NIO 3Q25: Beat or Beware?_老虎社区_美港股上老虎 - 老虎社区

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NIO 3Q25: Beat or Beware?

SG Visual Research 图解研报
12-01

$蔚来-SW(09866)$

$蔚来(NIO.SI)$

NIO’s 3Q25 results came in stronger on margins, but the bigger picture remains challenging.

Gross margin beat expectations, yet net loss was still RMB 3.66bn.

Management also cut 4Q guidance and is less confident about breakeven this year.

Competition in China’s EV SUV market is intensifying, and NIO may need price cuts when its new L-series arrives.

Key question now:

Can NIO protect margins and recover volume in early 2026?

# 新能源汽车俱乐部

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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