NIO Inc (NIO) Share Price

Lithium EV batteries get new life with 12,000 more cycles using China’s new injections

How will this impact NIO?

EV batteries are designed to last for a significant number of charge cycles, typically around 1,500 to 2,000 cycles

EV batteries will last longer than the vehicle.
Cost of injections are unknown.
Real life application unknown

March 13, 2025(Researchers at the Fudan University in China)developed a method to restore depleted batteries to full functionality. This insight led to the development of specialized materials that restore lost lithium ions, effectively extending battery lifespan and improving performance.
https://batteriesnews.com/lithium-ev-batteries-get-new-life-with-12000-more-cycles-using-chinas-new-injections/

NIO’s BaaS Revenue? Wuhan Weineng Battery Asset Co., Ltd.

NIO and the Partners will each invest RMB200 million and hold 25% equity interest in the Battery Asset Company respectively.

Crunchbase Status (Very Active)
Wuhan Weineng Battery Asset is an energy company that specializes in power battery leasing, repair, wholesale, and retail. The company also specializes in the recycling of used batteries; research and development, production, wholesale and sales, leasing, and operation management of equipment and components related to switching stations, chargingpiles, and energy storage systems.
Wuhan Weineng Battery Asset was founded in 2020 and is headquartered in Wuhan, China
https://www.crunchbase.com/organization/wuhan-weineng-battery-asset

SHANGHAI, China, Aug. 20, 2020 (GLOBE NEWSWIRE) -- NIO Inc. (“NIO” or the “Company”) (NYSE: NIO), a pioneer in China’s premium smart electric vehicle market, today launched the innovative Battery as a Service (the “BaaS”) subscription model and announced the establishment of Wuhan Weineng Battery Asset Co., Ltd. (the “Battery Asset Company”).
https://www.crunchbase.com/organization/wuhan-weineng-battery-asset

For NIO's Battery-as-a-Service (BaaS), a battery swap typically costs between 80-100 yuan (approximately $11-$13.8 USD)

BaaS vs Purchase (cont.)
If you drive 13,489 miles annually and rely solely on public Level 2 charging, the cost could be between $770 to $963 per year.
If you rely solely on DC fast charging, the cost could be approximately $1,540 to $2,300 per year.

Battery-as-a-Service (BaaS) typically does not include a separate fee for battery swapping station access, as the BaaS subscription often covers the cost of battery swaps at designated stations.

Over a 10 year period BaaS is less expensive.

BaaS vs Purchase

ET9 (10 years)
$10800.00 with battery
$90,000 BaaS
$18,000 difference
$4,500 interest on $18,000 5 years @ 5%
$13,500 Depreciation/Degradation 3/4 life
$17,500 Total cost/loss in 10 years
Charging an electric vehicle (EV) at a public charging station typically costs between $10 and $30 per charge

BaaS $155 per month.
Purchase and tax exemptions.
$18,600 10 years
Battery-as-a-Service (BaaS) typically does not include a separate fee for battery swapping station access, as the BaaS subscription often covers the cost of battery swaps at designated stations.

The advantage is grid management, BESS convenience, no battery replacement cost, cheaper electricity, NIO subscription perks, electricity drive train diagnostics, upgrade for long trips, upgrade to newer battery technology, guaranteed battery quality.

Battery Swap Stations. It’s about the electrical grid stupid.

So… if the Battery Asset Company owns the batteries NIO isn’t paying for the batteries. NIO is being paid for Battery Swapping Services and asset management.
NIO is also collecting %25 of revenue from BaaS from the Battery Asset Company. Meaning NIO and CATL benefit from each other’s battery swap infrastructure and development through the Battery Asset Company BaaS.
Assuming the Battery Asset Company is still in business.

NIO/CATL are joined at the Chinese Battery Swap Government hip.
Battery Asset Company, NIO, CATL and Sinopec is one hell of a Chinese Government Battery Swap monopoly.
I am liking my investment more today than ever before

Sinopec Group, or China Petroleum & Chemical Corporation, is a wholly owned company by the China State-owned Assets Supervision and Administration Commission

NIO and Sinopec entered a strategic partnership agreement on April 15, 2021, to collaborate on building a comprehensive charging and battery swapping network in China.

On March 13, 2025 CATL signed a strategic cooperation framework agreement with Sinopec Group (Sinopec) in Beijing.
…the two parties will accelerate the development of passenger vehicle battery swapping business and explore the feasibility of allocating commercial vehicle battery swapping facilities in integrated energy stations.

Battery Asset Company is State owned. NIO isn’t going anywhere. NIO/BaaS will be implemented in China. CATL and NIo will not compete against each other. They will each serve a different segment and complement each other. IMHO
NIO and CATL are collaborating on developing long-life batteries for EVs and battery swap stations

2024-03-14
CATL and NIO will work on research and development of long service life batteries, jointly tackle key technical problems, promote technical innovations, and accelerate the implementation of long service life battery solutions in battery swapping scenarios.

Battery Swap is here to stay..

On August 18, 2020, NIO, Contemporary Amperex Technology Co., Limited (“CATL”), Hubei Science Technology Investment Group Co., Ltd. and a subsidiary of Guotai Junan International Holdings Limited (collectively the “Partners”) jointly established the Battery Asset Company. NIO and the Partners will each invest RMB200 million and hold 25% equity interest in the Battery Asset Company respectively. The Battery Asset Company is dedicated to purchase and own the battery assets, and lease the battery packs to users who subscribe to the BaaS model.

Guotai Junan International is ultimately state-owned, with Shanghai State-Owned Assets Management Co., Ltd. as the controlling shareholder and Shanghai International Group Co., Ltd. as the ultimate controlling entity.

Hubei Science & Technology Investment Group Co., Ltd. (HBST) is considered a state-owned entity, specifically a government-related entity (GRE) and a flagship entity of the Wuhan East Lake High-Tech Development Zone (HTDZ)

Contemporary Amperex Technology Co., Limited (CATL) is not state-owned, but rather a private company with investors, including some with connections to the Chinese government, holding stakes

While NIO is a privately held company, it has received significant financial support and investment from Chinese state-owned entities, particularly in Hefei, Anhui province, indicating a strong relationship with the Chinese government

https://ir.nio.com/news-events/news-releases/news-release-details/nio-inc-announces-launch-battery-service-and


…

More to grasp…
Battery Swap Competition is years behind in deployment.

January 13,2025
CATL breaks ground on its 1st battery swap station in HK

CATL plans to build 30,000 battery swap stations by 2030, with 1,000 stations operational by 2025.
CATL has signed subscription agreements with 30 companies for 107,500 battery packs.
CATL says it has co-developed 10 new EV models with swappable batteries
FAW Hongqi's E-QM5 will be the first to be put into service as an electric cab in the Hong Kong market.

Grasp this…
How far ahead is NIO’s Battery Swap technology and deployment?

$1 Billion Financing Secured, Visionary Accelerates Its Battery Swap Layout in Hong Kong

The company plans to invest HK$420 million to construct 600 battery swap/charging stations by 2029, starting with 10 stations in March 2025.
This aligns with Hong Kong government's initiative to build 3,000 high-speed battery swap/charging stations by 2030
Investors should note the financing remains in process rather than completed. .

https://www.stocktitan.net/news/GV/1-billion-financing-secured-visionary-accelerates-its-battery-swap-h50f7i1iq9kv.html

…

Hmmm.EU considering %25 tariff on US Vehicle Imports.

Belgian Police Raid Huawei's EU Headquarters; Europe Begins Sanctions Against CCP

And…Portugal where NIO has influence.
Chinese EV has a bleak future in Europe.

Europe Parliament is being blackmailed and bribed by China lobbying, AIPAC style.

China EV supply chain threatened by BlackRock Panama Canal deal.

Trump and the “You will own nothing and be happy” Fascist Western Hegemonic Psychopaths are gaslighting the public saying it is a matter of National Security to control the Panama Canal.. It isn’t about national security. It is about power, control and profit over humanity.
China may be able to block the sale though political influence.

China FURIOUS Over Panama Port Sell-Off to the U.S. – The Next Move Changes Everything

I noticed that as well. I've been waiting for a long time for this ticker to trade independent of the sector. Let's hope it continues.

NIO actually traded like a normal stock today.

Battery Swap serves a greater purpose than EV vehicles.

Nio once again receives Government Support and advertising on National Public Television

Balancing the electrical grid will be a problem throughout the world going forward as EV popularity grows.

…balance the national electricity grid against the demand of the classic model of electric vehicles,


News
NIO is back on public television (Suzhou news channel). On this occasion, the presenter introduces to the audience the benefits of NIO's infrastructure and what it means to balance the national electricity grid against the demand of the classic model of electric vehicles, and how it can even provide energy to the system. Once again, Nio receives direct support from the government towards the model that will end up being imposed because it is beneficial for the entire industry and society, a mentality that guides the path of Chinese development.
https://www.reddit.com/r/Nio/comments/1jat2na/nio_once_again_receives_government_support_and/


…

Abu Dhabi's McLaren to add luxury SUVs to lineup

Abu Dhabi’s CYVN Holdings LLC, which took control of McLaren in December, will merge the company with its UK electric-vehicle startup Forseven Holdings, according to people familiar with the matter.

Revenue streams…?

Chinese EV maker Nio Inc. said in February 2024 that it had entered into a technology licensing agreement with Forseven. CYVN is also an investor in Nio.

Greely battery swap NIO compatible vehicle delivery is closer to two years than 18 months.
The timing of the GAC and Chinese Government promoting battery swap with subsidies makes sense. NIO said to expect more battery swap partner vehicle deliveries in 2026.
Battery Swap Station buildout has many partnerships and subsidies. NIO isn’t going solo buildout for all the new stations for different brands.

But did the partners start engineering efforts right away? Or, are they taking the XPEV approach of waiting until xxxx number of swap stations are operational?

Thank you for the correction. I plead retirement… guilty.

earnings are next Friday - the 21st

$NIO Total Cash (mrq) $37.15B

Higher highs and higher lows.

This could change tomorrow with earnings.

Shorts operate a bottomless pit.

Lay off 10% of the company staff and 100% of William Spendaholic Li.

NIO EV Battery Swap Partners..
It takes at least 18 months to bring a battery swap vehicle to market.
Dates are agreement dates and 18 months from development to delivery.

Nov, 2023 —- May 2025
Ghangan Auto

Nov 29, 2023 Q3 2025 (22 months)
Geely Holding
Parent company of Volvo, Polestar, and Lotus:

January 14, 2024 — June 2025
JAC Group, Chery Auto

On May 8, 2024 November 2025
GAC Group

May 21, 2024 November 2025
FAW Group

Sep 10, 2024 March 2026
Jiyue
Baidu-backed company

Goals of the Partnerships:
Develop unified battery standards.
Expand the battery swap network and charging infrastructure.
Promote the development of battery swap technology.
Improve the user experience of battery swapping.
Accelerate the adoption of battery swapping technology.

How NIO plans to Leverage FSD Chips
In this video, I will explain the NIO World Model (NWM) and why this is a potential leapfrog moment against the current end-to-end technology of competition.

Nearing $5.04 support? Shorts are in control.

“coordinated suckers rally” broker paying entities to borrow shares?

What I witnessed yesterday was coordinated buying. Every time shorts attempted to stop the run and take down the PPS they got stuffed. Is there such a thing as “short squeeze manipulation” to manipulate weak short traders into buying? Why would a Broker pay entities to borrow shares? Revenge against NIO? To exit a huge position by buying into the “payed” short sellers as they take short positions? To set up a short squeeze?
Or… is the broader market seeing the potential in NIO like we do. In particular the cost cutting measures and Chinese Government involvement.

We won’t know until after the fact….or never know for sure. Dark pools are designed to hide manipulation and shady activity from the public until after the fact.

HF's fearing the trade wars with America, Canada and Mexico are selling. They need to put their money somewhere safe and offshore. What better place to reinvest their capital than the most beaten down sector in China that is a bargain and ready to run?

My opinion as to the reason for the surge in the sector. This is not a NIO awakening. Either I'm correct or it's a coordinated suckers rally.

Battery Swap construction $137,000 - $274,000. %40 percent government subsidies = $82,000 - $164,000 construction cost to NiO.
Firefly battery swap station with batteries will cost around $200,000.
Add…Chery's sub-brand Exeed.two models in third quarter of 2025.
Add… Leasing, Franchise, Partnership to the battery swap construction equation.
Battery swap will be profitable long before predicted.

Construction costs that previously required between RMB 5 million ($690,000) and RMB 6 million have now shrunk to between RMB 1 million and RMB 2 million, according to the report.

Multiple employees confirmed that Nio's battery swap stations are now gradually achieving profitability, according to the report.

The service department became profitable last year.

EV Power Supply will be the next department to become profitable.

NIO ONVO %10 layoffs begin. Cost cutting measures needed to be profitable by Q4 2025.

Drunken sailor is sobering up and trimming the fat… Investor appeal.


The layoffs should be around 10 percent, with some variation by region, according to a local media report.
Onvo president Alan Ai has made few appearances since January's sales missed expectations, and a number of recent internal meetings have been chaired by Onvo vice president Xia Qinghua.
https://cnevpost.com/2025/03/12/nio-layoffs-multiple-teams-report/


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“Power Up Station” Franchise? Lease?

NIO will be known as the EV Power Supply Company that sells cars.

POWER UP STATION
Become a NIO Power Location Partner
We are looking for location partners to host NIO Power Swap Stations and NIO Power Chargers, NIO's game changing charging solution across the world. If you want to work together to build a more sustainable future feel free to contact us. All we need is available space (around 60m²) on your premises and we'll take care of the rest. Let's work together to achieve a blue sky!

https://www.nio.com/partnership/powerupplan

Hope they can cut this in half.

William Li. Jan9, 2025
The cycle time to build a new battery swap-enabled model is about 18 months, and by 2027 and 2028 there would be a relatively large number of new models built using Nio's battery swap technology
The first non-Nio models from its battery swap alliance could be an SUV and a sedan from Chery's sub-brand Exeed.
Both models are expected to go on sale in the third quarter of 2025.
https://cnevpost.com/2025/01/09/chery-to-launch-models-nio-battery-swap-q3/

Like I said…

The Chinese Government is actively getting involved with promoting NIO.

Chinese National television is promoting NIO. In particular Battery Swap Stations are being promoted. The Chinese Government will undo damage caused by Shorting Syndicate blogs and social media who portray NIO as a corrupt Company that can’t be trusted.
The Chinese public lacks confidence in NIO.

Even a broken clock has the correct time at least once a day.
We live in the golden age of Confomercialism.

My favorites are the ones that draw lines on charts. Draw some lines on a blank chart and show me your lines before the chart draws itself. If they match....then I'll be impressed.

Not one analysis, talking head, AI trader, Algorithmic trader, YouTube pundit with all of their fancy charts and diagrams predicted the run NIO had today.
The reason they charge for their stock services is they can’t make money consistently in the long term with trading.

You can’t predict human behavior… when not even the human himself can.

Every time the sharks attacked today Captain Quint stepped in.

Good question. By the time we find out it is after the fact.

+18% now on no news? The sector is up about 17-19%. Rug pull coming or has the HF managers finally decided that it's time to let the sector run? XPEV ZEEK up the same as NIO. My guess is HF's are worried about the trade war in progress and are looking overseas for safer markets.

🔥 

Then the buying comes right back in.

Shorts are hitting it hard now.

🔥 today

Feel the squeeze. Never trust a broker that wants to pay you for lending you something.

Every big green run in the morning is walked down into the market close. A PPS walk up into the market close is needed to signal a pattern reversal.