Zheng Quan Shi Bao Wang·2025-11-01 11:10Core Insights - NIO achieved a significant milestone in October 2025 by delivering over 40,397 vehicles, marking the first time monthly sales surpassed 40,000 units, indicating a robust rebound and entry into a rapid growth phase [2][3] - The company has delivered a total of 913,200 vehicles to date, reflecting strong market and user recognition of its products, technology, and services [2][3] Delivery Performance - The NIO brand delivered 17,143 units, while the Lido brand delivered 17,342 units, and the Firefly brand delivered 5,912 units, showcasing a diversified product portfolio [2][3] - The new ES8 model achieved 10,000 deliveries in just 41 days, setting a record for electric vehicles priced above 400,000 yuan [3][5] - The Lido L90 has delivered 33,348 units in three months, consistently ranking first in the large electric SUV segment [3][5] Technological Advancements - NIO has invested over 60 billion yuan in R&D over the past decade, resulting in nearly 10,000 global patents and establishing a strong technological barrier [4] - The introduction of the 5nm smart driving chip "Shenji NX9031" in key models like the ES8 and Lido L90 represents a significant technological milestone [4] Charging Infrastructure - NIO has built over 8,300 charging and battery swap stations across China, with more than 3,500 battery swap stations, covering over 95% of major highways [4] - This extensive network alleviates range anxiety for users and is a key factor in consumer decision-making [4] Market Strategy - The dual flagship strategy with the ES8 and Lido L90 positions NIO to capture both high-end and mainstream markets, driving the transition of large SUVs to electric [5][6] - The Lido L90 meets the needs of family users, while the upgraded ES8 solidifies NIO's leadership in the high-end electric SUV market [6] Financial Outlook - The October delivery milestone supports NIO's goal of achieving profitability in Q4, driven by increased sales volume and improved cost control [7] - The multi-brand strategy enhances operational efficiency and reduces costs, allowing for rapid market response and risk mitigation [7][8]