Zhi Tong Cai Jing·2025-10-02 03:06Core Viewpoint - NIO's stock price increased by over 5% following the announcement of record vehicle deliveries in September, indicating strong market performance and investor confidence [1] Delivery Performance - In September, NIO delivered a total of 34,749 vehicles, marking a 64% year-on-year increase and setting a new monthly record [1] - Breakdown of deliveries: NIO brand delivered 13,728 vehicles, Ladao brand delivered 15,246 vehicles, and Firefly brand delivered 5,775 vehicles [1] - Cumulative deliveries reached 872,785 vehicles, with NIO brand at 762,176, Ladao brand at 90,279, and Firefly brand at 20,330 [1] Product Launches - The new ES8, a flagship SUV, was launched on September 20 during NIO Day 2025, with a starting price of 406,800 yuan and a battery-as-a-service (BaaS) option starting at 298,800 yuan [1] - The ES8 aims to lead the high-end large three-row SUV market into the pure electric era and has officially commenced nationwide deliveries [1] - The Ladao L90 has seen strong sales since its launch, with a total of 21,626 units delivered in two months, setting a record for the fastest delivery of pure electric large SUVs [1]