李斌元旦发全员信

Core Insights - The company plans to add 1,000 battery swap stations in 2026, bringing the total to over 4,600 by year-end [1][2] - In December, the company delivered 48,135 vehicles, marking a 54.6% year-on-year increase, with a total of 326,028 vehicles delivered in 2025, a 46.9% increase [4][6] - The company emphasizes the importance of technological innovation and infrastructure investment to maintain competitive advantages in the rapidly evolving electric vehicle market [1][9] Summary by Categories Delivery Performance - December deliveries reached 48,135 units, a historical high with a year-on-year growth of 54.6% [4] - In Q4, total deliveries were 124,807 units, also a historical high, with a year-on-year increase of 71.7% [4] - The three brands under the company achieved record quarterly deliveries, with the NIO brand delivering 67,433 units, a 27.8% increase [4] Infrastructure Development - The company has built 3,737 battery swap stations globally, providing over 96 million swap services [8] - The construction of high-speed battery swap stations has reached 1,010, connecting 550 cities nationwide [1][8] - Plans for 2026 include the construction of over 100 new battery swap routes [10] Strategic Focus for 2026 - The company will continue to invest in 12 core technologies for smart electric vehicles to ensure a leading technological advantage [2][10] - There will be a focus on expanding the sales and service network to cover over 210 prefecture-level cities [11] - The company aims to enter 40 countries and regions, with a focus on the global expansion of the firefly brand [11] Organizational Changes - The company is undergoing organizational changes to enhance operational efficiency and cost control [11] - Emphasis on creating business units focused on user value and efficient operations [11] - The company aims to strengthen its return on investment (ROI) awareness to ensure effective spending [11]