（文章来源：每日经济新闻） 每经AI快讯，2月23日，港股新能源汽车股走强，零跑汽车、理想汽车、蔚来和赛力斯均涨超4%，小鹏 汽车涨近4%。 ...

每经AI快讯，2月23日，港股新能源汽车股走强，零跑汽车、理想汽车、蔚来和赛力斯均涨超4%，小鹏 汽车涨近4%。 ...

港股新消费概念股走强，蔚来-SW(09866.HK)涨近3%、小鹏汽车(XPEV.N)和小米集团(01810.HK)涨超 2%、泡泡玛特(09992.HK)涨1.8%。 ...

港股新消费概念股走强，蔚来-SW(09866.HK)涨近3%、小鹏汽车(XPEV.N)和小米集团(01810.HK)涨超 2%、泡泡玛特(09992.HK)涨1.8%。 本文源自：金融界AI电报 ...

Core Insights - Nio is a leading Chinese electric vehicle manufacturer known for its smart SUVs and sedans, utilizing proprietary battery swapping technology and integrated service solutions to differentiate itself in the competitive EV market [5][8] Financial Performance - For the trailing twelve months (TTM), Nio reported revenue of $10.50 billion and a net income loss of $3.30 billion [3] - As of February 13, 2026, Nio's stock price was $4.95, reflecting a one-year price change of 16.20% [3] Recent Developments - In 2025, Nio introduced two new brands, Firefly and Onvo, which contributed to record sales and helped the company achieve significant EV delivery milestones [6] - Nio recorded its two highest monthly unit deliveries in October and December, surpassing 40,000 deliveries in each month [7] Investor Insights - RWC Asset Advisors sold its entire stake in Nio, amounting to 10,467,320 shares, with an estimated trade value of $79.76 million [2] - The decision to sell may have been influenced by a sharp increase in Nio's stock price, which rose over 25% in late Q3 due to a surge in vehicle deliveries [9] - Nio issued a "profit alert" indicating expectations of achieving its first-ever adjusted operational profit in Q4, projected between $100 million and $172 million, excluding share-based compensation expenses [10]

来源：滚动播报 2026年2月21日大年初五，蔚来换电单日总量达175976次，再创历史新高。马年新春以来，已连续四日 刷新历史新高。 ...

Group 1 - NIO announced a new record of 170,305 battery swaps on February 20, 2026, marking a continuous three-day increase in swap volume since the Lunar New Year [1] - The top three battery swap stations on February 20 were located in Jiangxi, Anhui, and Jiangsu, with swap counts of 183, 171, and 165 respectively [1] - NIO achieved a milestone of 100 million battery swaps on February 6, 2026, and has established over 8,600 charging and battery swap stations nationwide, including more than 3,700 battery swap stations [3] Group 2 - The network of NIO's battery swap stations includes over 1,000 highway swap stations and connects 550 cities across 9 vertical and 11 horizontal routes, covering 16 major urban clusters [3]

Core Insights - NIO achieved a record high of 165,898 battery swap transactions on February 19, 2026, marking the third time in five days that it has set a new historical record [1] Company Performance - The total number of battery swap transactions indicates strong operational performance and growing adoption of NIO's battery swap technology [1] - The recent surge in transactions reflects increasing consumer demand and confidence in NIO's services [1] Industry Trends - The achievement highlights a positive trend in the electric vehicle (EV) sector, particularly in battery swapping solutions, which may influence competitors and the overall market dynamics [1] - The frequency of record-breaking transactions suggests a potential shift in consumer behavior towards more convenient EV charging solutions [1]

Core Insights - NIO achieved a record of 158,290 battery swaps in a single day on February 18, 2026, marking a significant milestone in its battery swap operations [1] - The company reached a total of 100 million battery swaps on February 6, 2026, indicating strong market validation and user acceptance of the battery swap model [1] Company Developments - NIO has established over 8,600 charging and battery swap stations across China, with more than 3,700 dedicated battery swap stations [1] - The network includes over 1,000 battery swap stations located along highways, enhancing the convenience for users [1] Industry Trends - The battery swap model has become a mainstream solution for electric vehicle charging in China, demonstrating its scalability and effectiveness in the market [1] - NIO's infrastructure connects 550 cities across 9 vertical and 11 horizontal city clusters, indicating extensive coverage and accessibility for users [1]

Core Insights - NIO achieved a record high of 146,649 battery swaps in a single day on February 15, 2026, indicating strong user adoption and market validation of its battery swap model [1] - The milestone of 100 million battery swaps was reached on February 6, 2026, further solidifying the battery swap model as a mainstream solution for electric vehicle charging in China [1] - NIO has established over 8,600 charging and battery swap stations nationwide, with more than 3,700 dedicated battery swap stations [1]