Zhi Tong Cai Jing·2026-01-01 11:19Core Viewpoint - NIO-SW (09866) reported a record monthly delivery of 48,100 vehicles in December 2025, representing a year-on-year increase of 54.6% [1] Group 1: Delivery Performance - The December 2025 deliveries included 31,900 vehicles from the NIO brand, 9,154 vehicles from the Ladao brand, and 7,084 vehicles from the Firefly brand [1] - In Q4 2025, the company delivered 124,800 vehicles, achieving a quarterly record with a year-on-year growth of 71.7% [1] - The total delivery volume for the year 2025 reached 326,000 vehicles, marking a year-on-year increase of 46.9% [1] - As of December 31, 2025, the cumulative delivery volume of the company reached 997,600 vehicles [1] Group 2: Product Highlights - The NIO ES8, the company's flagship SUV, surpassed 40,000 cumulative deliveries in December 2025, setting a record for the fastest delivery of pure electric vehicles priced above 400,000 RMB in China [1] - The ES8's success is attributed to the company's leading smart electric vehicle technology and its comprehensive charging, swapping, and upgrading support network [1] - The ES8 has solidified its leading position in the large three-row SUV segment, showcasing exceptional product competitiveness and broad user recognition [1]