people are not seeing the big picture here. see this as this: nio battery swap station is not only to swap your battery but also like Tesla Megapacks. swap station 5.0 could swap a car in 1mn and have 30+ batteries charging with solar energy and supporting the grid like Tesla megapack, which costs 1 million dollars each. nio swap stations are dual functions they swap your battery but also work like Tesla megapacks in which each pack can store 3.9 MWh of energy or 70kwh capacity for each of the 55 batteries in the pack. swap station 5.0 may store 30+ batteries of 100kwh which is already 3 MWh which is almost the same as a Tesla megapack. now imagine thousands of these all over a country. People are understimating this nio business model. swap station also could run ads and have vending machines.
@arifaziz8152
7 ай бұрын
Welcome back and Happy New Year. I just see NIO going from strength to strength. Much more than just EV car manufacturer. I can see the stock going to Mars
@Roman-re1yg
7 ай бұрын
Thanks Marcel! Looking forward to this year and watching NIO continue to grow! Hope you're enjoying being a dad! There's nothing better 😎
@DONGXiiTheChinaOpportunity
7 ай бұрын
Thanks! Its such an amazing experience. I am so blessed with my girls!
@Barbapapaallan
7 ай бұрын
You've been talking about this for a long time. I think that you're right. It seems that things will soon materialise - maybe in 2024. Power storeage. Brilliant business idea.
@DONGXiiTheChinaOpportunity
7 ай бұрын
Fingers crossed
@polinicasio
7 ай бұрын
Battery Swapping: - Battery is rented. If the battery is damaged, the customer should not purchase a new (expensive) battery. With other brands there is a risk of an expensive battery replacement. - A battery health check by the BSS. - BSS can balance the electricity grid. The more EVs the more important this becomes. - The customer does not have to leave his vehicle, which makes it safer. - A Battery Swap is faster, which saves time for the customer. - Possibility to rent larger battery. - Value of the vehicle cannot go to 0 due to a damaged battery. - Etc... It is the best solution for EVs.
@reginald7214
7 ай бұрын
Nio posted something today basically saying they were going to be better at tooting their own horns. The executives letting things slip before the et9 event was great. The live range test was great. The recent champagne glass suspension tests have been great. More bragging please because even most Chinese people have no idea what the nio benefit is. The tesla fanboy channels have really become haters lately. Not sure if they're embarrassed by Elon and Tesla and the cybertruck and all that sh*t show or if they're starting to see the benefits of getting battery choice and battery health. I imagine it's the first because they've been insulated and blind in their echo chambers since 2021, resting on laurels.
@tonypaca3015
7 ай бұрын
nio battery swap station is not only to swap your battery but also like Tesla Megapacks. swap station 5.0 could swap a car in 1mn and have 30+ batteries charging with solar energy and supporting the grid like Tesla megapack, which costs 1 million dollars each. nio swap stations are dual functions they swap your battery but also work like Tesla megapacks in which each pack can store 3.9 MWh of energy or 70kwh capacity for each of the 55 batteries in the pack. swap station 5.0 may store 30+ batteries of 100kwh which is already 3 MWh which is almost the same as a Tesla megapack. now imagine thousands of these all over a country. People are understimating this nio business model. swap station also could run ads and have vending machines.
@reginald7214
7 ай бұрын
@@tonypaca3015 good points
@peterkoller7619
7 ай бұрын
@Marcel , I also believe the energy business is a big opportunity for those swapping stations to be used for balancing the grid. You also may know tat the german energy company RWE has established a Corporation with NIO to supply the stations with Power. Can imagine that in the 2. step RWE will use the battery Power for grid balance . It seems also that for the Chinese Gouvernment this is Part of their strategy to store energy in order to be used during grid peak loads. Based on that can imagine that the financial Support for those cars will increase as the time is passend. Meaning also that the car makers which will not adere to that technology will be less competitive on the Chinese market.
@River313
7 ай бұрын
Happy New Year, im in NIO 1300 shares 🎉
@DONGXiiTheChinaOpportunity
7 ай бұрын
Happy new year!!
@LaxKir
7 ай бұрын
@ Marcel - I think it will be more sideways for the stock in spite of the momentum we have seen. Lot of uncertainties still persist at macro and micro level in China. Hoping the sub brand brings the scale NIO is looking for..2024 seems to be an year of consolidation and 2025 might be when we see upside both on profitability and stock price
@kikebix
7 ай бұрын
Totally agree - that's what i keep telling the #NIO haters since quite a while already. And Nio already started a small V2G (vehicle-to-grid) project recently. If you agree that the greatest deficit of renewable energy transition is the storage of energy (especially at peak production times), then you also must agree to the business model. But as you say, the market has to get this perception before changing their opinion on swapping. Another thing i see happening rather sooner than later is the construction of small Multi-BSS locations, a bit like petrol stations with a couple of swap units - this will now commercially make sense, as more swap partners will provide a) the financial means to build and b) will contribute the no. of swappable cars to support the profitability & utilization rates of the BSS. A long term play, but a very smart one.
@larrynorrena6884
7 ай бұрын
HI Marcel..I am a retired Power System Operator ...they can't help but do this and your research shows they are... the NIO COP28 presentation has aroused interest from around the world to a viable dual purpose energy storage/transportation energy hub that is easily accepted by the communities people they are built in...try doing that with small Natural Gas Generating stations in your city or planned Small Modular Reactors
@raisonam9888
7 ай бұрын
Nio seems to have best business model amongst the Chinese EV.
@dougchinn2820
7 ай бұрын
Question is will solid state batteries kill off the need for battery swapping. Recharge in 15 minutes. No need to look for swap station. Any charger will do. NIO doesn’t have to build out stations nor do owners have to pay extra.
@Drgnrt
7 ай бұрын
Glad to see you, Marcel! Happy new year!!!
@DONGXiiTheChinaOpportunity
7 ай бұрын
Welcome back!
@tyronelowe7090
7 ай бұрын
Happy new year and good luck with NIO.
@DONGXiiTheChinaOpportunity
7 ай бұрын
Same to you!
@Themrleonkennedy1
7 ай бұрын
So if I own an electric car than I don’t have to worry about replacing a battery that’s probably like 20k because of battery swap option? Seems awesome to me.
@manuelbantle2995
7 ай бұрын
First of all…Ein frohes und gesundes neues Jahr 2024 dir und deiner Family! Just another great video, I was looking forward to it. Thanks for your professional opinion and information! You’re probably one of the greatest content creators out there. Keep it going! Love it! Deutsche Grüße aus Atlanta!!
@DONGXiiTheChinaOpportunity
7 ай бұрын
Dankeschön!
@nicoev4851
7 ай бұрын
Good to see you back with some more quality content!
@DONGXiiTheChinaOpportunity
7 ай бұрын
More to come!
@RockStockStar
7 ай бұрын
HNY to you and the family....I haven't (can't) do the maths on the grid balancing but would a few thousand swap stations make that much of an impact on the 8849 TWh requirement?
@wma79351
7 ай бұрын
NIO and BABA are trying my patience. DIDIY is the only one making me money 💰💰
@hassantristed
7 ай бұрын
I am down on NIO and BABA too which are my top positions. NIO is fortunately in positive as I purchased when it was 7-ish. What are your top positions?
@wma79351
7 ай бұрын
@@hassantristedNIO used to be my top position but now is DIDIY and BABA
@oneplanetearth
7 ай бұрын
Thanks, Marcel! This news is fantastic. It's a significant improvement over the white Viking who has no clue about managing a car business but still had the chance to criticize Nio , to monetize his channel . Clearly, his motives were questionable,ib many people opinion naa✌✌✌
@DONGXiiTheChinaOpportunity
7 ай бұрын
He is a Tesla Fanboi
@nachocollantes7602
7 ай бұрын
Tesla has an energy division too. Not just for balancing the grid but developing a market role.
@ossit53
7 ай бұрын
In Europe there partner is RWE with the same perspective as in China. In the Netherlands Shell is partner in facilitating construction locations for swap stations, maybe later also grid stabilization?
@EssenceUS
7 ай бұрын
Welcome back. Happy New Year.
@320Fairway
7 ай бұрын
Marcel: excellent presentation. Any thoughts on how they can speed up the time to acquire permits to build in Europe/ Middle East seems awesome but Europe seems so intractable. Your thoughts Sir.
@DONGXiiTheChinaOpportunity
7 ай бұрын
Europe is slow but will improve over time
@320Fairway
7 ай бұрын
thank you@@DONGXiiTheChinaOpportunity
@PavelSumik
7 ай бұрын
great video, Happy New Year
@DONGXiiTheChinaOpportunity
7 ай бұрын
Same to you!
@tedvancour8470
7 ай бұрын
Happy New Year my friend 👍
@DONGXiiTheChinaOpportunity
7 ай бұрын
Same to you
@albertberisha5035
7 ай бұрын
Good to see you Marcel
@rainerluthershelley5131
7 ай бұрын
Thanks and Happy New Year 😊
@DONGXiiTheChinaOpportunity
7 ай бұрын
Same to you!
@ahmedchanchiri425
7 ай бұрын
Hi Marcel You said that v-t-g does not make sense for consumers bcs of battery degradation. How about nios batteries? Do you think it makes sense to overuse the batteries for this purpose? I see the arguments for energy trading as: - the batteries in the swap station are always subject to slow charging and not super charging. Thus, they can handle being used for the grid as well. - as long as the grid pays as much as a swap service, it’s the same for nio - nio get the batteries much cheaper than consumers (wow. Imagine if this business took off and Nio produced their own batteries) Arguments against: - can energy trading in a 75-100 kw (expensive) battery really be sustainable? Will the batteries degrade too quick? - does the batteries take damage from offloading energy quickly
@uao2752
7 ай бұрын
Happy New Year...
@DONGXiiTheChinaOpportunity
7 ай бұрын
Same to you
@PavelSumik
7 ай бұрын
One problem with swapping stations, they are on renting land, so many of them could finish. Ideas?
@AndreaDeBernardi
7 ай бұрын
looking years ahead, VPP made by slightly degraded (80ish%?) packs. Ready to use with their standardized form factor, easy to take out of circulation, keeps the confidence in BAAS by not giving customers degraded batteries, massively extend life of packs. VPP with nio packs without the swap part relatively cheap.
@peterbarker639
7 ай бұрын
HNY Marcel and Family. Nice take on what I see as inevitable. Good to see similar thought process. The sales of vehicles is very important but secondary to the big picture. I think that's why use are very interested in nio power as well as having the et9 in their regions too.
@DONGXiiTheChinaOpportunity
7 ай бұрын
Happy new year!
@BUY_YOUTUB_VIEWS_679
7 ай бұрын
I can't wait for your next upload
@tombudetti5502
7 ай бұрын
As a Nio shareholder do we also own Nio Power? Does Nio own the swap stations or does Nio Power own them?
@DONGXiiTheChinaOpportunity
7 ай бұрын
Yes NIO Power is part of NIO and NIO owns the swap stations. The batteries in the station are sold by NIO into the Battery Swap Asset Management Company which is 20% owned by NIO.
@watatoi1515
7 ай бұрын
it’s obviously true ⚡️🔋🏁👍🙏🍀
@mtorres469
7 ай бұрын
Have you ever considered sharing how many shares you own and your average price with NIO? What's your long term goal with this company?
@genebrimage9150
7 ай бұрын
What’s your social security number?
@DONGXiiTheChinaOpportunity
7 ай бұрын
My cost average is around 3 USD. I don’t publicly disclose my share count though .. Germans are not as outgoing when it comes to putting personal finance into the public realm ;)
@mtorres469
7 ай бұрын
@@DONGXiiTheChinaOpportunity that makes sense. You are right on what you say. Probably I have seen many other youtubers talking about each of their investment in those details but that does not mean it should be the norm.
@user-el3me1oc5u
7 ай бұрын
新年好!
@DONGXiiTheChinaOpportunity
7 ай бұрын
新年快乐
@Will-kc7kx
7 ай бұрын
So many videos about Nio but share price always low.
@PGD..
7 ай бұрын
Happy new year Marcel Love listening to you Always great stuff Do you know what’s happening with the Mercedes deal ? Or it was only a rumour
@crazyluo1125
7 ай бұрын
Thanks!
@DONGXiiTheChinaOpportunity
7 ай бұрын
Wow thanks for the support! Appreciated!
@nio4128
7 ай бұрын
Swapping is the future and NIO is King..good you're back 😅 Greetz
@DONGXiiTheChinaOpportunity
7 ай бұрын
Thanks 😅
@fiod8666
7 ай бұрын
If nio ipo power business, not good for us nio shareholders?
@DONGXiiTheChinaOpportunity
7 ай бұрын
NIO would get proceeds and likely still own a stake. No problemo
@norrinjonzz8237
7 ай бұрын
Let's retest $7 one more time and fill that boat!
@Carl-lb2sd
7 ай бұрын
Does Germany want battery swapping?
@DONGXiiTheChinaOpportunity
7 ай бұрын
Of course
@Carl-lb2sd
7 ай бұрын
TY. Was watching a NIO video from the Electric Viking. Saying NIo and BYD are being rejected in Germany. I believe in NIO so will just listen and wait.
@pinopagani38
7 ай бұрын
I don't think exchanging batteries for life can be sustainable, because after 6/7 years the batteries lose progressively 40% or more of their efficiency and soon have to be scrapped. who will bear the costs of the new batteries to be introduced into the circuit which will replace the exhausted ones? as the battery fleet ages, how will they guarantee batteries in the circuit with an efficiency near to 100% without enormous costs?
@Noneofurbizs
7 ай бұрын
It’s call refurbish. Nio has the ability to check the health of each batteries. If they can build the battery they can fix it. You don’t need to get rid of the whole battery. Based on what you stated, those that can’t swap will just get rid of the whole car. Not sustainable or eco friendly.
@pinopagani38
7 ай бұрын
@@Noneofurbizs we all know, after years of using smartphones and laptops, that the main problem with lithium batteries is not failure, but progressive decay over time. the thousands of batteries that power a car progressively decay all together, it makes no sense to partially replace them except in the event of a failure. faulty batteries must be replaced; those that have lost their efficiency cannot be regenerated, this technology does not exist.
@Noneofurbizs
7 ай бұрын
There’s a big cost difference in comparison with laptop batteries vs a car. The battery of a car is built with hundreds of cells for a reason. It’s made so you don’t throw away the whole battery just because one cell is bad. I’m sure Nio system has a threshold when they will take the battery out to refurb. I know very well the laptop business as I work in that industry. They sell refurb batteries as well but because it’s such a small cost most choose to just buy a new battery or even a new laptop. Guess my question to you is would you want to just buy a car and know that it will eventually be a waste. I like the ability to keep my car for a very long time as the ability to resell. Also what I like about Nio is that you can also upgrade a lot more than just swapping the battery but also chip and others. Just treat the car like a computer. I like to having the ability to upgrade. Mr. P has an old Nio and doesn’t ever have to worry about the car no long able to function due to a battery.
@pinopagani38
7 ай бұрын
@@Noneofurbizs I read that refurbishment in laptops consists of replacing every single battery stylus, which basically keeps the casing and control board good. If everything were so simple and cheap, Tesla and BYD would also do it, who also have much more economic resources than Nio, because it would be a superlative solution......but I fear it's not easily feasible.
@Noneofurbizs
7 ай бұрын
Big difference in structural build. As I mention, not too big of a cost to invest much in for laptops. As for tesla and byd, it’s a reason most folks use but their business model is different. They wanted to move fast and charging allows them to do so. Guess we’ll just have to wait and see if there’s a place for swapping but my guess would be there will be a place for both which Nio has. Also just because Tesla or Byd isn’t doing it means someone else can’t. If that’s the case we won’t have innovation. Tesla to me has the mentality of blackberry in their heydays while Nio is the infant apple. Well at least in China as they are promoting it more for battery swap now as more partnership is starting to occur. As a consumer, I like to have flexibility especially at that price point.
@teslitaazul281
7 ай бұрын
I only say this: BYD sells more cars than tesla and its capitalisation is less than 1/10 of that of tesla. Baba has an unmatchable free cash flow...and is worth a ridiculous cap. Doing things well does not garantee at all the stock will follow, specially if chineese. Perhaps in 10 years I will be able to sell my Nio stock and not loose. I wish I were wrong. :)
@ramihawala7155
7 ай бұрын
100$ this year 🎉
@mimiphuc
7 ай бұрын
It is obviously US market makers manipulation of NIO stock. Whats the sane reason for a valuation of VINFAST similar to NIO. Because US needs Vietnam counter to contain China growth. US is doing all dirty tricks, using countries like Phillipines, Japan, South Korea, Vietnam, ... to crush China economy. Theres no secret about that. For NIO to be respected as a growth stock, it needs to do multiple times better what normal EV manufacturers do. Essentialy, NIO needs to show larger margins per car than others. Show close to profitability. NIO expectations are higher than others. Thats how ANAL...ysts play the game
@DONGXiiTheChinaOpportunity
7 ай бұрын
You are right to be upset about this
@jamesle4118
7 ай бұрын
Will NIO reach $100 in 2030? How NIO will scale up? Are BYD and Tesla NIO’s competitors?
@DONGXiiTheChinaOpportunity
7 ай бұрын
Is there a god?
@I_Can_See_You_952
7 ай бұрын
@@DONGXiiTheChinaOpportunityI believe this means yes to his question 😂😂😂
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