In recent sessions, Nio Inc. has shown a price acceleration consistent with a Minor degree impulsive wave, as outlined by Elliott Wave Theory. Wave 1 has extended by a factor of 1.39, and the current price structure suggests a possible completion of Wave 3 and an early development of Wave 5, with clear technical targets already in place.
This technical scenario aligns with recent positive developments on the fundamental side:
🔹 Stronger delivery numbers – The latest quarterly results reveal robust year-over-year growth in vehicle deliveries, highlighting the company’s ability to scale production and meet rising demand. This performance is further enhanced by an improved product mix, with a shift toward higher-end or newer models, which contributes to stronger revenue per unit and improved brand positioning.
🔹 Battery swap network expansion – The company is steadily expanding its battery swap infrastructure. This innovative model, which allows EV drivers to swap a depleted battery for a fully charged one in just a few minutes, differentiates the company from traditional EV players. It also reduces charging time anxiety, increases convenience, and aligns with long-term goals for energy and fleet efficiency—particularly in dense urban areas and high-mileage use cases like ride-hailing or logistics.
🔹 New market entries – The company is actively pursuing international expansion, with strategic launches in Europe, including growing presence in countries like Germany, the Netherlands, and Norway. At the same time, it's establishing key partnerships in the Middle East to prepare for future entry into high-potential markets such as the UAE and Saudi Arabia. This geographic diversification not only broadens the customer base but also strengthens global brand positioning in the premium EV segment.
🔍 Key Highlights – NIO Mid-2025 Update
📈 Vehicle Deliveries
June 2025: 24,925 vehicles delivered (+17.5% YoY)
Q2 2025: 72,056 vehicles (+25.6% YoY)
1H 2025 total: 114,150 units (+30% YoY)
Cumulative deliveries: 785,714 units as of June 30, 2025
🔋 Battery Swap Network
Global footprint: Over 2,700 stations (2,400+ in China, ~60 in Europe)
China: ~2,651 stations, with 159 in Shanghai
Europe: ~60 stations, notably in Germany and Norway
Utilization: Peak stations in Shanghai exceed 100 swaps/day; global average ~30–40
💡 Takeaway
These strong operational metrics confirm accelerating growth and strategic infrastructure expansion, reinforcing NIO’s unique value proposition in the EV sector. The fundamental momentum aligns with bullish technical signals, including an unfolding Elliott Wave pattern projecting higher targets.
Based on the current Elliott Wave projection:
Minimum target for Wave 3: 5.64
Projected Wave 5 range: between 7.58 and 8.90
In summary, we’re observing a technically and fundamentally aligned scenario where price action is increasingly supported by improving financials and strategic execution on the ground.
This is not a financial advise, please do your own research.
This technical scenario aligns with recent positive developments on the fundamental side:
🔹 Stronger delivery numbers – The latest quarterly results reveal robust year-over-year growth in vehicle deliveries, highlighting the company’s ability to scale production and meet rising demand. This performance is further enhanced by an improved product mix, with a shift toward higher-end or newer models, which contributes to stronger revenue per unit and improved brand positioning.
🔹 Battery swap network expansion – The company is steadily expanding its battery swap infrastructure. This innovative model, which allows EV drivers to swap a depleted battery for a fully charged one in just a few minutes, differentiates the company from traditional EV players. It also reduces charging time anxiety, increases convenience, and aligns with long-term goals for energy and fleet efficiency—particularly in dense urban areas and high-mileage use cases like ride-hailing or logistics.
🔹 New market entries – The company is actively pursuing international expansion, with strategic launches in Europe, including growing presence in countries like Germany, the Netherlands, and Norway. At the same time, it's establishing key partnerships in the Middle East to prepare for future entry into high-potential markets such as the UAE and Saudi Arabia. This geographic diversification not only broadens the customer base but also strengthens global brand positioning in the premium EV segment.
🔍 Key Highlights – NIO Mid-2025 Update
📈 Vehicle Deliveries
June 2025: 24,925 vehicles delivered (+17.5% YoY)
Q2 2025: 72,056 vehicles (+25.6% YoY)
1H 2025 total: 114,150 units (+30% YoY)
Cumulative deliveries: 785,714 units as of June 30, 2025
🔋 Battery Swap Network
Global footprint: Over 2,700 stations (2,400+ in China, ~60 in Europe)
China: ~2,651 stations, with 159 in Shanghai
Europe: ~60 stations, notably in Germany and Norway
Utilization: Peak stations in Shanghai exceed 100 swaps/day; global average ~30–40
💡 Takeaway
These strong operational metrics confirm accelerating growth and strategic infrastructure expansion, reinforcing NIO’s unique value proposition in the EV sector. The fundamental momentum aligns with bullish technical signals, including an unfolding Elliott Wave pattern projecting higher targets.
Based on the current Elliott Wave projection:
Minimum target for Wave 3: 5.64
Projected Wave 5 range: between 7.58 and 8.90
In summary, we’re observing a technically and fundamentally aligned scenario where price action is increasingly supported by improving financials and strategic execution on the ground.
This is not a financial advise, please do your own research.
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Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.