Group 1 - The core viewpoint is that NIO aims to achieve a gross margin of 16% to 17% in order to reach breakeven by the fourth quarter of this year [2] - NIO's CFO, Qu Yu, announced that the Lido L90 and the new ES8 will achieve full quarterly deliveries in Q4 2025 [2]

Core Viewpoint - NIO's CFO Qu Yu announced during the Q2 2025 earnings call that the company aims to achieve full quarterly deliveries of the L90 and the new ES8 in Q4, with a target gross margin of 16% to 17% to reach breakeven for the quarter [2] Group 1 - NIO plans to achieve complete quarterly deliveries of the L90 and new ES8 by Q4 [2] - The company targets a gross margin of 16% to 17% for Q4 [2] - The goal is to reach breakeven for the quarter [2]