NIO’s biggest capital now is not their cars at all, but the money-burning replacement power station

The single-quarter NIO, as we all know, is a miserable existence, and the stock has suffered a small decline as a result. Therefore, many people are wondering how unfavorable the situation of NIO is. However, in my opinion, even if NIO falls badly at this stage, their days will not be much worse. Even the current NIO still has a great opportunity to turn around. Many people here will start to say that NIO should learn from other car companies to increase revenue and cut costs, so as to relieve revenue pressure.

And how to increase revenue and reduce expenditure, many friends must be eyeing the most expensive thing in NIO now, that is, NIO’s power station replacement. While this thing burns money, it has to continue to invest. After all, the cost and operating expenses of each power station replacement are a huge expense. Even if NIO wants to save money, it can’t hold up the fact that this thing is really burning money, not to mention the existence of a bottomless pit.

It seems that NIO has to give up on replacing power stations, but in my opinion, NIO not only cannot give up on replacing power stations, but also needs to increase the speed of laying and accelerate the construction of replacement power stations. Taking advantage of the fact that its old opponents have not yet reacted, it is the first to complete the large-scale construction of replacement power stations. This is the greatest good thing for NIO. Why? It is a very simple matter. What NIO needs now is to create a replacement model. As long as the more power stations are replaced, the safer the future of NIO will be.

And the most typical case, it must be next door JD.com, before, JD.com as the second brother of the electricity supplier, has been hit by Taobao on the ground, and later, killed out a Pinduoduo, stunned is from their two hands crazy grab the market, scared JD.com for this tiger body shock, many people think JD.com may be finished, the result, just to now, the reason is because JD.com has a Wang fried they do not have, that is, self-built logistics, with strong logistics capabilities abruptly over other e-commerce platforms.

And let’s look back at NIO again. NIO is the most powerful thing, not a car at all, but a power station. Even if NIO’s cars are rubbish, as long as the current NIO can accelerate the construction of power stations, other car companies will spread power stations all over China when they have not responded. At that time, even if other car companies want to quickly replace power stations, they can only stare at them, because they have been firmly stabilized by NIO, other car companies can only accept being beaten passively.

In particular, the current development of new energy in China, previously disclosed in August, the market share of new energy has reached a terrifying 32.8%, what do you mean? That is, new energy will be the mainstream model of the domestic automobile industry in the future, and there will only be more and more cars are new energy, and the long-standing problem of new energy is the charging problem of cars, and the power exchange mode solves this major pain point very well. At that time, NIO will definitely be able to usher in its own future.

Therefore, in my opinion, NIO not only cannot reduce the construction of power stations, but also needs to increase the construction of power stations, especially the spread of power stations throughout China’s large and small cities, and even the construction of one or two counties. In this case, the benefits will appear immediately. When purchasing a vehicle, many potential car owners will choose NIO cars because there are NIO power stations near their homes or in their cities, further increasing the number of NIO.

And don’t forget one thing, the biggest pressure on NIO power station replacement comes from operating expenses, and enough NIO owners will directly flatten the cost of NIO, thus realizing the countervailing of NIO. In short, I personally think that at this stage of NIO, the biggest capital is to replace the power station. No matter how good the car is, it is useless. After all, there are so many competitors on the market, but few car companies can afford to replace the power station. Naturally, the opportunity for NIO is much greater than that of other car companies.