Podcasts about es8

Four stories today — all connected to your NIO positionand the broader Chinese EV investment thesis.William Li spoke at the China Auto Chongqing Summit onJune 13th and said something most CEOs would never saypublicly. China's domestic auto retail sales declined19.5% year over year in the first five months of 2026.Early June accelerated to down 22%. The full year couldfall 15-20%. He called this the most brutal competitiveenvironment he's faced since entering the industry.Then he reaffirmed NIO will grow 40-50% this year anyway.That's not a contradiction. China's passenger vehicleownership has reached 370 million units — the market hasshifted from growth to replacement demand. Saturatedmarkets reward brands with real differentiation andpunish brands that competed on price alone. NIO spent68.8 billion yuan on R&D and 20 billion yuan on chargingand battery swap infrastructure. The ES8 is number onelarge SUV in China for six consecutive months. The ES9has a 17-week queue. The Firefly outsells Mini and Smartcombined. NIO designed itself for this exact moment.From the Chinese internet — are American automakersisolating themselves from the world? Chinese EVs face102.5% tariffs in the US but are winning Canada, Europe,Southeast Asia, and the Middle East simultaneously.China and Canada just agreed to allow 49,000 Chinesevehicles in at reduced tariffs. The US consumer is beingpriced out of the world's most competitively priced EVs.The security arguments are real — but so is the marketoutcome. US auto faces higher costs and fewer globalopportunities while Chinese brands expand everywhere else.The Pentagon added NIO to its Chinese military companieslist on June 9th. NIO called it unjustified and threatenedlegal action. This is not a sanctions list and does notrestrict trading of NIO securities. Some institutionalmandates force selling — that's real but finite pressure.18 analysts have buy ratings. The average price targetimplies 27% upside. NIO's AGM is June 24th — nine daysfrom now. That's the meeting that actually matters.China's NEV penetration rate hit 62.9% in May. Purebattery electric vehicles were 42.2% of all new car sales.William Li said the transition is irreversible. Six outof ten new cars sold in China are electric or hybrid.That's not a trend anymore. That's a completed transition.NIO is built for the world that already exists.

Quick correction upfront — yesterday's story aboutWilliam Li preparing an 8th IPO came from a Chinesearticle headline I could not fully verify. I'm pullingit back until confirmed. Credibility first always.The ES9 launched May 27th and already has a 17-weekdelivery queue. NIO stock surged 6.79% on June 1st andis trading at $6.18. The demand is real. But a seriousquestion is being asked — the ES8 sold 110,000 unitsin 8 months. Can the ES9 replicate that in a marketwhere product half-lives keep shrinking?The honest bull case: the ES9 at 498,000 yuan targetsa different buyer than the ES8 at 406,800 yuan. If NIOopened a new segment rather than cannibalizing anexisting one, the ES9 has its own ceiling to find.The honest bear case: the 17-week queue reflectsinitial pent-up pre-order demand. The real test isAugust and September when that normalizes. Huawei,Aito, Zeekr, and Yangwang are all competing for thesame buyer above 400,000 yuan.The S&P 500 crossed 7,600 for the first time today.HPE surged 30% on its biggest earnings beat since 2018.Alphabet announced plans to raise $80 billion fromstock sales dedicated to AI infrastructure. The AItrade keeps running regardless of macro headwinds.SpaceX's IPO roadshow is live this week. The companytargets $1.8 trillion. Morningstar values it at $780billion. The gap is Elon Musk's broader vision — xAI,X, Starship — versus just the proven rocket andStarlink business. Watch the order book when it opens.Florida's Attorney General sued OpenAI and is seekingto hold Sam Altman personally liable for alleged harms.First major state-level action targeting an AI CEOindividually. If it gains traction every AI company'srisk calculus changes permanently.

Four stories today — starting with the most importantweek in NIO's 2026 delivery story so far.NIO delivered 37,705 vehicles in May 2026 — up 62.3%year over year and up 28.4% from April's 29,356.Three brands all firing: 20,013 NIO brand, 12,029 Onvo,5,663 Firefly. Year-to-date deliveries hit 150,526 —up 68.7% year over year. Cumulative deliveries reached1,148,118. The ES8 has been the number one sellingvehicle above 400,000 yuan for five consecutive months.The ES9 has over 50,000 pre-orders — with deliveriesonly starting May 28th. June is when the ES9 volumereally arrives.William Li is reportedly preparing to take Mirattery —NIO's battery asset operator — public as his eighth IPO.Mirattery owns the batteries in NIO's 3,846 swap stations.It recently closed a Series C total of nearly 2 billionyuan with state-backed institutional investors. A MiratteryIPO gives the battery swap infrastructure its own publicvaluation — separate from NIO's stock price. NIOshareholders already own a piece of that business.The market hasn't priced it in yet.The May Chinese EV delivery rankings reshuffled.Leapmotor delivered 81,569 units — record high for thesecond consecutive month. Zeekr delivered 34,377 unitsup 81.81% year over year. Huawei HIMA delivered 46,122.Xiaomi exceeded 30,000 for the month. BYD delivered376,990 — ending its 8-month year-over-year declinestreak. The market is forming a barbell — premium brandsand value brands winning, the middle getting squeezed.NIO is firmly on the premium side of that barbell.The Iran 60-day MOU is still waiting for Trump'ssignature. Hormuz remains largely closed. Oil at $92.56.June brings Gen 5 swap stations, Onvo L60 launch, andES9 volume ramping. The setup for Q3 is building now.

Four stories today — all connected to your NIO position.NIO reports Q1 2026 earnings on May 21st before US marketsopen. Three things to watch on the call: whether revenuegrowth outpaced delivery growth as management guided,whether gross margin held above 17.5% from Q4 2025,and what William Li says about ES9 and L80 demand momentum.April delivery breakdown: the ES8 delivered 13,020 units —44% of NIO's entire monthly volume. The 5566 lineup(ET5, ET5 Touring, ES6, EC6) is under significant pressurewith meaningful year-over-year declines across every model.In Q1 the ES8 accounted for over 77% of NIO-brand deliveries.That's a company running on one engine. The ES9 and L80are engines two and three — both launching in the next 15 days.Every major automaker now wants chip independence.Volkswagen announced it's developing its own automotiveSystem-on-Chip in China for Level 3 autonomous driving.VW is already using Xpeng's Turing chip in its firstall-electric China SUV — the ID. UNYX 08 — which justentered production with deliveries starting by end of June.Reports from the Chinese internet suggest NIO is planningto sell its Shenji NX9031 chip to other manufacturersafter spinning off the chip business. The Apple siliconplaybook applied to automotive.April CPI dropped today at 3.8% year over year — thehighest since May 2023. Gasoline up 28.4% annually.Beef up 14.8%. Airline fares up 20.7%. Real wages fell.Bank of America now forecasts no Fed rate cuts untilthe second half of 2027. Traders are pricing a 30%chance of an actual rate hike by year end.The macro headwind is real. It's Iran-driven.It resolves when Hormuz resolves. Until then —watch oil, not the Dow.Also — missed yesterday. Writing a book. More soon.

Five stories today — starting with the one every NIO investor needs to hear right now.A British Virgin Islands holding company called Charge Peak, which owns the patents of bankrupt Israeli startup Better Place, just sent NIO a cease-and-desist letter demanding $250 million — calculated as 2% of NIO's 2025 revenue. They're claiming NIO's battery swap network infringes three European patents.Here's why I'm not worried. This is not a lawsuit — it's a negotiating letter. Better Place went bankrupt in 2013. NIO was founded in 2014 and has been filing its own independent battery swap patents since 2017. NIO responded directly — their technology is "materially different" and developed through years of independent R&D. And the three patents cover European operations only — about 60 of NIO's 4,000 global swap stations.The timing is telling. This letter dropped the day before Beijing Auto Show with NIO stock up 95% in 12 months. That's not coincidence. That's a shakedown. Buy the dip if it comes.On the same day — NIO delivered its 100,000th third-generation ES8 in Beijing. 100,000 units above 300,000 yuan in a market where 56% of dealerships are losing money. William Li didn't pick that timing by accident.Israel and Lebanon extended their ceasefire three weeks after Trump personally joined the White House meeting. Three more weeks of breathing room for markets.Google dropped $750 million to help companies deploy AI faster — the real AI battleground is now implementation, not model building.And a startup called Noscroll launched an AI bot that does your doomscrolling for you. The irony for this channel writes itself.Beijing Auto Show media day is tomorrow. This channel covers everything.---

Four stories that all connect to your portfolio today.Tesla reported Q1 2026 earnings — $22.38 billion in revenue and $0.41 EPS, both beats. But deliveries missed at 358,023 units and Tesla built 50,000 more cars than it sold. Capex guidance jumped $5 billion above prior guidance to $25 billion. The stock gave back its after-hours gains on that news.Meanwhile NIO delivered 83,465 vehicles in the same quarter — up 98.3% year over year. The growth gap between these two companies is the story.China's auto price war just paused heading into Beijing Auto Show. Three years of below-cost pricing, collapsing margins, and industry-wide bleeding — and it stopped this week. That pause is a structural tailwind for NIO which was designed to compete above the price war's reach.Chinese automakers held 80 car launches in March 2026. Sales dropped 15% in the same month. That's the fast consumer goods trap — brands launching constantly while buyers wait for the next cheaper model. NIO operates above 300,000 yuan where that trap doesn't apply the same way.Beijing Auto Show opens Friday. 1,451 vehicles. 181 world premieres. Tesla skipped it again. NIO is at booth E203 with all three brands. ES9 momentum, ES8 milestone, and a potential Gen 5 battery swap announcement. This channel covers it all starting Friday.

Five stories that matter for your portfolio today.William Li held an internal NIO meeting and told his employees Q2 will be hard. Most CEOs would never say that out loud. Obi breaks down why that's actually the most bullish signal you could get — because honest CEOs outperform, and because Li already identified the solution.Q1 deliveries hit 83,465 vehicles — up 98.3% year over year. Revenue growth is expected to outpace delivery growth. ES9 early orders from non-NIO buyers are already 1.5 times the ES8 at the same pre-sales period. That's total addressable market expansion in real time.The broader Chinese auto industry is bleeding. The 200,000 yuan segment has become the kill zone. NIO operates above 300,000 yuan where margins still exist and brand matters more than spreadsheets.Sam Altman's World project is expanding to Tinder, Zoom, DocuSign, Shopify, and Okta. Iris scanning to prove you're human in an internet he helped make more confusing.A man hacked the US Supreme Court filing system, bragged about it on Instagram, and walked out with probation.And a disgruntled researcher dumped working Windows exploit code online because of a conflict with Microsoft. Criminals are actively using it. Every one of these stories is a tailwind for cybersecurity spending.Courtside Financial. Hosted by Obi.Nord Security Products:NordVPN: ⁠https://go.nordvpn.net/aff_c?offer_id=15&aff_id=143053&url_id=902⁠NordPass: ⁠https://go.nordpass.io/aff_c?offer_id=488&aff_id=143053&url_id=9356⁠Discord: https://discord.gg/GSbp4wR

Friday roundup. Here's everything that mattered this week.NIO unveiled the ES9 — physically larger than a Rolls Royce Cullinan and projected to carry NIO's highest SUV gross margin. Pre-orders from outside NIO's existing community are already running 1.5x the ES8's pre-sale pace. We break down what it means for the business.ALSO THIS WEEK:— Inflation worst reading in 2 years — gas up $1+/gallon since US-Iran conflict began— 3,200 ships idle in the Strait of Hormuz— S&P 500 recovering war losses as ceasefire talks progress— Someone threw a Molotov cocktail at Sam Altman's house— Michael Burry posted and deleted — Palantir dropped anyway— Chinese NEV exports up 124% YoY in Q1 — Tesla China exports up 164%— Can NIO actually become the next BMW, Benz or Audi? The honest answer from the Chinese press— US crackdown on China academic collaboration — what it means for the tech warCourtside Financial. Hosted by Obi.Nord Security Products:NordVPN: ⁠https://go.nordvpn.net/aff_c?offer_id=15&aff_id=143053&url_id=902⁠NordPass: ⁠https://go.nordpass.io/aff_c?offer_id=488&aff_id=143053&url_id=9356⁠Discord: https://discord.gg/GSbp4wR

NIO just dropped March delivery numbers and beat their own Q1 guidance. 35,486 total deliveries in March — 136% year over year. Q1 total of 83,465 topped the upper end of guidance at 80,000 to 83,000. The ES8 delivered 16,255 units in March alone — best-selling large SUV and best-selling vehicle above 400,000 yuan in China for three consecutive months. NIO stock jumped 2.82% to $6.20 with Hong Kong shares surging 10%. Obi breaks down every number — NIO main brand, Onvo's recovery, Firefly's build — then puts it in full competitive context. BYD posted its seventh consecutive month of year over year sales declines. Xpeng fell 17% year over year for the third straight month. Li Auto barely profitable in Q4. And Xiaomi just hired Tesla's former China GM to fix a retail and sales conversion problem they've been quietly hiding — a move that accidentally proves why NIO's eleven-year investment in community and direct retail experience cannot be replicated with a single personnel decision. ES9 reveal in 8 days. Beijing Auto Show in 23 days.Nord Security Products:NordVPN: ⁠https://go.nordvpn.net/aff_c?offer_id=15&aff_id=143053&url_id=902⁠NordPass: ⁠https://go.nordpass.io/aff_c?offer_id=488&aff_id=143053&url_id=9356⁠Discord: https://discord.gg/GSbp4wR

BMW, Mercedes, and Audi simultaneously replaced their China leadership — executives with 12 year tenures all shown the door within weeks of each other. Mercedes dealers openly revolted. Audi dealerships are losing money on every car they sell. Meanwhile NIO just hit 80,000 deliveries on the ES8 and signed a major ecosystem partnership with Tuhu, China's largest auto service platform covering 150 million users. Obi breaks down what the German leadership purge actually signals, why oil approaching $100 a barrel is a tailwind for Chinese EVs specifically, and what a new solid state battery announcement capable of 1,200 kilometers on a single charge means for the race ahead. Recorded live from San Jose during Nvidia GTC week.Nord Security Products:NordVPN: ⁠https://go.nordvpn.net/aff_c?offer_id=15&aff_id=143053&url_id=902⁠ • • NordPass: ⁠https://go.nordpass.io/aff_c?offer_id=488&aff_id=143053&url_id=9356⁠

NIO hit its first quarterly profit in 11 years. Stock up 15% yesterday. Down 4% today. Up 16% on the week.Today I go deeper than the headlines and ask the harder question: did William Li actually win his long bet? And what comes next?WHAT WE COVER:— 100 billion yuan in losses over 11 years: what that road really means for long-term investors— Why NIO's 18% vehicle margin is more impressive than it looks given everything they were building simultaneously— The $2.5 billion battery swap bet — where it stands and what 10,000 stations by decade's end means for the moat— The ES8 carried Q4. Where is the next breakout model?— ES9, Onvo L80, and new large SUV all launching in 2026 — five large SUVs in market by H2— Full-year non-GAAP profitability: the real milestone to watch— $4.59 to $5.47 in five trading days — the bigger trendStill bullish. Still objective. Still watching every number.Courtside Financial. Hosted by Obi.NIO, NIO earnings, NIO 2026, NIO analysis, William Li,NIO battery swap, NIO ES8, NIO ES9, NIO Onvo L80,NIO vehicle margin, NIO profitability, Chinese EV stocks,EV investing 2026, NIO bull case, Courtside Financial,EV podcast, NIO post earnings, NIO next catalyst

NIO just reported its first quarterly profit in 11 years.They beat the top end of their own guidance. The stock closed at $5.70 — up 15.38% on the day. A week that started with NIO at $4.59 ended with a historic earnings report.Full breakdown in this episode:— The numbers: $178.9M non-GAAP operating profit, $40.4M GAAP net profit, 75.9% revenue growth, 17.5% gross margin— 124,807 Q4 deliveries — up 71.7% — ES8 carrying 32% of volume at ~20% gross margin— The cost story: R&D cut 44.3%, SG&A cut 27.5% — how they engineered the profit— William Li's pay package: 10 tranches, market cap targets from $30B to $120B — why it's a shareholder alignment signal— Q1 guidance: 80-83K vehicles, revenue more than doubling YoY— Full year 2026: 40-50% growth target and full-year profitability— Shenji chip 2 in mass production — and the robotics angle— $6.6B cash on hand. The liquidity question is answered.Courtside Financial. Hosted by Obi.NIO, NIO earnings, NIO Q4 2025, NIO first profit, NIO stock,NIO 2026, NIO analysis, NIO bull case, Chinese EV stocks,EV investing 2026, NIO gross margin, NIO William Li,NIO Shenji chip, Courtside Financial, EV podcast, NIO reaction

NIO reports Q4 2025 earnings tomorrow morning. Potentially the first quarterly profit in the company's 11-year history.Tonight — a quick honest look at where NIO, Xpeng, and Li Auto all stand heading into 2026, based on the latest Chinese financial analysis.WHAT WE COVER:— Why all three are navigating serious headwinds simultaneously in 2026— The ES8 launch wave is normalizing — NIO's real next catalysts are L80 + ES7— Xpeng down nearly 50% YoY in February and what it means— Li Auto's 2025 underperformance and the new L9 redemption bet— Why NIO still comes out strongest in this comparison heading into tomorrow— NIO's Q4 profit guidance: 700M–1.2B yuan non-GAAP — what to watchFull earnings breakdown tomorrow.Courtside Financial. Hosted by Obi.

Three days from NIO's Q4 2025 earnings — and potentially its first-ever quarterly profit. This week delivered three major stories that every NIO investor needs to understand before Monday.WHAT WE COVER:— NIO hits 2 million electric drive systems produced in Hefei — 23 months to double from 1 million, 99.6% pass rate, world-first 925V winding technology— NIO revamps European operations: Germany, Netherlands & Sweden shifting to asset-light distributor model — why this is actually the right strategic call— Norway retains direct sales and why that distinction matters— BYD's 2nd-gen Blade Battery: 9-minute 0-97% charge, 1,500kW peak chargers, 20,000 new stations planned — honest breakdown of what it means for NIO's swap thesis— Why NIO's 3,750 built swap stations beating BYD's 20,000 station plan— Why the ES8 buyer and the BYD buyer are not the same person— March 10th earnings: what to watch and why this report is different from any before itCourtside Financial. Hosted by Obi. NIO bull. Objective lens.

Back after two and a half weeks of work travel, the flu, and swapping my Alfa Romeo Stelvio for a Volvo C40 EV. Life happened — but NIO didn't slow down.In this episode, Obi breaks down everything that dropped between February 24 and March 1, 2026: product launches, chip news, infrastructure milestones, a major European partnership, and the February delivery numbers.WHAT WE COVER:— ES9 flagship SUV: April reveal, late May pricing, June 1 deliveries— Onvo L80: two-hour launch event in April, deliveries mid-May— ES8 chip shortage #2 — audio chip this time, NIO's workaround explained— NIO's chip unit (Shenji NX9031) raises over $290M, valued near $1.4B— Spring Festival battery swap records: 2M+ services, 177K swaps in a single day— NIO x Bosch strategic deal signed during German Chancellor Merz's China visit— February deliveries: 20,797 total — NIO brand up 65.8% year-over-year— ES8 hits 70,000 cumulative deliveries— March 10 earnings: NIO's first quarterly profit on the horizon?— 7-year auto loans extended + purchase tax subsidies explainedCourtside Financial covers business and tech with a focus on the EV space. Hosted by Obi. No fluff. No hype. Real analysis.Subscribe on Spotify, Apple Podcasts, or wherever you listen.NIO, NIO stock, EV investing, electric vehicles, Chinese EV, EV stocks 2026, NIO earnings, NIO deliveries, battery swap, Onvo, ES8, ES9, NIO chip, Bosch, China EV market, EV podcast, tech investing, Courtside Financial

【大公司动向】造车十多年，看见“回头钱”，蔚来终于盈利了？11年烧钱千亿，为何突然季度盈利7-12亿？高端ES8赚利润、中端乐道冲销量，产品组合如何救场？换电与自研从“烧钱坑”，怎么变成护城河？盈利只是入场券，2026淘汰赛蔚来能稳住吗？ 欢迎收听本期播客，聊聊蔚来首盈背后的产品逻辑与盈利困局本音频来自虎嗅音频直播栏目《早点生活》，每个工作日7:30~9:00 ，预约和锁定【虎嗅APP】的视频号、抖音，保持与时代同频。主播：阳仔 粥粥运营：康康

NIO ES8 crushing it + Chinese robotaxi army takes Abu Dhabi. Both matter for NIO bulls.ES8 MOMENTUM:Approaching 60,000 deliveries:50K hit Jan 18Adding 10K every 2 weeksDec: 22,258 units (46% of NIO's 48,135 total)The Win:406,800 yuan ($58,500) starting priceChina's best-selling large SUV (December)Top vehicle above 400K yuan priceTrajectory: 2.8K → 6.7K → 10.7K → 22.3K (Sep-Dec)Wait times: 26 weeks → 11-12 weeks (production ramping)Revenue Impact: 22K monthly x 406K yuan = $1.2B+ annual run rate ONE MODEL.Proves NIO can build premium volume winners. If replicated across lineup = path to 600-700K.ABU DHABI ROBOTAXI TAKEOVER:Commercial Operations Now:WeRide: Uber-integrated, fully driverless, 15-21 trips/day, Q1 2026 profitability targetBaidu Apollo: Full driverless, 200km+ daily, commercial licenseDiDi: L4 trucks for logisticsXPeng HT: Flying car demosWhy It Works:89% foreign workers = zero labor resistanceCrown Prince chairs autonomous committee = regulatory speed200 vehicles = breakeven (vs 1,000+ China)NIO CONNECTION:Crown Prince's L'imad fund owns 17.9% NIO stakeAbu Dhabi building smart mobility hub, Chinese companies coreNIO battery swap + MENA JV already operatingStrategy: Abu Dhabi as gateway to 400M+ MENA regionNot Just Investment - Geopolitical Partnership:WeRide/Baidu proving commercial models work. NIO positioned as premium EV centerpiece of ecosystem. Expansion potential across Gulf states with nation-state backing.Reality: NIO benefits from ecosystem but not leading robotaxi operations. Battery swap + premium vehicles = different play. Must still execute on car sales.BOTTOM LINE:ES8 = execution proof. Abu Dhabi = strategic optionality. But neither saves company if can't hit 600-700K profitably.Watch Jan deliveries (Feb 1). ES8 holding 20K+ despite seasonal dip = bullish. Significant drop = December was push.Tools exist. Path visible. Now execute on cars.COURTSIDE FINANCIAL - Hosted by Obi

Happy New Year! Welcome to the first Courtside Financial episode of 2026. Today we're breaking down the December delivery numbers that just dropped across the EV industry, and the story they're telling is fascinating.NIO just hit a massive milestone – their one-millionth vehicle is rolling off the production line in just days. They delivered a record 48,135 vehicles in December, up 55% year-over-year, with their premium brand crushing it at over 31,000 deliveries. The third-generation ES8 is performing exceptionally well. For the full year, NIO delivered 326,028 vehicles, up 47%.But we're keeping it objective. Q4 deliveries came in at 124,807 vehicles, near the upper end of their revised guidance of 120,000-125,000 units. However, that guidance was cut from an original target of 150,000 units due to the Chinese government's sudden cancellation of trade-in subsidies in October. This policy shift affected the entire Chinese EV market, not just NIO.The positive story? Vehicle gross margins hit 14.7% in Q3 and are expected to reach around 18% in Q4, with the ES8 potentially exceeding 20% margins. That's Tesla-level profitability. NIO is also adding over 1,000 battery swap stations in 2026, launching fifth-generation stations in Q2, and expanding Firefly internationally to 40 countries and regions.Tesla's situation is more concerning. They delivered 418,000 vehicles in Q4, down 16% year-over-year and 16% quarter-over-quarter. For the full year, deliveries dropped 8.56% to 1.64 million vehicles. The big headline: BYD overtook Tesla as the global BEV leader for the first time ever, selling 2.26 million pure electric vehicles in 2025, up 28%. Tesla's European registrations were down 28% through November, and China sales declined over 7%.Xpeng delivered 429,445 vehicles for 2025, up 126%, but their Q4 came in at 116,249 units, below their 125,000-132,000 guidance range. The pattern is clear – the entire Chinese EV market was impacted by subsidy cuts and pricing pressure.Then we shift to something unexpected: Bernie Sanders and Ron DeSantis – two politicians who agree on virtually nothing – both came out hard against AI data center expansion. Sanders called for a national moratorium on data center construction. DeSantis said the US doesn't have enough grid capacity for what's being planned.Why does this matter? Residential electricity prices are forecast to rise another 4% in 2026 after increasing 5% in 2025. Rising utility bills were a key factor in Democrat Abigail Spanberger's landslide Virginia gubernatorial victory, and Virginia is the world's largest data center market. The PJM grid serving 65 million people will be six gigawatts short of its reliability requirement by 2027 – that's Philadelphia's entire electricity demand. When Sanders and DeSantis agree, the political winds are shifting fast, and this could significantly slow AI infrastructure development.Finally, we close with a business lesson from an unexpected source. Beyoncé just became a billionaire, joining Taylor Swift, Rihanna, and Jay-Z. Her Cowboy Carter tour grossed $407 million from just 32 concerts – the shortest tour to ever reach $400 million. But here's what matters: the largest chunk of her wealth comes from her music catalog, which she owns completely through Parkwood Entertainment.The lesson? Ownership of core assets drives wealth creation. Beyoncé owns her masters and distribution. NIO owns battery swap infrastructure. Tesla owns the Supercharger network. BYD vertically integrates batteries and semiconductors. Whether it's entertainment, EVs, or technology, the companies and individuals who control their critical infrastructure build defensible, long-term value.This is objective analysis covering wins and challenges. I'm a NIO bull, but that means presenting the full picture – the record deliveries and margin improvements alongside the guidance cuts and macro headwinds.2026 is going to be an incredible year for business and technology coverage..

NIO ended 2025 up 26%, but the journey was wild. XPeng kept over-promising. OpenAI just became too big to fail. And $160 million in Nvidia chips got smuggled to China. This is my 2025 year-end review covering everything that mattered.Thank you for rocking with Courtside Financial all year. Happy New Year! Let me know what content you want to see in 2026.NIO'S 2025 FULL STORYNIO started at $4.55, peaked at $7.89 in October, closed at $5.50 - up 26% for the year.Key moments: February Onvo L60 image sparked 10% jump. March capital raise tanked stock to $3.75, but $4B Hong Kong offering funded growth. April brought Shen Fei as new Onvo president. July-August surge: L60 pre-sales drove 40% gain, third-gen ES8 launch added another 23% spike. September $1B raise initially dropped 9% but rallied 30% as investors recognized growth funding. Stock peaked October 2 at $7.89. November declined 24% as China subsidies ended. December 30 brought 2026 subsidy news, stock closed year at $5.50.Bottom line: NIO executed three-brand strategy, launched Onvo and Firefly, improved margins, raised capital twice. Now faces proving profitability at scale.XPENG'S OVER-PROMISING PROBLEMHe Xiaopeng announced "orders exceeded expectations" five times in 2025 - only MONA M03 delivered. New P7 peaked at 8,104 September units then crashed to 2,882 by November despite 40 units/hour capacity. G7 got 10,000 orders in 9 minutes but sales fell to 2,500-3,500 units while Tesla Model Y averaged 38,000.Service failures: 7,000+ owners complained after $5,000 chip upgrades caused system crashes. XPeng promised nationwide CNGP in 2022 - still only 5 cities despite customers paying $39,000 extra. Trust matters when markets get tough.OPENAI TOO BIG TO FAIL?SoftBank invested $41 billion in OpenAI on December 26, now owns 11%. Microsoft owns 27%. OpenAI valued $300-500 billion, not yet profitable. Committed to $1.4 trillion infrastructure spending. SoftBank sold entire $5.8B Nvidia stake to fund this.The question: Has OpenAI become too big to fail? If it fails, SoftBank, Microsoft, Oracle all hurt. Data centers, Nvidia's growth, entire AI buildout slows. System has to keep OpenAI alive because letting it fail craters too much. That's "too big to fail" - saw it with banks in 2008.OpenAI burns billions, revenue growing but so are costs. If AI hype slows, they have problems. But investors can't let them fail now, will keep funding betting revenue catches up. Risk is real when you build this big, this fast on this much investment.CHIP WARS: $160M SMUGGLING BUSTDOJ unsealed Operation Gatekeeper December 8. October 2024-May 2025: Smugglers moved $160M+ in Nvidia H100/H200 GPUs to China. These chips power AI, same ones OpenAI uses. Export-controlled, can't legally sell to China.How: Fake companies, falsified documents, relabeled chips as "Sandkyan," routed through multiple warehouses. May 28 raid in New Jersey caught three trucks picking up chips. Smugglers used group chat - when police arrived, chat said "dissolve group, delete everyone." Too late.Three arrested, one pleaded guilty facing 10 years. Estimates show 10,000 to hundreds of thousands chips smuggled in 2024.Why China needs them: Building domestic chips but years behind. 60%+ of Chinese AI models still run on Nvidia. Chinese companies pay 2x-5x premium, smugglers risk prison to supply.Trump twist: Same day as bust, Trump posted US would allow H200 exports if government gets 25% cut - exact chips being smuggled. Defense attorneys asked how they're national security threats when President approves export.Reality: Export controls don't work when incentives this strong. Continues until China develops competitive chips (years away), US loosens controls (Trump willing), or AI demand crashes (not happening).

The Chinese EV market is entering 2026 facing unprecedented challenges as subsidies end, competition intensifies, and market growth stalls. This episode analyzes what NIO and other Chinese automakers face in 2026 based on recent statements from XPeng CEO He Xiaopeng and NIO CEO Li Bin, both warning that next year's competition will be more brutal and bloody than 2025.On November 20, 2025, after launching the XPeng X9 extended-range version, He Xiaopeng stated: "I think every car company is on tenterhooks. Everyone wants to go far and achieve steady progress. A year ago we could hardly have imagined the changes we have now, and we can hardly imagine them a year from now. The only thing I can be sure of is that the competition will be even more brutal and bloody." The following day, NIO CEO Li Bin echoed this sentiment: "I agree with what Mr. Xiaopeng said. The intensity of competition in the Chinese auto market is actually increasing every year. Which year is not bloody? Which year is not cruel? Perhaps it will not be until 2035 that the pattern will truly stabilize."Three core realities will define 2026 for Chinese EV companies. First, the market has shifted from blitzkrieg to war of attrition. Li Bin explained that defeating competitors with a single move is extremely difficult, stating that being one year ahead in core technologies is already remarkable. He emphasized that success requires being one to two percentage points more efficient than competitors in every aspect, with no weaknesses allowed. This is a long-term marathon requiring comprehensive capabilities rather than breakthrough innovations.Second, the Chinese auto market is shrinking rather than growing. From November 1 to November 23, 2025, national passenger vehicle retail sales showed both year-over-year and month-over-month declines. The era of rapid growth has ended, replaced by competition for existing market share. With trade-in subsidies completely phased out and purchase tax subsidies cut in half starting January 1, 2026, market conditions will worsen in Q1 2026. Li Bin acknowledged that early reduction of trade-in subsidies eliminated the year-end boost effect in Q4 2025, with all NIO models except ES8, Firefly, and ET9 affected to varying degrees, explaining November's month-over-month delivery decline to 36,275 units.Third, product launch frequency has become a key battleground with divergent strategies. XPeng plans to launch seven extended-range models in 2026. HarmonyOS will release more than 20 new cars next year. Leapmotor, having achieved its 500,000 unit target 45 days early, is targeting 1 million deliveries in 2026 with multiple new models across A and D series. However, Li Bin announced NIO will only launch three new models in 2026, stating: "I don't think we have to keep releasing new models. Look at this year, we only have two models and they are selling quite well. We don't necessarily have to release them so frequently, and the team may not be able to manage it."XPeng's market capitalization has fallen nearly 30 percent since mid-November despite announcing ambitious physical AI initiatives at their early November Tech Day, including humanoid robot IRON, flying cars, second-generation VLA large model, and three Robotaxi models planned for 2026 launch. The company repositioned as a mobility explorer in physical AI and globally embodied intelligence company. In contrast, Tesla's Optimus robot demonstrations contributed to Tesla's market cap surging over 40 percent in the second half of 2025 despite showing similar or less advanced capabilities. This valuation gap highlights how US markets reward technology narratives while Chinese markets remain skeptical, valuing Chinese EV companies primarily as automakers rather than technology platforms despite comparable or superior technical capabilities.

NIO reported November 2025 deliveries of 36,275 vehicles on December 1, 2025, representing the company's second-highest monthly total on record behind October's 40,397 units. This marks a 76.31 percent increase year-over-year but a 10.20 percent decline month-over-month. With Q4 delivery guidance of 120,000 to 125,000 vehicles, this episode analyzes whether NIO can still achieve its first quarterly profit in Q4 2025.Breaking down November deliveries by brand reveals divergent trends. The NIO main brand delivered 18,393 vehicles, up 18.72 percent year-over-year and up 7.29 percent month-over-month, marking four consecutive months of growth driven by strong ES8 demand. Onvo delivered 11,794 vehicles, up 132.07 percent year-over-year but down 31.99 percent from October's 17,343 units. Firefly achieved a record 6,088 deliveries, up 2.98 percent month-over-month, representing the third consecutive month of record-breaking performance.The sharp decline in Onvo deliveries reflects the impact of phased-out vehicle trade-in subsidies across multiple Chinese provinces and cities. NIO founder William Li stated during a November 26 media briefing that the abrupt withdrawal of trade-in subsidies significantly impacted the market in ways the industry hadn't anticipated, leading to a sharp decline in new orders across the sector. Li noted all models except the NIO ES8, Firefly, and upcoming ET9 have been affected by these policy changes.With October and November combined deliveries of 76,672 vehicles, NIO needs to deliver between 43,328 and 48,328 vehicles in December to meet Q4 guidance of 120,000 to 125,000 total units. December 2024 saw NIO deliver 50,045 vehicles, setting a monthly record at the time. Matching that performance while Onvo faces a 32 percent month-over-month decline presents a significant challenge.Analyzing Q4 profitability potential using the delivery numbers: if NIO achieves 117,000 to 121,000 Q4 deliveries at an average selling price around 280,000 REN mixing ES8, Onvo, and Firefly, revenue would total approximately 32.76 to 33.88 billion REN, aligning with management guidance of 32.76 to 34.04 billion REN. With management targeting approximately 18 percent vehicle margin for Q4 and ES8 margins exceeding 20 percent, gross margin at company level of 15-16 percent would generate 4.9 to 5.4 billion REN in gross profit. Against quarterly operating expenses of approximately 6.2 billion REN including 2 billion REN R&D and 4.2 billion SG&A, this suggests an operating loss of 800 million to 1.3 billion REN unless ES8 over-delivers, SG&A comes in lower than expected, or other income sources like swap network revenue contribute more significantly.From January to November 2025, NIO Inc delivered 277,893 vehicles total, representing 45.62 percent year-over-year growth and achieving 63.15 percent of the 440,000 annual target. The NIO main brand delivered 146,909 vehicles during this period, down 18.65 percent year-over-year. Onvo delivered 98,654 vehicles since beginning deliveries in September 2024, while Firefly has delivered 32,330 vehicles since launching in April 2025.Competitive context shows significant industry reshuffling. Leapmotor delivered 70,327 vehicles in November, achieving its 500,000 unit annual target 45 days early and targeting 1 million units for 2026. XPeng delivered 36,728 in November, having already met its 350,000 annual target in October. Li Auto delivered only 33,181 vehicles in November, down 31.9 percent year-over-year, achieving just 56.5 percent of its revised 640,000 unit target. HarmonyOS delivered over 80,000 vehicles in November with 513,000 year-to-date against a 1 million unit target. Xiaomi Auto exceeded 40,000 November deliveries and surpassed 500,000 cumulative deliveries, exceeding its initial 350,000 annual target.NIO's strategic shift emphasizes operational quality over sales volume with the core goal being annual profitability.

NIO founder, chairman and CEO William Li held a private media briefing on November 27, 2025 at NIO headquarters in Shanghai where he made a bold statement about Q4 profitability targets. When asked if there's a backup plan in case profitability targets aren't met on schedule, Li responded there is no Plan BThis statement comes two days after NIO reported Q3 2025 earnings showing net loss of 3.48 billion REN, the lowest since Q3 2022, and adjusted non-GAAP net loss of 2.74 billion REN, down 38.0 percent year-over-year. During the November 25 earnings call, management reiterated confidence in achieving the company's first quarterly profit in Q4 2025 with the goal of reaching full-year breakeven in 2026.But, NIO revised Q4 delivery guidance downward from the previously stated 150,000 unit target to 120,000-125,000 vehicles, a reduction of approximately 25,000 units. This means NIO is attempting to achieve profitability with lower deliveries than originally planned, making the margin of error extremely tight.Analysts are divided on whether NIO can achieve Q4 profitability. CMB International projects NIO will likely miss the Q4 breakeven target, estimating a net loss of 1.6 billion REN with non-GAAP adjusted net loss of 700 million REN, citing challenges in controlling sales and administrative expenses. Conversely, JP Morgan believes NIO is poised to turn profitable in Q4 and reach a profitability inflection point in 2026.Li addressed several challenges during the media briefing. He stated the abrupt withdrawal of trade-in subsidies significantly impacted the market in ways the industry hadn't anticipated, leading to a sharp decline in new orders across the sector. Multiple Chinese provinces and cities phased out vehicle trade-in subsidies over recent months, and starting January 1, 2026, new energy vehicle purchases will face a 5 percent purchase tax instead of full exemption.Li's strategy is to maintain price stability because NIO still has backlog orders for the all-new ES8 which performs well in its segment. He acknowledged that all other models except the NIO ES8, Firefly, and upcoming ET9 have been affected by market conditions. The ES8 is critical to Q4 profitability as it's NIO's highest-margin vehicle with management targeting 40,000 ES8 deliveries for full-year 2025, the majority coming in Q4 with margins exceeding 20 percent.Li also revealed a significant strategic shift in NIO's business philosophy, stating the company is no longer solely pursuing sales volume but focusing more on operational quality with the core goal being annual profitability. He noted NIO has invested heavily in foundational R&D over recent years including chips, operating systems, and the 900-volt high-voltage platform, and this foundational work is now complete with subsequent efforts requiring less substantial investment. Quarterly R&D spending of 2 billion REN remains sufficient to maintain competitiveness.Importantly, Li acknowledged that with just over 1 percent market share in China's 30 million-unit annual vehicle market, NIO lacks the standing to consider ventures beyond automobiles, stating for a considerable period the company will remain focused on refining automotive products, working hard to build them and sell them.Li acknowledged Q1 2026 will be traditionally challenging for the auto industry but noted NIO still holds a backlog of ES8 orders to help cushion the impact. He expressed confidence in achieving the full-year 2026 profitability target despite market uncertainties.This episode analyzes what no Plan B actually means across three layers: organizational focus, all-in mentality, and market messaging. It examines whether this bold public commitment is confident leadership or sets up potential credibility damage if targets are missed. Key metrics to watch include December delivery numbers announced January 1st, ES8 delivery volumes, price stability versus promotional activity, and Q1 2026 guidance during Q4 earnings.

NIO just secured a MASSIVE win with Mirattery's $94.2M Series C funding from Chinese state-owned enterprises, and Goldman Sachs raised their price target by 63%—here's what it means for NIO investors.In this episode, I break down:Mirattery's $94.2 million Series C financing with state-backed validationWhy Goldman Sachs raised NIO's price target from $4.30 to $7.00NIO's path to Q4 profitability and 2028 EBITDA breakevenHow the Onvo L90 and ES8 are driving record-breaking salesThe surprising lesson from Lexus that could unlock NIO's premium potentialNIO is transitioning from survival mode to sustainable, profitable growth. With 40,397 deliveries in October (a new record), state-backed institutional support, and Wall Street finally taking notice, the narrative is shifting.Whether you're a NIO bull, skeptical investor, or just want to understand the Chinese EV market, this analysis goes beyond the headlines to give you the insights that matter.#NIOStock #ChineseEVs #ElectricVehicles #StockAnalysisDISCLAIMER: This content is for educational and entertainment purposes only. I am long NIO and this is not financial advice. Always do your own research before making investment decisions.NIO stock, NIO stock analysis, NIO price prediction, Goldman Sachs NIO, Mirattery funding, Chinese EV stocks, electric vehicle stocks, NIO deliveries, Onvo L90, NIO ES8, battery as a service, BaaS model, NIO profitability, EV stock news, NIO bull case, Chinese stocks, EV market analysis, NIO investment, stock market news, tech stocks, NIO 2025, electric cars, autonomous driving, Goldman Sachs upgrade, state owned enterprise, NIO battery swap, courtside financial

In this episode of Courtside Financial, Obi breaks down NIO's massive ES8 production surge — 10,000 units sold in just 40 days — and what it reveals about the company's transformation from survival mode to sustainable growth.But this story runs deeper than one automaker. Across the EV industry, a quiet shift is underway: the collapse of the luxury mall showroom model and the rise of disciplined financial management. From $11 million rents at NIO House to Li Auto's MEGA recall, this episode exposes the real economics behind selling electric vehicles in 2025.

NIO just pulled off one of the most remarkable turnarounds in EV history. On February 9, 2025, they sold just 1,470 vehicles in a single week with the stock at historic lows. Fast forward 252 days, and they're hitting 10,000+ weekly sales across three brands. But is this comeback sustainable?In this episode of Courtside Financial, I break down exactly how NIO went from survival mode to profitability targets, including:The February crisis: 6 billion yuan Q1 losses and historic stock lowsHow the Ledao L90 delivered 21,626 units in just 2 months (record-breaking)The new ES8's insane demand: 150,000 test drives in 10 daysWhy pure EV sales grew 46.1% while extended-range vehicles slowed to 22.8%NIO's 3,533 battery swap stations and the infrastructure advantageInternal reforms: The CBU mechanism and performance accountabilityProduction challenges: Scaling to 15,000 ES8 units/month by DecemberQ4 2025 profitability targets and what needs to happenI'm a NIO bull, but I'm keeping it objective. This video covers the wins, the risks, and what the next 6 months will reveal about whether NIO can maintain profitable growth at scale.The company is entering a new phase: moving from survival to sustainable profitability. But profitability is just the beginning—not the finish line. Can NIO scale production, maintain service quality, and prove consistent profits? That's the real test ahead.Key Data Points Covered:Weekly sales trajectory: 1,470 → 10,000+ in 252 daysSeptember 2025: 30,000+ monthly deliveriesPure EV market growth vs. hybrid declineNIO's 60 billion yuan R&D investment payoffSupply chain advantages from battery partnershipsWhether you're invested in NIO stock, interested in the EV market, or just want to understand one of the wildest comebacks in automotive history, this breakdown gives you the full picture.#NIOStock #ElectricVehicles #EVNews #ChineseEVs #NIOAnalysisNIO stock, NIO stock analysis, NIO earnings, Chinese EV stocks, electric vehicle stocks, NIO ES8, Ledao L90, NIO Firefly, EV market analysis, pure electric vehicles, battery swap technology, NIO profitability, Chinese stock market, EV investing, NIO comeback, automotive industry, NIO deliveries, CATL battery, EV charging infrastructure, Li Bin, NIO vs Tesla, EV stock analysis, new energy vehicles, China EV market, NIO 2025, electric SUV, NIO brand strategy, EV investment, stock market analysis

NIO's stock plummeted over 13% on October 16th after Singapore's sovereign wealth fund GIC filed a securities fraud lawsuit against the company. In this episode, I break down what's really happening behind the headlines.GIC, managing between $800-900 billion, filed the first-ever lawsuit by a major sovereign wealth fund against a Chinese company listed in the U.S. The allegations target NIO's Battery-as-a-Service (BaaS) accounting from 2020-2022, claiming the company front-loaded years of subscription revenue.But here's the twist: This lawsuit stems from a 2022 short-seller report that NIO already investigated and refuted. So why is this exploding now?Meanwhile, William Li just held an internal meeting doubling down on Q4 profitability targets. With the new ES8 seeing massive demand (6-month delivery backlog) and production targets of 15,000 units in December, NIO is pushing forward despite the legal cloud.In this deep dive, I cover:The GIC lawsuit details and what makes it historically significantThe BaaS accounting dispute explained in plain EnglishHow NIO's innovative business model clashes with traditional accounting standardsWilliam Li's Q4 profitability strategy and why timing mattersWhat this means for the entire hardware-as-a-service industryThe real questions investors need to ask right nowAs a NIO investor myself, I'm breaking down both sides objectively - the serious nature of the allegations and the operational strength the company is showing. This isn't about pumping or dumping; it's about understanding the actual stakes.Whether you're a NIO bull, bear, or just fascinated by how innovation collides with regulation, this episode gives you the full picture beyond the panic headlines.This is Courtside Financial - where we break down business and technology with real talk, no BS.NIO stock, NIO lawsuit, William Li, GIC Singapore, NIO stock crash, Battery as a Service, BaaS accounting, NIO ES8, Chinese EV stocks, electric vehicle news, NIO profitability, sovereign wealth fund, securities fraud, Grizzly Research, NIO stock analysis, EV investment, Chinese stocks, NIO news today, stock market analysis, tech stocks, EV stocks 2025, NIO Q4 earnings, William Li CEO, NIO battery swap, accounting fraud, NIO bull case, EV industry news, Chinese companies, US listed stocksTAGS (500 characters)

In Episode 222 of China EVs & More, Tu Le and Lei Xing tackle a packed week in China's EV world as the industry faces mounting headwinds at home and abroad.They break down the major developments impacting China's auto sector:

NIO stock is making massive moves in October 2025, and HSBC just doubled their price target to $7.80 citing sales momentum. In this episode, I break down what's really driving NIO's surge—from the Onvo L90's explosive 20,000 deliveries in just 2 months to the ES8 selling out 40,000 units in 9 minutes.We're diving deep into NIO's Q2 vehicle margins at 10.3%, comparing them to Li Auto's 19.4% and XPeng's 14.3%, and analyzing why NIO is projecting a massive jump to 16-17% margins in Q4. With 150,000 unit target for the quarter and CEO William Li reaffirming profitability goals, this is the make-or-break quarter for NIO bulls.I'm covering:Why HSBC reversed their bearish stance after 4 yearsNIO September delivery record: 34,749 units across all brandsOnvo L90 vs ES8 demand signals and production constraintsThe $1.16 billion capital raise and what it means for shareholdersVehicle margin compression analysis and recovery outlookCompetitive positioning against Li Auto and XPengQ4 targets: 150,000 deliveries and path to profitabilityValuation metrics: P/S ratio, earnings estimates, and stock performanceAs a NIO investor, I'm giving you my objective analysis on whether this momentum is sustainable or just another pump. The Chinese EV market is brutal, but the execution signals are undeniable. This is your complete guide to understanding where NIO stands heading into the most critical quarter of 2025.NIO stock, NIO stock analysis, NIO stock prediction, Chinese EV stocks, EV stocks, NIO stock news, HSBC price target, NIO Onvo L90, NIO ES8, NIO deliveries, NIO profitability, NIO margins, Li Auto, XPeng, electric vehicle stocks, NIO Q4 2025, William Li NIO, NIO bull case, NIO stock forecast, battery swap technology, Chinese stocks, growth stocks, EV market China, NIO investment, stock analysis, NIO earnings, vehicle margins, NIO vs Tesla, automotive stocks, tech stocks, NIO battery swapTAGS (500 characters)

NIO's latest move just sent shockwaves through the entire EV industry. The Chinese EV giant unveiled their third-generation ES8 at a price point that has Tesla, BMW, and Mercedes scrambling to respond.In this deep dive analysis, I break down why NIO's new ES8 isn't just another car launch - it's a complete market disruption that could reshape the luxury EV landscape forever.Key Points Covered:How NIO achieved 298,800 yuan pricing while IMPROVING profit marginsWhy their ordering system crashed within hours of announcementThe 40,000 unit production capacity that's already been exceededAdvanced AI capabilities that make Tesla's FSD look outdatedWhat this means for German luxury automakersLi Bin's path to Q4 profitability and why it might actually workThe technology breakthrough everyone's missingMarket implications beyond just NIO stockThis isn't just about delivery numbers - this is about understanding the strategic chess moves that determine which companies survive and thrive in the EV revolution. Whether you're invested in NIO, Tesla, or just trying to understand where the EV market is heading, this analysis gives you the insights you need.The data is shocking, the implications are massive, and the timing couldn't be more critical. Don't miss this breakdown of one of the most important EV developments of 2025.

NIO stock dropped 9% today after announcing a $1 billion share offering at an 11% discount - but is this the price of the phoenix's rise or a warning sign? Despite the dilution pain, NIO is still up 16.5% this month and 25.71% YTD.In this episode, we dive deep into why NIO needed this capital raise, how it connects to their strategic transformation we covered yesterday, and what this means for long-term investors. We'll also explore how this fits into the broader EV industry's "last mile" funding phase, with companies like Volkswagen investing €1 billion in AI development.

NIO's incredible transformation from $3.40 death spiral to potential profitability - this is the turnaround story every EV investor needs to understand.

The Three-Row Showdown: NIO vs Li Auto vs Tesla – Who Will Win China's Premium EV Market?Welcome back to Courtside Financial! In this episode, Obi breaks down the most critical battle in the electric vehicle space right now: the three-way showdown between NIO, Li Auto, and Tesla in China's premium three-row SUV segment.From strategic price cuts to new product launches, we cover why this isn't just a fight for market share—it's about reshaping what Chinese families expect from their primary vehicle. Obi dives into:NIO's all-new ES8 price strategy and its impact on profitabilityLi Auto's i8 launch and the challenges of scaling luxury EVsTesla's Model YL entry and the fight for Chinese consumer attentionHow trade-in subsidies and government policies are accelerating the shift to EVsWhy the competition is expanding the market and not just stealing shareThe Firefly limited edition play and what it means for NIO's brand strategyWhether you're an investor, EV enthusiast, or market analyst, this episode gives the insider perspective on who will thrive in the growing premium EV market and how these battles could reshape the future of mobility in China.

In this episode of China EVs & More, Tu (Sino Auto Insights) and Lei (former Editor-in-Chief of China Auto Review) dive deep into the latest developments in the global EV and mobility sector. From NIO's bold ES8 relaunch and pricing strategy to XPeng's surprising earnings and Leapmotor's raised sales forecasts, the conversation spans China's ultra-competitive EV market, Tesla's Model Y L update, and how foreign automakers like Ford, GM, Volkswagen, Audi, and Buick are fighting to stay relevant.The hosts also discuss battery swapping milestones, government price-cut scrutiny, global tariff shifts, and the EV retail channel wars (4S vs. D2C). To wrap, Tu shares his personal EV shopping experience in the U.S. (Cadillac Optiq, BMW i4, Chevy Blazer EV, Hyundai IONIQ 5).If you're tracking China's EV giants and their impact on the global auto market, this is a must-listen.Keywords:China EV market, NIO ES8 2025, Onvo L90, Tesla Model Y L China, Li Auto i8, XPeng P7, Leapmotor sales forecast, BYD Yangwang, Xiaomi SU7, Aito M8, Ford EV platform, CATL battery, Volkswagen XPeng partnership, Buick Electra, Audi E5 Sportback, AutoX robotaxi, Geely satellites, Tesla DeepSeek, EV price war China, battery swapping, NEV sales China, EV breakeven 2025Companies discussed:Chinese OEMs: NIO, Onvo, Li Auto, XPeng, Leapmotor, BYD (Yangwang, Denza, Fang Cheng Bao), Aito, Xiaomi Auto, Geely, Huawei (Momenta, Hesai)Global OEMs: Tesla, Ford, GM (Cadillac, Buick, Chevrolet), Volkswagen, Audi, Hyundai, BMW, Lucid, Rivian, Stellantis, Volvo, PolestarSuppliers & Partners: CATL, DeepSeek, Doubao, SpaceX/StarlinkChapters:00:00 Introduction to the EV Landscape01:52 NIO's ES8 Launch and Market Impact09:21 Pricing Strategies and Market Dynamics18:46 Legacy Automakers and Their Adaptation28:09 Future Trends in the EV Market36:04 Tech Upgrades and Market Trends37:47 Pricing Strategies and Market Positioning39:38 Brand Differentiation and Consumer Perception42:33 Competition in the EV Market47:55 Consumer Preferences and Brand Loyalty49:42 Localization and Market Adaptation51:12 Profitability and Production Strategies55:15 Sales Channels: D2C vs. Traditional Models57:58 Future of EVs and Consumer Expectations

本期提要：1、蔚来ES8为何这个时间点大降价2、为何郎老师要卖掉L9换ES83、除了ES8还对比过哪些车4、蔚来ES8解决了哪些三娃家庭的痛点5、蔚来ES8有哪些不满意的地方6、买蔚来的人会有哪些顾虑与认同想与三刀1对1交流，扫码加入知识星球

NIO's third-generation ES8 launch changes everything. With a shocking 25% price drop to $58,000 and BaaS pricing that undercuts Tesla Model Y by $4,200, NIO is making luxury EVs accessible while Europe struggles with their 2035 gas car ban.In this episode, we break down NIO's aggressive pricing strategy for the new ES8, featuring 900V architecture, 4C charging, and luxury features that rival vehicles twice the price. Meanwhile, Mercedes-Benz CEO warns that Europe's EV mandate could "collapse" their auto industry as pure EV sales stagnate at just 15.6% market share.Plus, discover how Huawei's Zunjie S800 luxury sedan gathered 10,000 pre-orders in just 67 days, proving that tech companies can dominate traditional luxury car markets with the right execution.Key topics covered:NIO ES8 third-generation pricing analysis and market positioningEuropean EV adoption challenges and policy reversalsZunjie S800 success story and implications for luxury EV marketBattery technology advances in 900V architectureMarket psychology behind EV adoption ratesStrategic implications for Tesla, Mercedes-Benz, and Chinese EV manufacturersFuture outlook for premium EV market dynamicsThis analysis goes beyond delivery numbers to examine the chess moves shaping tomorrow's automotive landscape. Whether you're a NIO investor, EV enthusiast, or tracking automotive market trends, this deep dive reveals the strategic plays that matter most.#NIO #TeslaModelY #EVNews #ElectricVehicles #ChineseEVs #AutomotiveInvesting #EVMarket #BatteryTechnology #LuxuryEVs #AutomotiveAnalysis

NIO's third-generation ES8 launches August 21st while China's EV market faces a safety crisis. Here's why NIO's approach to quality over flash could dominate.

NIO just delivered some MASSIVE news that sent the stock soaring 40%. The Firefly achieved the highest safety ratings in China - even beating Tesla's Model 3. But that's just the beginning. We're breaking down NIO's aggressive multi-brand strategy, the defamation lawsuits against competitors, and THREE major product launches happening right now.In this deep dive analysis, we cover:Firefly's unprecedented safety achievement and what it means for global expansionOnvo L90 launch details and why it's driving massive investor optimismThird-generation ES8 spy shots and positioning strategyWhy NIO is suing prominent bloggers and Li Auto supportersComplete breakdown of NIO's multi-front market approachTechnical specifications, pricing, and delivery timelines for all new modelsStrategic analysis of Battery-as-a-Service pricing modelCompetition analysis and market positioning insightsThis isn't just another NIO stock update - we're analyzing the business strategy behind every move. Whether you're a current NIO investor, considering a position, or just interested in the EV market dynamics, this episode breaks down exactly what's happening and why it matters.Full transparency: I'm invested in NIO but committed to objective analysis. We look at both the opportunities and the risks in this complex multi-brand execution.Key data points covered: Safety ratings comparison with Tesla, Onvo L90 pricing starting at $39,000, ES8 dimensional increases, delivery numbers, and production timeline updates.

Here's the updated YouTube description with "Onvo" instead of "Ledao":NIO just dropped a bombshell that could reshape the entire electric vehicle market - and investors are taking notice.The Chinese EV giant's new Onvo L90 luxury SUV is launching at an unprecedented $27,000 price point with battery rental, undercutting competitors by massive margins. But here's what Wall Street isn't telling you about this aggressive pricing strategy.What You'll Discover:Why NIO's 102-kWh battery standardization could be revolutionaryThe real numbers behind their Q4 2025 profitability targetHow the L90 needs 20,000+ monthly sales to save the companyXiaomi's 289,000 YU7 orders and what it means for competitionThe brutal truth about NIO's 26% annual target completion rateKey Insights Covered:NIO's ES8 getting 36% more range at same priceOnvo L90 vs Ideal, Xiaomi, and LeapMotor comparisonWhy Li Bin's credibility is on the line this quarterBattery swapping network expansion strategyThe "SUV Shura field" competitive landscapeThis isn't just another EV stock analysis - it's a deep dive into a company betting everything on volume over margins. With analysts expecting 34% revenue growth in 2025 and the stock trading at just 0.7x sales, NIO could be the most undervalued play in the EV space.The Bottom Line: NIO delivered 114,000 vehicles in H1 2025 but needs 55,000 monthly to hit targets. The Onvo L90 launch could make or break their profitability promise.Whether you're a current NIO investor or considering your first EV stock position, this analysis breaks down exactly what's at stake and why the next few months could determine NIO's future.Subscribe for more market-moving analysis and hit the notification bell to never miss crucial updates on your investments.Disclaimer: This content is for educational purposes only and should not be considered financial advice. Always consult with a qualified financial advisor before making investment decisions.YouTube Description:

【本期嘉宾】李斌、王洪浩李斌（蔚来创始人、董事长、CEO）主播：王洪浩（前易车网主编、与非科技创始人）主播：潘乱（「乱翻书」主理人）本期节目由「乱翻书」×「易车」共同制作【时间线】01:29 蔚来十周年当天两封信技术/产品05:00 EVE这款概念车与NIO品牌究竟讲述了怎样的故事？06:53 你是农村出来的孩在，你怎么会习得审美品位？你和蔚来的审美品位究竟是什么？10:28 你是如何理解孤独？或者独处时一般都做什么？15:34 一个没有Living room所有权的人，你为什么可以从量产层面开创了汽车行业第二起居室的时代？18:31 做与不做：不给蔚来装冰箱，但乐道却可以放下执念，为什么会是这种差异化的决策？21:08 NOMI：是什么塑造了你认为情感要高于功能？26:14 女王副驾：在开发ES8的时候是如何有女王副驾这种颠覆性想法的？29:08 回顾过去十年的产品研发历程，你觉得最重要的几项研发投入决策是什么？36:00 同为旗舰，ET9的形态为什么这么激进，跟华为尊界的传统形态不一样？这是什么产品设计逻辑？40:59 因为你的审美、你的价值主张都非常的强烈，会不会有人认为你倾听户意见不够？45:25 「蔚来最危险的悬崖边是2018 年9月12日上市那天」用户企业：独一无二的全球用户社区45:37 你如何有了如此强的用户观？54:15 NIO LIFE：为什么会做NIO LIFE这种与汽车比较远的产品？55:39 如果想把BBA的用户转化成自己的用户，你认为在产品层面要重点做对哪些事情？57:47 要抢BBA份额，在产品层面之外，还需要做对哪些事？59:46当新的标准、秩序形成的过程里面，蔚来最主要的竞争力是什么？充换电62:30 你怎么看待充换电基础设施建设程度和产品销量之间的关系？56:02 你为什么对产权没有那么强的执念？不是我拥有，而是我使用。66:25 为啥对电池寿命这事这么上心？你的思考是什么？萤火虫与多品牌75:59 交付与上市节奏：为什么乐道的上市不延期两个月？比如在昨天蔚来十周年借助品牌情感势能发布。77:58 乐道为什么不放在蔚来的展厅里面来卖，而是独立门店独立运营呢？80:07 为什么你要在这个时间点去推出萤火虫这么一个小车品牌？81:22 萤火虫在产品层面，和市场上现有的小车相比，有什么特点？83:04 蔚来很短的时间里推出两个新品牌，为什么会是这个节奏？是主动选择还是被动应战？全球化84:28 最近几年，融资越来越难，全球化之战，蔚来要为投资人交付的短期阶段性目标是什么？90:59 斌哥趣事分享：花钱真的很算账行业趋势 企业战略92:27 收敛：汽车行业会不会像互联网行业形成类似BAT的第一梯队头部企业？96:00 只有蔚来和特斯拉没搞增程了，你感到孤独吗？100:20 蔚来在经济欠发达的地区，去投这么多的换电站，最后从商业上来算，划算吗？102:42 「用户可能不需要那么好的服务，而是需要更持久的服务。」蔚来能持续吗？104:19 大学生方程式：你投资赞助的这个赛事，出来的年轻人大部分都被行业里其他公司带走了。为什么干这种吃力不讨好贡献行业的事呢？107:38 淘汰赛：BBA降价、新势力竞争加剧、手机厂商入局，你怎么看这三股势力的竞争？115:30 你在昨天发布的全员信里面提到，两三年后，只有少数优秀的企业能生存下来。你怎么分析接下来几年的行业竞争态势？什么样的企业会更有机会生存下来？【开场&结尾音乐】开场音乐：李小龙 - 好久不见（电视剧《武林外传》片头曲）结尾音乐：虞霞/李小龙 - 侠客行（电视剧《武林外传》片尾曲TV Verison）【关于「乱翻书」】「乱翻书」是一档关注商业、科技和互联网的圆桌对话节目。关心How和Why，以及少有人注意到的What。内容主要方向是科技考古、行业观察和前沿思考，研究公司的兴衰循环，希望能够为你带来信息增量。「乱翻书」主理人是潘乱，代表作品有《腾讯没有梦想》、字节跳动/快手早期关键节点的系列特写。【关于主播】即刻/视频号/B站/抖音：潘乱公众号/播客：乱翻书【图】▲直播数据和回放【图】▲观众分享【图】▲直播现场（左起：潘乱、王洪浩、李斌）微信公众号：乱翻书视频号：潘乱商业合作：联系微信 tongxing717本期编辑：怀杭

【节目简介】2018年6月，蔚来汽车首款车型ES8的交付，拖了半年2023年11月，特斯拉Cybertruck交付，拖了近三年直到2024年2月，已经延期两次的沃尔沃EX90和极星3还迟迟没能上市，只有一款极星2撑着的极星股价快跌到0了。到底是什么让这些新车成了“期货”？本期《孤岛车谈》我们请到两位熟悉新车开发流程的老嘉宾，Elaine滕磊和唐华寅，聊聊延期交付背后的流程困局。【话题成员】罗新雨 底盘电子系统工程师Elaine滕磊 前麦格纳斯太尔资深项目协调人、供应链专家唐华寅 动力能源系统专家罗新雨微博@大众风Volkswind剪辑 罗新雨片尾曲 Order Disorder Reorder by Jason Gray (2019)【时刻文稿】4:08 Elaine：一个常规车辆开发的流程8:40 Elaine：外行参与的外形审核会16:05 Elaine: 新势力用现有平台时变更太多导致费时又费钱20:59 Elaine：供应商体系不成熟，开发节奏很难协调一致25:24 Elaine：单个供应商不力造成全产线停转30:42 Elaine：物流货架和包装也对生产至关重要37:52 Elaine：售后零部件的供应体系是汽车不可或缺的使用支持50:14 唐华寅：在虚拟环境开发中遇到的两个挑战54:17 唐华寅：在迈凯伦开发Artura时遇到的创新技术和传统流程之间的矛盾导致项目也不得不延期57:12 唐华寅：一个优秀的新势力团队可以用两种流程手段把一款车的开发流程从40个月缩短到30个月1:02:34 唐华寅：车端智能设备在制造过程中的巧妙利用可以进一步优化流程1:05:22 唐华寅：从开发的过程分析，当今汽车为什么总延期交付？1:14:30 Elaine：淘汰结束后，新的体系会建立1:15:27 唐华寅：决战2025【参考链接】1.自媒体63发现极星的店里摆了一台买不到的极星3（中文，2023）：https://weibo.com/1236107591/NvXfqcAD12.Tesla Roadster不是一台Lotus Elise（英文，2008）：https://www.tesla.com/en_gb/blog/mythbusters-part-2-tesla-roadster-not-converted-lotus-elise3.Tesla Roadster的铝质底盘（英文，2009）：https://www.flickr.com/photos/erdero/38143031684.Elon Musk在初代Roadster外形评审时对门框大小、电子门把手提出了改动建议（德文，2023）：https://podcasts.apple.com/at/podcast/kampf-der-unternehmen/id1485275017?i=10006030854395.EDI call off:https://docmaster.supplier.daimler.com/DMPublic/en/doc/ALD00001293.2022-11.EN.pdf

NIO Collaborating with CNOOC, New ES8 Available, Demand Increasing | Courtside Financial Podcast In this episode of the Courtside Financial Podcast, we delve into the latest developments from the electric vehicle industry. Join host Obi as we explore three significant topics surrounding NIO, the Chinese electric vehicle manufacturer. First, we discuss NIO's strategic collaboration with CNOOC, one of China's largest oil companies, and how it enables NIO to expand their charging and battery swap infrastructure rapidly. Next, we explore the availability of NIO's new ES8 for order, a premium electric SUV built on the NT 2.0 platform. Discover how NIO's battery-as-a-service option makes electric vehicles more accessible and addresses concerns about battery degradation. Lastly, we examine the growing demand for NIO vehicles, highlighted by the Chinese vehicle registration report, and how NIO is well-positioned to capitalize on the rising trend towards sustainable transportation. Stay informed about the latest business and technology developments by tuning in to the Courtside Financial Podcast. Free stocks from WeBull:https://www.webull.com/activity?inviteCode=fBYRrgxBolWr&inviteSource=wb_inf&source=CourtsideFinancial Join the free discord :https://discord.gg/neABZcGQ Keywords: NIO, CNOOC collaboration, electric vehicles, ES8, battery-as-a-service, sustainable transportation, Chinese vehicle registration, Courtside Financial Podcast, business and technology. --- Support this podcast: https://podcasters.spotify.com/pod/show/courtsidefinancial/support

Listen to a recap of the top stories of the day from Electrek. Quick Charge is available now on Apple Podcasts, Spotify, TuneIn and our RSS feed for Overcast and other podcast players. New episodes of Quick Charge are recorded Monday through Thursday and again on Saturday. Subscribe to our podcast in Apple Podcast or your favorite podcast player to guarantee new episodes are delivered as soon as they're available. Stories we discuss in this episode (with links): Tesla confirms 4680 battery cell production is now enough for 1,000 cars a week Tesla owner goes viral after his car would not charge in the cold How to turn your Tesla into a $100,000 gaming computer Nio unveils ES8 and EC7 coupe SUV, an e-tron rival with market-leading aerodynamics https://youtu.be/OZMY7SZESKE Subscribe to the Electrek Daily Channel on Youtube so you never miss a day of news Follow Mikey: Twitter @Mikey_Electric Listen & Subscribe: Apple Podcasts Spotify TuneIn Share your thoughts! Drop us a line at tips@electrek.co. You can also rate us in Apple Podcasts or recommend us in Overcast to help more people discover the show!

Show #1506 Good morning, good afternoon, and good evening wherever you are in the world, welcome to EV News Daily, you trusted source of EV information. It's Tuesday 21st June, it's Martyn Lee here and I go through every EV story so you don't have to. MEET THE FIRST BUYER OF THE F-150 LIGHTNING Original Source : https://www.npr.org/2022/06/20/1104920656/ford-electric-f150-lightning-electric-vehicles-automakers?t=1655890021194 2023 HYUNDAI IONIQ 6 TO DEBUT ON 14 JULY Original Source : https://uk.motor1.com/news/592881/2023-hyundai-ioniq-6-debut-rumours/ GOING ELECTRIC COULD MEAN CHEAPER PARKING FROM NEXT YEAR Original Source : https://www.dutchnews.nl/news/2022/06/going-electric-could-mean-cheaper-parking-from-next-year/ VW TARGETS ANNUAL OUTPUT OF 130,000 ID. BUZZ EVS FROM HANOVER Original Source : https://insideevs.com/news/593161/vw-targets-annual-output-130000-id-buzz-evs-hanover/ VOLVO ENERGY INVEST MILLIONS INTO BATTERY ENERGY STORAGE COMPANY Original Source : https://www.environmentalleader.com/2022/06/volvo-energy-invest-millions-into-battery-energy-storage-company/ NORWAY CONSIDERS CUTTING EV ADVANTAGES Original Source : https://www.electrive.com/2022/06/20/norway-considers-cutting-ev-advantages/ ABB POSTPONES PLANNED IPO OF E-MOBILITY BUSINESS Original Source : https://www.morningstar.com/news/dow-jones/202206201064/abb-postpones-planned-ipo-of-e-mobility-business CHINA'S BYD OUTSELLS TOP FOUR EV RIVALS COMBINED THIS YEAR Original Source : https://www.asiafinancial.com/chinas-byd-outsells-top-four-ev-rivals-combined-this-year NIO TO LAUNCH A NEW MASS-MARKET Original Source : https://www.futurecar.com/5471/EV-Startup-NIO-to-Launch-a-New-Mass-Market-Brand-to-Rival-Tesla-with-an-Annual-Capacity-of-500000-Vehicles-a-Year NIO'S 2022 ES8, ES6 AND EC6 OPEN FOR ORDER IN CHINA Original Source : https://cnevpost.com/2022/06/20/nios-2022-es8-es6-and-ec6-open-for-order-in-china-deliveries-expected-to-begin-in-august/ CHINESE EV MAKER NIO TO MANUFACTURE BATTERY SWAP STATIONS IN EUROPE Original Source : https://www.saurenergy.com/ev-storage/chinese-ev-maker-nio-to-manufacture-battery-swap-stations-in-europe GASGOO DAILY: ORA GOOD CAT GT 401KM TRIM HITS MARKET Original Source : https://autonews.gasgoo.com/m/70020652.html TESLA LIFTS PRICE ON MODEL Y LONG RANGE IN CHINA Original Source : https://autonews.gasgoo.com/china_news/70020645.html QUESTION OF THE WEEK WITH EMOBILITYNORWAY.COM QOTW is taking a break for a while. Email your answers to: hello@evnewsdaily.com It would mean a lot if you could take 2mins to leave a quick review on whichever platform you download the podcast. PREMIUM PARTNERS PHIL ROBERTS / ELECTRIC FUTURE BRAD CROSBY PORSCHE OF THE VILLAGE CINCINNATI AUDI CINCINNATI EAST VOLVO CARS CINCINNATI EAST NATIONAL CAR CHARGING ON THE US MAINLAND AND ALOHA CHARGE IN HAWAII DEREK REILLY FROM THE EV REVIEW IRELAND YOUTUBE CHANNEL RICHARD AT RSEV.CO.UK – FOR BUYING AND SELLING EVS IN THE UK EMOBILITYNORWAY.COM/ OCTOPUS ELECTRIC JUICE - MAKING PUBLIC CHARGING SIMPLE WITH ONE CARD, ONE MAP AND ONE APP MILLBROOKCOTTAGES.CO.UK – 5* LUXURY COTTAGES IN DEVON, JUMP IN THE HOT TUB WHILST YOUR EV CHARGES

➤ Meet the first buyer of the F-150 Lightning ➤ 2023 Hyundai Ioniq 6 to debut on 14 July ➤ Going electric could mean cheaper parking from next year ➤ VW Targets Annual Output Of 130,000 ID. Buzz EVs From Hanover ➤ Volvo Energy Invest Millions into Battery Energy Storage Company ➤ Norway considers cutting EV advantages ➤ ABB Postpones Planned IPO of E-Mobility Business ➤ China's BYD Outsells Top Four EV Rivals Combined This Year ➤ NIO to Launch a New Mass-Market ➤ NIO's 2022 ES8, ES6 and EC6 open for order in China ➤ Chinese EV maker Nio to manufacture Battery Swap Stations in Europe ➤ Gasgoo Daily: ORA Good Cat GT 401km trim hits market ➤ Tesla lifts price on Model Y Long Range in China

➤ Sony and Honda join forces to create new company ➤ Sony Honda Mobility Inc. is the new name of Sony and Honda's EV business ➤ GM investing $81M to hand build luxury Cadillac Celestiq electric cars ➤ Audi sues Nio alleging ES6 and ES8 names infringe on S6 and S8 ➤ VW U.S. chief warns of industry challenges with EV battery shift ➤ Treating EV charging as essential service will drive consumer adoption: Experts ➤ Tesla Jobs at Berlin Factory Hiring Hitting Roadblocks Over Wages ➤ Check Out Everrati's Insane Ford GT40 EV Restomod ➤ Watch This Tesla Model Y Performance From Germany Get Range Tested ➤ Tesla Global VP Grace Tao: Half of Global Delivery From Shanghai Gigafactory ➤ Tesla bespoke luxury interiors treatment

8 月 14 日，蔚来 ES8 车型发生交通事故，导致车主死亡。短短半个月内，蔚来的两起致死事件，引发了人们对自动驾驶话题的探讨。 明明是想要给用户更多便利和安全，「自动辅助驾驶」却为何频发安全隐患，我们在这一期中做了一些解读。说到这也想问问你，如何看待现在的「自动辅助驾驶」功能的？不妨在评论区和我们聊聊。 本期还有关于李宁、字节跳动、蓝色起源的轻解读，欢迎收听！ ES8 https://files.fireside.fm/file/fireside-uploads/images/1/12647593-905b-40ef-8977-371837f74e89/K8LyOGym.png ES8的车型描述：「搭载NIO Pilot自动辅助驾驶系统」，自动和辅助两字搭配在一起引人混淆 ▼主播 Mengyi ▼Staff 监制^ 徐涛 后期^ 陈太太、Onevoice 编辑^ 荻青 实习编辑^ 依依 运营^ Yao 封面设计^ 饭团 ▼关于节目 这是一档充满新鲜咖啡气息的清晨播客节目，每期 15 分钟，在工作日早晨出门前，为你带来精心挑选的几条即时商业科技轻解读，以开启能量满满新一天。 ▼关于我们 声动活泼的宗旨是「用声音碰撞世界」，并致力于为人们提供源源不断的思考养料。 - 我们已有这些播客：声东击西 (https://etw.fm/episodes)、反潮流俱乐部 (https://fanchaoliuclub.fireside.fm/) 、泡腾VC (https://popvc.fireside.fm/)、What's Next｜科技早知道 (https://guiguzaozhidao.fireside.fm/episodes)、到海外去 (http://chuhai.co/) - 欢迎在各大社交媒体上与我们互动，搜索 声动活泼 - 期待你与我们发邮件反馈，邮箱地址是：ting@sheng.fm - 如果你喜欢我们的节目，也欢迎打赏支持：https://www.shengfm.cn/donation