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蔚来李斌:与迈凯伦合作始于Q1,已产生相关技术服务收入
Ju Chao Zi Xun·2025-09-08 02:25

Group 1 - NIO's chairman Li Bin announced a collaboration with British supercar brand McLaren, which is now owned by Abu Dhabi investment firm CYVN Holdings [2] - NIO is providing certain technologies to McLaren, which constitutes a significant source of external technology service revenue for NIO [2] - NIO reported that technology service revenue from this collaboration began to be recognized in Q1, with Q2 revenue expected to be more substantial, although it remains unstable and subject to fluctuations [2] Group 2 - In Q2, NIO achieved a revenue of 19.01 billion yuan, representing a year-on-year increase of 9% and a quarter-on-quarter increase of 57.9% [2] - The comprehensive gross margin for NIO in Q2 was 10%, showing a significant improvement, with other sales gross margin reaching a record high [2] - NIO delivered 72,056 vehicles in Q2, marking a year-on-year increase of 25.6% and a quarter-on-quarter increase of 71.2% [2] Group 3 - NIO's revenue guidance for Q3 is projected to be between 21.81 billion yuan and 22.88 billion yuan, with a delivery guidance of 87,000 to 91,000 vehicles [2]