Today is July 5, 2022. At around 17:20 on June 22, a NIO test vehicle fell from the third floor of the Shanghai Innovation Port parking building, killing two digital cockpit testers. It's been many days.
So far, we have only seen two official statements from NIO. Whether it was the car itself that lost control or the engineer's improper operation. Until the investigation results come out, everything is still unknown. We can only wait quietly.
However, Youdao is a wave of ups and downs. Recently, a NIO car in front of a hospital in Luohe, Henan Province was suspected to have lost control and knocked down many pedestrians. The news that the casualties are currently unknown has once again aroused public attention.
I believe everyone has seen the specific video on the Internet. This Weilai suddenly lost control and accelerated and hit pedestrians on the roadside. At least two pedestrians flew directly out. Then the car crashed into other vehicles before stopping. The vehicle was also seriously damaged.
Two accidents occurred one after another in half a month. First, it was suspected of losing control and "jumping off a building", and then it was suspected of losing control and crashing into a pedestrian. This put NIO at the forefront of public opinion.
What is ironic is that what Weilai shared on social media today was its own battery swap business, and it did not express any response to the tragedy that occurred in Luohe, Henan.
Some netizens could not suppress their inner anger, saying that Weilai has inherited the cold-blooded gene. On the surface, it says it wants to be friends with users, but in fact it does another thing. Some netizens also rationally analyzed that Weilai may have learned the lesson from the last statement that was criticized for being cold-blooded, which affected the brand, and is now thinking about how to write a statement so as not to make the same mistake again.
Admittedly, before the ins and outs of the matter are investigated, everything is just speculation, but time will eventually give the answer.
However, through these two incidents and the current situation of NIO, we can see a helpless reality: NIO founder Li Bin is very likely to become the worst person in 2022 in the eyes of some media people.
What gives Li Bin quite a headache is the short-selling report on NIO released by Grizzly Research, an overseas short-selling organization. This is equivalent to tearing open many of Weilai's "scars" and making them public, which can be described as murderous and heart-breaking. This report by
reveals quite a few secrets that are unknown to the outside world. For example, Weilai used accounting techniques to exaggerate revenue, involving billions of dollars; for example, Weilai’s “financial technology” was dismantled one by one, and it turned out that Weilai’s “related party” Wuhan Weineng was from NIO's "related party" Wuhan Weineng has caused NIO's revenue and net profit to be inflated by 2.617 billion yuan and 1.777 billion yuan respectively.
Another example is some more exciting news. For example, there is a deeper entanglement of interests between Weilai and Wuhan Weineng, Li Bin pledged user trust to obtain personal loans, and the overlap between Weilai Automobile and Weineng executives. Even Grizzly Bear pointed out that Li Bin had a relationship with Joy Capital and its founding partners , that is, and Liu Erhai, one of the core figures in the "Ruixing Coffee Case", are closely related to .
Although Weilai claimed that Grizzly Bear’s report was full of loopholes, it also stated that it would take measures to safeguard the interests of shareholders. But so far, we still haven’t seen any strong “evidence”. Instead, the market value has evaporated by HK$36 billion, which is very distressing.
Because Weilai is too short of money right now. Data show that the net loss in the first quarter of this year reached an astonishing 1.783 billion yuan, expanding to 295.56% year-on-year. What worries the outside world even more is weak revenue growth. NIO’s financial report data shows that from the first quarter of 2021 to the first quarter of 2022, NIO’s revenue growth rate for five consecutive quarters was only in the 5-10% range. , the weak revenue growth trend continued for a year.
Taking a closer look, in the performance report card of new forces in the first half of this year, NIO was not only left behind by , Xpeng, and Ideal, but also Nezha Auto and Leapmotor . underfoot. At the same time, in the face of the menacing Cyrus (Question World) and extremely krypton , NIO will be overtaken one after another if it fails to protect itself.
Once upon a time, Weilai was able to become the number one new force with just one ES8. Now, in addition to ES8, there are also ES6, ES7, ET5, ET7 and EC6, which add up to six cars, which should be considered the most model among the new forces.
It stands to reason that when there are many soldiers and generals, Shenma Aian , Xiaopeng, Ideal, etc. should be far behind. But the reality is not like that. The current six cars combined are not as high as the original ES8. I have to say, this is a dangerous sign.
When NIO’s new cars frequently experience quality trust crises, its reputation plummets; when NIO’s proud and ultimate service is revealed in successive public relations incidents; when overseas organizations reveal many internal facts about NIO. It has to be said that NIO’s former halo is fading, and car owners’ initial faith in NIO like a god has now begun to show some cracks.
Once upon a time, Li Bin was regarded as the most miserable person in 2019, but later the plot reversed. The market value soared by hundreds of billions in a year, allowing Li Bin to take off from the abyss and soar into the sky. Now, Li Bin has once again become the worst person in the industry in 2022, but is he still able to turn the tide this time? We'll see.
