Core Insights - NIO has officially achieved 100 million battery swaps, with a cumulative battery swap energy of 5.28 billion kilowatt-hours, saving users over 26.3 billion yuan, averaging over 27,000 yuan per user [1][3] - Compared to gasoline vehicles, NIO's battery swap service has equivalently reduced carbon dioxide emissions by 4,169.5 tons, which is comparable to the annual carbon absorption of 167,000 trees [1][3] Battery Swap Stations - NIO has built 3,729 battery swap stations and 1,020 highway battery swap stations across the country since starting the construction in 2018 [1][3] - The company plans to build an additional 1,000 battery swap stations by 2026, expanding the "battery swap scenic line" to 100 routes [1][3] Energy Management - The battery swap stations can predict swap orders and assess charging load in real-time, effectively participating in grid regulation and improving energy utilization efficiency [1][3] - NIO has interacted with the grid to alleviate pressure, achieving peak shaving and valley filling of over 740 million kilowatt-hours [1][3] Battery Supply - NIO's battery swap stations have completed the investment of 4,850 new batteries, including 1,550 units of 100 kWh batteries and 3,300 units of 102 kWh batteries [1][3] - The battery doubling plan for NIO's brand "Ledo" has exceeded expectations, with a total of 8,295 new batteries deployed, bringing the total number of Ledo battery packs to over 15,000, with an average of 6 to 7 batteries reserved per swap station [1][3] Service Availability - During the Spring Festival, over 350 NIO service centers remained open, and more than 250 mobile service vehicles were on standby to respond to urgent needs [2][4] - Nearly 100 NIO specialty roadside supply stations will be launched on February 13, providing material supplies, simple repairs, and road guidance for all brand users in high-traffic areas [2][4]

Group 1 - NIO's "Battery Doubling" plan has made significant progress, with over 4,409 new batteries deployed as of December 27, achieving 55.11% of the target [1] - The plan aims to increase the number of NIO batteries in the national battery swap network to more than double the current amount, ensuring sufficient capacity for peak demand during the Spring Festival [1] - NIO Power has added 25 new battery swap stations between December 22 and 28, bringing the total to 3,654 stations, with 2,302 supporting NIO's battery swaps [1] Group 2 - NIO has partnered with Sinopec to open its 292nd battery swap station, marking a new phase of large-scale collaboration [1] - The company has established partnerships with multiple energy firms, including Sinopec, PetroChina, and Shell, to enhance its charging and battery swap network [2] - By August 2024, NIO plans to launch the "Charging Partner" initiative, collaborating with 35 local investment and transportation companies to build nearly 200 charging and battery swap stations [2]