💸 Connecting the NIO Ecosystem to the Outside World.

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  • Опубліковано 1 чер 2024
  • NIO Pay could leverage the NIO Ecosystem and connect it to external parties, like Battery Swap Partnerships and Merchandise Shops.
    #NIO #ecommerce #investing
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КОМЕНТАРІ • 55

  • @BE-kv6dc
    @BE-kv6dc 26 днів тому +10

    Thanks for the great content. I believe NIO is the future and one day soon will be the king of EV🚀🚀🚀🔥🔥🔥

  • @niosanfrancisco
    @niosanfrancisco 26 днів тому +9

    Thanks Marcel. Awesome insights.

  • @michaelsaldivar4901
    @michaelsaldivar4901 26 днів тому +4

    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…..

  • @IFromAmsterdam
    @IFromAmsterdam 26 днів тому +6

    Great Video. Old skool mindmap. Like the way you describe the ecosystem. Great job! Thx

  • @michaelsaldivar4901
    @michaelsaldivar4901 26 днів тому +6

    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….

  • @AndreaDeBernardi
    @AndreaDeBernardi 26 днів тому +8

    love the analogue format!

  • @nio4128
    @nio4128 26 днів тому +6

    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

  • @ronCADman
    @ronCADman 25 днів тому

    Genius! Excellent summary. Thank you.

  • @CountryBoyKitchen
    @CountryBoyKitchen 26 днів тому +4

    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.

  • @cameronhall6621
    @cameronhall6621 25 днів тому

    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.

  • @smokindauberdoo4208
    @smokindauberdoo4208 26 днів тому +6

    Thank you for sharing my BROTHER

  • @derekleier967
    @derekleier967 26 днів тому +3

    Great video makes me want to load the boat on shares!!!😂

  • @NielsHenrikChristiansen
    @NielsHenrikChristiansen 26 днів тому +2

    Thank Macel. What an insight you have into Nio😊😊

  • @lights6386
    @lights6386 26 днів тому

    Great explanation for newbies how nio actually focus to make China middle class on another lvl

  • @ors381
    @ors381 26 днів тому +1

    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.

  • @Burgermonster
    @Burgermonster 26 днів тому +4

    Nice video, excellent explanation. Thanks! 👍

  • @ohasli38
    @ohasli38 25 днів тому +1

    Where does the Chip department fit in ? NIO cars or NIO power or a stand alone ?

  • @jimmytran511
    @jimmytran511 26 днів тому +9

    What about Nio Phone Marcel? You did not include Nio phone in the Eco System?

    • @DONGXiiTheChinaOpportunity
      @DONGXiiTheChinaOpportunity  26 днів тому +3

      It is part of NIO Life and has overlap with NIO Cars

    • @derekleier967
      @derekleier967 26 днів тому +1

      I thought same thing!

    • @jimmytran511
      @jimmytran511 26 днів тому +2

      Hi Marcel, i like to add that i appreciated all your videos
      They are very good, you should do more videos on UA-cam. One more thing, nio aslo make it own chips. So who know later they can sell chips to order auto makers too. Thanks again

  • @louislomartra8577
    @louislomartra8577 26 днів тому +4

    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.

    • @DONGXiiTheChinaOpportunity
      @DONGXiiTheChinaOpportunity  26 днів тому +3

      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.

    • @louislomartra8577
      @louislomartra8577 26 днів тому +2

      @@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

  • @PavelSumik
    @PavelSumik 26 днів тому

    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.

  • @xeniosdias2359
    @xeniosdias2359 26 днів тому

    good job

  • @rainerluthershelley5131
    @rainerluthershelley5131 26 днів тому

    Thanks

  • @smota29
    @smota29 26 днів тому

    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?

  • @markusrapke7390
    @markusrapke7390 26 днів тому

    👍

  • @dshu1998
    @dshu1998 26 днів тому

    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??

  • @MiamiNinja.2Thailand
    @MiamiNinja.2Thailand 26 днів тому

    Does nio pay already exist?

  • @maxquest7122
    @maxquest7122 26 днів тому

    I find it difficult to envision the Nio network working anywhere outside of China. The sheer scale and resources required is immense. Without government or partnership assistance it may not be possible. Even within China it remains to be seen if this ecosystem will flourish.

  • @johnpowell5538
    @johnpowell5538 26 днів тому

    So then why us xoev always outperforming nio in stock price?

  • @frankpatterson5843
    @frankpatterson5843 26 днів тому

    stocknownership ecosystem builder?

    • @ohasli38
      @ohasli38 25 днів тому

      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 ?

  • @ssjj005
    @ssjj005 26 днів тому

    What? is NIO pay official?

  • @smota29
    @smota29 26 днів тому

    Great video. Please make more videos on NIO. You are the only credible source as I can not stand the pumpers

  • @danawc5595
    @danawc5595 26 днів тому

    Please do a hypothetical stock prices going forward 3, 6, 12 months

    • @DONGXiiTheChinaOpportunity
      @DONGXiiTheChinaOpportunity  26 днів тому +5

      I have done that as an Excel Model and video but its in my Patreon community for now.

    • @sennaha
      @sennaha 26 днів тому

      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.

  • @johnpowell5538
    @johnpowell5538 26 днів тому +1

    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

  • @tyronelowe7090
    @tyronelowe7090 26 днів тому +1

    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?

    • @DONGXiiTheChinaOpportunity
      @DONGXiiTheChinaOpportunity  26 днів тому +15

      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.

    • @ohasli38
      @ohasli38 26 днів тому +1

      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 .

  • @leejacobhilado9518
    @leejacobhilado9518 26 днів тому +2

    Let's go buy more.
    SHOOORTSQUUEEZEE!
    500 CALLS LET'S GO!!!