Xin Lang Cai Jing·2025-10-27 08:25Core Insights - NIO's stock rose over 3% to $7.11 following the announcement of reaching the 90 millionth battery swap service milestone [1] - The time taken to reach the 90 millionth swap was significantly reduced, taking only 100 days from the 80 millionth to the 90 millionth, compared to 1506 days from the first to the 10 millionth [1] Production and Delivery Updates - NIO plans to increase the production capacity of the new ES8 to 15,000 units by December this year, but customers who order now will have to wait until April next year for delivery [1] - The ES9 model is set to be released in the second quarter of next year, and if customers' ES8 orders are not fulfilled by then, there is a high likelihood that those orders can be converted to the ES9 model [1]