NIO Bulls MUST Watch: China Auto Market Reality Check (Dec 2025)

NIO stock holders need to understand what's happening in China's auto market RIGHT NOW. In this episode of Courtside Financial, I break down the December 2025 reality that every NIO bull needs to know about.KEY POINTS COVERED:Why China's car dealerships are ghost towns in December 2025The $100+ billion subsidy cliff hitting the Chinese EV marketNIO's November deliveries: 36,275 units (+76% YoY but -10% MoM)How the 2026 purchase tax return will impact EV salesWhy Q1 2026 could be the roughest quarter for Chinese automakersNIO's margin improvements and strategic positioning through the stormChina just burned through 300 billion yuan in subsidies, and the money is GONE. Starting January 1st, 2026, purchase taxes are coming back. The industry expected a year-end buying rush... it never came.But here's what NIO bulls need to know: this is a MARKET problem, not a NIO problem. The company is improving margins (13.9% gross margin, highest since 2022), executing on the three-brand strategy, and expanding battery swap infrastructure.However, when the entire market is under pressure, nobody is immune. This video gives you the full context on what NIO is navigating through and why conviction matters now more than ever.RESOURCES:China Passenger Car Association DataNovember 2025 NIO Delivery ReportCentral Economic Work Conference Policy UpdatesDISCLAIMER: This is not financial advice. I am a NIO shareholder sharing my analysis of publicly available market data. Always do your own research before making investment decisions.#NIOStock #ChineseEVs #ElectricVehicles #StockMarket #InvestingInChina

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