$NIO I was expecting 3 main things from NIO day: new battery, new car, new plant (or international expansion plans).
What do we have:
New battery: nothing. Declared that technology of solid batteries will evolve. This is true. But it is not NIO’ development. And in 2 years (!) time we will have 150 kW. All key EV companies will have this or better by the time. No breakthrough. NIO will be dependent on supplies from company, which will provide the same batteries to known EV competitors..
Another Question: why you need swapping if solid battery will give you 1000-2000 km range? Is it reasonable investments by NIO?
New car: expensive car in 1 year, when within economic situation more affordable car is needed. Design 8/10.
New plant (or expansion): none.
Imo, sales growth and future expectations are probably priced in already. But we live in hype era and less DD.
P.s. if you have nothing to introduce, you are dancing and singing.. nice performance btw.