Zhi Tong Cai Jing·2025-08-27 03:02Core Viewpoint - NIO-SW (09866) shares have surged over 50% this month, with a current increase of 6.68% to HKD 52.85, driven by strong orders for new models and positive market sentiment [1] Group 1: Stock Performance - NIO's stock price has increased by over 6% today, with a trading volume of HKD 231 million [1] - The stock has accumulated a rise of over 50% within the month [1] Group 2: Market Analysis - JPMorgan's report anticipates that three upcoming events by year-end will further boost NIO's stock price [1] - The recent stock price increase is attributed to strong order flows for the Onvo L90 and NIO ES8 SUV, which are competitively priced [1] Group 3: Competitive Advantage - NIO's unique Battery as a Service (BAAS) option effectively reduces the purchase price by approximately 25-30%, making its vehicles more attractive compared to competitors in the same segment [1] Group 4: Sales Forecast - Morgan Stanley highlights strong orders for the ES8, suggesting that monthly sales could reach 40,000 to 50,000 units starting in October, contingent on order conversion [1] - The increase in NIO's stock price is seen as self-reinforcing, as investor confidence is linked to the company's operational financing and strategic goals [1]