蔚来汽车公告称，2025年6月交付车辆24,925辆，同比增长17.5%；2025年第二季度交付车辆72,056辆， 同比增长25.6%。截至2025年6月30日，蔚来汽车(NIO.N)累计交付量已达785,714辆。其中， 蔚来品牌累 计交付新车725,248台；乐道品牌累计交付新车52,623台；firefly萤火虫品牌累计交付新车7,843台。 ...

Core Insights - The 2025 Shanghai International Auto Show marks the first collective participation of NIO, ONVO, and firefly brands, showcasing 11 models and 12 core technologies [2] - NIO is set to launch 9 new models this year, with significant product releases planned each quarter, indicating a robust product cycle [2] - The company emphasizes three core technologies: intelligent driving chips, a comprehensive operating system, and smart chassis, which are crucial for enhancing user experience and safety [2][4] Market Strategy - NIO plans to expand its market presence by selling products and services in 25 countries this year, adapting its strategy from a direct sales model to a partnership model [3] - The company is optimistic about the Chinese automotive industry's global market share potentially reaching around 40% despite trade disputes and tariff challenges [3] Technological Advancements - NIO has developed the world's first automotive-grade 5nm intelligent driving chip, which will enhance user experience and improve product competitiveness and profit margins [4] - The company is committed to safety in intelligent driving technology, having prioritized safety in its development efforts and achieving significant results [4] Product Development - The new models set to launch this year include firefly, ET9, ET5T, ES6, EC6, and ONVO's L90 and L80, which are expected to boost market share [4] - The firefly model is positioned as the first right-hand drive vehicle from NIO, aimed at capturing a broad user base in the international market [4] Infrastructure Expansion - NIO plans to accelerate the construction of battery swap stations, aiming for coverage in every county in Guangdong by the end of the year and expanding to 27 provincial-level regions nationwide [4]