New Energy Vehicles (NEVs) in China

OppositeDay

Senior Member
Registered Member
I've seen this before. What NIO is doing is the same as other companies that predict they will eventually lose in their main line of business. Use existing funds to diversify and hope one of their other businesses succeed.

Alternatively, it could also just be the Apple trick. Upselling existing owners of NIO vehicles. Get them hooked on an entire ecosystem of NIO products.

My impression is to be a NIO user is like joining a country club. Having a NIO phone is just one more way to show off your membership.
 

dingyibvs

Junior Member
My impression is to be a NIO user is like joining a country club. Having a NIO phone is just one more way to show off your membership.
That's certainly their aim. Now I am in fact intrigued by their meticulous focus on brand building, which is for sure a differentiator compared to other Chinese brands, but like many others I wonder if that's distracting them from their core business of building and selling compelling vehicles.
 

supercat

Major
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Per Electric Viking: Zeekr 001 and Zeekr X, which are going to Europe now, can use Volvo and Polestar's dealerships. Also, Zeekr may have an IPO in the US soon.
Zeekr 001:
L69HdpI.jpg

Zeekr X compact:
nFMUjAM.jpg


 

SanWenYu

Captain
Registered Member
Ford is having a second thought due to pressure from politicians.
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I hope that CATL didn't forget adding a term in contract for a parting fee paid by Ford if the deal is killed by the US politicians. Chinese suppliers should now add such de-risking terms in their contracts with American buyers.
 

Canton_pop

Junior Member
Registered Member
Ford is having a second thought due to pressure from politicians.
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US brands can't command high premium like the European brands, yet can't be price- competitive in the mass market either. The middle income group is struggling living paycheck to paycheck expect them to pay US-Made premium over China-Made -US brands?
 
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