全新ES8生产交付全面提速 蔚来公司12月交付量有望冲击历史新高

Core Insights - NIO Inc. delivered 36,275 vehicles in November 2025, representing a year-on-year increase of 76.3% [1] - Cumulative vehicle deliveries reached 949,457 units, with the NIO brand accounting for 797,712 units [1] Delivery Performance - NIO brand delivered 18,393 vehicles in November 2025, while the Ladao brand delivered 11,794 vehicles, and the Firefly brand delivered 6,088 vehicles [1] - Ladao brand deliveries increased by 132.1% year-on-year, and Firefly brand deliveries reached a historical high for four consecutive months [1] Future Outlook - The new ES8 model has seen a stable increase in new orders, with production and delivery expected to accelerate significantly in December, aiming for a record high in deliveries [1]