Di Yi Cai Jing·2026-01-02 08:08Core Insights - NIO plans to add 1,000 battery swap stations in 2026, aiming for a total of over 4,600 stations by year-end [1][10] - In December, NIO delivered 48,135 vehicles, marking a 54.6% year-on-year increase, with a total of 124,807 vehicles delivered in Q4, a 71.7% increase [1][4] - The company emphasizes the importance of technological innovation and infrastructure investment as key to its long-term value and competitive edge [1][9] Summary by Categories Delivery Performance - In December, NIO achieved a record delivery of 48,135 vehicles, a 54.6% increase year-on-year [1] - For Q4, total deliveries reached 124,807 units, a 71.7% increase, with all three brands achieving record quarterly deliveries [4] - In 2025, NIO's three brands delivered a total of 326,028 vehicles, a 46.9% year-on-year growth [4] Infrastructure Development - NIO's battery swap station network has grown to 3,737 stations globally, with over 9.6 million swap services provided [8] - The company plans to continue expanding its battery swap infrastructure, with a goal of over 4,600 stations by the end of 2026 [10] - The "Battery Swap County Connectivity" initiative and "Charging Scenery Line" are ongoing projects to enhance service accessibility [8][10] Competitive Strategy - NIO's CEO outlined five strategic requirements to tackle increasing competition in the smart electric vehicle sector, including a focus on technology innovation and infrastructure investment [2] - The company aims to strengthen its sales and service network, covering over 210 cities in China while also pursuing global expansion into 40 countries [11] - NIO is committed to deepening organizational changes to enhance operational efficiency and cost control [11] Technological Advancements - NIO has made significant investments in core technologies, including the development of a 5nm automotive-grade chip and a comprehensive vehicle operating system [6][9] - The company is set to launch three new models in 2026, aiming to enhance its market share in the high-end vehicle segment [10] - Continuous improvements in smart systems and user experience are expected to solidify NIO's competitive position [6][10]