智通财经网·2026-01-01 08:26Core Insights - NIO Inc. achieved a record high of 48,135 vehicle deliveries in December 2025, representing a year-on-year increase of 54.6% [1] - The NIO brand delivered 31,897 vehicles, also a record high, with a year-on-year growth of 54.8%, marking five consecutive months of growth [1] - The total vehicle deliveries for NIO in 2025 reached 326,028 units, a historical high with a year-on-year increase of 46.9% [1] Delivery Performance - In Q4 2025, NIO delivered 124,807 vehicles, a record high with a year-on-year growth of 71.7% [1] - The NIO brand's Q4 deliveries were 67,433 units, up 27.8% year-on-year [1] - The Ladao brand saw a significant increase in Q4 deliveries, reaching 38,290 units, a year-on-year growth of 92.1% [1] - The Firefly brand delivered 19,084 vehicles in Q4, reflecting a quarter-on-quarter growth of 52.8% [1] Cumulative Deliveries - As of now, NIO has cumulatively delivered 997,592 vehicles, with the NIO brand accounting for 829,609 units [2] - The Ladao brand has delivered 128,569 vehicles, while the Firefly brand has delivered 39,414 units [2] Tax Policy Changes - Starting January 1, 2026, the vehicle purchase tax policy will change from exemption to a 50% reduction [2] - This new policy benefits battery-swappable models, allowing customers using the BaaS battery rental scheme for NIO, Ladao, and Firefly vehicles to enjoy additional tax savings ranging from 1,770 to 9,558 yuan [2]