在多品牌战略的推动下，蔚来、乐道、萤火虫三大品牌持续协同发力，多品牌战略已从布局阶段进入收 获阶段，助力蔚来实现2025年Q4盈利目标。其中全新ES8在2025年12月交付22256台，同时仅用100天时 间，创造了40万元以上车型交付破四万台的最快纪录。 新京报贝壳财经讯 1月2日，据蔚来最新数据，2025年12月蔚来公司交付新车48135台，创历史新高，同 比增长54.6%。蔚来品牌交付31897台；乐道品牌交付新车9154台；firefly萤火虫品牌交付新车7084台。 ...

新华财经北京1月1日电 2025年12月，蔚来公司交付新车48,135台，创历史新高，同比增长54.6%。其 中，蔚来品牌交付31,897台，创历史新高，同比增长54.8%，交付量连续五个月增长；乐道品牌交付新 车9,154台；firefly萤火虫品牌交付新车7,084台，创历史新高，环比增长16.4%，交付量连续五个月增 长。 截至目前，蔚来公司已累计交付新车997,592台。其中，蔚来品牌累计交付新车829,609台；乐道品牌累 计交付新车128,569台；firefly萤火虫品牌累计交付新车39,414台。 2025年第四季度，蔚来公司交付新车124,807台，创历史新高，同比增长71.7%。三品牌季度交付量均创 历史新高。其中蔚来品牌交付67,433台，同比增长27.8%；乐道品牌Q4交付新车38,290台，同比增长 92.1%。firefly萤火虫品牌Q4交付新车19,084台，环比增长52.8%。 2025年全年，蔚来公司共交付新车326,028台，创历史新高，同比增长46.9%。其中，蔚来品牌共交付 178,806台。乐道品牌共交付107,808台。firefly萤火虫品牌交付39,414台。 ...

2025年全年，蔚来公司共交付新车326,028台，创历史新高，同比增长46.9%。其中，蔚来品牌共交付 178,806台。乐道品牌共交付107,808台。firefly萤火虫品牌交付39,414台。 截至目前，蔚来公司已累计交付新车997,592台。其中，蔚来品牌累计交付新车829,609台;乐道品牌累计 交付新车128,569台;firefly萤火虫品牌累计交付新车39,414台。 智通财经APP获悉，2025年12月，蔚来公司(09866)交付新车48,135台，创历史新高，同比增长54.6%。 其中，蔚来品牌交付31,897台，创历史新高，同比增长54.8%，交付量连续五个月增长;乐道品牌交付新 车9,154台;firefly萤火虫品牌交付新车7,084台，创历史新高，环比增长16.4%，交付量连续五个月增长。 从2026年1月1日起，车辆购置税优惠政策将由免征调整为减半征收。新政利好可车电分离的换电车型， 用BaaS电池租用方案买蔚来、乐道、firefly萤火虫车型，可享额外购置税减免。依据产品价格，分别可 节省1,770元至9,558元不等。 2025年第四季度，蔚来公司交付新车124,807台， ...

蔚来品牌交付量连续四个月增长，乐道品牌交付同比增长132.1%，firefly萤火虫品牌交付量连续四个月 创历史新高。蔚来全新ES8新增订单持续稳定增长，12月生产交付将进一步大幅加速，助推蔚来公司12 月交付量冲刺历史新高。 智通财经APP获悉，2025年11月，蔚来公司(09866)交付新车36,275台，同比增长76.3%。其中，蔚来品 牌交付新车18,393台；乐道品牌交付新车11,794台；firefly萤火虫品牌交付新车6,088台。截至目前，蔚 来公司已累计交付新车949,457台。其中，蔚来品牌累计交付新车797,712台；乐道品牌累计交付新车 119,415台；firefly萤火虫品牌累计交付新车32,330台。 ...

2025年11月，蔚来公司交付新车36275台，同比增长76.3%。其中，蔚来品牌交付新车18393台；乐道品 牌交付新车11794台；firefly萤火虫品牌交付新车6088台。截至目前，蔚来公司已累计交付新车949457 台。其中，蔚来品牌累计交付新车797712台；乐道品牌累计交付新车119415台；firefly萤火虫品牌累计 交付新车32330台。 ...

2025年11月，蔚来公司交付新车36275台，同比增长76.3%。其中，蔚来品牌交付新车18393台；乐道品 牌交付新车11794台；firefly萤火虫品牌交付新车6088台。截至目前，蔚来公司已累计交付新车949457 台。其中，蔚来品牌累计交付新车797712台；乐道品牌累计交付新车119415台；firefly萤火虫品牌累计 交付新车32330台。 （文章来源：第一财经） ...

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]