3 6 Ke·2025-08-22 03:59Core Viewpoint - NIO plans to launch a "special edition" of the Firefly model in China, based on the European version, likely coinciding with the Nio Day in September, alongside the third-generation ES8 launch [1] Group 1: Product Strategy - The new Firefly version will feature a stiffer suspension and a tighter steering feel, prioritizing handling over comfort compared to the existing domestic versions [1] - The Firefly is positioned as a global model, with different calibrations for the Chinese and European markets to cater to varying consumer preferences [1][2] - The domestic version emphasizes comfort, while the European version focuses on sharp and responsive handling [1][3] Group 2: Market Performance - The Firefly's sales have shown a gradual increase, with July sales reaching 2,366 units, impacted by production line upgrades [3][4] - In July, the Firefly's sales contributed over one-seventh of NIO's total sales, with initial monthly sales of 3,680 units [3] - The Firefly's weekly sales from August 11 to August 17 were 875 units, marking a 27.9% increase [4] Group 3: Future Prospects - NIO plans to expand the Firefly's market presence in Europe, with deliveries starting in Norway and the Netherlands, and plans to enter six additional countries by 2025 [4] - The production capacity for the Firefly is expected to increase, with a planned daily output of 220 units and a 10% increase next month [4] - The launch of the L90 model has alleviated previous delivery issues for NIO, providing a more stable sales environment for the Firefly [5][6]