Oct 22, 2026 · 13 min · 6 segments
And that's going to come into play when we talk about the margin as part of the risks because their margin has been negative for quite some time because the selling price of the vehicle is quite low as they're trying to capture a big market share by offering the vehicles at an attractive price.
The second thing they do is that they outsource the manufacturing to a third party manufacturer.
So the difference between a Tesla and a NIO is that Tesla has its own manufacturing plant while neo only designs the vehicle and the powertrain and outsources the manufacturing to a third-party firm and that's going to come into play when we talk about things such as supply constraint and quality control and this is just the overall business model of neo now when you evaluate any company for investment you want to look at the risks and opportunities that this company has in the marketplace and because i'm an investor in neo i want to begin with the positive first with the opportunity so i'm going to talk about the opportunity and the first one is china and china is the biggest market there is for any consumer product and NIO being a native company to China, they have a huge opportunity there.
And that's going to come into play when we talk about the margin as part of the risks because their margin has been negative for quite some time because the selling price of the vehicle is quite low as they're trying to capture a big market share by offering the vehicles at an attractive price.
The second thing they do is that they outsource the manufacturing to a third party manufacturer.
So the difference between a Tesla and a NIO is that Tesla has its own manufacturing plant while neo only designs the vehicle and the powertrain and outsources the manufacturing to a third-party firm and that's going to come into play when we talk about things such as supply constraint and quality control and this is just the overall business model of neo now when you evaluate any company for investment you want to look at the risks and opportunities that this company has in the marketplace and because i'm an investor in neo i want to begin with the positive first with the opportunity so i'm going to talk about the opportunity and the first one is china and china is the biggest market there is for any consumer product and NIO being a native company to China, they have a huge opportunity there.
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