Per user post: Nio is doubling its production capacity to 300K vehicle/ year by the end of the year. Nio is also entering the Sedan space which represents 87% of all auto sales in China thereby expanding its addressable market. This year they are expected to sell atleast 110Kcars which will be more than 100% growth on a larger base. $NIO, NIO Inc. / H1 Above: nio lost 13% yesterday.Nio has sold 75,641 cars until end of Dec 2020 and they will perhaps sell 110,000 cars this year which means roughly 200K cars will add to in-car subscription revenue, BAAS revenue, insurance revenue as well as revenue from Nio Life. This revenue is going to improve the gross margins QOQ and create other direct and indirect network effects which the author has no clue about!! Moreover Nio's order book is expected to grow faster considering that they are expanding their sales network to 43 Nio houses and 423 Nio spaces. The global average of sale of cars per showroom is 2-3 cars/ day. A modest estimate of 1 car a day per Nio showroom gives us an estimate of at least 125,000 orders for 2021.Below: $XPEV fell. $XPEV, XPeng Inc. / H1 LI: Sell. $LI, Li Auto Inc. / H1 None of the above stocks compare to mighty Tesla stock, which fell by less: $TSLA, Tesla, Inc. / H1