蔚来2025年12月销量再破4万台

Core Insights - NIO achieved a record high of 48,135 vehicle deliveries in December 2025, representing a year-on-year growth of 54.6% [1] Delivery Performance - NIO brand delivered 31,897 vehicles - Ladao brand delivered 9,154 vehicles - Firefly brand delivered 7,084 vehicles [1] Multi-Brand Strategy - The multi-brand strategy has transitioned from the layout phase to the harvest phase, contributing to NIO's goal of achieving profitability in Q4 2025 [1] - The new ES8 model delivered 22,256 units in December 2025, setting a record for vehicles priced over 400,000 yuan, achieving over 40,000 deliveries in just 100 days [1]