Said Kebir 🍀 🌍
@Said_kebir
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Why charge an EV when you can just swap its battery?
$NIO Electric Vehicle Battery Swapping or $TSLA Charging – which is better?
Thread 👇
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▪️Every time it swaps battery, an EV will have a longer lifecycle because it’s not stuck with one pack that’s slowly degrading (15-20% per year)
▪️A battery can account for a fifth of a car’s price, so separating cars and batteries cuts upfront cost and depreciation.
$NIO $TSLA
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👉 $NIO CEO
#WilliamLi
after 14 hours Live-Stream to showcase the endurance of the
#150kWh
semi-solid-state battery pack.
👉 The final result = 1044km with 3% battery remaining.
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$NIO - The purpose-built chip is a strategic move as it will improve processing efficiency and machine learning algorithm coupling for autonomous driving.
▪️ Thread 👇
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$NIO Full Active Suspension (FAS) is the world's first integrated hydraulic full active suspension system.
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$NIO Battery Swapping is a big competitive advantage that gives a company an edge over its competitors ( $TSLA , $XPEV , $LI...), helping it attract more customers.
✅️ That aggressive infrastructure goal is one of the ways to boost vehicle sales.
👇 Thread
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$NIO unveils in-house autonomous driving chip Shenji 9031. It's built on a 5nm process and contains over 500B transistors.
👉 Nio's current use of four $NVDA Drive Orin chips is fine for autonomous driving algorithms, but the next generation smart driving chip should do better.
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👉 $NIO : Deployment of the Power Charger 4.0 and Power Swap Station 4.0 : April 2024.
👉 In 2024 : 1,000 Power Swap Stations and 20,000 chargers will be added to the network.
(Source :
@NIOGlobal
).
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▪️China government is shifting focus to promoting the Battery Swap technology.
▪️China had 1.36 million taxis by 2022 and 2.57 million private ride-hailing cars by the end of August — underscoring the potential for high usage of battery swapping stations and necessitating a
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Every time it swaps battery, an EV will have a longer lifecycle because it’s not stuck with one pack that’s slowly degrading. And, it has the best Ample has to offer.
$NIO vs $TSLA
👇 Thread
23
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What sets $NIO apart from its competitors is the battery-as-a-service (BAAS) : it's a Protective Moat.
👉 It offers vehicles without a battery, letting the consumers sign up to a BAAS monthly subscription and allows them to swap out your battery at any time for a larger one.
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For anyone who would like to watch the live stream of
#WilliamLi
CEO of $NIO , you can watch it here below 👇 :
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👉 This transaction will be strategically positive for $NIO.
👉 If NIO were to gain greater control over production, it could better mitigate the risks associated with supply chain disruptions .
👉 And enhancing overall operational efficiency.
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$NIO -
#WilliamLi
1000km Trip challenge:
👉 Travel Distance at 956 km with
12% battery left.
👉 + 2.5 Mlilion Chinese watched the Live-stream.
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@SawyerMerritt
The reason is : EVs depreciate at a rate of around 15-20% per year and a battery can account for a fifth of a car’s price, and it loses value quickly-so separating cars and batteries cuts upfront cost and depreciation.
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$NIO reached its goal of adding 1,000 battery swap stations in China in 2023.
👉 $NIO charges for battery swaps (BS) at an average cost of about RMB 80 to RMB 100 ($11.2 to $14) per swap.
👉 60 000 BS/ Day * 12.5$ = 750 000$/Day.
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▪️Every time it swaps battery, an EV will have a longer lifecycle because it’s not stuck with one pack that’s slowly degrading.
▪️A battery can account for a fifth of a car’s price, so separating cars and batteries cuts upfront cost and depreciation.
$NIO $TSLA $LI $XPEV $LCID
Depleted EV batteries can be swapped out for a charged one in 2.5 minutes.
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👉The global EV Battery Swapping market size was exhibited at USD 1.8 Billion in 2022 and is expected to expand around USD 49.7 B by 2032, poised to grow at a projected CAGR of 39.40% from 2023 to 2032.
👉 $NIO is N
#1
in self-built charging and swapping stations by car, in China.
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@NIOGlobal
has made a groundbreaking achievement in the EV industry by adding a
#150kWh
solid-state battery pack to its car.
👉 It promises to address one of the major concerns for electric vehicle owners – range anxiety.
Thread 👇
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👉 $NIO can Automatically Go to the Nearest Swap Station, Do the Battery Swap, and Return Home.
👉 For Now, No One Else : $TSLA , $XPEV, $LI,
#BYD
, $LCID ...Can Do That.
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👉 $Nio charge for battery swaps (BS) at an average cost of about RMB 80 to RMB 100 ($11.2 to $14) per swap.
👉 60 000 BS/ Day * 12.5$ = 750 000$/Day.
👉 $NIO will be The future of EV charging. Revolutionary developments are closer than we think.
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China's Swapping/Charging companies poised to rank among world’s top consumers of electricity.
▪️It's called Demand 👇
$NIO $TSLA $XPEV $LI
#BYD
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👉 $NIO ’s station network in Europe and Asia now performs an average of 60,000 EV battery swaps per day.
👉 $NIO is Growing !
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** The production of smartphones by $NIO will be a trend, and if successful, the model will expand to the global market.
** It's a sign of the increasing integration between smartphone and automotive technology and the race to capture the associated revenue.
✅️ Thread 👇
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#JAC
/ $NIO Manufacturing Implication :
👉 2023E :Paid to JAC =USD 213 M
👉 2024E :Paid to JAC =USD306 M
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▪️ Elon Musk admitted that many things have changed since then; “That was many years ago,”. “Their cars are highly competitive these days.”
▪️
#BYD
is now poised to surpass Tesla to become the new worldwide leader in fully electric vehicle sales.
▪️ $NIO ’s in-house developed
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The average price of a used $TSLA has declined from $67,909 to $36,661 (-46%).
▪️Used $TSLA EVs continue to go down until the battery price is fairly cheap.
▪️EVs depreciate at a rate of around 15-20% per year and a battery can account for a fifth of a car’s price, and it
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A number of companies have been pouring millions of dollars into self-driving technology for years ( TSLA, GM, NIO, AUDI, WAYMO...) and many of them have prototype self-driving vehicles that seem to work.
▪️ But, Who Will Win The Self-Driving Race !
Thread 👇
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$Nio's mass-market sub-brand, code-named
#Alps
, will start pilot production of its first model on November 2023, bringing it closer to mass production.
$TSLA $LI $XPEV
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@SawyerMerritt
@SawyerMerritt
: Why even do battery swapping at that point ? Below the answer 👇
@CathieDWood
@elonmusk
Please, ask
@elonmusk
, how does $TSLA plan to face Chinese EV competitors like $NIO's technology leadership in Battery Swapping ? And why did Tesla abandon battery swapping?
>> Pros and Cons : EVs depreciate at a rate of around 15-20% per year and a battery can account for a
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👉 $TSLA:nobody wants to drop 17k on a battery bill in year 5.
👉 EVs depreciate at a rate of around 15-20% per year.
👉 $NIO BaaS:a battery can account for a fifth of a car’s price, and it loses value quickly-so separating cars and batteries cuts upfront cost and depreciation.
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@CathieDWood
@elonmusk
Please, ask
@elonmusk
, how does $TSLA plan to face Chinese EV competitors like $NIO's technology leadership in Battery Swapping ? And why did Tesla abandon battery swapping?
>> Pros and Cons : EVs depreciate at a rate of around 15-20% per year and a battery can account for a
4
1
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140 questions with $NIO ’s William Li on the :
▪️ Automaker’s branding,
▪️ Battery swapping,
▪️And emphasis on short-term efficiency.
👇
0
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@TeslaBoomerMama
Yes, $NIO has invested over RMB 3 billion in R&D for consecutive quarters, accounting for over 20% of its revenue. Nio’s heavy outlay on R&D in recent quarters forms part of a broader move by the company to pursue longer term growth strategies, though it isn’t exactly well
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12. Conclusion :
◾️ Battery swapping could take off if car manufacturers would build standard EV batteries.
◾️The expansion rate of NIO’s service is noteworthy, with the time between successive 10 million swaps plummeting from 1,506 days to just 189 days for the latest
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3. $NIO battery swap stations are the top competitor to the traditional charging model.
◾️They have achieved a significant milestone with 30 million successful battery swaps, demonstrating the potential of battery-swapping technology to revolutionize electric vehicle (EV)
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$NIO's first chip, a LiDAR master chip, will begin mass production in October.
👉 The trademark can be usable for chip cards, interactive touchscreen terminals, smart glasses, operating system programs.
$TSLA $LI $XPEV $LCID $RVIN
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"On $NIO Day, December 23, we're going to unveil an executive flagship sedan, the
#ET9
," Nio CEO
#WilliamLi
said today during a live stream of his range test of the
#150kWh
semi-solid-state battery.
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👉 1000KM done with 7% of the
#150kWh
semi-solid-state battery Left.
👉 $NIO -
#WilliamLi
Delivered On The Promise of Up to 1000KM.
$NIO -
#WilliamLi
1000km Trip challenge:
👉 Travel Distance at 956 km with
12% battery left.
👉 + 2.5 Mlilion Chinese watched the Live-stream.
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9. Preservation of Battery Health ( $NIO vs $TSLA ) :
◾️ Battery swapping promotes the lifetime of batteries. When swapped batteries are charged slowly and optimally at the station, their lifespan increases, resulting in reduced ownership costs. Furthermore, EV battery health
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$TSLA Model Y sales in Europe dropped in 2023 :
🔻Q1.23 =73,386 🔻Q2.23=65,511
🔻Q3.23=62,399 🔻Q4.23=53,663
▪️ Is it because of high rate of inflation, new markets supplied from Shanghai, Europe falling into recession…
▪️ Or have Chinese brands (
#BYD
, $LI , $NIO, $XPEV,
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@SawyerMerritt
$NIO Power Swap Station 4.0 and Power Charger 4.0
👉 $NIO : Deployment of the Power Charger 4.0 and Power Swap Station 4.0 : April 2024.
👉 In 2024 : 1,000 Power Swap Stations and 20,000 chargers will be added to the network.
(Source :
@NIOGlobal
).
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0
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0
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@TeslaBoomerMama
An example : $NIO's first self-developed chip (Yangjian chip ), can efficiently capture raw data from light detection and ranging (LiDAR) sensors, which will support the training of autonomous driving algorithms. This chip will be easy to integrate, consume minimal energy, and
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1. $TSLA -For consumers, there is the issue of potential long queues during rush hour.
◾️ Conventional EV charging involves home chargers,where vehicles are plugged in 6-8 hours overnight for a full charge. However, counting solely on home charging may not be convenient or
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4. Swapping a battery at $NIO ’s automated stations takes a mere 2½ minutes — comparable to a routine petrol refuel. That gets you to full charge approximately 57.5 minutes faster than at a $TSLA Supercharger station.
◾️The stations boast advanced automation, using auto parking
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👉 William Li, Nio's founder and CEO, is one of the directors of Uxin.
👉 $NIO's presence in Uxin's offline stores is similar to its planned Nio House and Nio Space.
👉Nio is currently ramping up the expansion of its sales network.
$TSLA $LI
#UXIN
0
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2. $TSLA launched its battery swapping service in 2014 and withdrew it the following year.
◾️ With more than 50,000 Superchargers owns and operates the largest global, fast-charging network in the world, that's a big deal when you consider that a growing number of drivers are
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2
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5. $NIO ’s recent upgrade to its third-generation station increased its capacity by 30%, allowing 408 swaps per day. This efficiency is complemented by cost-effective practices, such as charging batteries on lower nighttime energy tariffs.
◾️Nio unveils 4th-gen swap station,
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14
👉 The new regulations require a range attenuation rate of no higher than 35% under low temperatures for EVs
👉 And allows EVs capable of battery swapping to be eligible for the tax breaks.
👉 $NIO has +2200 Power Swap Station up and running.
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6. Cost-Saving for users :
◾️ $NIO Battery swapping eliminates the need for consumers to bear the upfront cost of batteries, which represents a significant portion of about 40% of an EV's price (Mckinsey, 2020).
◾️By not having to pay for built-in batteries, users can access
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**Every RMB 50,000 drop in lithium carbonate prices brings roughly a 1.5 % improvement in gross margins for $NIO)** William Li.
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$NIO New factories 3 & 4 under construction.
👉 Factory 3 - Alps.
👉 Factory 4 - Firefly.
#NIOFACTORY
#SWAPP
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@SawyerMerritt
@elonmusk
$NIO vs $TSLA 👇
Every time it swaps battery, an EV will have a longer lifecycle because it’s not stuck with one pack that’s slowly degrading. And, it has the best Ample has to offer.
$NIO vs $TSLA
👇 Thread
23
8
44
0
1
10
11. Energy Demand :
◾️ Until the end of the decade, the additional energy demand from electric vehicles will not have a significant impact on the grid. In the longer term that could change, and this is where battery-swapping services could offer advantages, according to a
1
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12
$NIO has added 3 electric drive system (EDS) production lines in preparation for future capacity expansion, especially after the launch of the sub-brand codenamed
#Alps
$TSLA $LI $LCID $RVIN $XPEV
0
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@TeslaBoomerMama
$NIO 's fourth-generation battery swap stations will be equipped with 60 square meters of photovoltaic systems, which will save nearly 18,000 kWh of electricity per year per station.
NIO and the Chinese solar giant Longi Green Energy Technology, will promote the use of green
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7. Time-Saving:
◾️For $NIO drivers, battery swapping takes less than five minutes, which is much faster than charging an electric car and is the equivalent of filling up a tank of petrol or diesel.
◾️Charging times for an EV vary, depending on the make and model, but it can
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8. $TSLA ’s Superchargers can charge an EV up to 200 miles (321km) in 15 minutes. But the technology is constantly evolving. Tech firm ABB E-mobility recently announced plans to launch what it calls the world’s fastest all-in-one electric-car charger.
◾️ With an output of
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10. If swapping is to become a widely used alternative to fast charging, battery standardisation to facilitate automated swapping would surely make sense. Standardised batteries could also boost car sales by lowering upfront costs.
◾️ Winning the standardisation bet should mean
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People must rise up against Hate, Racism, Intolerance and unite in Peace.
Silence is not an option. We all have a responsibility to speak out against Violence.
#hospital
#GazaAttack
#Gaza
#PalestineGenocide
#
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The cost of an EV battery can vary significantly based on the car's make and type/model, the capacity of the battery. Generally speaking though, you should expect to pay anywhere from approximately $4,000 to $20,000 to replace an electric car battery, according to NerdWallet.
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** Oil demand growth in China is forecast to slow markedly from 2024 onwards.
** The shift to a clean energy economy is picking up pace, with a peak in global oil demand in sight before the end of this decade as EVs, energy efficiency and other technologies advance.
$NIO $TSLA
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In 47 of the 50 largest
#USA
metros, the average monthly cost of buying a starter home in August was $2,959 or 64% higher than the cost of renting ($1,776).
#CPI
#inflation
#HousingCrisis
#RENT
#Rates
3
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@SawyerMerritt
$NIO in-house developed autonomous driving chip.
$NIO unveils in-house autonomous driving chip Shenji 9031. It's built on a 5nm process and contains over 500B transistors.
👉 Nio's current use of four $NVDA Drive Orin chips is fine for autonomous driving algorithms, but the next generation smart driving chip should do better.
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