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🇨🇳 East West Investment Opportunities - DŌNGXii
🇨🇳 East West Investment Opportunities - DŌNGXii
🇨🇳 East West Investment Opportunities - DŌNGXii
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Hi, we are Miriam and Marcel,

if you are new to the channel: WELCOME and 欢迎光临!

Our obsession with learning Chinese, living in China, working in the tech industry led to our current business. We consult small and big corporates on their innovation strategy for and with China. Our clients include big names like Daimler and Audi. We even got into the Chinese TV show 创赢未来 which literally means, “create and win the future!” and is the Chinese version of dragons den.

On this channel we take you along our journey to do our on the ground research and share all our insights and information from us and our network. We’ll be digging deeper into hot topics such as emobility (NIO; Tesla China, Byton), New Retail (Alibaba, Luckin Coffee) and so on...

Our goal with this channel is to build a community and more awareness around what is happening in the tech sector in China.

Please help us to build this community by commenting, subscribing and sharing the channel! THANK YOU! 谢谢🙏
NIO Battery Swap Changes with ONVO!
9:49
21 час назад
👏 NIO Changes Its Strategy
7:28
Месяц назад
🚨 NIO Stock NEW Era Begins Today!
12:39
Месяц назад
🔥 This NIO Rumour is Heating Up!
6:08
Месяц назад
😳 NIO Stock Prediction: Low Forever?
13:58
2 месяца назад
😏 NIO Fundamentals and the Market
9:20
2 месяца назад
🤨 NIO Stock Profitable THIS year?
8:36
2 месяца назад
💸🔥 Can ZEPP Health Be Saved?
1:18:54
2 месяца назад
China Battery Swapping Standard is Coming
12:39
3 месяца назад
Best News About the ONVO Launch ...
7:07
3 месяца назад
Good Bye 👋 Call Options for the Future!
6:28
3 месяца назад
Комментарии
@torontodave9840
@torontodave9840 День назад
“gambling”, “taking risk”,“spending huge amounts”. You gotta be cautious of types of messaging - it adds no value. Even if you’re framing it as “I’m hearing these things on comments, Twitter, etc…”.
@CiaranCanning
@CiaranCanning День назад
With the endless launch of Zeekr vechicles it way too confusing and customers are getting angry that when they buy a new Zeekr car, theres another new Zeekr months later !! Go #NIO #ONVO
@marcust.5754
@marcust.5754 День назад
Whats going on with Zepp Marcel ?22% up yesterday
@jennylim5031
@jennylim5031 День назад
The road less travelled is only for the brave
@mimiphuc
@mimiphuc День назад
Waiting for news on NIO entering the Middle East market, and or setting up a manufacturing plant in the Middle East.
@MaxQuest-ut3qm
@MaxQuest-ut3qm День назад
Any chance Nio merging with another company?
@Fliptop95
@Fliptop95 День назад
BAAS is the only way and I'm glad Nio stays focused on the necessary infrastructure! Thanks for the video Marcel!
@glenngt777
@glenngt777 2 дня назад
Yes ! ❤
@MiamiNinja.2Thailand
@MiamiNinja.2Thailand 2 дня назад
This consolidation is actually a huge benefit for Nio. They are already ahead when it comes to technology and infrastructure. They are learning what it takes to win the EV game, while others are retreating.
@cervelo9465
@cervelo9465 2 дня назад
Agreed. Enjoy your trip. I am invested with Tesla and I am invested with Nio. Hybrid cars are just a short or medium interim step. Yes interim step. The ultimate end goal is Pure EV. Hybrid is just only a way to get there. Also - the successful EV companies will become so much more than car companies. Tesla an Electric Power and AI company. And Nio the same also. Agreed. It is important to think about long-term future. Not just 1-5 years, but most important 10-20 years. All the great companies and all the great investments also took a long time to get there. e.g. Apple, Nvidia and many many more.
@jlb3022
@jlb3022 2 дня назад
I think this step was necessary as next year partners will start delivering swappable battery cars and they will need a huge network. And I think now NIO is delaying the manufacturing of bss with their own resources because they want to optimize the bss network they have with the new Onvo cards and reduce costs
@DONGXiiTheChinaOpportunity
@DONGXiiTheChinaOpportunity 2 дня назад
Sounds right
@jimmytran511
@jimmytran511 2 дня назад
Seems like EV players getting smaller. Good for Nio
@jimmytran511
@jimmytran511 2 дня назад
Seems like EV players getting smaller. That is good for Nio
@DailyBeatings
@DailyBeatings 2 дня назад
54.02% NEV penetration rate in China for August, so anyone who believes NEVs are not the future is smoking some really good stuff...🤣
@DONGXiiTheChinaOpportunity
@DONGXiiTheChinaOpportunity 2 дня назад
Yeah although NEV includes hybrids and EREV
@DailyBeatings
@DailyBeatings 2 дня назад
@@DONGXiiTheChinaOpportunity However the split is usually 55/45 with BEVs on top, so it's still a good metric...😎
@rainerluthershelley5131
@rainerluthershelley5131 2 дня назад
Thank you.
@DONGXiiTheChinaOpportunity
@DONGXiiTheChinaOpportunity 2 дня назад
Welcome!
@alejandroguerrieri2924
@alejandroguerrieri2924 2 дня назад
Marcel, correct me if im wrong but didnt Geely partnered with nio on battery swap ? Has now zeekr given up on that or there will be other Geely brands into bat swap like volvo ?
@chiefrocka1363
@chiefrocka1363 День назад
Yes. Makes sense for Geely to move them out of that space and not compete with themselves.
@peterhagen3598
@peterhagen3598 2 дня назад
Is your patreon open again Marcel
@DONGXiiTheChinaOpportunity
@DONGXiiTheChinaOpportunity 2 дня назад
No, my Patreon group is closed for new members.
@peterhagen3598
@peterhagen3598 2 дня назад
Thanks
@DONGXiiTheChinaOpportunity
@DONGXiiTheChinaOpportunity 2 дня назад
Might open the group again in the future, stay tuned in case you want to join
@niosanfrancisco
@niosanfrancisco 2 дня назад
The long & winding road of NIO …….thanks for the video Marcel
@angeloron4052
@angeloron4052 2 дня назад
I wonder how one can apply for such power swap station franchise.
@stefandrapic1156
@stefandrapic1156 2 дня назад
HI Marcel, I have a question for You. How long do you think it will take for NIO to see any signs of profitability?
@user-sj4dr8wt3k
@user-sj4dr8wt3k 2 дня назад
only 12-24 months my friend, and when that happens you better be ready to play 70 usd + for the stock!
@marsdam
@marsdam 2 дня назад
HOPE THE CHINESSE ONES!!!!!!! nio,onvo xpeng my god wheeeeeeennnnnnnn_____
@DONGXiiTheChinaOpportunity
@DONGXiiTheChinaOpportunity 2 дня назад
😅
@marsdam
@marsdam 2 дня назад
@@DONGXiiTheChinaOpportunity 🤘
@521mickey
@521mickey 2 дня назад
Nice move NIO with power swap station partnership. Hey it’s a win-win situation for all~ thanks Marcel BlueSkyComing!!! ❤
@luisportas
@luisportas 2 дня назад
Totally agree. The grid balancing is outstanding. Currently every country is struggling with this, and the Power swap stations can support stabilize the grids!! 🤯
@yupingsun40
@yupingsun40 2 дня назад
one day later, NIO is down 5% plus today!
@sharpshot6111
@sharpshot6111 2 дня назад
Good move Nio
@joebordieri3401
@joebordieri3401 2 дня назад
Feature not bug. It allows nio to have an excuse when they need to bump onvo users back in line to accommodate a nio swapper
@minimalist0000
@minimalist0000 2 дня назад
On average, all the NIO swap stations are all losing money. Who would want to buy into this model?
@dshu1998
@dshu1998 3 дня назад
Markets don't seem to like NIO power day.
@ostafon1
@ostafon1 3 дня назад
They don’t like anything no matter what NIO does
@vusalaliyev5001
@vusalaliyev5001 3 дня назад
ZEPP CFO interview, after the earnings would be amazing Marcel 🙂
@cervelo9465
@cervelo9465 3 дня назад
Quality, thank you. I will keep watching.
@NIOTrending
@NIOTrending 3 дня назад
🔥
@jazzviewer
@jazzviewer 3 дня назад
Seasick from bouncing camera
@nickyreinhart9056
@nickyreinhart9056 3 дня назад
Es ist so traurig, NIO hätte es in der Hand gehabt einen weltweiten Industriestandard bei Battery Swap zu setzen, schafft es aber nicht Mal Intern, Onvo Nio inkompatibel, nur weiter so, hat sich schon mit verschieden Zapfhähnen bewert.
@Fliptop95
@Fliptop95 3 дня назад
I'm definitely on board with the swappstation partnership! I want my own swapstation here in US!!!! Thanks for the video Marcel 👍👍
@Drgnrt
@Drgnrt 3 дня назад
Moving in the right direction!
@projectburpees
@projectburpees 3 дня назад
Thanks for all you do Marcel.
@DONGXiiTheChinaOpportunity
@DONGXiiTheChinaOpportunity 3 дня назад
appreciate the feedback
@projectburpees
@projectburpees 3 дня назад
@@DONGXiiTheChinaOpportunity you’re among the more consistent Nio bulls it doesn’t go unnoticed 💪
@watatoi1515
@watatoi1515 3 дня назад
🪫🔁🔋🏁
@jimmytran511
@jimmytran511 3 дня назад
Wow Marcel you predicted and now franchising is happening on Nio!! Go Nio!!. Thanks very much!!
@DMVC721
@DMVC721 3 дня назад
Nio Power is a huge piece of Nio. Potentially, it can be splited and become an independent company.
@UniZi
@UniZi 3 дня назад
Does it mean NIO shareholders will get some NIO Power shares if it becomes an independent company?
@DMVC721
@DMVC721 3 дня назад
@@UniZi Yes or No. If No, it will add value to Nio share.
@nio4128
@nio4128 3 дня назад
This will speed up building new swapstations longterm👌
@nio4128
@nio4128 3 дня назад
Even before Marcel is getting on the train he gives us an update! Thanks Marcel power up!! 💪
@DONGXiiTheChinaOpportunity
@DONGXiiTheChinaOpportunity 3 дня назад
You bet!
@lostinbkk555
@lostinbkk555 3 дня назад
Thanks for the quick update Marcel Looking forward to the deep dive Safe Travels
@DONGXiiTheChinaOpportunity
@DONGXiiTheChinaOpportunity 3 дня назад
Thanks 👍
@frederiklarsen6946
@frederiklarsen6946 3 дня назад
Keep it up Marcel🫶🏼
@DONGXiiTheChinaOpportunity
@DONGXiiTheChinaOpportunity 3 дня назад
Ok
@user-nx4ib6fx4d
@user-nx4ib6fx4d 3 дня назад
What innovation! This is going to skyrocket very soon. One cannot keep a brilliant business model down forever. Let the QER's speak for themselves.
@DONGXiiTheChinaOpportunity
@DONGXiiTheChinaOpportunity 3 дня назад
Like and share the video, to tell more people about it. Fänks!
@niosanfrancisco
@niosanfrancisco 3 дня назад
VPP ❤
@niosanfrancisco
@niosanfrancisco 3 дня назад
Power up ⬆️ NIO !!! Power up Marcel !
@XII19755
@XII19755 3 дня назад
Is this a good signal to see less cash burn and higher profit margin!
@DONGXiiTheChinaOpportunity
@DONGXiiTheChinaOpportunity 3 дня назад
yes, for NIO its becoming a lighter asset while retaining high margins. Its also about scale and furthermore about timing of growth. At all makes sense ..
@XII19755
@XII19755 3 дня назад
@@DONGXiiTheChinaOpportunity This is a major catalyst for NIO shareholders! 🚀🚀
@XII19755
@XII19755 3 дня назад
@@DONGXiiTheChinaOpportunity This is a major catalyst for NIO! 🚀🚀
@XII19755
@XII19755 3 дня назад
Have a safe journey! 🙏🏻
@DONGXiiTheChinaOpportunity
@DONGXiiTheChinaOpportunity 3 дня назад
Thanks, on the train now. I was fast enough to cut the video and upload it while still in reach of 5G connectivity in Berlin, before taking my delayed Deutsche Bahn train to my destination haha ..
@XII19755
@XII19755 3 дня назад
@@DONGXiiTheChinaOpportunity God bless you always! 🙏🏻🙏🏻🙏🏻
@IliyanHristov-Obektivnili
@IliyanHristov-Obektivnili 3 дня назад
It’s not a good idea to have different types of batteries. They needed to setup a standard for all car producers and now they need to split batteries for nio and for onvo is very sad to hear this…
@DONGXiiTheChinaOpportunity
@DONGXiiTheChinaOpportunity 3 дня назад
batteries have different requirements between segments. So it makes sense to split it into different standards.