$NIO Inc.(_老虎社区_美港股上老虎

MatthewWalter
2022-01-10

$NIO Inc.(NIO)$ $Tesla Motors(TSLA)$ $XPeng Inc.(XPEV)$ $Li Auto(LI)$$Byd Company Limited(002594)$ ET7 perfect EV to ride Chinese S-Curve – Chinese 2021 EV sales 3 million. Annualizing NOV 2021 sales of 378,000 gives you 4.5 million sales. 2022 EV sales could be 6 million or double 2021 numbers (current policies & demand ensure that). No reason why NIO sales could not double 2021 to 2022 from this fact alone & ET7 is perfect new model addition to ride this EV S-Curve. Major Chinese cities policies skewed to richer buyers with good EV products – BYD, TSLA, XPEV, LI & NIO are ALL capacity constrained. Currently they can sell as many EV as supply chain & capacity limitations allow.

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