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。我們的美國存託股（每股美國存 託股代表一股A類普通股）於美國紐約證券交易所上市，股份代號為NIO。 1 • 本公司於2026年2月交付20,797輛汽車，同比增長57.6% • 本公司於2026年至今交付47,979輛汽車，同比增長77.3% • 截至2026年2月28日，本公司累計汽車交付量達1,045,571輛 關於蔚來集團 蔚來集團 （於開曼群島註冊成立以不同投票權控制的有限責任公司） （股份代號：9866） 自願公告 2026年2月交付更新資料 於2026年3月1日 － 全球智能電動汽車市場的先 ...

Core Viewpoint - NIO has achieved its first quarterly profit after 11 years of establishment, with an expected adjusted operating profit of 700 million to 1.2 billion yuan for Q4 2025, marking a significant milestone for the company [1][2] Financial Performance - The adjusted operating profit for Q4 2025 is projected to be between 700 million and 1.2 billion yuan, compared to a loss of 5.5436 billion yuan in the same quarter of 2024 [2] - The operating profit under GAAP is expected to range from 200 million to 700 million yuan for the same quarter [2] - Total vehicle deliveries for Q4 2025 reached 124,807 units, a year-on-year increase of 71.7%, setting a new quarterly delivery record [2] - The total annual delivery volume for 2025 is projected to be 326,028 units, reflecting a year-on-year growth of 46.9% [2] Sales and Market Strategy - In December 2025, NIO delivered 48,135 vehicles, achieving a year-on-year growth of 54.6% and setting a new monthly delivery record [2] - The delivery structure in December showed a balanced performance across brands, with NIO brand delivering 31,897 units, Lido brand 9,154 units, and Firefly brand 7,084 units [2][3] - The flagship model, the new ES8 SUV, has surpassed 40,000 cumulative deliveries as of December 2025, driving significant growth [3] Battery Swap Business - NIO's battery swap service has completed over 100 million swaps, marking a key milestone in its operations [6][7] - As of February 6, 2026, NIO has established a total of 8,627 charging and swapping stations nationwide, including 3,729 battery swap stations [7] - The cumulative energy from 100 million battery swaps reached 52.8 billion kWh, saving users approximately 263 billion yuan compared to traditional refueling [7] Research and Development Investment - Since its IPO in the U.S. in 2018, NIO has invested a total of approximately 61.389 billion yuan in R&D [8] - R&D expenditures from 2018 to 2024 have shown significant increases, with 2025's first three quarters alone accounting for 8.578 billion yuan [7][8] Stock Market Reaction - Following the announcement of its first quarterly profit, NIO's stock price saw a notable increase, with a 9.8% rise in Hong Kong shares and a 13.51% rise in U.S. shares over two days [8]

此外，日前蔚来发布公告，公司于2026年1月交付27,182辆汽车，同比增长96.1%。有关交付包括公司旗 下蔚来品牌的高端智能电动汽车20,894辆，公司旗下乐道品牌的家庭智能电动汽车3481辆，以及公司旗 下萤火虫品牌的智能电动高端小车2807辆。截至2026年1月31日，公司累计汽车交付量达102.48万辆。 智通财经APP获悉，周四，蔚来(NIO.US)开盘涨近8%，报4.78美元。消息面上，蔚来发布盈利预告。公 告称根据公司未经审计合并管理账目及董事会目前可得资料所作的初步评估，预计公司于2025年第四季 度录得经调整经营利润(非公认会计准则)(界定为剔除股权激励费用后的经营利润)，介乎约人民币7亿元 (约1亿美元)至12亿元(约1.72亿美元)，此为公司首次录得单季度经调整经营利润(非公认会计准则)。 ...

周四，蔚来(NIO.US)开盘涨近8%，报4.78美元。消息面上，蔚来发布盈利预告。公告称根据公司未经 审计合并管理账目及董事会目前可得资料所作的初步评估，预计公司于2025年第四季度录得经调整经营 利润(非公认会计准则)(界定为剔除股权激励费用后的经营利润)，介乎约人民币7亿元(约1亿美元)至12亿 元(约1.72亿美元)，此为公司首次录得单季度经调整经营利润(非公认会计准则)。 此外，日前蔚来发布公告，公司于2026年1月交付27,182辆汽车，同比增长96.1%。有关交付包括公司旗 下蔚来品牌的高端智能电动汽车20,894辆，公司旗下乐道品牌的家庭智能电动汽车3481辆，以及公司旗 下萤火虫品牌的智能电动高端小车2807辆。截至2026年1月31日，公司累计汽车交付量达102.48万辆。 ...

Core Viewpoint - NIO-SW (09866.HK) announced a significant increase in vehicle deliveries, achieving a total of 27,182 vehicles in January 2026, representing a year-on-year growth of 96.1% [1] Delivery Performance - The January 2026 deliveries included 20,894 high-end smart electric vehicles under the NIO brand, 3,481 family smart electric vehicles under the Ladao brand, and 2,807 high-end smart electric microcars under the Firefly brand [1] - As of January 31, 2026, the cumulative vehicle delivery reached 1,024,774 units, marking a significant milestone for the company [1] Technological Advancements - On January 28, 2026, the new version of the "NIO World Model (NWM)" was officially launched, gradually being pushed to over 460,000 vehicles equipped with the "Banyan" system, with plans to extend to "Cedar" and "CedarS" models [1] - The new version incorporates complete closed-loop reinforcement learning for smart assisted driving, enhancing the driving experience in both urban and highway scenarios [1] - Improvements were also made in smart parking assistance and active safety, enhancing both technical capabilities and user experience [1] Future Outlook - The company aims to continue its focus on the research and development of core smart electric vehicle technologies and further improve its charging and battery swapping network [1] - The goal is to provide a better smart electric vehicle experience for a broader user base, contributing to a sustainable and improved future [1]

Core Viewpoint - NIO-SW (09866) reported a significant increase in vehicle deliveries, achieving a total of 27,182 vehicles delivered in January 2026, representing a year-on-year growth of 96.1% [1] Delivery Performance - The deliveries included 20,894 high-end smart electric vehicles under the NIO brand, 3,481 family smart electric vehicles under the Lada brand, and 2,807 high-end smart small cars under the Firefly brand [1] - As of January 31, 2026, the cumulative vehicle delivery reached 1,024,800 units, marking a significant milestone in the company's development [1] Technological Advancements - On January 28, 2026, the new version of the "NIO World Model (NWM)" was officially launched, gradually being pushed to over 460,000 vehicles equipped with the "Banyan" system, with plans to extend to "Cedar" and "Cedar S" models [1] - The new version incorporates complete closed-loop reinforcement learning for smart assisted driving, enhancing the driving experience in both urban and highway scenarios [1] - Improvements were also made in smart parking assistance and active safety, enhancing both technical capabilities and user experience [1] Future Outlook - The company aims to continue its focus on the research and development of core smart electric vehicle technologies and further improve the charging and battery swapping network layout [1] - The goal is to provide a better smart electric vehicle experience for a broader user base, contributing to a sustainable and improved future [1]

Core Insights - NIO-SW (09866) announced the delivery of 27,182 vehicles in January 2026, representing a year-on-year increase of 96.1% [1] - The deliveries included 20,894 high-end smart electric vehicles under the NIO brand, 3,481 family smart electric vehicles under the Lada brand, and 2,807 high-end smart small cars under the Firefly brand [1] - As of January 31, 2026, the cumulative vehicle delivery reached 1,024,800 units, marking a significant milestone in the company's development [1] Product and Technology Updates - On January 28, 2026, the new version of "NIO World Model (NWM)" was officially launched, gradually being pushed to over 460,000 vehicles equipped with the "Banyan" system [1] - The new version applies complete closed-loop reinforcement learning to smart assisted driving, enhancing the driving experience in urban and highway scenarios [1] - Improvements were also made in smart parking assistance and active safety, both in technical capabilities and user experience [1] Future Outlook - The company aims to continue its focus on the research and development of core smart electric vehicle technologies [1] - There are plans to further enhance the charging and battery swapping network layout to provide a better smart electric vehicle experience for a broader user base [1] - The company is committed to creating a sustainable and better future [1]

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。我們的美國存託股（每股美國存 託股代表一股A類普通股）於美國紐約證券交易所上市，股份代號為NIO。 NIO Inc. （於開曼群島註冊成立以不同投票權控制的有限責任公司） （股份代號：9866） 自願公告 2026年1月交付更新資料 承董事會命 蔚來集團 本公司於2026年1月交付27,182輛汽車，同比增長96.1%。有關交付包括本公司 旗下蔚來品牌的高端智能電動汽車20,894輛，本公司旗下樂道品牌的家庭智能電 動汽車3,481輛，以及本公司旗下螢火蟲品牌的智能電動高端小車2,807輛。截至 202 ...

Core Viewpoint - NIO Group reported record vehicle deliveries for December 2025, with a total of 48,135 vehicles delivered, marking a year-on-year increase of 54.6% [1] Delivery Updates - In December 2025, NIO delivered 48,135 vehicles, including 31,897 from the NIO brand, 9,154 from the Lada brand, and 7,084 from the Firefly brand [1] - For Q4 2025, NIO delivered 124,807 vehicles, achieving a quarterly record with a year-on-year growth of 71.7% [1] - The total vehicle deliveries for the year 2025 reached 326,028, representing a year-on-year increase of 46.9% [1] - As of December 31, 2025, NIO's cumulative vehicle deliveries reached 997,592 [1] Product Highlights - NIO's flagship SUV, the new ES8, surpassed 40,000 cumulative deliveries in December 2025, setting a record for the fastest delivery of pure electric vehicles priced above 400,000 RMB in China [1] - The new ES8's success is attributed to its industry-leading smart electric vehicle technology and a comprehensive energy replenishment network that is chargeable, swappable, and upgradeable [1]

Core Viewpoint - NIO-SW (09866) reported a record monthly delivery of 48,100 vehicles in December 2025, representing a year-on-year increase of 54.6% [1] Group 1: Delivery Performance - The December 2025 deliveries included 31,900 vehicles from the NIO brand, 9,154 vehicles from the Ladao brand, and 7,084 vehicles from the Firefly brand [1] - In Q4 2025, the company delivered 124,800 vehicles, achieving a quarterly record with a year-on-year growth of 71.7% [1] - The total delivery volume for the year 2025 reached 326,000 vehicles, marking a year-on-year increase of 46.9% [1] - As of December 31, 2025, the cumulative delivery volume of the company reached 997,600 vehicles [1] Group 2: Product Highlights - The NIO ES8, the company's flagship SUV, surpassed 40,000 cumulative deliveries in December 2025, setting a record for the fastest delivery of pure electric vehicles priced above 400,000 RMB in China [1] - The ES8's success is attributed to the company's leading smart electric vehicle technology and its comprehensive charging, swapping, and upgrading support network [1] - The ES8 has solidified its leading position in the large three-row SUV segment, showcasing exceptional product competitiveness and broad user recognition [1]