On November 28, NIO released its Q3 2025 financial report: delivered 87,071 vehicles, with a year-over-year increase of 40.8% and a month-over-month increase of 20.8%, revenue reached 21.79 billion yuan, both records set new highs.
Li Bin emphasized at a closed-door meeting on November 26 that NIO will "stick to selling cars," focusing on the automotive core business. Although he is optimistic about the prospects of AI and robotics, he stated that NIO will not get directly involved for now, but will focus on whether its self-developed chips can empower third-party robots.
Li Bin admitted that facing the Chinese market, which sells over 30 million vehicles annually, NIO only holds a little over 1% share, and must focus on improving products and sales. The goal for 2026 is clear: achieve annual profitability, mainly promoting three high-margin pure electric three-row SUVs - ES9, ES7, and Lade L80, aiming to reach a comprehensive gross profit margin of 20%.
