Catalyst for NIO (taken from 4 past Seeking Alpha articles)
Seeking Alpha Oct. 9, 2021
***The state of California (America's biggest market for the automotive industry) has mandated that every new automotive vehicle produced has to become electric by the year 2035. This is the most aggressive clean energy passed by the state legislator in decades. This government legislation suggests that NIO will have a larger market and a greater opportunity to succeed.
***It is evident that NIO's growing market gives NIO a lot of opportunities, which makes NIO a strong stock.
***One of NIO’s most popular vehicles, the ES8, has recently received the European Whole Vehicle Type Approval to start selling cars in Europe. This approval from Europe has allowed NIO to tap into the European markets which are already bigger than that of the United States. As of now, NIO has unveiled their cars in Europe from July in select countries like Norway and Germany. With hundreds of thousands or millions of vehicles soon to be sold, NIO’s presence in the European market gives NIO a lot of opportunity for growth and the potential to increase its market share globally.
***NIO's increase in market share gives investors a lot of hope for what is to come in the future thus leading to an increase in stock value.
Seeking Alpha Oct. 14, 2021
***NIO is planning to aggressively expand its BaaS infrastructure, with plans to build over 4000 stations by 2025, and not just in China. In the future, this could give NIO an incredible advantage over its competitors, if and when BaaS becomes the norm.
Seeking Alpha Oct. 18, 2021
***Another highly anticipated event will be NIO Day 2021 at year-end. While the exact date for the keynote event has not yet been released, it is expected to happen sometime between December 1st, 2021 and January 15th, 2022 based on prior-year patterns. Many are speculating that the EV maker will debut the two new vehicles announced in Q2 during the upcoming keynote event in Suzhou like it did for the ET7 during NIO Day 2020 in Chengdu. It has been rumored that NIO will be launching a second sedan, dubbed the ET5, during NIO day 2021. The new model is expected to be a midsized sedan built on the NT 2.0 platform with similar designs as the ET7. The upcoming unveiling of new vehicles, which could happen at NIO Day 2021, is likely to be catalytic for the stock. Last year, the unveiling of the ET7 during NIO Day 2020 had sent NIO’s share price to an all-time high of more than $66, jumping close to 20% from the preceding trading day’s low.
Seeking Alpha Nov. 12, 2021
***In addition to additional store openings in Norway, NIO will also be penetrating five other countries in Europe next year, including Germany. Considering Europe is currently the world's second largest EV market with favorable government policy support backing rapid adoption in the years to come, NIO is on track towards becoming a reputable global EV brand with overseas revenues ultimately accounting for 50% of consolidated sales in the long-run.
***In order to accommodate upcoming new product productions and growing global demand, NIO has upgraded the manufacturing lines at its Hefei JAC-NIO manufacturing facility to expand production capacity, and is currently in the process of constructing a second production site at NeoPark. As mentioned in earlier sections, the JAC-NIO plant has undergone upgrades during the first half of October to ensure sufficient capacity and tooling for the upcoming productions of the ET7. Management has confirmed that the upgrades have been substantially completed and there will only be "minor restructurings and modifications of the production lines" until start of productions on the ET7s, which will not result in further impacts to the day-to-day production of existing vehicle models. As for its new production site at NeoPark, the facility's main frame structure has already completed construction, and equipment installation is scheduled to begin later this month. The facility is expected to come online in the third quarter of 2022 and host productions of NIO's new vehicles announced last quarter. Total annual production capacity will jump from about 240,000 vehicles at its current JAC-NIO manufacturing facility to 600,000 vehicles upon completion and subsequent production ramp up at its NeoPark facility. The expanded production capacity would further complement NIO's ongoing growth plans of acquiring additional market share from different vehicle and geographic segments through expanding its vehicle line-up and global presence.
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