2 1 Shi Ji Jing Ji Bao Dao·2025-10-20 02:17Core Viewpoint - NIO aims to achieve quarterly profitability by Q4 2025, emphasizing the importance of operational efficiency and long-term sustainable development [2][5][6] Group 1: Meeting Objectives and Actions - The internal meeting held on October 17 focused on rallying the team to meet the Q4 profitability target, which is a key performance indicator for the company [2][3] - CEO Li Bin outlined three specific actions to achieve this goal: enhancing marketing for key models, ensuring supply chain stability and cost reduction, and timely delivery of high-quality software versions [2][6][8] Group 2: Recent Developments and Market Confidence - The launch of the L90 and the new ES8 models has helped NIO emerge from a low point, boosting external confidence in the company's operations [3][4] - Li Bin highlighted that the recent low period served as a training ground for the company, preparing it for future challenges and long-term operational goals [3][10] Group 3: Financial Strategy and Cost Management - The company is focused on maximizing vehicle deliveries in Q4, as each additional vehicle sold increases the likelihood of achieving profitability [6][7] - Li Bin emphasized the importance of managing the supply chain effectively, particularly for the new ES8, which is expected to reach a production capacity of 15,000 units per month by December [7][8] Group 4: Organizational and Systemic Improvements - NIO plans to develop a three-year operational plan, building on previous strategies to enhance organizational capabilities and efficiency [9][10] - The company is committed to improving its systemic capabilities, which are essential for long-term competitiveness, and aims to integrate long-term goals with short-term execution [10][11] Group 5: Focus on User Experience and Product Quality - Delivering high-quality software on time is deemed crucial for enhancing user satisfaction and product competitiveness, with a focus on improving the company's autonomous driving features [8][12] - Li Bin noted that the company has seen a 15% reduction in accident rates compared to the previous year, reinforcing its commitment to safety and user experience [8][12]