Jin Rong Jie·2025-12-29 07:11Core Viewpoint - NIO's stock surged significantly on December 29, with an intraday increase of over 7%, following the delivery of its 40,000th new ES8 vehicle, marking a record for the fastest delivery of over 40,000 units in the domestic market for vehicles priced above 400,000 yuan [1] Group 1: Company Performance - The new ES8 achieved the milestone of 40,000 deliveries in just 100 days since its launch on September 21, showcasing strong market competitiveness for NIO's "dual flagship large three-row SUVs" [1] - NIO's founder and CEO, Li Bin, indicated that both the new ES8 and the L90 will be in a hot sales cycle next year, with plans to launch three additional large vehicles by 2026, resulting in five large vehicles available for sale simultaneously [1] Group 2: Industry Trends - 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, representing a 16% month-on-month increase and setting a historical high [1] - Pure electric large three-row SUVs have ranked first in sales among all powertrain types for three consecutive months since surpassing extended-range, fuel, and plug-in hybrid vehicles in September, indicating the arrival of a golden era for this segment [1]