$NIO Inc (NIO.US)$Let's talk about opinions first, then post data.
Judging from the financial results, whether it is quarterly or annual data, it is still generally positive.
But that's actually not the most critical thing; everyone knows what NIO is most critical right now - the Alps.
However, judging from the Alpine location revealed by Bingo two days ago, I'm still puzzled:
The positioning of Alps is too contradictory to the NIO brand.
First, let's take a look at the information on the two Alpine models revealed a few days ago:
The first model: Benchmarking Model Y, all-round benchmarking, and cheaper than Y;
The second model: Originally speaking, it was the best big SUV sold on the market. I understand it was the standard L9, but it was much cheaper than the L9.
The above is the information revealed by Bingo in the video two days ago. Let's take a look at other information revealed previously:
Price range: mainly 200,000 to 300,000
Configuration: Perceive insignificant reductions (such as ORIN chips, number of motors, etc.), sense obvious additions (size space, sofa, TV, refrigerator, etc.).
Combining the above information, we can give an overview of the Alps:
Full of space, comfort, and configuration, but at a very competitive price.
Looking at Alps brands alone, Alps is likely to have strong market competitiveness in terms of product strength and price. Regardless of gross profit or profit, at least the sales volume should not be too poor.
But if you think about the Alps...