Core Viewpoint - NIO's Q2 2025 financial report shows significant growth in vehicle deliveries and revenue, indicating a strong performance in the electric vehicle market [1][4]. Group 1: Q2 Financial Performance - In Q2 2025, NIO delivered 72,056 vehicles, representing a year-on-year increase of 25.6% and a quarter-on-quarter increase of 71.2% [1]. - The revenue for Q2 2025 reached 19.01 billion yuan, marking a year-on-year growth of 9.0% and a quarter-on-quarter growth of 57.9% [1]. - The comprehensive gross margin for Q2 2025 was 10%, showing a significant improvement compared to previous quarters [1]. - NIO's cash reserves stood at 27.2 billion yuan at the end of Q2 2025 [1]. Group 2: Q3 Guidance - For Q3 2025, NIO has provided a delivery guidance of 87,000 to 91,000 vehicles, which translates to a year-on-year growth of 40.7% to 47.1% [1]. - The revenue guidance for Q3 2025 is projected to be between 21.81 billion yuan and 22.88 billion yuan, both figures representing historical highs for the company [1]. Group 3: August Delivery Performance - In August 2025, NIO delivered 31,305 vehicles, achieving a year-on-year increase of 55.2%, setting a new historical record [4]. - Cumulative vehicle deliveries reached 838,036 units, with the NIO brand accounting for 748,448 units [4]. - The L90 model from the Lada brand achieved a remarkable milestone by delivering 10,575 units in its first month, making it the fastest model in NIO's history to surpass 10,000 units [4].
蔚来二季报出炉,美股盘前转涨
21世纪经济报道·2025-09-02 13:02