HS-NIO @EP2605A

Nio targets RMB 700-1.2 billion adjusted operating profit in 2025

Li Bin Shares 2025 Summary and 2026 Outlook at NIO All-Staff Meeting

NIO Initiates Recall Plan for Over 240,000 Electric Vehicles with Safety Hazards

NIO Plans to Build 1,000 New Battery Swap Stations by 2026

NIO-SW achieves 100 millionth battery swap milestone

NIO Achieves 100 Million Battery Swaps

Citi Downgrades NIO Sales Forecast but Maintains Buy Rating

NIO Reports Profit Guidance, Expects First Adjusted Operating Profit in Q4

NIO-SW Anticipates Operating Profit of RMB 200-700 Million in Q4 2025

NIO Expects First Adjusted Quarterly Operating Profit in Q4 2025

Longi Green Energy and NIO Collaborate on a Grid-Integrated Photovoltaic Storage and Charging Project

NIO Sub-brand Firefly Begins Delivering Right-hand Drive Models in Singapore

NIO Reports 96.1% Increase in Deliveries to 27,182 Units in January 2026

NIO Opens Its First Store in Uzbekistan

NIO Launches Sales in Hungary

NIO Announces the Release of the Latest 'NIO World Model' Intelligent Driving Software in China

NIO Reports Over 99 Million Battery Swaps, Li Bin Reveals 2030 Goals

C&C and NIO's V2G Charging Stations Show Promising Results in Jiangsu Trial

NIO Announces Banyan Intelligent System's 40th Version Upgrade

NIO Opens First European Dealership in Budapest

BOER POWER

WAI CHUN GROUP

HUAYUEXPRESSWAY

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NIO Inc. ADR rose 2.22% to $5.07 on Wednesday, outperforming a declining stock market where the NASDAQ fell 0.16% and the Dow Jones dropped 0.13%. This marks the second consecutive day of gains for NIO, although it remains 36.78% below its 52-week high of $8.02 reached on October 2nd. Trading volume was 29.8 million, significantly below the 50-day average of 45.5 million.

- NIO Inc. ADR (NIO) increased by 2.22% to $5.07 amidst a generally declining stock market, with the NASDAQ and Dow Jones indices also falling.  
- This marked the second consecutive day of gains for NIO, although the stock remains 36.78% below its 52-week high of $8.02 reached on October 2nd.  
- Trading volume was reported at 29.8 million, significantly lower than the 50-day average of 45.5 million.

Dow Jones

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NIO Inc. ADR Rises Wednesday, Outperforms Market

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Mirattery, Nio's battery asset operator, has issued $72.5 million in REITs as part of its asset securitization strategy, marking the world's first hold-type power battery REITs. The issuance, completed by CITIC Securities, is aimed at enhancing Mirattery's asset-light strategy and diversifying financing channels. As of January, Mirattery's battery assets under management exceeded 40 GWh. Established in 2020, Mirattery manages leased battery assets under Nio's Battery as a Service (BaaS) model and has previously engaged in asset securitization through ABS and ABN issuances.

- By the end of January, Mirattery's battery assets under management surpassed 40 GWh, achieving a significant milestone in power battery asset securitization.  
- The company completed a REITs issuance of RMB 501 million ($72.5 million), backed by power batteries leased to vehicle owners.  
- This marks the world's first hold-type power battery REITs, enhancing Mirattery's asset-light strategy and diversifying financing channels.

CnEVPost

ChinaAMC CSI Auto Components Thematic ETF

CITIC Securities Co., Ltd.

E Fund CSI Auto Components Thematic ETF

Hua Xia CSI New Energy Vehicles ETF

Ping An CSI Auto Components Thematic ETF

Hwabao WP CSI Intelligent Electric Vehicle ETF

HFT CSI Auto Components Thematic ETF

Guotai CSI 800 Automobile and Parts ETF

ChinaAMC CSI Hong Kong Connect Automobile Industry Thematic ETF

NIO Inc. USD OV

Nio's battery asset operator Mirattery issues $72.5 million REITs in new securitization effort

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The Hong Kong stock market opened higher in the morning, with the Hang Seng Index opening up 63 points at 27,246 points. The automotive stocks performed well, with BYD opening up 1.3% and Nio opening up 1.7%. After releasing its earnings, SMIC opened down 2.4%, and China Literature expected an expanded loss, opening down 4%. In the technology sector, Tencent opened down 1.5%, while Alibaba opened up 0.5%. Among financial stocks, HSBC opened down 0.4%, and Standard Chartered opened down 2.5%

AASTOCKS

SMIC

BYD Company Limited

GTJA Allianz SSE STAR Chip Design Thematic ETF

BYD COMPANY

Invesco Semiconductors ETF

iShares Semiconductor ETF

Guotai CSI Semiconductor Material Equipment Theme ETF

First Trust Nasdaq Food & Semicon

Guotai CES Semiconductor Chip Industry ETF

VanEck Semiconductor ETF

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

Guotai CSI All Share Integrated Circuit ETF

BYD Company

ChinaAMC Guozheng Semiconductor Chip ETF

SPDR S&P Semicon

"Hong Kong Stocks" Hang Seng Index opened high at 63 points, car stocks performed well, SMIC fell after earnings

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On Monday (February 9), at the end of the U.S. stock market, the Bloomberg Electric Vehicle Price Return Index rose by 2.11%, closing at 3593.84 points. Among the constituent stocks, STMicroelectronics rose by 9.76%, Anaconda Mining rose by 4.8%, and CALB H shares rose by 4.81%. NIO Group H shares fell by 0.51%, Yadea Group H shares fell by 1.56%, and Sociedad Quimica Y Minera (SQM) fell by 1.6%

Wallstreetcn

Global X Autonomous & Electric V

CALB

STMicroelectronics NV

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

Direxion Semicon Bull 3X

Sociedad Quimica Y Minera

China Southern CSI Semiconductor Industry Custom ETF

STMicroelectronics NV ADRhedged

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Li Auto (LI) stock fell over 3% after JPMorgan downgraded it to Sell, citing a lack of new models amid fierce competition in the Chinese EV market. Analyst Nick Lai lowered the price target from $18 to $14 and projected a 10% sales decline to 366,000 units. He also downgraded Nio and XPeng, adjusting their price targets but maintaining Buy ratings, anticipating losses for both in 2026. Wall Street remains cautious on Li Auto while being optimistic about Nio and XPeng's growth potential.

- Li Auto's stock fell over 3% after JPMorgan downgraded it to Sell, citing a lack of new models and intense competition in the Chinese EV market.  
- Analyst Nick Lai expects Li Auto's sales to decline by about 10% this year, anticipating a possible loss due to price cuts and increased costs, while lowering Nio and XPeng's targets but keeping them rated as Buy.  
- Wall Street remains cautiously optimistic on Nio and XPeng, seeing greater potential in XPeng compared to Li Auto, which is viewed less favorably.

Tip Ranks

XPeng

XPENG-W

Li Auto

LI AUTO-W

Li Auto Stock (LI) Falls as JPMorgan Turns Bearish, Cites 'Lack of Major New Models'

Nio Inc's upcoming flagship SUV, the ES9, will offer a range of up to 620 km with a 102-kWh battery pack. The ES9's launch is tentatively scheduled for around April 10, with expectations to debut at the Beijing auto show in late April. The SUV's dimensions exceed those of the ES8, and it will incorporate advanced technologies, including smart driving chips. Nio aims for the ES9 to achieve similar success as the ES8, which has seen significant sales. Nio also projects its first quarterly profit, boosting confidence among stakeholders.

- Nio's upcoming ES9 SUV is set to offer a range of up to 620 kilometers, slightly below the ES8’s 635 kilometers, with a launch event tentatively planned for April 10.  
- The ES9 features a 102-kWh battery and a curb weight ranging from 2,845 to 2,915 kilograms, surpassing the dimensions of the current flagship ES8.  
- Nio aims to integrate advanced technology in the ES9, predicting it will replicate the success of the ES8, which recently celebrated its 60,000th delivery.

Nio ES9 offers up to 620 km range with 102-kWh battery pack

BEIJING, Feb 9 (Reuters) - Chinese electric vehicle maker Niois recalling 246,229 vehicles due to software issues that could lead to a brief blackout of the instrument cluster and central control screen, a statement released by the market regulator showed on Monday.Separately, EV brand Zeekr will recall 38,277 vehicles due to safety hazards stemming from power batteries, according to another statement released on Monday.

- Chinese electric vehicle maker Nio is recalling 246,229 vehicles due to software issues affecting the instrument cluster and central control screen.  
- Additionally, EV brand Zeekr is recalling 38,277 vehicles due to safety hazards linked to power batteries.  
- These announcements were made by the market regulator on Monday.

Reuters

ZEEKR Intelligent Tech

Chinese EV maker Nio recalls 246,229 cars over software problem

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Chinese electric vehicle maker Nio Inc. (NIO) is set to add 1,000 battery swap stations in 2026, celebrating its 100 millionth battery swap milestone. CEO William Li emphasized the service's acceptance among EV drivers in China. Nio's network now totals 3,729 stations, allowing drivers to swap batteries in about three minutes. Following this announcement, NIO shares surged 7.23% to close at $5.04, as the company anticipates its first-ever quarterly adjusted operating profit.

- Nio Inc. is set to add 1,000 battery swap stations in 2026, marking a significant milestone of 100 million battery swaps in China.  
- CEO William Li noted that battery swapping has become a widely accepted option for EV recharging, with Nio's network now comprising 3,729 stations.  
- Following this announcement, NIO shares rose 7.23%, reflecting the company's expectation of posting its first-ever quarterly adjusted operating profit.

First Trust S-Network Future Vehicles & Tech ETF

SmartETFs Smart Transportation & Tech ETF

Max Auto Industry 3X Leveraged ETN

Nio (NIO) Adds 1,000 Swap Stations as Shares Jump on Profit Milestone

Jiao Yin International released a research report stating that Nio is expected to achieve an operating profit of RMB 700 million to 1.2 billion in the fourth quarter of 2025, marking its first profitable quarter. This turning point is attributed to increased delivery volumes, a higher proportion of high-end products, and cost control. Although the first half of 2026 may be affected by the off-season and cost fluctuations, it is expected that new models such as the ES9 and Lido L80 will improve gross margins in the second half of the year, becoming catalysts for valuation reassessment. The "Buy" rating on Nio is maintained, with a target price of USD 8 for American shares and HKD 62.75 for H shares

"Large Banks" CMB International: Nio achieves positive operating profit for the first time in a single quarter, new car cycle in the second half of the year expected to drive revaluation

Nio Inc. aims to enhance profitability in its power business after achieving a milestone of 100 million battery swap services. The company has invested over RMB 18 billion ($2.6 billion) in charging and battery swap infrastructure over the past 11 years. Nio plans to construct 1,000 new battery swap stations by 2026 and is set to begin large-scale construction of its fifth-generation stations. CEO William Li highlighted the importance of battery swap stations in urban energy systems and anticipates the company's first quarterly profitability by Q4 2025.

- Nio has invested over RMB 18 billion ($2.6 billion) in charging and battery swap infrastructure over 11 years and plans to build 1,000 new battery swap stations in 2026.  
- The company recently celebrated reaching its 100 millionth battery swap service milestone, which showcases the large-scale validation of the battery swap model.  
- Nio aims to achieve profitability in its power business by enhancing its commercial operations and has forecasted its first quarterly profit by the fourth quarter of 2025.

Nio to enhance power business operations for profitability, says William Li

NIO-SW officially achieved its 100 millionth battery swap last Friday evening (6th). The 100 millionth battery swap user is an ET5T user from Haining City, Zhejiang Province. Compared to conventional gasoline vehicles, the 100 million battery swaps have cumulatively reduced carbon dioxide emissions by 4,169.5 tons. NIO has alleviated grid pressure and improved energy utilization by participating in grid interaction, smoothing peaks and filling valleys with over 740 million kWh

NIO has achieved 100 million battery swaps

Today’s Key News Recap

Feb 6 | Dolphin Research focus: 🐬 Stock 1, $BABA-W(09988.HK) Alibaba's Qwen app launched a 'Spring Festival RMB 3bn free-order' campaign today. The first wave centers on AI one-line prompts to order milk tea for free.Notably, WeChat further blocked today the promo passwords for red-envelope campaigns run by both Alibaba Qwen and Tencent Yuanbao. As a result, those keywords can no longer be copied or recognized in private or group chats.The move aims to protect WeChat's platform ecosystem and curb over-marketing that disrupts user experience. It also helps defend its social-traffic moat...

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Tencent

Tencent Holdings Limited

BABA-W

BABA-WR

Alibaba

Amazon

Roblox

DingDong

Alibaba HK SDR 5to1

MEITUAN

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Tencent HK SDR 10to1

Meituan HK SDR 5to1

Meituan

Alibaba Qwen's Lunar New Year free-order promo was blocked by WeChat; Nio surged after its first-ever quarterly profit | Daily News Recap

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do you think nio still has a chance of recovering?

Mi823

A sharp contrast between overvalued US tech stocks that we priced for perection Vs Chinese NIO that is beaten down and with lowered expectations.

Featured

I’m surprised to hear about the threat to $Novo Nordisk AS(NVO.US). I thought their drug would be protected by patents.

Dacai

Amzn down 10% is not a surprise with all other tech companies also falling greatly after announcing more than expected capex for 2026. US traders taking profits before tax season, people panic selling, institutions force selling to drive down the prices are what's causing this dip in the stock market. Eventually, these institutions will also be the ones buying the bottom and driving the rally once more. Investors just sit tight and dca into the stocks they have conviction and wait out.

Grab

NewUser_CkrdqW 

Current rate of return reached top 10% of users
Calculated based on  your Longbridge (Singapore) A/C

Rate Of Return

LazyCat

Dividend Collector

Current rate of return reached top 30% of users
Calculated based on  your Longbridge (Singapore) A/C

Metals &amp; AMZN crash on a wild Friday. A $717M deal and Nio's profit surprise inside. Share your view &amp; earn Task Coins!

Hims & Hers Health

ETFS Capital Ltd.

ING Groep

Spotify

Hasbro

Guess

SPDR Gold Shares

iShares Silver Tr

Pro Ultr Silver

GLD SG

Qualcomm

Novo Nordisk AS

Eli Lilly

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DISTINCT HEALTH

MONTAGE TECH

Mirae Asset Global Investments Co., Ltd.

Bio-Techne

Centene

🔥 Market Snapshot:  Metals Crash, AMZN Plunge & $717M Deal | Feb 6, 2026

It is terrible that silver's entire gains are wiped out. Where did the money go to?

GRAB - CW25

Han's CNC

Montage Technology

Did your friend make money on crypto this time?

股市江湖故事会

Nothing attracts me except, the fall in cryptocurrencies. I didn’t expect such a huge drop. Warren Buffett is probably sleeping soundly lately🤣🤣🤣. He is always a wise man.

Time is needed for precious metals to find a bottoming range for this early fourth wave. The parabolic third wave that follows market uncertainty is done IMO. Market is sorting itself out and deciding. Hence the sell off in risk on also. If capital flows back to risk on, it indicates confidence in economy and growth. If market continues selling off, recessionary fears are on the table. Stay safe!

Chance to buy the dip? or is it falling knives?

Pandorous

Valdimier

NIO up on profit alert! Finally!! Holding my bags was worth it

0119 | Dolphin Research Watchlist: 🐬 Macro/Industry1) Per the National Bureau of Statistics, 2025 GDP was RMB 140.2tn, up 5.0% YoY in real terms, meeting the full-year target. Q4 growth eased, but the Dec PMI returned to expansion, pointing to improving production sentiment. Infra investment and net exports provided the key support, while consumption and property remained weak.2) Trump, seeking to 'buy Greenland', announced tariffs on eight European countries. The move targets Denmark, Germany and others...

Tesla

Micron Tech

China GDP +5% for the year; TSLA AI5 chip design near completion | Daily News Recap

HS-NIO @EP2605A(19268.HK)

NIO Inc. ADR Rises Wednesday, Outperforms Market

Nio's battery asset operator Mirattery issues $72.5 million REITs in new securitization effort

"Hong Kong Stocks" Hang Seng Index opened high at 63 points, car stocks performed well, SMIC fell after earnings

Li Auto Stock (LI) Falls as JPMorgan Turns Bearish, Cites 'Lack of Major New Models'