Nio - TechWire

Nio

2025.08.04

10:43

Bocom International: NIO L90 aggressively priced, expected to see stable monthly sales exceeding 5,000 units

Bocom International issued a report stating that NIO (09866.HK)'s Ledao L90 is aggressively priced, with a starting price of 265,800 RMB. Even the top-of-the-line Ultra version does not exceed 300,000 RMB. Based on its pricing strategy and channel feedback, the bank expects the group's monthly stable sales to exceed the market expectation of 5,000 units. The bank also believes that NIO's marginal improvements and cost reductions will be the market's focus. Although the stock price has rebounded 50% from its lows, the group's 2025 price-to-sales ratio is only 0.85 times, indicating that marginal improvements may lead to a sustained rebound in the stock price. The bank maintains a "Buy" rating.

2025.08.01

17:36

NIO: Delivered 21,017 vehicles in July, a 16% decrease from the previous month.

NIO announced that it delivered a total of 21,017 vehicles in July, a 16% decrease from the previous month.

17:35

NIO (09866.HK): The company has delivered 135,167 vehicles since 2025, a year-on-year increase of 25.2%.

17:31

NIO (NIO.N): 21,017 vehicles delivered in July 2025.

16:11

At the close of Hong Kong stocks, the Hang Seng Index fell 1.07% and the Tech Index fell 1.02%. Innoscience (02577.HK) rose 30.91% and NIO (09866.HK) rose 8.62%.

11:30

NIO Chairman Li Bin: The ultimate technical route for electric vehicles is pure electric

On August 1st, at the Ledao L90 media conference, NIO Chairman William Li Bin stated that, from the perspective of the entire automotive industry, the ultimate technological path for electric vehicles is pure electric, and this is undisputed. Li Bin acknowledged that since 2022, sales of extended-range and plug-in hybrid vehicles have indeed performed very well. However, he emphasized that both extended-range and plug-in hybrid vehicles are merely transitional products in the overall development of new energy vehicles.

10:50

Li Bin: The new NIO ES8 will hold a technical launch conference and start pre-sales in late August

On August 1st, at a Ledao L90 media face-to-face event, NIO Chairman Li Bin revealed that the all-new NIO ES8 will hold a technical launch and begin pre-sales in late August. Nio Day is planned for September, marking the official launch and delivery of the all-new ES8. The all-new ES8 show car will arrive in dealerships in late August. The all-new NIO ES8 is considered a strategic product and has already completed its registration application. It is built on the NT3.0 platform.

09:22

At the Hong Kong stock market opening, the Hang Seng Index fell 0.12%, and the S&P 500 Index fell 0.09%. NIO (09866.HK) rose 8.76% at the opening, following the official launch of the Ledao L90.

09:21

Hong Kong stocks open: Hang Seng Index opens 0.12% lower

At the Hong Kong stock market opening, the Hang Seng Index opened 0.12% lower, and the Hang Seng Tech Index opened 0.09% lower. NIO opened over 8% higher. On July 31st, NIO officially launched the Ledao L90, the second model under its Ledao brand, with nationwide deliveries beginning on August 1st. Positioned as a smart, spacious family car, the new car offers both six- and seven-seat configurations. The Ledao L90 six-seater starts at 265,800 yuan for the whole vehicle, with a battery lease option starting at 179,800 yuan. The seven-seater Ledao L90 starts at 271,800 yuan for the whole vehicle, with a battery lease option starting at 185,800 yuan.

2025.07.31

20:22

Li Bin: NIO's cumulative R&D investment exceeds 60 billion yuan

On July 31st, at the Ledao L90 launch event, NIO Chairman William Li Bin stated that NIO has adhered to full-stack forward-thinking R&D since its founding. Over the past decade, NIO has invested over 60 billion yuan in R&D, with over 18 billion yuan dedicated to charging and battery swapping. Official data shows that NIO has built a nationwide charging and battery swapping network totaling 8,131 stations, including 3,430 battery swap stations and 4,701 charging stations.

09:05

CATL: As of the end of July, more than 400 passenger car battery swap stations have been built

CATL stated at its earnings conference that its battery swapping business for passenger cars and heavy-duty trucks is progressing smoothly. As of the end of July, over 400 battery swapping stations for passenger cars had been built, currently on track to meet its annual target of 1,000 stations. Approximately 100 stations for heavy-duty trucks have been built, with an annual target of around 300. Furthermore, the company and its automotive customers jointly released over 20 new "Chocolate" battery swapping models and is collaborating with upstream and downstream companies such as Sinopec, NIO, and Didi to accelerate the development of a battery swapping ecosystem.

2025.07.30

16:03

Chinese concept new energy vehicle stocks fell before the market opened

Chinese concept-listed new energy vehicle stocks fell before the market opened, with Li Auto and Xpeng Motors falling more than 2%, and NIO falling more than 1%.

13:40

Hong Kong-listed auto stocks continued to fall in the afternoon, with Li Auto (02015.HK) falling more than 12%, Xpeng Motors (09868.HK) and BYD Co., Ltd. (01211.HK) falling more than 4%, and NIO (09866.HK) and Geely Auto (00175.HK) following suit.

09:28

Most Hong Kong auto stocks opened lower, with Li Auto (02015.HK) opening down more than 9%, BYD Co., Ltd. (01211.HK) opening down nearly 5%, and Xpeng Motors (09868.HK) and NIO (09866.HK) following suit.

09:28

Most Hong Kong auto stocks fell, with Li Auto down over 9%.

Most Hong Kong-listed auto stocks fell, with Li Auto-W down 9.09%, BYD Co., Ltd. down 4.91%, Xpeng Motors-W down 2.61%, and NIO-SW down 1.97%.

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