Sou Hu Cai Jing·2025-10-30 04:37Core Insights - NIO's founder and CEO Li Bin emphasized the importance of balancing long-term goals with short-term operational objectives, stating that responsible management is crucial for user trust and company stability [1][6][7] Delivery Performance - In September, NIO delivered approximately 34,700 new vehicles, marking a 64% year-on-year increase. The breakdown includes around 13,700 vehicles from the NIO brand, 15,200 from the Ladao brand, and 5,775 from the Firefly brand, with Ladao consistently outperforming NIO [6] - Recent data indicates that NIO's weekly deliveries surpassed 10,600 units in the third week of October, suggesting a monthly delivery capacity exceeding 40,000 units [6] - NIO is progressively increasing production capacity, with monthly output for the L90 model rising from 10,000 units in August and September to 15,000 units starting in October. The new ES8 model's production will also gradually reach 15,000 units [6] Financial Goals - Li Bin reiterated the necessity of achieving profitability in the fourth quarter, viewing it as a critical measure of the team's operational efficiency and management capabilities [7]