Core Insights - NIO Inc. achieved a record-high monthly delivery of 31,305 vehicles in August 2025, marking a significant increase of 55.2% year-over-year [2][5] - Year-to-date deliveries reached 166,472 vehicles in 2025, reflecting a growth of 30.0% compared to the previous year [5] - Cumulative deliveries as of August 31, 2025, totaled 838,036 vehicles [2][5] Delivery Breakdown - The August 2025 deliveries included: - 10,525 vehicles from the premium smart electric vehicle brand NIO - 16,434 vehicles from the family-oriented smart electric vehicle brand ONVO - 4,346 vehicles from the small smart high-end electric car brand FIREFLY [2] Company Overview - NIO Inc. is a leading player in the global smart electric vehicle market, founded in November 2014, with a mission to create a sustainable future [3] - The company focuses on innovative technology and user experience, offering products under three brands: NIO, ONVO, and FIREFLY [3]

香港恒生指数收涨2.15%，恒生科技指数涨2.2%。阿里巴巴涨超18%；黄金板块涨幅居前，中国黄金国 际涨超11%，招金矿业、灵宝黄金、万国黄金集团均涨超8%；中芯国际、蔚来涨超4%；比亚迪股份跌 超5%，蜜雪集团跌超4%。 来源：滚动播报 ...

Core Viewpoint - NIO-SW (09866) shares rose over 6% in the afternoon, with a current increase of 5.43%, trading at HKD 53.35, with a transaction volume of HKD 437 million [1] Group 1: Upcoming Earnings and Product Launch - NIO is set to release its Q2 earnings on September 2 [1] - The new ES8 model has garnered significant attention and is scheduled for launch and delivery in late September [1] Group 2: Market Response and Competitive Pricing - The L90 model from NIO's new brand, Le Dao, has received positive market feedback with a starting price of RMB 265,800 (RMB 179,800 under the BaaS plan) [1] - JPMorgan believes that the pricing of both the ES8 and L90 models is highly competitive, as NIO offers a unique BaaS option that can effectively reduce the purchase price by approximately 25-30%, making them more attractive compared to similar models in the same market segment [1]

消息面上，蔚来将于9月2日发布二季度业绩。值得一提的是，近期蔚来全新ES8车型引发关注。全新 ES8将于9月下旬上市交付。更早前，蔚来新品牌乐道推出的L90车型，凭借26.58万元（BaaS方案下为 17.98万元）的起售价获得了积极的市场反应。摩通大根认为，这两款车的定价都极具竞争力，因蔚来 提供独特的 BAAS选项，可有效降低购买价格约25-30%，因此与同细分市场的同类车型相比更具吸引 力。 智通财经APP获悉，蔚来-SW(09866)午后涨超6%，截至发稿，涨5.43%，报53.35港元，成交额4.37亿港 元。 ...

Core Insights - Yuanli Lingji (Chongqing) Intelligent Technology Co., Ltd. has undergone a business change, adding Hefei NIO Industry Development Equity Investment Partnership (Limited Partnership) and Hubei Lenovo Yangtze River Technology Industry Fund Partnership (Limited Partnership) as shareholders [1] Company Overview - Yuanli Lingji was established in March 2025, focusing on the development of artificial intelligence foundational software, information system integration services, AI application software development, and research and development of intelligent robots [1] - The company claims to have developed a complete embodied intelligence technology stack, ranging from large models to robotic hardware, achieving end-to-end intelligent control [1]

（文章来源：每日经济新闻） 每经AI快讯，9月1日，蔚来港股午后短线拉升现涨近6%。 ...

8月29日，备受瞩目的第二十八届成都国际汽车展览会拉开帷幕。 作为下半年首场A级车展，成都车展立足"金九银十"这一黄金档期，其战略地位早超越了单纯的展会范畴。它就像是一个全国车市的年中"体检中 心"，在这里，各大车企交出上半年的成绩单，同时发布下半年的战略规划。它也是中西部地区连接全球产业链、推动消费升级的核心枢纽，吸引着来自 世界各地的目光。 本届成都车展以"领潮而立 向新而行"为主题，汇聚近120个汽车品牌，展出车辆逾1600辆，展区面积22万平方米，涵盖整车、改装车、人形机器人、 三电系统等产业热点。 自主品牌此次以"专馆集结"的强势姿态亮相，仿佛在向世界宣告从追随者到规则制定者的身份转变。 e STERY 6 3 e . 长安猎手新价值分享匿K50金东上市发布会 1) 8 3 : . 日 12 Caloo 长安启德E07 深蓝S09车型的中控台单独被拿来做了一个"移动中岛"储存饮料并发放给观展观众 中国长安以10号馆为主秀场，旗下长安、长安马自达、长安启源、阿维塔、深蓝等品牌集结亮相。 e r @ 0 8 in 历 万 就 自 纵 模 8 最佳11 15-12 19 奇瑞集团五大品牌齐发，其所在的5号 ...

在资本与增长的核心逻辑探讨中，嘉宾们强调了科研成果产业化中复合团队建设的重要性，以及早期投资对真实场景中快速验证的核心技术与团队执行力的 看重。产业资本的战略资源与国际化落地能力也被视为AI创业成功的重要因素之一。AIDX创始人兼CEO贾一凡博士分享了她在融资与全球化过程中的经 验，强调了面对不同投资人时保持核心战略不变的重要性。 在新加坡管理大学近日举办的一场盛会中，中新人工智能协会（CSAIA）引领了一场关于新加坡AI生态的深度对话。此次活动汇聚了来自Google、微软、阿 里云、字节跳动、蔚来汽车、PayPal及Sea Group等全球科技巨擘的领军人物，与Verition Fund、Eight Roads及SC Venture Capital等多家资本巨头的资深投资 人共襄盛举，共同探讨新加坡在AI领域的独特挑战与机遇。 在技术突围方面，嘉宾们强调了新加坡在AI治理与合规领域的领先地位，以及边缘计算与推理芯片在应对低延迟、隐私保护及功耗挑战中的重要作用。蔚 来汽车前首席专家胡成臣博士指出，边缘计算与推理芯片的优化，将为可穿戴设备、具身陪伴等智能化进程带来新的发展机遇。同时，针对东南亚市场的本 地化策略 ...

7点半左右，位于环宇城的蔚来牛屋外，显著标示着全新ES8"展车到店 预售开启"。有5组客户在店里， 其中两组分别在体验两辆ES8展车，一组客户在座位上交谈，一组在看萤火虫，还有一组刚看完在向外 走。 2025.08. 31 本文字数：929，阅读时长大约2分钟 作者 | 第一财经 葛慧 全新ES8预售价在比二代价格下探十来万后，市场到底买不买单？第一财经记者本周末实探位于上海的蔚 来门店。 8月29日下午，蔚来创始人、董事长、CEO李斌在公司发表全员讲话并回答员工提问时表示，全新 ES8 预定情况不错，原先觉得能达到L90一样的水平就不错，现在来看情况还要更好一些。"做新一代ES8计 划的时候对市场热情预估还是保守了，现在整个供应链正在全力加产能。" 蔚来品牌的全新ES8和乐道L90，是蔚来实现四季度盈利的关键。为了了解两款车的一线销售情况，8月 30日，第一财经记者来到真如上海环宇城的牛屋和长宁龙之梦的乐道展位一探现场销售情况。 第 一 财 经 持 续 追 踪 财 经 热 点 。 若 您 掌 握 公 司 动 态 、 行 业 趋 势 、 金 融 事 件 等 有 价 值 的 线 索 ， 欢 迎 提 供 。 专 ...

Core Insights - The new ES8 from NIO has received a positive pre-order response, exceeding initial expectations for market enthusiasm [1][2] - The sales performance of the new ES8 and the L90 model is crucial for NIO to achieve profitability in Q4 [1] - NIO's Shanghai inventory for the ES8 is reported to be 10,000 units, with orders surpassing those for the L90 [2] Group 1 - NIO's founder and CEO, Li Bin, indicated that the pre-order situation for the new ES8 is better than anticipated, with the supply chain ramping up production capacity [1] - During a recent visit to NIO's showroom, multiple customers were observed engaging with the new ES8, indicating strong interest [2] - The sales team has adapted by showcasing the standard version of the ES8 to provide customers with a comparison against the high-end model [2] Group 2 - The L90 model is also being showcased alongside the ES8, with both models attracting customer attention in a competitive environment featuring brands like Tesla and others [2] - The foot traffic in the NIO showrooms suggests a healthy interest in their vehicles, particularly the ES8 and L90, amidst a variety of other electric vehicle brands [2] - The sales performance of NIO's vehicles is being closely monitored as it plays a significant role in the company's financial outlook for the upcoming quarter [1][2]