Nio Stock Massive Update! In Less than 10 Hours

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Here’s a detailed analysis of Nio’s sales and insurance registration data based on the latest available information (up to June 2025):

1. Overall Sales Performance

May 2025 Deliveries: Nio Inc. (including Nio, Onvo, and Firefly brands) delivered 23,231 vehicles, marking a 13.1% year-over-year (YoY) increase but a 2.8% decline from April 2025 16.
Breakdown by Brand:
Nio (Premium): 13,270 units (↓35.4% YoY, ↓31.1% MoM).
Onvo (Family-oriented): 6,281 units (↑42.8% MoM).
Firefly (Small EV): 3,680 units (first full month of deliveries) 69.
Year-to-Date (Jan–May 2025): 89,225 vehicles delivered, up 34.7% YoY 1.

2. Insurance Registrations (Weekly Trends)

Insurance registrations reflect real-time retail sales in China. Key highlights:

Week Ending June 22, 2025:
Nio Group: 5,170 registrations (↑9.3% week-over-week).
Nio Brand: 3,250 (↑6.2%).
Onvo: 1,450 (↑17.9%).
Firefly: 470 (↑6.8%) 34.
Recent Fluctuations:
Week Ending June 1: Registrations dropped 17.3% MoM (Nio brand: 3,000 units) due to model updates impacting deliveries.
Firefly’s Growth: Weekly registrations surged 76.6% in mid-May, reflecting early demand for its affordable EV.

3. Key Models and Market Position

Flagship ET9:
Limited edition (999 units) sold out at launch.
May 2025 deliveries: 682 units (↓15.8% from April), contributing 2.94% of Nio’s total sales.
Best-Sellers:
ES6 SUV: Dominates Nio’s lineup, accounting for 28.7% of April deliveries (6,866 units).
Onvo L60: Growing demand, with May deliveries up 42.8% MoM.

4. Challenges and Trends

Declining Nio Brand Sales:
YoY drops attributed to product transitions (e.g., updated ES6/EC6 models) and competition in the premium segment.

Firefly’s Potential:
Launched in April 2025 with a RMB 125,800 (~$17,500) starting price, targeting mass-market adoption.

Plans for European expansion (pre-sales in Netherlands/Norway).
Underperformance vs. Rivals:
Nio’s weekly registrations lag behind Tesla (13,800) and BYD (83,400).

5. Future Outlook

Q2 2025 Guidance: Nio projects 72,000–75,000 deliveries (↑25.5–30.7% YoY), driven by new model launches (e.g., upgraded ET5/ES6) 2.
Technology Focus: Rollout of Nio World Model (smart driving upgrades) aims to boost competitiveness.

Otherwise a disclaimer to note on these video is that all content that I will be sharing on the video must not be taken as professional financial advise as there are just my opinions. Otherwise for more stock market videos visit our youtube channel @Phumudzo Siphoro


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