Core Insights - NIO delivered over 10,000 vehicles last week, with over 4,000 units from NIO, over 5,000 from Ladao, and over 1,500 from Firefly [1] - The Ladao L90 achieved a record weekly delivery of over 3,500 units, marking a 50% increase in production capacity compared to the previous month [1] - The new generation ES8 has officially entered the ramp-up phase [1] Group 1 - The Ladao L90 is positioned as a flagship large electric SUV in the 300,000 RMB market segment, with pre-sales starting in July and achieving 20,000 deliveries by September 29 [1] - Industry analysts predict that the cumulative deliveries of the Ladao L90 could exceed 30,000 units this week [1] Group 2 - NIO's new ES8 has its production capacity fully booked for the first quarter of next year, with prices ranging from 406,800 to 446,800 RMB for purchase and 298,800 to 338,800 RMB for battery rental [2] - NIO's founder and CEO, Li Bin, emphasized that the company aims to achieve quarterly profitability by Q4 2025, focusing on increasing vehicle sales rather than merely cutting costs [2] - To drive profitability, the company will focus on three key areas: effective marketing of key models, ensuring supply chain stability and cost reduction, and timely delivery of high-quality software versions [2]
蔚来公司周交付量破万 ES8明年一季度产能已占满