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Courtside Financial Podcast

The Execution Era - NIO's Numbers Start Speaking

21 Oct 2025

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YOUTUBE SEO PACKAGETITLE:NIO Stock Analysis: 10,600 Weekly Deliveries & Q4 Profitability Target | Onvo L60 vs Tesla Model YNIO just delivered 10,600 vehicles in ONE WEEK - their second-highest weekly total ever. In this episode of Courtside Financial, I break down NIO's massive Q4 2025 momentum, the third factory ramp-up in Hefei, and why William Li is targeting profitability THIS quarter.We're covering:NIO's record-breaking weekly deliveries (October 13-19, 2025)The 150,000 Q4 delivery target across NIO, Onvo, and Firefly brandsOnvo L60 breakdown: How it competes with Tesla Model Y at $21,200Battery-as-a-Service (BaaS) strategy and 2,000+ swap stationsES8 and L90 production ramping with 6+ month wait timesThird factory in Changfeng County spanning 1,600 acresWhy the ET5 Touring became NIO's best-selling vehicleThis is about execution at scale. NIO is transitioning from promise to performance, and the numbers are finally backing it up. Whether you're a NIO bull, Tesla investor, or just watching the EV market, this is the analysis you need.Key Data Points:10,600+ weekly deliveries (Oct 13-19)31,305 deliveries in August, 34,749 in SeptemberTargeting 50,000 monthly average in Q4 2025Onvo L60 starting at 149,900 yuan (~$21,200)Over 2,000 battery swap stations operationalEurope expansion planned for late 2025I'm a NIO shareholder and I try to stay objective while analyzing the broader EV market. This episode digs into the supply chain, production capacity, and what needs to happen for NIO to actually achieve Q4 profitability.If you're tracking Chinese EV stocks, Tesla competition, or the future of Battery-as-a-Service, this episode is for you.NIO stock, NIO stock analysis, NIO deliveries, Onvo L60, NIO vs Tesla, Model Y competitor, Chinese EV stocks, EV stock analysis, NIO Q4 2025, William Li, battery swap technology, BaaS, NIO Onvo, Firefly EV, ES8 SUV, electric vehicle news, EV market analysis, NIO production, Tesla competition, NIO profitability, Chinese stocks, EV investing, NIO bull case, electric SUV, NIO factory, Hefei China, EV stock news, Courtside Financial, stock market analysis, tech stocks, NIO Europe expansionDESCRIPTION:TAGS (500 characters):

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