Скачать или смотреть Nio CEO drops a Bombshell on Nio's current Deliveries!

1. Market Dominance in Premium BEVs

40% Market Share: As of Q3 2024, NIO holds 40% of China’s BEV market for vehicles priced above RMB 300,000, solidifying its leadership in the premium segment.

Key Models: The ET5, ET5 Touring, and ES6 are top performers, with the ET5 series ranking #1 in J.D. Power’s 2025 NEV-IQS study for mid-size BEV sedans.

Competitive Edge: NIO’s NT3 platform (900V architecture, 5C charging) and battery-swap network differentiate it from rivals like Tesla and BMW.

2. Regional Strongholds

Shanghai: NIO dominates its home market, accounting for 1 in every 2 premium BEVs sold (priced above RMB 300,000) in Shanghai as of 2024.

100,000 Deliveries: Achieved in Shanghai by April 2025, with 187 swap stations supporting high adoption rates.

National Expansion: NIO’s premium models are gaining traction in Tier 1–2 cities, leveraging NIO Houses and community-driven sales strategies.

3. Strategic Drivers

Brand Positioning: NIO’s focus on user experience (e.g., NOMI AI, loyalty programs) and high-margin services (e.g., NAD subscriptions) sustains premium pricing .

Product Mix: The ET9 flagship sedan (launching Q4 2025) aims to further elevate NIO’s premium appeal with NX9031 chips and Lyra audio.

Cost Control: Despite premium pricing, NIO improved vehicle margins to 13.1% in Q3 2024 through supply chain optimizations.

4. Challenges

Competition: Tesla’s Model S/X and Li Auto’s EREVs are eroding share in the RMB 300,000+ segment.

ONVO Cannibalization: The success of ONVO’s L60/L90 (priced below RMB 300,000) risks diluting NIO’s premium brand focus.

5. Future Outlook

Global Expansion: NIO is targeting Europe’s premium market with the EL6/EL8 SUVs and ET5 Touring, leveraging local partnerships.
Margin Targets: NIO aims for 20% gross margins under the NIO brand by Q4 2025, driven by scale and software monetization

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