Mei Ri Jing Ji Xin Wen·2025-10-20 14:29Core Viewpoint - NIO's Chairman and CEO, Li Bin, emphasized that achieving profitability in the fourth quarter is essential for the company's long-term sustainable development, highlighting it as a measure of operational efficiency and management capability [1][2]. Group 1: Profitability Goals - Li Bin stated that the company must focus on three key areas to achieve profitability in Q4: effective marketing of key models, ensuring supply chain stability and cost reduction, and timely delivery of high-quality software versions [1]. - The company aims to deliver a total of 150,000 vehicles across its three brands in Q4, with a monthly target of 50,000 vehicles, as the end of the year is expected to see a peak in demand due to tax adjustments [6]. Group 2: Recent Performance and Strategy - NIO has shown signs of recovery, with over 87,000 new vehicle deliveries in Q3, aligning with its delivery guidance [2]. - Li Bin described the previous "low period" as a valuable training phase for the company, emphasizing the need to combine long-term goals with short-term execution [5]. - The company is implementing cost reduction and efficiency improvement measures, including organizational changes and the introduction of a basic operating unit (CBU) mechanism to enhance productivity and return rates [5]. Group 3: Operational Focus - Li Bin stressed the importance of every team member's contribution in Q4, urging that no time should be wasted and that every vehicle should be sold effectively [6]. - The company is focused on increasing sales rather than solely cutting costs to achieve profitability, indicating a balanced approach to financial management [5].