![🇨🇳 East West Investment Opportunities - DŌNGXii](/img/default-banner.jpg)
- Видео 790
- Просмотров 6 830 042
🇨🇳 East West Investment Opportunities - DŌNGXii
Германия
Добавлен 7 янв 2017
Hi, we are Miriam and Marcel,
if you are new to the channel: WELCOME and 欢迎光临!
Our obsession with learning Chinese, living in China, working in the tech industry led to our current business. We consult small and big corporates on their innovation strategy for and with China. Our clients include big names like Daimler and Audi. We even got into the Chinese TV show 创赢未来 which literally means, “create and win the future!” and is the Chinese version of dragons den.
On this channel we take you along our journey to do our on the ground research and share all our insights and information from us and our network. We’ll be digging deeper into hot topics such as emobility (NIO; Tesla China, Byton), New Retail (Alibaba, Luckin Coffee) and so on...
Our goal with this channel is to build a community and more awareness around what is happening in the tech sector in China.
Please help us to build this community by commenting, subscribing and sharing the channel! THANK YOU! 谢谢🙏
if you are new to the channel: WELCOME and 欢迎光临!
Our obsession with learning Chinese, living in China, working in the tech industry led to our current business. We consult small and big corporates on their innovation strategy for and with China. Our clients include big names like Daimler and Audi. We even got into the Chinese TV show 创赢未来 which literally means, “create and win the future!” and is the Chinese version of dragons den.
On this channel we take you along our journey to do our on the ground research and share all our insights and information from us and our network. We’ll be digging deeper into hot topics such as emobility (NIO; Tesla China, Byton), New Retail (Alibaba, Luckin Coffee) and so on...
Our goal with this channel is to build a community and more awareness around what is happening in the tech sector in China.
Please help us to build this community by commenting, subscribing and sharing the channel! THANK YOU! 谢谢🙏
👀 Which EV Stock will Really Benefit in the End?
👀 Which EV Stock will Really Benefit in the End?
Просмотров: 3 365
Видео
🔋💸 NIO Investors to Profit off Battery Swap Stations!
Просмотров 8 тыс.4 часа назад
NIO just officially announced a Franchise model for Battery Swap Stations. This makes them an investment vehicle for external parties, thereby growing the swap network and enabling others to profit off of future revenues. For NIO this means it becomes asset light and high margin income! #NIO #investment #china
NIO Battery Swap Changes with ONVO!
Просмотров 7 тыс.7 часов назад
Interesting Details here about the ONVO Battery pack and NIO Battery Swapping. #NIO #Investment #China
💡 NIO Should Crowd Fund Battery Swap Stations
Просмотров 6 тыс.14 часов назад
Every community needs its own Battery Swap Station - and this could be crowd funded! #NIO #Swapping #Investing
😎 NIO Stock Investors Need to Think Differently
Просмотров 8 тыс.19 часов назад
How investors should think about big R&D and Infrastructure investment by NIO. #nio #Stockmarket #batteryswapping
💸 Who Will Pay For NIO's Software & Hardware?
Просмотров 6 тыс.День назад
Who might actually buy NIO's newly announced chips and software? Here are my guesses. #NIO #China #Investment
🇨🇳 How China Plans to Revive the Economy and the Stock Market
Просмотров 7 тыс.День назад
In this Interview, I discuss with guest commentator Robert Wu, how we should think about China going forward and its plans outlined in the 3rd Plenum, to solve structural problems. You can find Robert's writing here: www.baiguan.news/ www.china-translated.com and his X account: x.com/robert_baiguan?s=21 and on LinkedIn: www.linkedin.com/in/robert-wu-03778a19b/ #China #Economy #Stockmarket
How NIO Plans to Disrupt the Auto industry with AI Hardware and Software
Просмотров 12 тыс.21 день назад
NIO plans to use its self developed chip, hardware and software ecosystem to revolutionise the Automotive industry with AI. #NIO #AI #Chips
🇨🇳 China Doubles Down on EV and Stimulus
Просмотров 4,9 тыс.28 дней назад
EV stimulus and more after the Third Plenum! #NIO #Stockmarket #stockstobuy
🇨🇳📈 Biden Was Bad for Chinese Stocks
Просмотров 4,2 тыс.Месяц назад
Can Trump be even worse for Chinese Stocks? I don't think so. #NIO #Baba #China
💸 3 Reasons, Why NIO May Not Tap Markets Again
Просмотров 10 тыс.Месяц назад
NIO Stock diluted further for capital raises? I think there are different options now ... #NIO #Stockmarket #Investing
👏 NIO Changes Its Strategy
Просмотров 9 тыс.Месяц назад
This pricing strategy should be good for NIO Stock. #NIO #Stockmarket #EV
🍿 3 Surprising Reasons Why Donald Trump is Good for US China Relations
Просмотров 3,3 тыс.Месяц назад
The Donald Trump Assassination attempt is likely good news for China and Chinese stock market investors. #stockmarket #China #Trump
💸 Watch THIS Catalyst That Will Catch Investors by Surprise #BABA #NIO #China
Просмотров 7 тыс.Месяц назад
China will launch stimulus soon, in my opinion. #China #Stockmarket #Investing
🚨 NIO Stock NEW Era Begins Today!
Просмотров 14 тыс.Месяц назад
Now we have the important change in NIO's CFO position. I think thats great! #NIO #Stockmarket #China
🤨 Why NIO Stock Investors Worry About this Is Beyond Me!
Просмотров 11 тыс.Месяц назад
🤨 Why NIO Stock Investors Worry About this Is Beyond Me!
😏 False China AI Narrative & Clever Alibaba Stock Opportunity
Просмотров 4,5 тыс.Месяц назад
😏 False China AI Narrative & Clever Alibaba Stock Opportunity
🤓 NIO Swapping NOT mentioned by ARK Invest Team Brainstorming Autonomous Charging Solutions
Просмотров 5 тыс.Месяц назад
🤓 NIO Swapping NOT mentioned by ARK Invest Team Brainstorming Autonomous Charging Solutions
😳 NIO Stock Prediction: Low Forever?
Просмотров 18 тыс.2 месяца назад
😳 NIO Stock Prediction: Low Forever?
💸 Connecting the NIO Ecosystem to the Outside World.
Просмотров 6 тыс.2 месяца назад
💸 Connecting the NIO Ecosystem to the Outside World.
🤩 Polestar Phone for a Week ... Is it Better Than the NIO Phone?
Просмотров 3,4 тыс.3 месяца назад
🤩 Polestar Phone for a Week ... Is it Better Than the NIO Phone?
China Battery Swapping Standard is Coming
Просмотров 8 тыс.3 месяца назад
China Battery Swapping Standard is Coming
Best News About the ONVO Launch ...
Просмотров 8 тыс.3 месяца назад
Best News About the ONVO Launch ...
Good Bye 👋 Call Options for the Future!
Просмотров 6 тыс.3 месяца назад
Good Bye 👋 Call Options for the Future!
🇺🇸🇨🇳 Tesla vs NIO, Economic Warfare and more Battles of the US China Rivalry with Shaun Rein
Просмотров 21 тыс.3 месяца назад
🇺🇸🇨🇳 Tesla vs NIO, Economic Warfare and more Battles of the US China Rivalry with Shaun Rein
🤨 Why Chinese EV Stocks Tanked on Friday?!
Просмотров 4,5 тыс.3 месяца назад
🤨 Why Chinese EV Stocks Tanked on Friday?!
“gambling”, “taking risk”,“spending huge amounts”. You gotta be cautious of types of messaging - it adds no value. Even if you’re framing it as “I’m hearing these things on comments, Twitter, etc…”.
With the endless launch of Zeekr vechicles it way too confusing and customers are getting angry that when they buy a new Zeekr car, theres another new Zeekr months later !! Go #NIO #ONVO
Whats going on with Zepp Marcel ?22% up yesterday
The road less travelled is only for the brave
Waiting for news on NIO entering the Middle East market, and or setting up a manufacturing plant in the Middle East.
Any chance Nio merging with another company?
BAAS is the only way and I'm glad Nio stays focused on the necessary infrastructure! Thanks for the video Marcel!
Yes ! ❤
This consolidation is actually a huge benefit for Nio. They are already ahead when it comes to technology and infrastructure. They are learning what it takes to win the EV game, while others are retreating.
Agreed. Enjoy your trip. I am invested with Tesla and I am invested with Nio. Hybrid cars are just a short or medium interim step. Yes interim step. The ultimate end goal is Pure EV. Hybrid is just only a way to get there. Also - the successful EV companies will become so much more than car companies. Tesla an Electric Power and AI company. And Nio the same also. Agreed. It is important to think about long-term future. Not just 1-5 years, but most important 10-20 years. All the great companies and all the great investments also took a long time to get there. e.g. Apple, Nvidia and many many more.
I think this step was necessary as next year partners will start delivering swappable battery cars and they will need a huge network. And I think now NIO is delaying the manufacturing of bss with their own resources because they want to optimize the bss network they have with the new Onvo cards and reduce costs
Sounds right
Seems like EV players getting smaller. Good for Nio
Seems like EV players getting smaller. That is good for Nio
54.02% NEV penetration rate in China for August, so anyone who believes NEVs are not the future is smoking some really good stuff...🤣
Yeah although NEV includes hybrids and EREV
@@DONGXiiTheChinaOpportunity However the split is usually 55/45 with BEVs on top, so it's still a good metric...😎
Thank you.
Welcome!
Marcel, correct me if im wrong but didnt Geely partnered with nio on battery swap ? Has now zeekr given up on that or there will be other Geely brands into bat swap like volvo ?
Yes. Makes sense for Geely to move them out of that space and not compete with themselves.
Is your patreon open again Marcel
No, my Patreon group is closed for new members.
Thanks
Might open the group again in the future, stay tuned in case you want to join
The long & winding road of NIO …….thanks for the video Marcel
I wonder how one can apply for such power swap station franchise.
HI Marcel, I have a question for You. How long do you think it will take for NIO to see any signs of profitability?
only 12-24 months my friend, and when that happens you better be ready to play 70 usd + for the stock!
HOPE THE CHINESSE ONES!!!!!!! nio,onvo xpeng my god wheeeeeeennnnnnnn_____
😅
@@DONGXiiTheChinaOpportunity 🤘
Nice move NIO with power swap station partnership. Hey it’s a win-win situation for all~ thanks Marcel BlueSkyComing!!! ❤
Totally agree. The grid balancing is outstanding. Currently every country is struggling with this, and the Power swap stations can support stabilize the grids!! 🤯
one day later, NIO is down 5% plus today!
Good move Nio
Feature not bug. It allows nio to have an excuse when they need to bump onvo users back in line to accommodate a nio swapper
On average, all the NIO swap stations are all losing money. Who would want to buy into this model?
Markets don't seem to like NIO power day.
They don’t like anything no matter what NIO does
ZEPP CFO interview, after the earnings would be amazing Marcel 🙂
Quality, thank you. I will keep watching.
🔥
Seasick from bouncing camera
Es ist so traurig, NIO hätte es in der Hand gehabt einen weltweiten Industriestandard bei Battery Swap zu setzen, schafft es aber nicht Mal Intern, Onvo Nio inkompatibel, nur weiter so, hat sich schon mit verschieden Zapfhähnen bewert.
I'm definitely on board with the swappstation partnership! I want my own swapstation here in US!!!! Thanks for the video Marcel 👍👍
Moving in the right direction!
Thanks for all you do Marcel.
appreciate the feedback
@@DONGXiiTheChinaOpportunity you’re among the more consistent Nio bulls it doesn’t go unnoticed 💪
🪫🔁🔋🏁
Wow Marcel you predicted and now franchising is happening on Nio!! Go Nio!!. Thanks very much!!
Nio Power is a huge piece of Nio. Potentially, it can be splited and become an independent company.
Does it mean NIO shareholders will get some NIO Power shares if it becomes an independent company?
@@UniZi Yes or No. If No, it will add value to Nio share.
This will speed up building new swapstations longterm👌
Even before Marcel is getting on the train he gives us an update! Thanks Marcel power up!! 💪
You bet!
Thanks for the quick update Marcel Looking forward to the deep dive Safe Travels
Thanks 👍
Keep it up Marcel🫶🏼
Ok
What innovation! This is going to skyrocket very soon. One cannot keep a brilliant business model down forever. Let the QER's speak for themselves.
Like and share the video, to tell more people about it. Fänks!
VPP ❤
Power up ⬆️ NIO !!! Power up Marcel !
Is this a good signal to see less cash burn and higher profit margin!
yes, for NIO its becoming a lighter asset while retaining high margins. Its also about scale and furthermore about timing of growth. At all makes sense ..
@@DONGXiiTheChinaOpportunity This is a major catalyst for NIO shareholders! 🚀🚀
@@DONGXiiTheChinaOpportunity This is a major catalyst for NIO! 🚀🚀
Have a safe journey! 🙏🏻
Thanks, on the train now. I was fast enough to cut the video and upload it while still in reach of 5G connectivity in Berlin, before taking my delayed Deutsche Bahn train to my destination haha ..
@@DONGXiiTheChinaOpportunity God bless you always! 🙏🏻🙏🏻🙏🏻
It’s not a good idea to have different types of batteries. They needed to setup a standard for all car producers and now they need to split batteries for nio and for onvo is very sad to hear this…
batteries have different requirements between segments. So it makes sense to split it into different standards.