Nio is one of the first pure EV start-ups in China and has 3 brands in its portfolio: the Nio brand focuses on the premium BEV segment, the Onvo brand focuses on the mid-end family market, and the Firefly brand focuses on family-oriented niche boutique market. The company has been losing NEV market share since 2020 (3.9%) to 2.0% in 2024 on intensifying competition. Looking ahead, we see improved model competitiveness and stepped-up new model pipeline into 2026, with two new launches (i.e. L80 and ES9) as w ...

February 5, 2026 12:28 PM GMT NIO Inc. | Asia Pacific M Update Positive Profit News; OW on 4Q Beat Reaction to earnings Unchanged Modest upside Largely unchanged Impact to our thesis Financial results versus consensus Direction of next 12-month consensus EPS Source: Company data, Morgan Stanley Research NIO announced a positive profit alert on February 5, expecting GAAP net profit of Rmb200-700mn in 4Q vs. a GAAP net loss of Rmb3.7bn in 3Q25, above market expectations and the company's target of non-GAAP pr ...

若按公认会计准则，预计录得经营利润为2亿元（约0.29亿美元）至7亿元（约1亿美元），而去年同期 蔚来录得净亏损55.436亿元。这也是蔚来自2014年11月成立以来首次实现季度盈利。 2月5日晚，蔚来发布盈利预告，在非公认会计准则下，预计蔚来于2025年第四季度录得经调整经营利润 7亿元（约1亿美元）至12亿元（约1.72亿美元）。 事实上，蔚来此次季度扭亏早有迹象。2025年第三季度蔚来实现营收217.94亿元，同比增长16.7%；亏 损同比收窄31.2%至34.81亿元，综合毛利率升至13.9%，汽车业务毛利率为14.7%，均为近三年来最高， 并且经营性现金流也在该季度实现转正。 此前李斌已多次公开表示，蔚来有信心在2025年四季度实现盈利，同时，李斌还提出"2026年蔚来要实 现全年盈利"的目标。 或受利好消息提振，6日盘中，蔚来港股一度涨超8%，收盘涨约6.95%，公司最新市值为967.2亿港元。 进入2026年，销量增长势头延续。今年1月，蔚来累计交付新车2.71万台，同比增长96.1%，全新ES8单 月交付达1.76万辆。 同时，蔚来还在持续优化高端、大车的占比，并计划在今年推出ES9、全新ES ...

Many electric vehicle (EV) stocks have declined sharply from their peaks at the start of the decade. Nio (NYSE: NIO) is no exception. In early 2021, the company hit its all-time high of $63 per share, only to fall to about $4.50 today. That's an eye-watering decline of 93% in just five years as investors shifted away from the EV industry because of challenges like rising competition and trade uncertainty, especially in the U.S. market. As a Chinese company, Nio is largely shielded from the negative affect ...

NIO Inc. (NYSE:NIO) is one of the Top 15 Chinese Companies on US Exchanges. On January 27, Morgan Stanley reiterated its Overweight rating on NIO Inc. (NYSE:NIO), keeping the price target at $7. Morgan Stanley analyst Tim Hsiao reaffirmed his bullish stance on the Chinese EV maker following a meeting with NIO’s founder, William Li. Morgan Stanley Reiterates Overweight Rating on NIO Inc. as the EV Maker Expects Higher Delivers In Next Two Years Photo by carlos aranda on Unsplash Hsiao remains positive o ...

1月30 日消息，上海蔚来汽车有限公司品牌与传播助理副总裁马麟发微博表示，收到车友反馈，有人拉 车友进群，收二百块钱一个人，说是能保证第一时间得到 es9 的信息，还说他已经试驾过了，能让车主 早提车。这都不是事实。大家千万不要在网络上轻信这样的信息，注意保护个人隐私，预防诈骗。 责任编辑：李思阳 责任编辑：李思阳 1月30 日消息，上海蔚来汽车有限公司品牌与传播助理副总裁马麟发微博表示，收到车友反馈，有人拉 车友进群，收二百块钱一个人，说是能保证第一时间得到 es9 的信息，还说他已经试驾过了，能让车主 早提车。这都不是事实。大家千万不要在网络上轻信这样的信息，注意保护个人隐私，预防诈骗。 ...

蔚来创始人李斌认为 ，尽管 2026 年 1 月销量表现不及预期，但2026 年纯电动汽车市场仍能实现 20% 的同比增长，其中售价超 30 万元的高端纯电动汽车将持续跑赢行业整体。 售后、金融、技术工程服务以及蔚来生活方式品牌等非汽车业务的利润，将持续抵消换电业务收窄的亏损。 管理层表示，受铜、铝、锂以及动态随机存取存储器价格上涨影响，每辆车的成本预计最多增加 5000 元。 管理层仍有信心通过规模效应和提升运营效率，来抵消上述成本上涨带来的压力。 蔚来的目标是到 2030 年实现海外销量占比达到 20% ，届时将先在海外市 场推出萤火虫品牌，随后推出乐道品牌，最后再推出蔚来主品牌。 蔚来创始人重申，未来两年交付量的复合年增长率将达到 40%-50%，这意味着凭借 ES9、ES7 以及乐道 L80 等新车型的加持，2026 年交付量有望达到 45.6 万 - 48.9 万辆。 管理层表示，ES9 将是提升利润率的关键车型，该车售价超 50 万元，单车利润有望突破 10 万元，能够与 宝马 X5、奔驰 GLE 以及问界 M9 等车型展开竞争。 长期战略规划 蔚来计划在长期内推出 2-3 款售价在 15 万 - ...

Nio (NYSE:NIO), an electric vehicle maker, closed Thursday at $4.77, up 3.92%. The stock moved higher after fresh coverage highlighted it as a “Best Autonomous Vehicle Stock” and reiterated a Buy rating with a $7 target. Investors are watching whether sentiment improves further despite volatile recent trading dynamics. The company’s trading volume reached 73.5 million shares, about 57% above its three-month average of 46.9 million shares. Nio IPO'd in 2018 and has fallen 28% since going public. How the ma ...

​NIO Inc. (NYSE:NIO) is one of the Best Autonomous Vehicle Stocks to Buy Now. On January 27, Tim Hsiao from Morgan Stanley reiterated a Buy rating on the stock with a $7 price target. Earlier on January 15, Eugene Hsiao from Macquarie upgraded NIO Inc. (NYSE:NIO) from Hold to Buy and raised the price target from $5.3 to $6.1. ​Analysts at Morgan Stanley noted that the rating is based on the recent comments by NIO Inc’s founder. The founder believes that the company can achieve a CAGR growth of around 40% ...

January 27, 2026 08:43 AM GMT NIO Inc. | Asia Pacific Key takeaways from meeting with NIO's Founder Key Takeaways NIO's founder reiterated that deliveries can achieve a 40-50% CAGR over the next two years, implying 456-489k units in 2026, underpinned by new models, including ES9, ES7, and Onvo L80. Management said the ES9 would be key to higher margins, potentially exceeding Rmb100k profit per unit, given its high ASP above Rmb500k, which would enable it to compete against models like BMW X5, Mercedes GLE, ...