蔚来李斌:内存涨价压力巨大,“买车要趁早”
Xin Lang Cai Jing·2026-01-06 08:06

Group 1 - The core point of the article highlights NIO's achievement of producing its one millionth vehicle at its manufacturing plant in Hefei, while also addressing the pressure from rising memory prices in the automotive industry [1] - NIO's founder and CEO, Li Bin, indicated that the current cost pressure from memory price increases has not yet been passed on to end consumers, suggesting that consumers should consider purchasing vehicles sooner [1] - In 2025, NIO delivered a total of 326,000 new vehicles, marking a historical high with a year-on-year growth of 46.9%, including 178,800 units from the NIO brand, 107,800 from the Ladao brand, and 39,400 from the Firefly brand [3] Group 2 - Li Bin stated that NIO has invested over 65 billion yuan in technology research and development, focusing on 12 core technologies for smart electric vehicles, and over 18 billion yuan in charging and battery swap infrastructure, with 8,541 charging stations built nationwide [3][5] - NIO aims to continue investing in its 12 core technologies to maintain a competitive edge and plans to exceed 10,000 charging stations by 2030, while also enhancing brand synergy across its three brands to achieve annual growth of 40%-50% [5] - For the first three quarters of 2025, NIO reported cumulative revenue of 52.838 billion yuan, a year-on-year increase of 14.8%, with a cumulative net loss attributable to shareholders of 15.693 billion yuan, while projecting profitability in the fourth quarter of 2025 [5]