Xin Lang Cai Jing·2025-11-05 06:30Core Insights - NIO has achieved over 10,000 units sold weekly for three consecutive weeks, indicating a strong recovery in sales performance [1] - The company reported a record monthly sales figure of over 40,000 units in October, marking a continuous increase for three months [1] - The new ES8 model has set a record for electric vehicle deliveries over 400,000 yuan, while the ES6 remains the best-selling model in the 300,000 yuan and above category [1][2] Sales Performance - NIO's sales trajectory has shown significant growth, moving from 20,000 to 30,000 and now surpassing 40,000 units since August [2] - The L90 model has delivered 33,348 units in three months, leading the sales in the large electric SUV segment [1][2] - The new ES8 is expected to compete effectively in the high-end market, where few models maintain stable sales above 10,000 units [2] Financial Outlook - With the increase in product deliveries, NIO is approaching a clearer path to quarterly profitability [2] - Since hitting a low in April, NIO's stock price has doubled, currently trading above 56 HKD per share [2]