Why Do So Many People Still Think NIO Might Collapse?

Recently, NIO has once again become the center of attention in public discourse. What happened this time? A minor fire incident surprisingly ignited a storm on the internet. It wasn’t a major disaster—just some liquor and cigarettes burned, and no one was injured. So why did it garner so much attention? Because NIO seems to constantly be the subject of scrutiny! A friend joked, “This fire will keep NIO in the hot seat for a while.” Indeed, like the pearls in bubble tea, NIO always seems to float to the surface, prompting everyone to chime in.

Some argue that NIO’s cars are too expensive, costing tens of thousands more than comparable models. Fans of NIO might counter, “You don’t get it; the extra money goes into things you can’t see.” It’s true—NIO’s battery-swapping model has left many car enthusiasts speechless. Battery swap stations seem like bottomless pits where money is thrown in without a sound. Each station requires millions in investment, plus tens of thousands more in daily maintenance. Yet, NIO’s "bold CEO," William Li, persists in pouring money into them. Skeptics might think, “Surely this approach will bankrupt you!”

Why Do So Many People Still Think NIO Might Collapse?

The fire itself wasn’t a serious incident, but it drew sharp focus to NIO, much like how audiences watch a villain in a drama, eagerly anticipating their downfall. Some say this reflects a "hater strategy" that fixates on nitpicking. Regardless of whether the criticisms are valid, every detail is blown out of proportion. This reminds me of the old memory standard debates—battles fought for the sake of rivalry rather than technological merit.

After the fire, NIO’s critics were busier than ever. Having targeted the battery-swapping model previously, they quickly turned to the batteries themselves, saying, “See, the batteries stayed intact because they’re not made by NIO!” Watching these people magnify minor issues makes one wonder, “Do you even believe your own arguments?” Many of these voices aren’t really about right or wrong—they’re just spectators stirring the pot, hoping for a more dramatic spectacle to keep the buzz alive. Some seem to relish the thought of NIO stumbling, perhaps savoring the drama.

In reality, authoritative reports stated that the battery had no issues, yet people still preferred to focus on the spectacle. Perhaps underlying this is a debate over the direction of new energy development. NIO is betting on battery swapping, racing against time, and wagering on the future of new energy adoption. Meanwhile, XPeng opts for fast charging, and Li Auto focuses on extended-range solutions. Which one will emerge as the ultimate winner? Perhaps we’ll need a few more years to find out.

As for me, I remember visiting a NIO exhibition years ago. The car designs were impressive, and touching the interiors, you could feel the effort put into them. But the price—it really stung. Yet, when it came time to buy a car, I gritted my teeth and made the leap, weighing after-sales service against aesthetics. Driving it around the world, I justified the premium cost as akin to buying overpriced popcorn at the cinema. You know it’s an upsell, but for the fleeting joy, you don’t mind as much.

Sometimes, I think of NIO’s journey as that of a teenager facing constant challenges—each step perilous, yet it must forge ahead. If the battery-swapping model thrives in the future, NIO could very well soar. But if it turns out to be a mere fa?ade, NIO’s high-profile approach might indeed feel precarious.

Why Do So Many People Still Think NIO Might Collapse?

Reading discussions among car owners feels like eavesdropping on a lively village chat under a mulberry tree—heated but genuine. Beneath these seemingly trivial complaints often lies valuable insight. Someone remarked, “Are you so critical because you’re afraid of its success?” It’s true—there are no eternal winners in market competition, and NIO’s road ahead remains long.

If we dare to dream, what if this exploratory path proves to be the right one? Perhaps one day, every car could have swappable batteries like smartphones, freeing drivers from range anxiety. Let’s hope the challenges NIO faces today don’t mark the beginning of the end. After all, people once doubted Steve Jobs too, waiting for Apple to falter. Yet, it grew into a towering giant.

With hope in mind, I pose this question to you: If you were in charge of NIO, how would you tackle these crises? If battery swapping gains widespread acceptance, who will be the next to join the race? This contest among automakers is as captivating as a potential technological revolution on the horizon. So, what do you think is the key to ultimate victory?

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