Core Viewpoint - NIO Inc. will report its unaudited financial results for Q3 2025 on November 25, 2025, before U.S. market opens [1] Financial Reporting - The earnings conference call is scheduled for 7:00 AM U.S. Eastern Time on November 25, 2025 [2] - A live and archived webcast of the conference call will be available on the Company's investor relations website [2] Participation Details - Participants wishing to join the conference call must register in advance and dial in 10 minutes prior to the call [3] - Replay of the conference call will be accessible by phone until December 2, 2025, with specific dial-in numbers provided for various regions [3] Company Overview - NIO Inc. is a leading company in the global smart electric vehicle market, founded in November 2014 [4] - The Company aims to shape a sustainable future with the mission of "Blue Sky Coming" and focuses on innovative technology and user experience [4] - NIO offers premium smart electric vehicles under the NIO brand, family-oriented vehicles through the ONVO brand, and high-end electric cars with the FIREFLY brand [4]

Core Insights - NIO Inc. achieved a record-high monthly delivery of 40,397 vehicles in October 2025, marking a 92.6% increase year-over-year [2][6] - Cumulative deliveries reached 913,182 vehicles as of October 31, 2025 [2][6] - The ONVO L90 SUV has shown strong growth, exceeding 10,000 monthly deliveries for three consecutive months since its launch in late July 2025 [3] Delivery Performance - In October 2025, NIO delivered 17,143 vehicles under the NIO brand, 17,342 vehicles under the ONVO brand, and 5,912 vehicles under the FIREFLY brand [2] - Year-to-date deliveries for 2025 reached 241,618 vehicles, reflecting a 41.9% increase compared to the previous year [6] Product Highlights - The ONVO L90 has established itself as a leader in the large SUV segment, contributing significantly to the company's overall delivery growth [3] - NIO continues to focus on technological innovations and product competitiveness to drive the transition towards full electrification in the SUV market [3][4]

Core Points - NIO Inc. announced a US$1 billion equity offering consisting of 181,818,190 Class A ordinary shares, including American depositary shares (ADSs) and ordinary shares [1][2] - The ADSs are priced at US$5.57 each, while the Class A ordinary shares are priced at HK$43.36 each [2] - The company plans to use the net proceeds for research and development of core technologies, future technology platforms, expanding its battery swapping and charging network, strengthening its balance sheet, and general corporate purposes [3] Offering Details - The ADS Offering is expected to close around September 11, 2025, and the Ordinary Share Offering around September 17, 2025, subject to customary closing conditions [2] - Underwriters have a 30-day option to purchase an additional 27,272,728 ADSs, which will be settled solely in ADSs if exercised [2][4] Company Background - NIO Inc. is a leading company in the global smart electric vehicle market, founded in November 2014, with a mission to create a sustainable future [8] - The company focuses on innovative technology and user experience, offering premium smart electric vehicles under the NIO brand and other brands like ONVO and FIREFLY [8]

Core Viewpoint - XPeng Inc. reported record-high performance in key operational and financial metrics for Q2 2025, including vehicle deliveries, revenue, gross margin, and cash position, amidst intense industry competition [6][12][31]. Operational Highlights - Total vehicle deliveries reached 103,181 in Q2 2025, a 241.6% increase from 30,207 in Q2 2024 [4][12]. - The company operated 677 stores across 224 cities and had 2,348 self-operated charging stations as of June 30, 2025 [4]. Financial Performance - Total revenues for Q2 2025 were RMB 18.27 billion (US$ 2.55 billion), marking a 125.3% increase year-over-year and a 15.6% increase quarter-over-quarter [3][12]. - Vehicle sales revenue was RMB 16.88 billion (US$ 2.36 billion), up 147.6% year-over-year and 17.5% quarter-over-quarter [4][13]. - Gross margin improved to 17.3%, up from 14.0% in Q2 2024 and 15.6% in Q1 2025 [3][15]. - Vehicle margin was 14.3%, an increase from 6.4% in Q2 2024 and 10.5% in Q1 2025 [3][16]. Loss and Expenses - The net loss for Q2 2025 was RMB 0.48 billion (US$ 0.07 billion), a significant reduction from RMB 1.28 billion in Q2 2024 [24][26]. - Non-GAAP net loss was RMB 0.39 billion (US$ 0.05 billion), down from RMB 1.22 billion in the same period last year [25][27]. - Research and development expenses rose to RMB 2.21 billion (US$ 0.31 billion), reflecting a 50.4% increase year-over-year [18]. Cash Position - As of June 30, 2025, cash and cash equivalents totaled RMB 47.57 billion (US$ 6.64 billion), an increase from RMB 45.28 billion as of March 31, 2025 [3][29]. Future Outlook - For Q3 2025, the company expects vehicle deliveries between 113,000 and 118,000, representing a year-over-year increase of approximately 142.8% to 153.6% [31]. - Total revenues are projected to be between RMB 19.6 billion and RMB 21.0 billion, indicating a year-over-year increase of approximately 94.0% to 107.9% [31].

Core Viewpoint - NIO Inc. reported strong delivery results for July 2025, highlighting its growth in the smart electric vehicle market with a total of 21,017 vehicles delivered, contributing to a cumulative total of 806,731 vehicles delivered as of July 31, 2025 [2][6]. Delivery Results - In July 2025, NIO delivered 21,017 vehicles, which included 12,675 from the NIO brand, 5,976 from the ONVO brand, and 2,366 from the FIREFLY brand [2][6]. - Year-to-date deliveries for 2025 reached 135,167 vehicles, marking a 25.2% increase year-over-year [6]. Product Launch - The ONVO L90, a smart large-space flagship SUV, was officially launched on July 31, 2025, with deliveries commencing shortly thereafter [3]. - The ONVO L90 is designed to meet the needs of large three-row SUV users, offering spaciousness, premium comfort, and advanced intelligence features [3]. Company Overview - NIO Inc. is a leading player in the global smart electric vehicle market, founded in November 2014, with a mission to create a sustainable future [4]. - The company focuses on innovative technology and user experience, offering vehicles under the NIO, ONVO, and FIREFLY brands [4].

Core Viewpoint - NIO Inc. reported strong delivery results for June and the second quarter of 2025, indicating significant year-over-year growth in vehicle deliveries and recognition for product quality in the smart electric vehicle market [1][2][3]. Delivery Results - The company delivered 24,925 vehicles in June 2025, marking a 17.5% increase year-over-year [2][6]. - In the second quarter of 2025, NIO delivered 72,056 vehicles, representing a 25.6% increase year-over-year [2][6]. - Cumulative deliveries reached 785,714 as of June 30, 2025 [2][6]. Product Recognition - NIO's products received high recognition in the 2025 J.D. Power studies, with the ET5 and ET5T ranking first among mid-size battery electric sedans, and the EC6 leading in the premium BEV segment [3]. - The company has maintained first place in its segment in J.D. Power's quality research for seven consecutive years since 2019, highlighting superior product quality and user satisfaction [3]. Company Overview - NIO Inc. is a leading company in the global smart electric vehicle market, founded in November 2014, with a mission to shape a sustainable future [4]. - The company offers premium smart electric vehicles under the NIO brand, family-oriented vehicles through the ONVO brand, and small high-end electric cars with the FIREFLY brand [4].

Core Viewpoint - NIO Inc. reported its unaudited financial results for the first quarter of 2025, highlighting a year-over-year increase in vehicle deliveries and sales, but a significant decline compared to the previous quarter. Operating Highlights - Vehicle deliveries reached 42,094 in Q1 2025, a 40.1% increase from Q1 2024, but a 42.1% decrease from Q4 2024 [2][3] - Deliveries included 27,313 vehicles from the NIO brand and 14,781 from the ONVO brand [2] Financial Highlights - Total revenues for Q1 2025 were RMB12,034.7 million (US$1,658.4 million), up 21.5% year-over-year but down 38.9% quarter-over-quarter [6][7] - Vehicle sales amounted to RMB9,939.3 million (US$1,369.7 million), reflecting an 18.6% increase from Q1 2024 but a 43.1% decrease from Q4 2024 [6][7] - Gross profit was RMB919.6 million (US$126.7 million), an increase of 88.5% year-over-year but a decrease of 60.2% from the previous quarter [6][7] - Net loss for Q1 2025 was RMB6,750.0 million (US$930.2 million), a 30.2% increase from Q1 2024 and a 5.1% decrease from Q4 2024 [23][24] Recent Developments - In April and May 2025, NIO delivered 23,900 and 23,231 vehicles respectively, bringing total deliveries for 2025 to 89,225 as of May 31, 2025 [8] - The company completed an equity placement of HK$4,030.13 million on April 7, 2025, issuing 136,800,000 Class A ordinary shares [9] - NIO launched the firefly, a small smart high-end electric car, in April 2025, and began deliveries of four upgraded products in May 2025 [11][12] Management Comments - The CEO noted a solid year-over-year increase in deliveries and expressed optimism for Q2 2025, expecting total deliveries to reach between 72,000 and 75,000, representing a year-on-year growth of 25.5% to 30.7% [13] - The CFO mentioned the implementation of cost control measures and aims for structural improvements in overall cost efficiency starting from Q2 2025 [15] Business Outlook - For Q2 2025, NIO expects deliveries between 72,000 and 75,000 vehicles and total revenues between RMB19,513 million (US$2,689 million) and RMB20,068 million (US$2,765 million) [26][29]

Company Performance - Li Auto delivered 40,856 vehicles in May 2025, marking a year-over-year increase of 16.7% [1] - Cumulative deliveries reached 1,301,531 as of May 31, 2025 [1] Product Development - The company completed a comprehensive upgrade of its entire model lineup, with the new Li MEGA Home deliveries starting in late May [2] - The Li L series features significant enhancements, including dual-chamber air suspension and industry-leading safety capabilities with standard all-weather LiDAR [2] Technological Advancements - Li Auto rolled out OTA update version 7.4, enhancing the smart assistant Li Xiang Tong Xue with new animated avatars and improved intelligence [3] - The company plans to complete the deployment of its 2,500th super charging station in June, ahead of the launch of its first battery electric SUV, Li i8, in July [3] Infrastructure Expansion - As of May 31, 2025, Li Auto operated 506 retail stores in 152 cities and 502 servicing centers across 222 cities [4] - The company had 2,414 super charging stations in operation, equipped with 13,195 charging stalls in China [4] Company Overview - Li Auto is a leader in China's new energy vehicle market, focusing on premium smart electric vehicles and extended-range electric vehicles [5] - The current model lineup includes Li MEGA, Li L9, Li L8, Li L7, and Li L6, with plans for further expansion to target a broader user base [5]

Core Viewpoint - NIO Inc. reported significant growth in vehicle deliveries for April 2025, highlighting the company's strong performance in the smart electric vehicle market [2][6]. Delivery Results - The company delivered 23,900 vehicles in April 2025, marking a 53.0% increase year-over-year [2][6]. - Year-to-date deliveries reached 65,994 vehicles, reflecting a 44.5% increase compared to the same period last year [6]. - Cumulative deliveries totaled 737,558 as of April 30, 2025 [2][6]. Brand Performance - Deliveries included 19,269 vehicles from the premium smart electric vehicle brand NIO and 4,400 vehicles from the family-oriented brand ONVO [2]. - The small smart high-end electric car brand FIREFLY commenced deliveries in late April 2025, following its official launch on April 19, 2025 [3][6]. Company Overview - NIO Inc. is recognized as a pioneer in the global smart electric vehicle market, founded in November 2014 [4]. - The company aims to create a sustainable future with a mission of "Blue Sky Coming," focusing on innovative technology and user experience [4].

Core Viewpoint - NIO Inc. has filed its 2024 annual report with the SEC, highlighting its position as a leader in the global smart electric vehicle market [1]. Company Overview - NIO Inc. is a pioneer in the global smart electric vehicle market, founded in November 2014, with a mission to create a sustainable future under the slogan "Blue Sky Coming" [3]. - The company focuses on innovative technology and user experience, designing, developing, manufacturing, and selling smart electric vehicles [3]. - NIO offers premium smart electric vehicles under its own brand, family-oriented smart electric vehicles through the ONVO brand, and small high-end electric cars under the FIREFLY brand [3]. Annual Report Details - The 2024 annual report includes audited consolidated financial statements and is available on the company's investor relations website [1]. - Shareholders and ADS holders can request a hard copy of the annual report free of charge [2].