NIO Shrugs Off China EV War, Forecasts Explosive Growth_老虎社区_美港股上老虎

NIO Shrugs Off China EV War, Forecasts Explosive Growth

Benzinga05-21

Chinese electric vehicle maker NIO Inc (NYSE:NIO) stock gained on Thursday after the company reported strong fiscal first-quarter results, driven by higher vehicle deliveries, expanding margins, and ...

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乌利赛斯
·05-21
你Tm是会写标题的，“不屑一顾”都用上了
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The revenue declined 26.3% sequentially. The figure exceeded the analyst consensus estimate of $3.550 billion.\nExcluding one-time items, adjusted earnings came in at 0.02 yuan per ADS. That result improved significantly from a loss of 3.01 yuan per ADS a year earlier.\nVehicle deliveries reached 83,465 units in the quarter, rising 98.3% Y/Y. The quarterly deliveries declined 33.1% from the prior quarter.\nVehicle revenue increased 129.2% Y/Y, mainly due to higher delivery volume and a higher average selling price, driven by a favorable product mix. The quarterly revenue declined 27.9% sequentially, mainly attributable to a decrease in delivery volume.\nCompetitive Position And Delivery Momentum\nNIO, often referred to as the “Tesla of China,” remains a major competitor to Tesla, Inc. (NASDAQ:TSLA).\nFor comparison, Tesla delivered a record 358,023 vehicles globally in the first quarter.\nNIO delivered 29,356 vehicles in April 2026. As of April 30, 2026, the company had delivered 112,821 vehicles, bringing cumulative deliveries to 1,110,413.\nMargin Expansion And Balance Sheet Strength\nProfitability improved during the quarter as margins expanded.\nGross margin rose to 19.0%, up from 7.6% a year earlier, mainly attributable to the increased vehicle margin. The margin grew from 17.5% in the previous quarter, mainly due to an improvement in the gross loss rate from the provision of power solutions and an increase in sales from parts, accessories, and after-sales vehicle services, with relatively higher margins.\nVehicle margin reached 18.8%, compared with 10.2% in the prior year and 18.1% in the previous quarter.\nAs of March 31, 2026, the company held 48.2 billion yuan ($7.0 billion) in cash and cash equivalents, restricted cash, short-term investments, and long-term time deposits.\nExecutive Commentary\nNIO founder, chairman, and CEO William Bin Li said the automaker has entered an intensive product launch and delivery cycle starting in the second quarter.\nLi said NIO’s long-term investments over the past 11 years helped the company build “comprehensive systematic innovation capabilities” that support new product launches and strengthen competitiveness.\nHe highlighted that the all-new ES8 ranked first in China’s large SUV segment and among SUVs priced above RMB 400,000 for five straight months.\nLi also said the ES9 flagship executive SUV combines multiple industry-first technologies and aims to lead the premium executive SUV segment into the battery-electric era.\nLi said ONVO’s upcoming models will receive major smart-technology upgrades powered by NIO’s self-developed smart driving chip, NIO WorldModel, and full-domain operating system.\nHe added that the newly launched ONVO L80 flagship SUV targets broader consumer demand through its space-focused and lifestyle-oriented design. At the same time, FIREFLY plans to introduce additional special-edition models to strengthen customer engagement.\nCFO Stanley Yu Qu said NIO continued to improve profitability and efficiency in the first quarter, with vehicle margins rising to 18.8% for a fourth straight quarter of sequential gains and other sales margins hitting a four-year high of 20.6%.\nHe added that the company maintained positive non-GAAP operating profit and increased cash reserves as it focuses on further cost controls and sustainable growth.\nOutlook Signals Continued Growth\nFor the second quarter of 2026, NIO expects vehicle deliveries between 110,000 and 115,000 units. That would represent growth of about 52.7% to 59.6% compared with the same period in 2025.\nThe company forecasts quarterly revenue between 32.78 billion yuan ($4.75 billion) and 34.44 billion yuan ($4.99 billion). The guidance implies Y/Y growth of about 72.4% to 81.2% and exceeds the $4.550 billion analyst consensus estimate.\nNIO Price Action: NIO shares were up 4.83% at $5.860 during premarket trading on Thursday, according to Benzinga Pro data.\nPhoto by Robert Way via Shutterstock","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":true,"editions":null,"column":"","sentiment":"0","news_tag":"express","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[{"id":566631815226248,"gmtCreate":1779372161066,"gmtModify":1779373576706,"author":{"id":"3499940604152760","authorId":"3499940604152760","name":"乌利赛斯","avatar":"https://static.tigerbbs.com/eb4b1d0cdd5bcea45addd4f294d3d11d","vip":1,"crmLevel":5,"crmLevelSwitch":0,"wearingBadges":[],"idStr":"3499940604152760","authorIdStr":"3499940604152760"},"htmlText":"你Tm是会写标题的，“不屑一顾”都用上了","listText":"你Tm是会写标题的，“不屑一顾”都用上了","text":"你Tm是会写标题的，“不屑一顾”都用上了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/566631815226248","repostId":2637335527,"repostType":2,"repost":{"id":"2637335527","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1779365526,"share":"https://www.laohu8.com/m/news/2637335527?lang=zh_CN&edition=full","pubTime":"2026-05-21 20:12","market":"us","language":"en","title":"NIO Shrugs Off China EV War, Forecasts Explosive Growth<blockquote>蔚来对中国电动汽车战争不屑一顾，预测爆炸性增长</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2637335527","media":"Benzinga","summary":"NIO stock rises on strong Q1 results! Revenue beats estimates at $3.70B (up 112% Y/Y) with expanding vehicle margins.","content":"<p><html><body>Chinese electric vehicle maker <strong><a href=\"https://laohu8.com/S/NIO\">NIO</a> Inc</strong> (NYSE:NIO) stock gained on Thursday after the company reported strong fiscal first-quarter results, driven by higher vehicle deliveries, expanding margins, and improving profitability.</p><p><blockquote><html><body>中国电动汽车制造商<strong><a href=\"https://laohu8.com/S/NIO\">蔚来</a>公司</strong>（纽约证券交易所股票代码：NIO）股价周四上涨，此前该公司公布了强劲的第一财季业绩，这得益于汽车交付量增加、利润率扩大和盈利能力提高的推动。</body></html></blockquote></p><p> <h2>Revenue And Earnings Beat Expectations</h2> The company reported quarterly revenue of 25.53 billion Chinese yuan ($3.701 billion), up 112.2% year over year (Y/Y). The revenue declined 26.3% sequentially. The figure exceeded the analyst consensus estimate of $3.550 billion.</p><p><blockquote><h2>收入和盈利超出预期</h2>该公司公布季度收入为255.3亿元人民币（37.01亿美元），同比增长112.2%。收入环比下降26.3%。这一数字超过了分析师普遍预期的 35.5 亿美元。</blockquote></p><p> Excluding one-time items, adjusted earnings came in at 0.02 yuan per ADS. That result improved significantly from a loss of 3.01 yuan per ADS a year earlier.</p><p><blockquote>剔除一次性项目，调整后收益为每股ADS 0.02元。这一结果较去年同期每股美国存托凭证亏损 3.01 元有了显著改善。</blockquote></p><p> Vehicle deliveries reached 83,465 units in the quarter, rising 98.3% Y/Y. The quarterly deliveries declined 33.1% from the prior quarter.</p><p><blockquote>本季度汽车交付量达到83,465辆，同比增长98.3%。季度交付量环比下降33.1%。</blockquote></p><p> Vehicle revenue increased 129.2% Y/Y, mainly due to higher delivery volume and a higher average selling price, driven by a favorable product mix. The quarterly revenue declined 27.9% sequentially, mainly attributable to a decrease in delivery volume.</p><p><blockquote>整车收入同比增长129.2%，主要由于产品组合有利推动交付量增加及平均售价上涨所致。季度收入环比下降27.9%，主要由于交付量下降所致。</blockquote></p><p> <h2>Competitive Position And Delivery Momentum</h2> NIO, often referred to as the “Tesla of China,” remains a major competitor to <strong><a href=\"https://laohu8.com/S/TSLA\">Tesla, Inc.</a> </strong>(NASDAQ:TSLA).</p><p><blockquote><h2>竞争地位和交付势头</h2>蔚来通常被称为 “中国特斯拉 ”，仍然是中国的主要竞争对手。<strong><a href=\"https://laohu8.com/S/TSLA\">特斯拉公司。</a></strong>（纳斯达克股票代码：TSLA）</blockquote></p><p> For comparison, Tesla delivered a record 358,023 vehicles globally in the first quarter.</p><p><blockquote>相比之下，特斯拉第一季度在全球交付了创纪录的 358,023 辆汽车。</blockquote></p><p> NIO delivered 29,356 vehicles in April 2026. As of April 30, 2026, the company had delivered 112,821 vehicles, bringing cumulative deliveries to 1,110,413.</p><p><blockquote>蔚来在 2026 年 4 月交付了 29,356 辆汽车。截至2026年4月30日，该公司已交付112,821辆汽车，累计交付量达到1,110,413辆。</blockquote></p><p> <h2>Margin Expansion And Balance Sheet Strength</h2> Profitability improved during the quarter as margins expanded.</p><p><blockquote><h2>利润率扩张和资产负债表实力</h2>随着利润率的扩大，本季度盈利能力有所提高。</blockquote></p><p> Gross margin rose to 19.0%, up from 7.6% a year earlier, mainly attributable to the increased vehicle margin. The margin grew from 17.5% in the previous quarter, mainly due to an improvement in the gross loss rate from the provision of power solutions and an increase in sales from parts, accessories, and after-sales vehicle services, with relatively higher margins.</p><p><blockquote>毛利率由去年同期的7.6%上升至19.0%，主要归因于车辆利润率的增加。利润率较上一季度的17.5%有所增长，主要是由于提供电力解决方案的毛损率有所改善，以及零部件、配件和售后服务的销售额有所增加，利润率相对较高。</blockquote></p><p> Vehicle margin reached 18.8%, compared with 10.2% in the prior year and 18.1% in the previous quarter.</p><p><blockquote>车辆利润率达到18.8%，而上年同期为10.2%，上一季度为18.1%。</blockquote></p><p> As of March 31, 2026, the company held 48.2 billion yuan ($7.0 billion) in cash and cash equivalents, restricted cash, short-term investments, and long-term time deposits.</p><p><blockquote>截至2026年3月31日，该公司持有482亿元人民币（70亿美元）的现金和现金等价物、受限制现金、短期投资和长期定期存款。</blockquote></p><p> <h2>Executive Commentary</h2> NIO founder, chairman, and CEO <strong>William Bin Li </strong>said the automaker has entered an intensive product launch and delivery cycle starting in the second quarter.</p><p><blockquote><h2>执行评论</h2>蔚来创始人、董事长兼首席执行官<strong>李斌</strong>表示，该汽车制造商已从第二季度开始进入密集的产品发布和交付周期。</blockquote></p><p> Li said NIO’s long-term investments over the past 11 years helped the company build “comprehensive systematic innovation capabilities” that support new product launches and strengthen competitiveness.</p><p><blockquote>李说，蔚来在过去 11 年中的长期投资帮助公司建立了 “全面的系统创新能力”，支持新产品的推出，增强了竞争力。</blockquote></p><p> He highlighted that the all-new ES8 ranked first in China’s large SUV segment and among SUVs priced above RMB 400,000 for five straight months.</p><p><blockquote>他强调，全新ES8连续5个月在中国大型SUV细分市场和40万元以上SUV中排名第一。</blockquote></p><p> Li also said the ES9 flagship executive SUV combines multiple industry-first technologies and aims to lead the premium executive SUV segment into the battery-electric era.</p><p><blockquote>李还表示，ES9旗舰行政SUV结合了多项行业首创技术，旨在引领高端行政SUV细分市场进入电池电动时代。</blockquote></p><p> Li said ONVO’s upcoming models will receive major smart-technology upgrades powered by NIO’s self-developed smart driving chip, NIO WorldModel, and full-domain operating system.</p><p><blockquote>李说，ONVO 即将推出的车型将在蔚来自主研发的智能驾驶芯片、蔚来 WorldModel 和全域操作系统的支持下进行重大智能技术升级。</blockquote></p><p> He added that the newly launched ONVO L80 flagship SUV targets broader consumer demand through its space-focused and lifestyle-oriented design. At the same time, FIREFLY plans to introduce additional special-edition models to strengthen customer engagement.</p><p><blockquote>他补充说，新推出的ONVO L80旗舰SUV通过其以空间为中心、以生活方式为导向的设计，瞄准了更广泛的消费者需求。与此同时，萤火虫计划推出额外的特别版车型，以加强客户参与度。</blockquote></p><p> CFO <strong>Stanley Yu Qu </strong>said NIO continued to improve profitability and efficiency in the first quarter, with vehicle margins rising to 18.8% for a fourth straight quarter of sequential gains and other sales margins hitting a four-year high of 20.6%.</p><p><blockquote>首席财务官<strong>斯坦利于曲</strong>表示蔚来第一季度继续提高盈利能力和效率，汽车利润率连续第四个季度上升至18.8%，其他销售利润率达到20.6%的四年新高。</blockquote></p><p> He added that the company maintained positive non-GAAP operating profit and increased cash reserves as it focuses on further cost controls and sustainable growth.</p><p><blockquote>他补充说，该公司保持了正的非公认会计准则营业利润并增加了现金储备，因为它专注于进一步的成本控制和可持续增长。</blockquote></p><p> <h2>Outlook Signals Continued Growth</h2> For the second quarter of 2026, NIO expects vehicle deliveries between 110,000 and 115,000 units. That would represent growth of about 52.7% to 59.6% compared with the same period in 2025.</p><p><blockquote><h2>前景表明持续增长</h2>蔚来预计 2026 年第二季度的汽车交付量将在 110,000 至 115,000 辆之间。与2025年同期相比，增长约52.7%至59.6%。</blockquote></p><p> The company forecasts quarterly revenue between 32.78 billion yuan ($4.75 billion) and 34.44 billion yuan ($4.99 billion). The guidance implies Y/Y growth of about 72.4% to 81.2% and exceeds the $4.550 billion analyst consensus estimate.</p><p><blockquote>该公司预计季度收入在327.8亿元人民币（47.5亿美元）至344.4亿元人民币（49.9亿美元）之间。该指引意味着同比增长约 72.4% 至 81.2%，超过分析师普遍预期的 45.5 亿美元。</blockquote></p><p> <strong>NIO Price Action:</strong> NIO shares were up 4.83% at $5.860 during premarket trading on Thursday, according to Benzinga Pro data.</p><p><blockquote><strong>蔚来价格走势：</strong>Benzinga Pro 数据显示，蔚来股价在周四盘前交易中上涨 4.83%，至 5.860 美元。</blockquote></p><p> <em>Photo by Robert Way via Shutterstock</em></p><p><blockquote><em>摄影：Robert Way，来自 Shutterstock</em></blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO Shrugs Off China EV War, Forecasts Explosive Growth<blockquote>蔚来对中国电动汽车战争不屑一顾，预测爆炸性增长</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO Shrugs Off China EV War, Forecasts Explosive Growth<blockquote>蔚来对中国电动汽车战争不屑一顾，预测爆炸性增长</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2026-05-21 20:12</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><html><body>Chinese electric vehicle maker <strong><a href=\"https://laohu8.com/S/NIO\">NIO</a> Inc</strong> (NYSE:NIO) stock gained on Thursday after the company reported strong fiscal first-quarter results, driven by higher vehicle deliveries, expanding margins, and improving profitability.</p><p><blockquote><html><body>中国电动汽车制造商<strong><a href=\"https://laohu8.com/S/NIO\">蔚来</a>公司</strong>（纽约证券交易所股票代码：NIO）股价周四上涨，此前该公司公布了强劲的第一财季业绩，这得益于汽车交付量增加、利润率扩大和盈利能力提高的推动。</body></html></blockquote></p><p> <h2>Revenue And Earnings Beat Expectations</h2> The company reported quarterly revenue of 25.53 billion Chinese yuan ($3.701 billion), up 112.2% year over year (Y/Y). The revenue declined 26.3% sequentially. The figure exceeded the analyst consensus estimate of $3.550 billion.</p><p><blockquote><h2>收入和盈利超出预期</h2>该公司公布季度收入为255.3亿元人民币（37.01亿美元），同比增长112.2%。收入环比下降26.3%。这一数字超过了分析师普遍预期的 35.5 亿美元。</blockquote></p><p> Excluding one-time items, adjusted earnings came in at 0.02 yuan per ADS. That result improved significantly from a loss of 3.01 yuan per ADS a year earlier.</p><p><blockquote>剔除一次性项目，调整后收益为每股ADS 0.02元。这一结果较去年同期每股美国存托凭证亏损 3.01 元有了显著改善。</blockquote></p><p> Vehicle deliveries reached 83,465 units in the quarter, rising 98.3% Y/Y. The quarterly deliveries declined 33.1% from the prior quarter.</p><p><blockquote>本季度汽车交付量达到83,465辆，同比增长98.3%。季度交付量环比下降33.1%。</blockquote></p><p> Vehicle revenue increased 129.2% Y/Y, mainly due to higher delivery volume and a higher average selling price, driven by a favorable product mix. The quarterly revenue declined 27.9% sequentially, mainly attributable to a decrease in delivery volume.</p><p><blockquote>整车收入同比增长129.2%，主要由于产品组合有利推动交付量增加及平均售价上涨所致。季度收入环比下降27.9%，主要由于交付量下降所致。</blockquote></p><p> <h2>Competitive Position And Delivery Momentum</h2> NIO, often referred to as the “Tesla of China,” remains a major competitor to <strong><a href=\"https://laohu8.com/S/TSLA\">Tesla, Inc.</a> </strong>(NASDAQ:TSLA).</p><p><blockquote><h2>竞争地位和交付势头</h2>蔚来通常被称为 “中国特斯拉 ”，仍然是中国的主要竞争对手。<strong><a href=\"https://laohu8.com/S/TSLA\">特斯拉公司。</a></strong>（纳斯达克股票代码：TSLA）</blockquote></p><p> For comparison, Tesla delivered a record 358,023 vehicles globally in the first quarter.</p><p><blockquote>相比之下，特斯拉第一季度在全球交付了创纪录的 358,023 辆汽车。</blockquote></p><p> NIO delivered 29,356 vehicles in April 2026. As of April 30, 2026, the company had delivered 112,821 vehicles, bringing cumulative deliveries to 1,110,413.</p><p><blockquote>蔚来在 2026 年 4 月交付了 29,356 辆汽车。截至2026年4月30日，该公司已交付112,821辆汽车，累计交付量达到1,110,413辆。</blockquote></p><p> <h2>Margin Expansion And Balance Sheet Strength</h2> Profitability improved during the quarter as margins expanded.</p><p><blockquote><h2>利润率扩张和资产负债表实力</h2>随着利润率的扩大，本季度盈利能力有所提高。</blockquote></p><p> Gross margin rose to 19.0%, up from 7.6% a year earlier, mainly attributable to the increased vehicle margin. The margin grew from 17.5% in the previous quarter, mainly due to an improvement in the gross loss rate from the provision of power solutions and an increase in sales from parts, accessories, and after-sales vehicle services, with relatively higher margins.</p><p><blockquote>毛利率由去年同期的7.6%上升至19.0%，主要归因于车辆利润率的增加。利润率较上一季度的17.5%有所增长，主要是由于提供电力解决方案的毛损率有所改善，以及零部件、配件和售后服务的销售额有所增加，利润率相对较高。</blockquote></p><p> Vehicle margin reached 18.8%, compared with 10.2% in the prior year and 18.1% in the previous quarter.</p><p><blockquote>车辆利润率达到18.8%，而上年同期为10.2%，上一季度为18.1%。</blockquote></p><p> As of March 31, 2026, the company held 48.2 billion yuan ($7.0 billion) in cash and cash equivalents, restricted cash, short-term investments, and long-term time deposits.</p><p><blockquote>截至2026年3月31日，该公司持有482亿元人民币（70亿美元）的现金和现金等价物、受限制现金、短期投资和长期定期存款。</blockquote></p><p> <h2>Executive Commentary</h2> NIO founder, chairman, and CEO <strong>William Bin Li </strong>said the automaker has entered an intensive product launch and delivery cycle starting in the second quarter.</p><p><blockquote><h2>执行评论</h2>蔚来创始人、董事长兼首席执行官<strong>李斌</strong>表示，该汽车制造商已从第二季度开始进入密集的产品发布和交付周期。</blockquote></p><p> Li said NIO’s long-term investments over the past 11 years helped the company build “comprehensive systematic innovation capabilities” that support new product launches and strengthen competitiveness.</p><p><blockquote>李说，蔚来在过去 11 年中的长期投资帮助公司建立了 “全面的系统创新能力”，支持新产品的推出，增强了竞争力。</blockquote></p><p> He highlighted that the all-new ES8 ranked first in China’s large SUV segment and among SUVs priced above RMB 400,000 for five straight months.</p><p><blockquote>他强调，全新ES8连续5个月在中国大型SUV细分市场和40万元以上SUV中排名第一。</blockquote></p><p> Li also said the ES9 flagship executive SUV combines multiple industry-first technologies and aims to lead the premium executive SUV segment into the battery-electric era.</p><p><blockquote>李还表示，ES9旗舰行政SUV结合了多项行业首创技术，旨在引领高端行政SUV细分市场进入电池电动时代。</blockquote></p><p> Li said ONVO’s upcoming models will receive major smart-technology upgrades powered by NIO’s self-developed smart driving chip, NIO WorldModel, and full-domain operating system.</p><p><blockquote>李说，ONVO 即将推出的车型将在蔚来自主研发的智能驾驶芯片、蔚来 WorldModel 和全域操作系统的支持下进行重大智能技术升级。</blockquote></p><p> He added that the newly launched ONVO L80 flagship SUV targets broader consumer demand through its space-focused and lifestyle-oriented design. At the same time, FIREFLY plans to introduce additional special-edition models to strengthen customer engagement.</p><p><blockquote>他补充说，新推出的ONVO L80旗舰SUV通过其以空间为中心、以生活方式为导向的设计，瞄准了更广泛的消费者需求。与此同时，萤火虫计划推出额外的特别版车型，以加强客户参与度。</blockquote></p><p> CFO <strong>Stanley Yu Qu </strong>said NIO continued to improve profitability and efficiency in the first quarter, with vehicle margins rising to 18.8% for a fourth straight quarter of sequential gains and other sales margins hitting a four-year high of 20.6%.</p><p><blockquote>首席财务官<strong>斯坦利于曲</strong>表示蔚来第一季度继续提高盈利能力和效率，汽车利润率连续第四个季度上升至18.8%，其他销售利润率达到20.6%的四年新高。</blockquote></p><p> He added that the company maintained positive non-GAAP operating profit and increased cash reserves as it focuses on further cost controls and sustainable growth.</p><p><blockquote>他补充说，该公司保持了正的非公认会计准则营业利润并增加了现金储备，因为它专注于进一步的成本控制和可持续增长。</blockquote></p><p> <h2>Outlook Signals Continued Growth</h2> For the second quarter of 2026, NIO expects vehicle deliveries between 110,000 and 115,000 units. That would represent growth of about 52.7% to 59.6% compared with the same period in 2025.</p><p><blockquote><h2>前景表明持续增长</h2>蔚来预计 2026 年第二季度的汽车交付量将在 110,000 至 115,000 辆之间。与2025年同期相比，增长约52.7%至59.6%。</blockquote></p><p> The company forecasts quarterly revenue between 32.78 billion yuan ($4.75 billion) and 34.44 billion yuan ($4.99 billion). The guidance implies Y/Y growth of about 72.4% to 81.2% and exceeds the $4.550 billion analyst consensus estimate.</p><p><blockquote>该公司预计季度收入在327.8亿元人民币（47.5亿美元）至344.4亿元人民币（49.9亿美元）之间。该指引意味着同比增长约 72.4% 至 81.2%，超过分析师普遍预期的 45.5 亿美元。</blockquote></p><p> <strong>NIO Price Action:</strong> NIO shares were up 4.83% at $5.860 during premarket trading on Thursday, according to Benzinga Pro data.</p><p><blockquote><strong>蔚来价格走势：</strong>Benzinga Pro 数据显示，蔚来股价在周四盘前交易中上涨 4.83%，至 5.860 美元。</blockquote></p><p> <em>Photo by Robert Way via Shutterstock</em></p><p><blockquote><em>摄影：Robert Way，来自 Shutterstock</em></blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - 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The revenue declined 26.3% sequentially. The figure exceeded the analyst consensus estimate of $3.550 billion.\nExcluding one-time items, adjusted earnings came in at 0.02 yuan per ADS. That result improved significantly from a loss of 3.01 yuan per ADS a year earlier.\nVehicle deliveries reached 83,465 units in the quarter, rising 98.3% Y/Y. The quarterly deliveries declined 33.1% from the prior quarter.\nVehicle revenue increased 129.2% Y/Y, mainly due to higher delivery volume and a higher average selling price, driven by a favorable product mix. The quarterly revenue declined 27.9% sequentially, mainly attributable to a decrease in delivery volume.\nCompetitive Position And Delivery Momentum\nNIO, often referred to as the “Tesla of China,” remains a major competitor to Tesla, Inc. (NASDAQ:TSLA).\nFor comparison, Tesla delivered a record 358,023 vehicles globally in the first quarter.\nNIO delivered 29,356 vehicles in April 2026. As of April 30, 2026, the company had delivered 112,821 vehicles, bringing cumulative deliveries to 1,110,413.\nMargin Expansion And Balance Sheet Strength\nProfitability improved during the quarter as margins expanded.\nGross margin rose to 19.0%, up from 7.6% a year earlier, mainly attributable to the increased vehicle margin. The margin grew from 17.5% in the previous quarter, mainly due to an improvement in the gross loss rate from the provision of power solutions and an increase in sales from parts, accessories, and after-sales vehicle services, with relatively higher margins.\nVehicle margin reached 18.8%, compared with 10.2% in the prior year and 18.1% in the previous quarter.\nAs of March 31, 2026, the company held 48.2 billion yuan ($7.0 billion) in cash and cash equivalents, restricted cash, short-term investments, and long-term time deposits.\nExecutive Commentary\nNIO founder, chairman, and CEO William Bin Li said the automaker has entered an intensive product launch and delivery cycle starting in the second quarter.\nLi said NIO’s long-term investments over the past 11 years helped the company build “comprehensive systematic innovation capabilities” that support new product launches and strengthen competitiveness.\nHe highlighted that the all-new ES8 ranked first in China’s large SUV segment and among SUVs priced above RMB 400,000 for five straight months.\nLi also said the ES9 flagship executive SUV combines multiple industry-first technologies and aims to lead the premium executive SUV segment into the battery-electric era.\nLi said ONVO’s upcoming models will receive major smart-technology upgrades powered by NIO’s self-developed smart driving chip, NIO WorldModel, and full-domain operating system.\nHe added that the newly launched ONVO L80 flagship SUV targets broader consumer demand through its space-focused and lifestyle-oriented design. At the same time, FIREFLY plans to introduce additional special-edition models to strengthen customer engagement.\nCFO Stanley Yu Qu said NIO continued to improve profitability and efficiency in the first quarter, with vehicle margins rising to 18.8% for a fourth straight quarter of sequential gains and other sales margins hitting a four-year high of 20.6%.\nHe added that the company maintained positive non-GAAP operating profit and increased cash reserves as it focuses on further cost controls and sustainable growth.\nOutlook Signals Continued Growth\nFor the second quarter of 2026, NIO expects vehicle deliveries between 110,000 and 115,000 units. That would represent growth of about 52.7% to 59.6% compared with the same period in 2025.\nThe company forecasts quarterly revenue between 32.78 billion yuan ($4.75 billion) and 34.44 billion yuan ($4.99 billion). The guidance implies Y/Y growth of about 72.4% to 81.2% and exceeds the $4.550 billion analyst consensus estimate.\nNIO Price Action: NIO shares were up 4.83% at $5.860 during premarket trading on Thursday, according to Benzinga Pro data.\nPhoto by Robert Way via Shutterstock","news_type":1,"symbols_score_info":{"EVS.SI":0.6,"TLA":0.6,"09366":0.6,"07766":0.6,"TSLZ":0.6,"TSYY":0.6,"TSLI":0.6,"TEST":0.6,"TSLY":0.6,"CRSH":0.6,"TSLG":0.6,"TSLP":0.6,"07366":0.6,"TSII":0.6,"TSLS":0.6,"TSLR":0.6,"09766":0.6,"TSLO":0.6,"TSLQ":0.6,"TSLL":0.6,"NIO":1.98,"TSL":0.6,"NIO.SI":1.98,"TSLT":0.6,"TSLW":0.6,"NIOG":0.6,"09866":1.98,"TESL":0.6,"TSDD":0.6}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}