Core Viewpoint - NIO Inc. reported a significant year-on-year increase in vehicle deliveries for October 2025, indicating strong growth momentum in the electric vehicle market [1] Delivery Performance - In October 2025, NIO delivered a total of 40,397 new vehicles, representing a year-on-year growth of 92.6% [1] - Breakdown of deliveries: - NIO brand: 17,143 vehicles - Ladao brand: 17,342 vehicles - Firefly brand: 5,912 vehicles [1] Cumulative Deliveries - As of now, NIO has cumulatively delivered 913,182 new vehicles [1] - Cumulative deliveries by brand: - NIO brand: 779,319 vehicles - Ladao brand: 107,621 vehicles - Firefly brand: 26,242 vehicles [1]

Core Insights - NIO achieved a significant milestone in October 2025 by delivering over 40,397 vehicles, marking the first time monthly sales surpassed 40,000 units, indicating a robust rebound and entry into a rapid growth phase [2][3] - The company has delivered a total of 913,200 vehicles to date, reflecting strong market and user recognition of its products, technology, and services [2][3] Delivery Performance - The NIO brand delivered 17,143 units, while the Lido brand delivered 17,342 units, and the Firefly brand delivered 5,912 units, showcasing a diversified product portfolio [2][3] - The new ES8 model achieved 10,000 deliveries in just 41 days, setting a record for electric vehicles priced above 400,000 yuan [3][5] - The Lido L90 has delivered 33,348 units in three months, consistently ranking first in the large electric SUV segment [3][5] Technological Advancements - NIO has invested over 60 billion yuan in R&D over the past decade, resulting in nearly 10,000 global patents and establishing a strong technological barrier [4] - The introduction of the 5nm smart driving chip "Shenji NX9031" in key models like the ES8 and Lido L90 represents a significant technological milestone [4] Charging Infrastructure - NIO has built over 8,300 charging and battery swap stations across China, with more than 3,500 battery swap stations, covering over 95% of major highways [4] - This extensive network alleviates range anxiety for users and is a key factor in consumer decision-making [4] Market Strategy - The dual flagship strategy with the ES8 and Lido L90 positions NIO to capture both high-end and mainstream markets, driving the transition of large SUVs to electric [5][6] - The Lido L90 meets the needs of family users, while the upgraded ES8 solidifies NIO's leadership in the high-end electric SUV market [6] Financial Outlook - The October delivery milestone supports NIO's goal of achieving profitability in Q4, driven by increased sales volume and improved cost control [7] - The multi-brand strategy enhances operational efficiency and reduces costs, allowing for rapid market response and risk mitigation [7][8]

Core Viewpoint - NIO Inc. reported a significant increase in vehicle deliveries for October 2025, with a total of 40,397 new cars delivered, marking a year-on-year growth of 92.6% [1] Delivery Breakdown - NIO brand delivered 17,143 new vehicles [1] - Ladao brand delivered 17,342 new vehicles [1] - Firefly brand delivered 5,912 new vehicles [1]

Core Insights - NIO delivered 40,397 new vehicles in October 2025, representing a year-on-year increase of 92.6% [1] - The breakdown of deliveries includes 17,143 vehicles from the NIO brand, 17,342 from the Ladao brand, and 5,912 from the Firefly brand [1] - Cumulatively, NIO has delivered a total of 913,182 new vehicles to date [1] Delivery Breakdown - NIO brand cumulative deliveries stand at 779,319 vehicles [1] - Ladao brand cumulative deliveries total 107,621 vehicles [1] - Firefly brand cumulative deliveries amount to 26,242 vehicles [1]

Group 1 - The core point of the article is that NIO Inc. achieved a record high in new car deliveries in September 2025, with a total of 34,749 vehicles delivered, representing a year-on-year increase of 64% [1][2] Group 2 - NIO brand delivered 13,728 new cars in September 2025 [1] - The Ladao brand delivered 15,246 new cars in September 2025 [1] - The Firefly brand delivered 5,775 new cars in September 2025 [1]

Core Insights - The Chinese new energy vehicle (NEV) industry has shown remarkable growth in September, with multiple companies achieving record delivery numbers, indicating a strong performance during the peak sales season [1] Group 1: Company Deliveries - Leap Motor achieved a delivery volume of 66,657 units in September, marking a year-on-year increase of over 97% [26] - Xiaopeng Motors and Xiaomi both surpassed 40,000 units in September, with Xiaopeng delivering 41,581 units, a 95% year-on-year increase [2][4] - Li Auto delivered 33,951 units in September, with a total of 93,211 units delivered in Q3, maintaining a leading position in the SUV market above 200,000 yuan [8][9] - NIO delivered 34,749 units in September, a 64% year-on-year increase, contributing to a cumulative total of 872,785 units [12][14] - Zeekr achieved a delivery of 51,159 units in September, with a year-on-year growth of 8.5% [31][32] - Lantu Motors delivered 15,224 units in September, a 52% year-on-year increase, with a cumulative total of 96,992 units for the year [41] Group 2: Market Trends - The NEV industry in China is experiencing a significant surge, with companies like BYD reporting a total NEV sales of 396,270 units in September, showing an 18.64% year-on-year growth [23][25] - The overall market is characterized by a strong performance in the "golden September" sales season, with various brands achieving historical highs in delivery numbers [1][26] - The competitive landscape is intensifying as companies like Xiaopeng and Xiaomi emerge as significant players in the market, reflecting a shift towards more established competition in the NEV sector [4][2] Group 3: Future Outlook - Leap Motor plans to showcase its flagship technology platform and the first flagship model D19 in October, aiming to set a new standard in the luxury segment [27] - Lantu Motors is expanding its product matrix with new models and has seen significant interest, with over 10,000 orders for the 2026 model within 18 hours of its launch [53] - The global expansion of Chinese automakers is accelerating, with companies like Zeekr and Xiaopeng entering multiple international markets, indicating a strategic focus on global growth [56]

Core Insights - NIO delivered 34,749 new vehicles in September 2025, representing a year-on-year growth of 64% [2] - The deliveries included 13,728 vehicles from the NIO brand, 15,246 from the Ladao brand, and 5,775 from the Firefly brand [2] - Cumulatively, NIO has delivered a total of 872,785 new vehicles to date, with 762,176 from the NIO brand, 90,279 from the Ladao brand, and 20,330 from the Firefly brand [2]

Core Insights - NIO delivered 34,749 new vehicles in September 2025, representing a year-on-year growth of 64% [1] - The deliveries included 13,728 vehicles from the NIO brand, 15,246 from the Ladao brand, and 5,775 from the Firefly brand [1] - Cumulatively, NIO has delivered a total of 872,785 new vehicles to date [1] Delivery Breakdown - NIO brand cumulative deliveries stand at 762,176 vehicles [1] - Ladao brand cumulative deliveries amount to 90,279 vehicles [1] - Firefly brand cumulative deliveries total 20,330 vehicles [1]

新华财经北京10月1日电蔚来公司10月1日发布的数据显示，2025年9月，蔚来公司交付新车34,749台， 同比增长64%。其中，蔚来品牌交付新车13,728台；乐道品牌交付新车15,246台；firefly萤火虫品牌交付 新车5,775台。截至目前，蔚来公司已累计交付新车872,785台。其中，蔚来品牌累计交付新车762,176 台；乐道品牌累计交付新车90,279台；firefly萤火虫品牌累计交付新车20,330台。 （文章来源：新华财经） ...

Core Insights - NIO reported a total delivery of 34,749 vehicles in September 2025, representing a year-on-year increase of 64% [1] - The breakdown of deliveries includes 13,728 vehicles from the NIO brand, 15,246 from the Ladao brand, and 5,775 from the Firefly brand [1] - Cumulatively, NIO has delivered 872,785 vehicles to date, with 762,176 from the NIO brand, 90,279 from the Ladao brand, and 20,330 from the Firefly brand [1] Delivery Performance - In September 2025, NIO's vehicle deliveries increased by 64% compared to the same month last year [1] - The NIO brand contributed 13,728 vehicles to the total deliveries, while the Ladao brand led with 15,246 vehicles [1] - The Firefly brand accounted for 5,775 vehicles delivered in the same month [1] Cumulative Deliveries - As of now, NIO has achieved a total of 872,785 vehicle deliveries since its inception [1] - The NIO brand's cumulative deliveries stand at 762,176 vehicles [1] - The Ladao brand has delivered a total of 90,279 vehicles, and the Firefly brand has delivered 20,330 vehicles [1]