NIO Pay could leverage the NIO Ecosystem and connect it to external parties, like Battery Swap Partnerships and Merchandise Shops. #NIO #ecommerce #investing
Great video as always! This is the same type of ecosystem that makes apple one of the most powerful and successful companies in the world. And they are able to sustain that power because of how they utilize the ecosystem.
Hopefully with your great explanation Marcel, more people understand nio's business and don't focus too much on stock price and delivery numbers 😅 thanks like always! Groetjes
I think people and investors really cannot fathom was is being created with NIO. A system where everyone who buys into the system is now tied into the system. The dominos are falling, other EV companies are realizing the growth potential and the wide range of potential options available. Customers will eventually understand that with swappable batteries you will always have a non- degraded battery, able to upgrade to larger and smaller battery and always have access to the new and most advanced batteries. The Moat will become unlimited with currently NIO at the center of the Moat…..
I think the two big parts of the Eco-system is the NIO vehicle and NIO power. The power because as the amount of vehicles that are sold and people choose the BASS system with the $100 monthly fee that would create a huge amount of revenue tied to a huge consistent dependable Moat. With the amount of swap stations increasing tied into the Grid where they charge the batteries at night when the cost of electricity is low and during the day sell power back to the grid at the higher rate will create huge revenue. Just the BASS fees at $100 per month at let’s say 1 million members 100 million in revenue. Add in your EV sales, wow….
Thank you for your effort in explaining the NIO ecosystem. From my european perspective I can not imagine how NIO life should ever get profitable. Has NIO life higher chances for profitability from a chinese viewpoint? Company owned point systems do not appeal to me at all. Finally the company rules how much value the user owns in his/her wallet.
HI Marcel , thank you for telling us and sharing how it works , I appreciate your work on this to keep me informed on things going on with Nio I never knew of , ! question , Nio power is not owned by Nio , as Nio only owns 20% of this , is this how this works as well or is it solely owned by Nio ? All of this to me is like a spider web not sure if good or bad , I been in auto industry my whole life as in repairs , I dont ever know of any auto manufacture which had all of these things going , I know tesla has alot as well with solar and robotics , maybe with evolution of smart cars you need all this go big or be squished , I wish their was alot more clarity on things for shareholders , so we have a better understanding of where model is heading and what can be benifets to shareholders who remain into Nio , since 2021 it has been a real bumpy ride for all of us.
NIO wholly owns NIO Power. What you are referring to is the Battery Asset Management Company which is a conglomerate partly owned by NIO. Its not the same as NIO Power.
@@DONGXiiTheChinaOpportunity ohh gee thank you for telling me this I must of misinterpreted this I read alot on my holdings and I am really grateful for people like you to explain and give me insight on things
Hi Marcel, i like to add that i appreciated all your videos They are very good, you should do more videos on CZcams. One more thing, nio aslo make it own chips. So who know later they can sell chips to order auto makers too. Thanks again
I was wondering if you know NIO monthly capacity for manufacturing ONVO. The rumors' about pre orders are great, if true , but wondering about capacity?
Another group of ecosystem are investors, because if we will have gains from growing stock price, we can send price of stock to the sky and financial division of Nio can get big money with such development. But it needs good shareholders policy.
Can we break it down by revenue for all these touch points/business lines or value added services. They should all compliment each other for ease of use of a car which it does. Where is the money?? When is profitability??
Thanks Marcel for showing this to us most interesting.I just have a question NIO also are developing Chips does this go into the NIO cloud or the Power cloud ?
It doesnt seem like any of this matters for the stock price. I am at the pount i do not care what this vompany is foing any more until the stock price goes up and holds
Many variables. If you do your own due diligence, you can guess as what market cap/company value NIO can be. I see a conservative value between 30 to 100B in the next 1 to 2 years.
Too complicated for me....I love simplicity.....Chinese incentives and gifts rewards for buying something need to be toned down. NIO has already given away too much free battery swaps to the point where they have no clue when battery swapping will become profitable. Getting worried about lack of profit prioritizing......what is the daily percentage of free battery swaps? Will free swaps decrease and profit increase in the future?
You can invest in Toyota. Very simple. Its only about car sales. NIO business model is more complex and sophisticated and thats exact its huge future potential.
Thanks Marcel a real eye opener seeing your Nio cloud system and what is involved to reach profitability for this company in the not too distant future .
Thanks for the great content. I believe NIO is the future and one day soon will be the king of EV🚀🚀🚀🔥🔥🔥
Thanks Marcel. Awesome insights.
Great Video. Old skool mindmap. Like the way you describe the ecosystem. Great job! Thx
Glad you enjoyed it!
Great video as always! This is the same type of ecosystem that makes apple one of the most powerful and successful companies in the world. And they are able to sustain that power because of how they utilize the ecosystem.
Correct
Hopefully with your great explanation Marcel, more people understand nio's business and don't focus too much on stock price and delivery numbers 😅 thanks like always! Groetjes
That's the plan!
I think people and investors really cannot fathom was is being created with NIO. A system where everyone who buys into the system is now tied into the system. The dominos are falling, other EV companies are realizing the growth potential and the wide range of potential options available. Customers will eventually understand that with swappable batteries you will always have a non- degraded battery, able to upgrade to larger and smaller battery and always have access to the new and most advanced batteries. The Moat will become unlimited with currently NIO at the center of the Moat…..
I think the two big parts of the Eco-system is the NIO vehicle and NIO power. The power because as the amount of vehicles that are sold and people choose the BASS system with the $100 monthly fee that would create a huge amount of revenue tied to a huge consistent dependable Moat. With the amount of swap stations increasing tied into the Grid where they charge the batteries at night when the cost of electricity is low and during the day sell power back to the grid at the higher rate will create huge revenue. Just the BASS fees at $100 per month at let’s say 1 million members 100 million in revenue. Add in your EV sales, wow….
love the analogue format!
Thank you for sharing my BROTHER
Thank Macel. What an insight you have into Nio😊😊
My pleasure!
Genius! Excellent summary. Thank you.
Great video makes me want to load the boat on shares!!!😂
I think Nio Power and Nio Cell Phone/Gadgets have a lot of potential, especially as the brand and sales of vehicles continue to grow.
Nice video, excellent explanation. Thanks! 👍
Glad it was helpful!
Thanks friend
Great explanation for newbies how nio actually focus to make China middle class on another lvl
Thank you for your effort in explaining the NIO ecosystem. From my european perspective I can not imagine how NIO life should ever get profitable. Has NIO life higher chances for profitability from a chinese viewpoint? Company owned point systems do not appeal to me at all. Finally the company rules how much value the user owns in his/her wallet.
HI Marcel , thank you for telling us and sharing how it works , I appreciate your work on this to keep me informed on things going on with Nio I never knew of , ! question , Nio power is not owned by Nio , as Nio only owns 20% of this , is this how this works as well or is it solely owned by Nio ? All of this to me is like a spider web not sure if good or bad , I been in auto industry my whole life as in repairs , I dont ever know of any auto manufacture which had all of these things going , I know tesla has alot as well with solar and robotics , maybe with evolution of smart cars you need all this go big or be squished , I wish their was alot more clarity on things for shareholders , so we have a better understanding of where model is heading and what can be benifets to shareholders who remain into Nio , since 2021 it has been a real bumpy ride for all of us.
NIO wholly owns NIO Power. What you are referring to is the Battery Asset Management Company which is a conglomerate partly owned by NIO. Its not the same as NIO Power.
@@DONGXiiTheChinaOpportunity ohh gee thank you for telling me this I must of misinterpreted this I read alot on my holdings and I am really grateful for people like you to explain and give me insight on things
What about Nio Phone Marcel? You did not include Nio phone in the Eco System?
It is part of NIO Life and has overlap with NIO Cars
I thought same thing!
Hi Marcel, i like to add that i appreciated all your videos
They are very good, you should do more videos on CZcams. One more thing, nio aslo make it own chips. So who know later they can sell chips to order auto makers too. Thanks again
good job
Where does the Chip department fit in ? NIO cars or NIO power or a stand alone ?
cars
I was wondering if you know NIO monthly capacity for manufacturing ONVO. The rumors' about pre orders are great, if true , but wondering about capacity?
Another group of ecosystem are investors, because if we will have gains from growing stock price, we can send price of stock to the sky and financial division of Nio can get big money with such development. But it needs good shareholders policy.
Can we break it down by revenue for all these touch points/business lines or value added services. They should all compliment each other for ease of use of a car which it does. Where is the money?? When is profitability??
Thanks
Does nio pay already exist?
Great video. Please make more videos on NIO. You are the only credible source as I can not stand the pumpers
Ok whenever I can
So then why us xoev always outperforming nio in stock price?
Because of current financial metrics
👍
What? is NIO pay official?
stocknownership ecosystem builder?
Thanks Marcel for showing this to us most interesting.I just have a question NIO also are developing Chips does this go into the NIO cloud or the Power cloud ?
It doesnt seem like any of this matters for the stock price. I am at the pount i do not care what this vompany is foing any more until the stock price goes up and holds
Please do a hypothetical stock prices going forward 3, 6, 12 months
I have done that as an Excel Model and video but its in my Patreon community for now.
Many variables. If you do your own due diligence, you can guess as what market cap/company value NIO can be. I see a conservative value between 30 to 100B in the next 1 to 2 years.
Too complicated for me....I love simplicity.....Chinese incentives and gifts rewards for buying something need to be toned down.
NIO has already given away too much free battery swaps to the point where they have no clue when battery swapping will become profitable.
Getting worried about lack of profit prioritizing......what is the daily percentage of free battery swaps?
Will free swaps decrease and profit increase in the future?
You can invest in Toyota. Very simple. Its only about car sales. NIO business model is more complex and sophisticated and thats exact its huge future potential.
Thanks Marcel a real eye opener seeing your Nio cloud system and what is involved to reach profitability for this company in the not too distant future .
Let's go buy more.
SHOOORTSQUUEEZEE!
500 CALLS LET'S GO!!!