$NIO(NIO.US) is doing roughly what was previously estimated, but they need to achieve profitability earlier than the timeline given in the earnings call. Starting from the fourth quarter of this year, the market will aggressively clear inventory before the deadline for the new purchase tax and national battery standards. No matter which price segment Nio targets, it cannot avoid this inevitable and tough battle.

5566 will decline faster than expected, lowering the price segment as much as possible before the launch of the 8090 model, locking all consumer options into the Nio camp during the latter's launch. Focusing solely on the 8090 model is not viewing it from the perspective of the brand system. You need to deeply realize that, regardless of the brand, the ultimate and biggest beneficiary should be Nio.

8899 is just a mascot unless it can elevate its positioning to the level of Aito and IM Motors. The so-called halo car doesn't really exist these days.