Sou Hu Cai Jing·2025-09-02 11:43Group 1 - NIO reported Q2 2025 delivery of 72,056 vehicles, representing a year-on-year increase of 25.6% and a quarter-on-quarter increase of 71.2% [1][3] - Q2 revenue reached 19.01 billion yuan, up 9.0% year-on-year and up 57.9% quarter-on-quarter [1][3] - The overall gross margin for Q2 was 10.0%, showing significant improvement quarter-on-quarter [1][3] - The cash reserve for Q2 stood at 27.2 billion yuan, with a quarter-on-quarter increase [1][3] - R&D investment in Q2 amounted to 3.01 billion yuan [1] Group 2 - Q3 delivery guidance is set between 87,000 and 91,000 vehicles, indicating a year-on-year growth of 40.7% to 47.1% [1][4] - Q3 revenue guidance is projected to be between 21.81 billion and 22.88 billion yuan, both figures representing historical highs [4] Group 3 - As of August 31, NIO has built a total of 3,539 battery swap stations and 4,755 charging stations globally [4] - The new ES8 model was pre-sold starting from 416,800 yuan, with a battery-as-a-service (BaaS) option starting from 308,800 yuan [5] - The new ES8 is positioned as a high-end, all-scenario technology flagship SUV [5] Group 4 - NIO Day 2025 is scheduled to be held in Hangzhou, with the theme "Grow with the Light" [16][17] - The event will mark the official launch of the new ES8 [16] Group 5 - NIO achieved a milestone with the production of its 800,000th vehicle on July 24, showcasing the company's technological advancements and product innovation [19] - The company completed its plan for 1,000 highway battery swap stations, establishing a network connecting major cities [21][22]