NIO(US:NIO) 雷峰网·2026-02-27 13:52Core Viewpoint - NIO's chip subsidiary, Anhui Shenji, is set to announce its first round of financing, with a post-investment valuation nearing 10 billion RMB, indicating strong industry interest in NIO's chip project [2]. Group 1: Company Overview - Anhui Shenji Technology Co., Ltd. was established in June 2025 to oversee chip research and development, production, and technology licensing, with a registered capital increased from 10 million to 75.29 million RMB [2]. - The chip development team at NIO has grown to over 500 members since the project was initiated in 2021 [3]. Group 2: Product Development - The Shenji NX9031 chip, launched in March 2025, is a significant breakthrough in NIO's technology strategy, being the world's first 5nm automotive-grade intelligent driving chip, boasting four times the computing power of NVIDIA's Orin-X and a memory bandwidth of 546GB/s, double that of NVIDIA's Thor-U chip [3]. - The design and development of the Shenji NX9031 took two years, with an additional year for performance testing, incorporating comprehensive safety circuits for real-time anomaly detection and self-correction [3]. Group 3: Financial Implications - NIO's self-developed chips are expected to reduce vehicle costs by at least 10,000 RMB per unit, with the company spending billions on NVIDIA chips in 2024, highlighting the cost-saving potential of their own chips [3]. - The investment in the Shenji NX9031 chip's development is comparable to the cost of building 1,000 battery swap stations, amounting to several billion RMB, which is a key factor in NIO's decision to spin off its chip business for market-oriented operations [3]. Group 4: Strategic Partnerships - Shortly after its establishment, Anhui Shenji began seeking external investment, leading to the formation of a joint venture with Aixin Yuanzhi and OmniVision in Chongqing, indicating a strategic move to develop a technology ecosystem [4][5].