Di Yi Cai Jing·2025-09-02 10:35Core Viewpoint - NIO aims for equal contribution from both NIO and the new brand, Lado, by the end of the year, with Lado showing significant growth in August deliveries [1] Group 1: Delivery Performance - In August, NIO delivered 31,305 vehicles, marking a year-on-year increase of 55.2% [1] - Lado brand accounted for 16,434 vehicles delivered, representing 52.5% of total deliveries, becoming the main contributor to NIO's sales growth [1] - The Lado L90, launched on August 1, achieved first-month deliveries of 10,575 units, which is crucial for assessing future sales momentum [1] Group 2: Strategic Focus - NIO's co-founder and president, Qin Lihong, emphasized the importance of the Lado L90 as a short-term priority for deliveries [1] - The company is focusing on production complexities for the ES8 and L90 models, with an expectation for the market to allow 100 days for capacity ramp-up and delivery improvements [1] Group 3: Market Sentiment - Since the pre-sale of the Lado L90 on July 10, NIO's stock has seen significant increases, with a 86.96% rise in Hong Kong and a 72.90% rise in the US [2] - Major financial institutions, including JPMorgan, have upgraded NIO's rating to "overweight" [2]