Ge Long Hui·2025-11-03 09:12Core Insights - NIO Inc. reported a record monthly delivery of 40,397 vehicles in October 2025, representing a year-over-year increase of 92.6% [1] - Year-to-date deliveries reached 241,618 vehicles, marking a 41.9% increase compared to the previous year [1] - Goldman Sachs raised its sales forecast for NIO from 2026 to 2030 by 6% to 11%, citing improved competitiveness of new models L90 and ES8 [1] Delivery Performance - October 2025 deliveries reached 40,397 units, a new monthly record [1] - Year-to-date deliveries as of early November 2025 totaled 241,618 units [1] - The year-over-year growth rates for October and year-to-date deliveries were 92.6% and 41.9%, respectively [1] Future Outlook - NIO plans to accelerate the delivery of the new ES8 model in November, with a projected 70% increase in production capacity compared to October [1] - The company is set to expand its product line by introducing two new models, L80 and ES9, along with a refreshed ES7 by 2026 [1] - The introduction of these new models is expected to further enhance sales momentum [1]