARKW, ARKQ, ARKG, ARKF, How to choose ARK Innovation ETF?

Which ARK Innovation ETF is best? Let’s perform an Ark ETF review. Today, I will introduce to you the five actively managed ETFs in ARK INNOVATION. Let’s take a look at which types of companies they have invested in so that you can choose the industry you like to invest in. ARK INNOVATION was founded by Catherine Wood. This investment company is a revolutionary and innovative company that specializes in investment. Their company currently manages seven different types of ETFs, five of which are actively managed ETFs, and the other two One is an exponential passive ETF, Simply put, the biggest difference between these two ETFs is that for actively managed ETFs, they will frequently trade the company stocks in the fund, so the proportion of the company he holds will always change, while the index-type ETF is as they think. After purchasing the company, you will not be able to move it again. It is very similar to S&P500 or QQQ, except that the holding company is different. Then let...

Gold(GLD) Price Forecast Is More Than $2,500

What is the fair price of gold? Gold Price Predictions And Forecast Is More Than $2,500? Traditionally, gold is one of the investors' favorite investment tools, and gold is also an essential asset when a bear market coming . Through the following simple model of gold, it has certain reference significance for the reasonable price of gold at different times. The following two methods to calculate the reasonable price of gold? The pricing method of gold is to calculate the moment when the market needs to reprice gold. For example, during the financial crisis, the price of gold at that time and the money supply at that time were compared with the current money supply to calculate the current reasonable price of gold. method one: In 2008, when the gold price was 880 US dollars, the M2 money supply at that time was 7800 billion. The current M2 money supply is 18,000 billion, so it is inferred that the current gold price should be 2030 US dollars. United States Money Supply M2 ...

Alibaba stock price prediction 2025: BABA's PE is only 33 times?

 Review Alibaba's digital economy has created a transaction volume of 1 trillion US dollars.  The revenue and profit growth in the past few years have been solid, relative to Tencent (700), Pinduoduo (PDD), and JD.com (JD).    Why is the valuation of Alibaba (BABA) relatively undervalued, PE is only 33 times?    Is there a chance to catch up?    Is Alibaba (BABA) an ideal investment? Compared with Tencent, Alibaba's business revenue sources are relatively concentrated, and most of them are related to online shopping.  Although the company's business includes core business, cloud computing, digital media and entertainment, innovative business, and others, for 2020 earnings, cloud computing only accounts for 8% of total revenue, digital media, and entertainment 5%, and innovative business and others account for 1% of these revenues.  Businesses that account for a fraction of the business are losing money. As for Alibaba's remaining 86% of its revenue, it is al...

50 Quotes On Investment About U.S. Stock market!

1. Odds priority vs probability priority: Small funds should have priority, and large funds should establish an operating system with probability first. Odds first means that small funds are going to look for opportunities like 1 to 5 and 1 to 10, so for small funds, luck is a very important factor. For large funds, you need to choose what happens with a high probability to ensure the safety of the principal. Of course, if the odds and probability opportunities coincide, then you should try your best to fight hard. 2. If Buffett is a person of this age, would he want to be an Internet celebrity? I think it will. Before Buffett became famous, he went to Carnegie's public speaking training class. You need someone to know your talents, otherwise, it's like blinking at the girl in the dark. 3. Today I saw a famous quote from Einstein, No problems can be solved from the same level of consciousness that created it. 4. Someone complained to Fisher that his method was too diffi...