Nio Inc (NIO)

[uksausage]

I was one of those wondering about capacity but we ascertained that they are forecasting an ability to make 7500 a month through Q1 2021. That is a 50% increase. Not sure if by doing second shift

I am wondering what the actual customer demand is for this range of cars.

I assume there is a lot of demand and NIO's business model is different from the others (Tesla, LI, XPEV ,BYD etc) that make it more attractive.

Going to be interesting to see how TSLA addresses quality as they start the model Y production line to compete with NIO.