Xin Lang Cai Jing·2026-01-04 01:29Core Insights - The company achieved a record high delivery of over 326,000 new vehicles in 2025, despite not meeting the target of over 50,000 monthly deliveries in Q4 [2][15][16] - The CEO expressed optimism about the future, predicting that by 2030, the penetration rate of new energy vehicles in China will exceed 90%, with pure electric vehicles accounting for over 80% of that market [2][7][20] Company Performance - In 2025, the company delivered 67,433 vehicles in Q4, a year-on-year increase of 27.8%, with the new brand "firefly" achieving a 92.1% increase in deliveries [15][16] - The company has built 3,737 battery swap stations globally, providing over 96 million swap services, which enhances user convenience and supports vehicle sales [6][17] Strategic Focus - The CEO emphasized the need for strategic focus and operational efficiency in a highly competitive automotive market, where small efficiency differences can determine survival [4][14] - The company plans to continue investing in its 12 core technologies for smart electric vehicles and aims to launch three new models in 2026 to strengthen its market position [21] Market Trends - As of the first 11 months of 2025, pure electric vehicles accounted for 61.9% of the new energy vehicle market, significantly outpacing hybrid and plug-in models [7][20] - The company believes that the "golden age" of pure electric vehicles is approaching, driven by technological advancements and improved infrastructure [2][20]