智通财经网·2025-12-29 06:59Core Viewpoint - NIO's stock surged over 7% on December 29, following the delivery of its 40,000th all-new ES8 vehicle, marking a significant milestone in the electric vehicle market [1] Company Summary - The all-new ES8 achieved the delivery of 40,000 units in just 100 days since its launch on September 21, setting a record for the fastest delivery of over 400,000 yuan vehicles in China [1] - NIO's founder and CEO, Li Bin, indicated that both the all-new ES8 and the L90 model will be in a hot sales cycle next year, with plans to launch three new large vehicles by 2026, expanding the product lineup to five large vehicles [1] Industry Summary - According to the latest data from the China Association of Automobile Manufacturers and the Passenger Car Association, sales of pure electric large three-row SUVs reached 46,209 units in November 2025, a 16% month-on-month increase, setting a historical high [1] - Pure electric large three-row SUVs have ranked first in sales among all powertrain types for three consecutive months, indicating the emergence of a golden era for this vehicle segment [1]