Why would BYD bother about NIO?

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  • čas přidán 28. 08. 2024
  • Could BYD really join NIO's battery swapping?
    #NIO #BYD

Komentáře • 32

  • @NIOTrending
    @NIOTrending Před 3 měsíci +22

    NIO = 🦄
    Thanks Marcel!

  • @Drgnrt
    @Drgnrt Před 3 měsíci +33

    Oh yeah, FOMO is not there just for investors. Really hope BYD and Tesla will join NIO's expanding swap group!

  • @SPCE_BOYY
    @SPCE_BOYY Před 3 měsíci +15

    NIO is in a category of its own. reminiscent of amazon

  • @markusrapke7390
    @markusrapke7390 Před 3 měsíci +9

    You tried to lowball your emotions, but I could see the sparkling in your eyes 👍. What a great move to include BYD via batteries. Probably cheaper than CATL? Good move for BYD as well, because they hit their competitor CATL.

  • @ankita209
    @ankita209 Před 3 měsíci +7

    Great video as usual. Elon really should consider partnering to take robotaxi to the next level.

  • @JL882jets
    @JL882jets Před 3 měsíci +2

    Great Video. I see the same senerio play out and agree with you 100%. Also the good news for NIO is that they are now far ahead in the partnership game that the others have to make the move quickly or left behind(FOMO is a great way to say it).Credit has to be given to Li for being a great chess player. I'm starting to enjoy watching how this all starting to play out with NIO diffinitely in a very good position.

  • @EnglandUK007
    @EnglandUK007 Před 3 měsíci +4

    Noone knows the value to Nio on partnerships, Nio very reluctant to share this information. Wall st has priced zero for all partners, Maybe Li Bin gives intellectual property away for free? Great content Marcel 👌

  • @peterbarker639
    @peterbarker639 Před 3 měsíci +7

    Great video M. as always.

  • @guyzer7006
    @guyzer7006 Před 3 měsíci

    Thank you for your honest reporting on the situation in China…based on western media, China is in serious trouble economically!!

  • @Fliptop95
    @Fliptop95 Před 3 měsíci +1

    It is really a game changer! Thanks for the Video Marcel! And the noise! 😂 I beam bolts impact gun 🤔 Anyways, I feel BYD is the last big one left! We've got all the connections and other partners! Plus as you said earlier "order it up on the app" They spoke of the use of apps n cloud service. There's the Fomo besides swap! Never leave the house to swap!!!!!!!!!

  • @nio4128
    @nio4128 Před 3 měsíci

    Marcel thanks for this update, exactly why IMO it's time to buy more NIO shares. I was there in the first run but this one feels so much more confident and different! NIO is doing the right things now, like they always said, and paid off now Greetz aus den Niederlanden

  • @redoubt6784
    @redoubt6784 Před 3 měsíci +8

    With so much news on new partnerships and press releases on over the top card sold, when do you believe some of this will start impacting the price action? I'm a long term so not asking for it to pop immediately but the news and price action seemed disparate.

    • @nezzai124
      @nezzai124 Před 3 měsíci +5

      price action has nothing to do with news. price is just a place where big players manipulate

    • @redoubt6784
      @redoubt6784 Před 3 měsíci +2

      @@nezzai124 I'm not sure how to take that response as news does have some influence of price action. I don't disagree with you but i believe there to be short term influence/ I don't believe the price action has anything to do with the intrinsic value of the company but to say it doesn't impact the price action is in my opinion short sighted.

    • @nezzai124
      @nezzai124 Před 3 měsíci

      @@redoubt6784 you know nothing

    • @CapeFear1
      @CapeFear1 Před 3 měsíci

      Yeah all these "amazing" partnerships left and right and NIO yet again headed to penny stock. Most overhyped stock ever.

  • @rainerluthershelley5131
    @rainerluthershelley5131 Před 3 měsíci +1

    Good news..Thanks.

  • @nobodynobody1235
    @nobodynobody1235 Před 3 měsíci +2

    Is this the BIG partnership we were waiting for?
    IMHO, only if NIO can show positive PNL impact in their earning with all these partnership, it won't help to boost the stock price up significantly

  • @rafa374
    @rafa374 Před 3 měsíci

    GREAT STUFF - MORE PLS ON BATTERY SWAP VS CHARGE....Looks like swap has definite continuing attractions vs ever faster charging. Would be good to have some reactions [or coverage thereof] of actual users experienced in both. I suggest we need still more convincing re swap esp as charging is coming down to 10 mins or less. I guess that swap has pos. a major advantage in that it future-proofs the car. In 4/5 years your car will have access to the latest cheapest and most powerful batteries instead of being stuck in the past - but please correct me.

  • @michaelsaldivar4901
    @michaelsaldivar4901 Před 3 měsíci +1

    Marcel, you have created videos in the past that explain the bigger picture as in the virtual power grid. If we only concentrate on the benefits of swapping as convenience and speed for the EV then you are not seeing the bigger picture. I see it as either a Parasitic or a Mutualistic relationship. Where a EV drains from the power grid and does not return benefits to the grid or where a EV is allowed to use the energy to swap and in return refurbish the energy back to the grid when needed, a win win situation. Both the host and parasite benefit.🙏. I see the Chinese government heading in a more mutualistic relationship. The bigger picture…

  • @mrbest1571
    @mrbest1571 Před 3 měsíci

    They are building a very strong foundation that also has huge flexibility only available through battery swap

  • @gildasarnaud-gallin596
    @gildasarnaud-gallin596 Před 3 měsíci +2

    Hello Marcel. M P Saïd BYD should build the 60kw battery pack. Full pack or just the cells ? If they build the full pack then they easy for them to enter in the game.
    If swapping becomes standard, what will have to do legacy brands to sell car in china ,the World first car market? Adopt the swapping or stay out of china, or sell low cost cars.

    • @JL882jets
      @JL882jets Před 3 měsíci

      Shhhhh. Like a chess game planing 5 steps ahead NIO do not want to announce the moves. Every move comes as a surprise as NIO snakes thru the moves. As an investor I can see some of these moves coming like you but I rather they don't tell the world yet.

  • @guyzer7006
    @guyzer7006 Před 3 měsíci

    Brilliant move for the Chinese car manufacturers!!

  • @anthonylipitt2993
    @anthonylipitt2993 Před 3 měsíci +1

    BYD builds batteries for NIO ONVO, this is just the beginning for NIO Empire 💯% good stuff...

  • @ahmedchowdhury3391
    @ahmedchowdhury3391 Před 3 měsíci +1

    Jagx stock 100x

  • @shahidaisha07
    @shahidaisha07 Před 3 měsíci

    Its about creating diversification of revenue streams for NIO. Simple

  • @nooneop
    @nooneop Před 3 měsíci

    NIO has licensing agreements regarding their battery swapping technology with 6 automakers that produces more than 9 million vehicles last year. If BYD and Testla are not into swappable batteries they will go bankrupt.

  • @Baylorbetterthanbrown
    @Baylorbetterthanbrown Před 3 měsíci

    15 minutes charging battery swapping with a lot of business

  • @torontodave9840
    @torontodave9840 Před 3 měsíci

    Marcel. You have good videos man. Tons of great content in lots of your videos. But why say “…they (NIO) may go out of business” in a video. Just stop. That’s an obvious statement that can be said about just about any business anywhere. Be positive.

  • @watatoi1515
    @watatoi1515 Před 3 měsíci

    Absolutely agree your view Marcel 👋
    Now the constant evolution of NIO's innovations in battery charging and swapping is paying off. More and more manufacturers of battery-powered electric vehicles are partnering with NIO. Even those who previously attempted to develop their own networks are now opting to collaborate with NIO because it is much more effective and efficient 🪫🔁🔋🏁