Core Insights - NIO Inc. reported a strong delivery performance in November 2025, with a total of 36,275 vehicles delivered, representing a year-on-year growth of 76.3% [2] - Cumulative deliveries reached 949,457 units, nearing the milestone of one million deliveries [2] Brand Performance - NIO brand delivered 18,393 vehicles, marking four consecutive months of growth [2] - The Ladao brand saw a significant increase with 11,794 units delivered, reflecting a year-on-year growth of 132.1% [2] - Firefly brand delivered 6,088 vehicles, achieving a historical high for four consecutive months [2] - Cumulative deliveries for NIO brand reached 797,712 units, Ladao brand at 119,415 units, and Firefly brand at 32,330 units, showcasing effective brand positioning [2] Model Highlights - The new ES8 model achieved a record of 20,000 units delivered within 70 days since its launch on September 21, setting a record for electric vehicles priced above 400,000 yuan [4] - The ES6 model reached a milestone of 300,000 units delivered, becoming the first model in the over 300,000 yuan electric vehicle market to achieve this [4] - Ladao brand's flagship model, Ladao L90, has delivered 39,319 units in four months, maintaining a stable average transaction price of 260,000 yuan [4] - The Ladao L90 Black Knight special edition has been launched, with a purchase price of 306,800 yuan, and a battery rental option bringing the price down to 220,800 yuan [4] Expansion and Market Strategy - Firefly brand continues to lead in the high-end small car market, achieving a delivery milestone of 30,000 units [5] - The brand is expanding its presence internationally, having entered markets in the Netherlands, Norway, and Belgium, with plans to expand to 17 countries including the US and Southeast Asia [5]

Core Insights - NIO Inc. delivered 36,275 vehicles in November 2025, representing a year-on-year increase of 76.3% [1] - Cumulative vehicle deliveries reached 949,457 units, with the NIO brand accounting for 797,712 units [1] Delivery Performance - NIO brand delivered 18,393 vehicles in November 2025, while the Ladao brand delivered 11,794 vehicles, and the Firefly brand delivered 6,088 vehicles [1] - Ladao brand deliveries increased by 132.1% year-on-year, and Firefly brand deliveries reached a historical high for four consecutive months [1] Future Outlook - The new ES8 model has seen a stable increase in new orders, with production and delivery expected to accelerate significantly in December, aiming for a record high in deliveries [1]

Core Viewpoint - NIO Inc. reported a significant increase in vehicle deliveries for November 2025, with a total of 36,275 units delivered, representing a year-on-year growth of 76.3% [1] Delivery Performance - NIO brand delivered 18,393 vehicles - Ladao brand delivered 11,794 vehicles - Firefly brand delivered 6,088 vehicles - Cumulative deliveries reached 949,457 units, with NIO brand at 797,712 units, Ladao brand at 119,415 units, and Firefly brand at 32,330 units [1][1][1] Growth Trends - NIO brand deliveries have increased for four consecutive months - Ladao brand deliveries saw a year-on-year growth of 132.1% - Firefly brand deliveries reached a historical high for four consecutive months [1][1][1] Future Outlook - The new ES8 model has seen a stable increase in new orders - Production and delivery in December are expected to accelerate significantly, aiming for a record high in deliveries for the month [1][1]

11月，蔚来品牌交付量连续四个月增长，乐道品牌交付同比增长132.1%，firefly萤火虫品牌交付量连续 四个月创历史新高。 北京商报讯(记者蔺雨葳)12月1日，蔚来公司发布的数据显示，11月，蔚来交付新车36275辆，同比增长 76.3%。其中，蔚来品牌交付新车18393辆；乐道品牌交付新车11794辆；firefly萤火虫品牌交付新车 6088辆。 ...

Core Viewpoint - NIO delivered a total of 36,275 vehicles in November 2025, marking a year-on-year increase of 76.3% [1] Group 1: NIO Brand Performance - NIO brand delivered 18,393 vehicles, achieving growth for four consecutive months [1] - The new ES8 model reached a milestone of 20,000 vehicle deliveries [1] Group 2: Ladao Brand Performance - Ladao brand delivered 11,794 vehicles, reflecting a year-on-year growth of 132.1% [1] - The Ladao L90 model has accumulated 39,319 deliveries in four months since its launch, contributing to an average transaction price of 260,000 yuan [1]

Core Viewpoint - NIO Inc. reported a significant increase in vehicle deliveries for November 2025, showcasing strong growth in its operations [1] Group 1: Delivery Performance - In November 2025, NIO delivered a total of 36,275 vehicles, representing a year-on-year growth of 76.3% [1] - The NIO brand accounted for 18,393 vehicle deliveries, while the Ladao brand delivered 11,794 vehicles, and the Firefly brand contributed 6,088 vehicles [1] Group 2: Cumulative Deliveries - As of now, NIO has cumulatively delivered 949,457 vehicles [1] - The cumulative deliveries for the NIO brand stand at 797,712 vehicles, with the Ladao brand at 119,415 vehicles, and the Firefly brand at 32,330 vehicles [1]

Core Viewpoint - In November 2025, NIO Inc. delivered 36,275 new vehicles, representing a year-on-year increase of 76.3% [1] Group 1: Delivery Performance - NIO brand delivered 18,393 new vehicles [1] - Ladao brand delivered 11,794 new vehicles [1] - Firefly brand delivered 6,088 new vehicles [1] - Cumulative deliveries by NIO Inc. reached 949,457 vehicles to date [1]

Core Insights - In November 2025, NIO delivered 36,275 new vehicles, representing a year-on-year increase of 76.3% [2] - The deliveries included 18,393 vehicles under the NIO brand, 11,794 vehicles under the Ladao brand, and 6,088 vehicles under the Firefly brand [2] - As of now, NIO has cumulatively delivered 949,457 new vehicles, with 797,712 under the NIO brand, 119,415 under the Ladao brand, and 32,330 under the Firefly brand [2] Delivery Performance - NIO's November 2025 deliveries show a significant growth compared to the previous year, indicating strong demand and market performance [2] - The breakdown of deliveries by brand highlights the contribution of each brand to the overall performance, with the NIO brand being the largest contributor [2] - Cumulative delivery figures suggest that NIO is approaching the milestone of 1 million vehicles delivered, which could enhance its market position and investor confidence [2]

Core Insights - The company delivered 36,275 vehicles in November 2025, representing a year-on-year increase of 76.3% [1] - The deliveries included 18,393 high-end smart electric vehicles under the NIO brand, 11,794 family smart electric vehicles under the Lido brand, and 6,088 high-end small electric vehicles under the Firefly brand [1] - Year-to-date deliveries from 2025 amount to 277,893 vehicles, showing a year-on-year growth of 45.6% [1] - As of November 30, 2025, the cumulative vehicle delivery reached 949,457 units [1]

Core Viewpoint - NIO-SW (09866) reported a significant increase in vehicle deliveries for November 2025, with a total of 36,275 vehicles delivered, representing a year-on-year growth of 76.3% [1] Delivery Breakdown - The deliveries included 18,393 high-end smart electric vehicles under the NIO brand, 11,794 family smart electric vehicles under the Ladao brand, and 6,088 high-end smart electric microcars under the Firefly brand [1] - Year-to-date deliveries from 2025 amount to 277,893 vehicles, showing a year-on-year increase of 45.6% [1] Cumulative Deliveries - As of November 30, 2025, the total cumulative vehicle deliveries reached 949,457 units [1]