Xin Lang Cai Jing·2025-11-11 00:35Core Viewpoint - NIO's CEO Li Bin addressed issues related to online harassment and the company's fourth-quarter performance, emphasizing the importance of achieving profitability in Q4 as a foundation for sustainable development [2][3]. Group 1: Company Performance - In October, NIO delivered 40,397 vehicles, setting a new monthly record and representing a year-on-year increase of 92.6% [3]. - The cumulative delivery of NIO vehicles reached 913,182 units as of October 31, 2025 [3]. - NIO's revenue for the first half of 2025 was 31.043 billion yuan, a 13.5% increase from 27.355 billion yuan in the same period last year [3]. Group 2: Profitability Goals - Li Bin stated that achieving profitability in Q4 is essential for demonstrating operational efficiency and management capability [2]. - The company has no new vehicle launches planned for Q4, and most capital-intensive activities were completed in Q3, which may create opportunities for profitability [2]. - Li Bin outlined three key areas for achieving profitability: effective marketing of key models, supply chain cost reduction, and timely delivery of high-quality software updates [2]. Group 3: Financial Improvements - NIO's CFO reported that cost reduction and efficiency measures have begun to show results since Q2, with a more than 30% improvement in non-GAAP operating losses excluding organizational optimization costs [3][4]. - The company is approaching a structural turning point in its financial performance, aiming for a sustainable positive cycle and continuous performance improvement [4].