$Li Auto(LI)$ Leapmotor is really taking their erev sale and their bev sale still picking up ! It will take Li auto few more years to catch up and turn around their sale slump! They really need to do more r&d and pump out cheaper and more tech advanced ev or erev ! they need i3,i4 and i5 and L3,4and 5 to make a comeback
$Li Auto(LI)$ quite challenging time in 2025 ! All nev companies will eat Li auto pie in EREV sector ! They need to fight back eat back pie from bev sector or need sell model that would sell around 100-200 k range
Market Chatter: Nio to Start Deliveries of Full-Electric SUV Before September-End
Chinese automaker NIO will start delivering its first fully electric SUV model L60 Sport later this month, the South China Morning Post reported Thursday.The SUV will be priced 17% cheaper than Tesla's Model Y, according to the report.The vehicle will have a 555-kilometer range per charge and batteries can be swapped within a few minutes, the publication noted.
$Li Auto(LI)$ a lot car brand want get into Erev sector next year ! Need a even cheaper erev model to stay a competitive edge with them and they must make their bev a huge success next year ! Li auto cannot afford failure launch like Li Mega
$NIO-SW(09866)$ hit record quarter, month and week delivery! Furthermore, they most likely hit more record months for July to end of year 2024! 2025 onvo production will ramped to 30000 vehicle per month Nio will also introduced NT3.0 for all model which profit margin of 20% in 2025 Firefly nio sub-sub model will be launched By 2026, Nio brand might constantly hit around 20k per month Onvo brand might deliver - 30k/mth Firefly brand might ramped up to deliver - 40k/mth They might even be profitable by 2026 Q4 There are still a lot growth in nio