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    Michael Siemens

    Senior Analyst at Global View

    Michael Siemens is a Senior Analyst at Global View, specializing in the analysis of technology and consumer sectors, with particular focus on companies such as Apple, Alphabet, and Amazon. He has established a strong performance record, achieving a success rate of approximately 65% on stock recommendations and maintaining a top-15 ranking among industry analysts according to independent platforms. Siemens began his financial career in 2012 at Evercore ISI before moving to Global View in 2017, where he quickly advanced to his current senior role. He holds FINRA Series 7 and 63 licenses and is widely recognized for his rigorous approach to market analysis and consistent track record of generating above-average returns for institutional clients.

    Michael Siemens's questions to Niu Technologies (NIU) leadership

    Michael Siemens's questions to Niu Technologies (NIU) leadership • Q2 2025

    Question

    Michael Siemens from Global View noted that revenue growth has recently lagged sales volume growth and asked if the Q3 guidance of 40-60% revenue growth implies that revenue growth will finally outpace scooter volume growth.

    Answer

    CEO Yan Li responded that he expects revenue growth and volume growth to be very similar and in line for Q3. He explained that Q3 is traditionally a lower ASP quarter due to being a peak sales season in China where lower-end models represent a higher percentage of sales. Based on historical trends and the first 40 days of the quarter, the company estimates the growth rates for revenue and volume will be comparable.

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