摩根士丹利：蔚来公司-2025 年中国最佳会议反馈

May 8, 2025 02:19 PM GMT NIO Inc. | Asia Pacific China BEST Conference 2025 Feedback Facelifts of 5/6 series this month to underpin volume recovery: Management expects deliveries to be steady MoM in May, with more meaningful pickup in June, underpinned by new facelifts of ET5/Touring, ES6/EC6. Management sees potential for Onvo L60 monthly sales to grow to 7-8k in 2H25, and expects the launch of L90 in 3Q and L80 in 4Q to bode well for overall Onvo volume. For Firefly, management sees 2-3k domestic steady-s ...