自願公告 2025年7月交付更新資料 於2025年8月1日 － 全球智能電動汽車市場的先驅及領跑者蔚來集團（紐交所： NIO；港交所：9866；新交所：NIO）（「蔚來」或「本公司」）今日宣佈其於2025年7 月的交付結果。 本公司於2025年7月交付21,017輛汽車。有關交付包括本公司旗下蔚來品牌的高 端智能電動汽車12,675輛，樂道品牌的家庭智能電動汽車5,976輛，以及螢火蟲品 牌的智能電動高端小車2,366輛。截至2025年7月31日，本公司累計汽車交付量達 806,731輛。 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性 或完整性亦不發表任何聲明，並明確表示概不就因本公告全部或任何部分內容而產生或因倚賴 該等內容而引致的任何損失承擔任何責任。 根據不同投票權架構，我們的股本包括A類普通股及C類普通股。對於提呈我們股東大會的任 何決議案，A類普通股持有人每股可投一票，而C類普通股持有人則每股可投八票，惟法律或 《香港聯合交易所有限公司證券上市規則》或我們的組織章程大綱及細則另行規定者除外。股東 及有意投資者務請留意投資不同投票權架構公司的潛在風險。我們的美國存 ...

Core Insights - NIO Inc. reported Q1 2025 revenue of 12.0347 billion yuan (1.6584 billion USD), representing a 21.5% increase year-over-year but a 38.9% decrease from Q4 2024 [2] - The company experienced a gross profit of 919.6 million yuan (126.7 million USD), an 88.5% increase from Q1 2024 but a 60.2% decrease from Q4 2024, resulting in a gross margin of 7.6% [2] - NIO's net loss for Q1 2025 was 6.75 billion yuan (930.2 million USD), a 30.2% increase year-over-year but a 5.1% decrease from Q4 2024 [3] Financial Performance - Automotive sales revenue was 9.9393 billion yuan (1.3697 billion USD), an 18.6% increase from Q1 2024 but a 43.1% decrease from Q4 2024, with an automotive gross margin of 10.2% [2] - Operating loss for Q1 2025 was 6.4181 billion yuan (884.4 million USD), a 19.0% increase year-over-year and a 6.4% increase from Q4 2024 [2] - R&D expenses totaled 3.1814 billion yuan (438.4 million USD), an 11.1% increase from Q1 2024 but a 12.5% decrease from Q4 2024 [3] Delivery and Future Outlook - NIO delivered 42,094 vehicles in Q1 2025, a 40.1% increase from Q1 2024 but a 42.1% decrease from Q4 2024 [4] - The company expects Q2 2025 vehicle deliveries to be between 72,000 and 75,000, representing an increase of approximately 25.5% to 30.7% year-over-year [5] - Projected revenue for Q2 2025 is estimated to be between 19.513 billion yuan (2.689 billion USD) and 20.068 billion yuan (2.765 billion USD), reflecting a year-over-year growth of approximately 11.8% to 15% [5]