Sou Hu Cai Jing·2025-09-12 09:38Core Viewpoint - The financing by NIO has led to short-term stock price fluctuations, but the long-term development potential is what matters most, as evidenced by the company's ability to convert funds into competitive advantages [1][6]. Financing Focus Areas - NIO's financing is strategically directed towards several long-term areas: expanding the battery swap network in under-served rural areas, investing in core technologies such as battery energy density and autonomous driving algorithms, and preparing for next-generation technologies and vehicle platforms [3]. - These long-term investments are valued by the capital market, as indicated by the swift recovery of NIO's stock price after initial fluctuations, highlighting investor focus on the company's long-term potential rather than short-term market conditions [3]. Market Response and Consumer Feedback - In August, NIO's delivery volume exceeded 30,000 units, marking a new high for the year, and the launch of the new ES8 test drive events has generated significant consumer interest, with reports of overwhelming foot traffic at showrooms [4]. - Positive consumer feedback emphasizes the spaciousness of vehicles, convenience of battery swapping, and high value for money, leading to increased orders from previously hesitant customers following the financing announcement [4]. Long-term Development Outlook - The combination of short-term stock price recovery, increasing sales, and high consumer engagement forms a "confidence triangle" that enhances NIO's long-term development prospects in the high-end electric vehicle market [6].