Ge Long Hui·2025-10-20 04:25Core Viewpoint - NIO-SW (09866) shares rose over 5% during trading, with a current price of 52.55 HKD and a trading volume of 165 million HKD, following an internal meeting where CEO Li Bin emphasized the importance of achieving profitability by Q4 2025 [2] Group 1: Company Performance - In September, NIO delivered a record 34,749 vehicles, marking a 64% year-on-year increase [2] - Deliveries included 13,728 vehicles under the NIO brand, 15,246 under the Ladao brand, and 5,775 under the Firefly brand [2] Group 2: Strategic Goals - Li Bin outlined three specific actions to achieve the profitability target: enhancing marketing for key models, ensuring supply chain stability and cost reduction, and timely delivery of high-quality software versions [2] - Analysts from Kaisheng Securities indicated that models L90 and ES8 are expected to drive a sales momentum reversal in H2 2025, with Q4 2025 potentially being a turning point for sales [2]