Ju Chao Zi Xun·2025-09-03 08:41Core Insights - NIO's CEO Li Bin announced that the company expects monthly sales to exceed 50,000 units in Q4, with NIO's own sales projected at over 25,000 units and the Lada brand also expected to reach 25,000 units [2] Delivery Performance - In August, NIO delivered a record 31,305 vehicles, representing a year-on-year increase of 55.2%. This includes 10,525 vehicles from the NIO brand, 16,434 from the Lada brand, and 4,346 from the Firefly brand [2] - For Q2 2025, NIO's vehicle deliveries are projected to be 72,056 units, marking a year-on-year growth of 25.6% and a quarter-on-quarter increase of 71.2%. The guidance for Q3 deliveries is set between 87,000 and 91,000 units [2] Production Capacity - Li Bin stated that the company aims for a production capacity of 15,000 units for the Lada L90 by October and for the ES8 by December [2] - The target for Q4 is to achieve an average monthly delivery of 50,000 units, totaling over 150,000 units for the quarter [2] Future Product Launches - In 2026, NIO plans to launch two new models, the ES7 and ES9, along with the Lada L80, resulting in three new large SUV models for the next year. The 5566 model will not undergo an annual update due to multiple upgrades this year [2]