Zheng Quan Ri Bao Wang·2025-08-17 10:10Core Insights - NIO has officially launched its 15th battery swap station on the G318 Sichuan-Tibet line, marking a significant milestone in its infrastructure development [1] - The G318 battery swap route spans 2,950 kilometers, with an average of one swap station every 200 kilometers, enabling NIO users to reach the base camp of Mount Everest [1] - NIO's investment in charging and battery swap infrastructure has exceeded 18 billion yuan over seven years, establishing over 3,400 battery swap stations nationwide [2] Infrastructure Development - The G318 route's completion signifies a shift in NIO's infrastructure strategy from "can go" to "can go anytime," enhancing the user experience for electric vehicle owners [1] - NIO has built a comprehensive charging network with over 26,000 charging stations, leading the industry in infrastructure development [2] - The company aims to create a robust energy network that supports both charging and battery swapping, reflecting a long-term vision for user convenience [2] Product Launch and Market Position - The launch of the NIO L90 SUV has seen strong sales, with nearly 2,000 units delivered within three days, positioning it among the top three in weekly sales for large SUVs [2] - NIO is preparing to unveil the new ES8 model on August 21, with a market launch scheduled for September [3] - The company anticipates 2025 to be a pivotal year for technological advancements, product launches, and infrastructure development, aiming to reshape value benchmarks across various market segments [3] Market Outlook - Following a challenging first quarter, NIO is expected to enter a growth phase in the third quarter, driven by the successful launch of new models and the expansion of its charging network [3] - The continuous improvement of the charging and battery swap infrastructure is expected to restore user and market confidence, indicating a positive turning point for the company [3]