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NIO (9866 HK)
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226
Analysis
Consumer Discretionary
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China
NIO Inc. manufactures and sells automobiles. The Company offers electric vehicles and parts, as well as provides battery charging services. NIO serves customers worldwide.
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bearish
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Thematic (Sector/Industry)
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14 Aug 2023 11:02
Chinese EV's and the Lagging Edge Price War
Prices cuts imply price wars, Western chip subsidies are against strategy spending in China. Full stack margin at Chinese Automotive makers means...
Fabricated Knowledge
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254 Views
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bullish
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Thematic (Sector/Industry)
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02 Aug 2023 09:20
China TMT Update-BEKE/2150.HK/LI/NIO/XPEV-Supportive Policy on Home Purchase;August Vehicle Delivery
China’s first tier cities draft supportive policy on home purchase;Nayuki teahouse average store revenue remains flattish YoY;LI/NIO/XPEV: Li Auto,...
Blue Lotus Research Institute
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225 Views
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bullish
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Thematic (Sector/Industry)
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26 Jul 2023 09:29
China TMT Update-NIO/BEKE/LEGN-NIO to Offer Single-Motor Model;Political Bureau Shifted Tone
NIO: NIO to offer single-motor model ;BEKE: Political Bureau of the Central Committee shifted tone on real estate regulation;LEGN: Janssen reported...
Blue Lotus Research Institute
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245 Views
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bullish
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Macroeconomics
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11 Jul 2023 09:20
[Blue Lotus Macro]: A Job-Creating Stimulus that Also Saves the Real Estate
We believe inclusion of energy efficiency in the upcoming stimulus package will be a sound choice to boost employment and GDP, listed companies in...
Blue Lotus Research Institute
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267 Views
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bullish
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Thematic (Sector/Industry)
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07 Jul 2023 08:51
China TMT Update-XPEV/NIO/LI/TSLA/1211HK/ZLAB: 16 Automakers Pledge to Maintain Order;G6 Conversion
XPEV/NIO/LI/TSLA/1211HK: 16 major automakers pledge to jointly maintain order;XPEV: Xpeng G6's conversion rate exceeds 50% (+)ZLAB:ZLAB’s FcRn...
Blue Lotus Research Institute
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