What stands out to me is that this progress comes despite the EV price war. NIO managed to lift its vehicle gross margin to around 18%, supported by stronger deliveries and a higher mix of premium models. That suggests its premium positioning may finally be improving profitability.
Looking ahead, 2026 will test execution as NIO launches several new models, including the ES9 SUV and mass-market vehicles. Competition from players like BYD Company remains intense, so the key question for me is whether NIO can turn this momentum into sustainable profits.
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- snipey·03-12 17:03TOPWith their premium focus, NIO should sustain profits if execution stays strong. [看涨]1Report
- Joy34·03-12 17:04TOPImpressive margin jump! NIO's premium focus finally paying off. [OK]1Report