Sou Hu Cai Jing·2025-10-30 09:40Core Viewpoint - NIO's Chairman Li Bin emphasized the importance of balancing long-term goals with short-term operational objectives, stating that the company's stable operation is a responsibility to its users [1][6]. Group 1: Company Performance - In September, NIO delivered approximately 34,700 new vehicles, representing a year-on-year increase of 64%. The breakdown includes about 13,700 vehicles from the NIO brand, 15,200 from the Lada brand, and 5,775 from the Firefly brand [6]. - Recent data indicates that NIO's overall weekly deliveries surpassed 10,600 vehicles in the third week of October, suggesting a monthly delivery capacity that could exceed 40,000 vehicles [6]. - NIO is systematically increasing its production capacity, with the monthly capacity for the L90 model rising from approximately 10,000 units in August and September to 15,000 units starting in October. The new ES8 model's production capacity will also gradually increase to 15,000 units [6]. Group 2: Future Outlook - NIO aims to achieve a quarterly profit in Q4, which is seen as a critical measure of the team's operational efficiency and capability [7]. - The total production capacity across NIO's three brands is expected to approach 56,000 vehicles, with average monthly sales projected to rise from 35,000 units in Q3 to 50,000 units in Q4 [6].