Sou Hu Cai Jing·2026-02-05 13:56Core Viewpoint - NIO Inc. has announced a profit forecast for Q4 2025, expecting an adjusted operating profit (non-GAAP) between RMB 700 million (approximately USD 100 million) and RMB 1.2 billion (approximately USD 172 million), fulfilling CEO Li Bin's commitment to quarterly profitability [1][3] Financial Performance - The company anticipates a GAAP operating profit of approximately RMB 200 million (around USD 29 million) to RMB 700 million (around USD 100 million) for Q4 2025 [1][3] - NIO's adjusted operating profit for Q4 2024 was RMB 5.5436 billion, indicating a significant improvement in financial performance [3] Factors for Improvement - The financial improvement is attributed to several factors: 1. Continued growth in vehicle sales during Q4 2025 2. An advantageous product mix enhancing automotive gross margins 3. Ongoing cost reduction and efficiency enhancement measures [3] Sales and Delivery - In 2025, NIO achieved a record high vehicle delivery of 326,028 units, representing a year-on-year increase of 46.9% - Breakdown of deliveries includes 178,806 units from the NIO brand, 107,808 units from the Lido brand, and 39,414 units from the Firefly brand [3] Future Outlook - NIO is expected to reach 100 million battery swaps by February 6, 2026 - New models, including the NIO ES9, NIO ES7, and Lido L80 large SUVs, are set to be unveiled and delivered, which will further enhance the company's overall gross margin performance [3]