Nio - TechWire

Nio

        2025.09.03
    
11:23

                            UBS: NIO's target price raised to $6.2 as second-quarter results met expectations
                        
                            UBS published a research report stating that NIO's (NIO.N) second-quarter results met expectations, with an operating loss of RMB 4.909 billion, a 24% decrease quarter-over-quarter and a 6% decrease year-over-year. Its GAAP net loss was RMB 5.141 billion, a 25% decrease quarter-over-quarter and flat year-over-year. The bank noted that due to strong sales growth at NIO's Ledao Auto subsidiary, it has raised its sales forecast for the company by 2% to 19% for 2025-27 and raised its target price from US$5.40 to US$6.20, maintaining a "neutral" rating.
                        
09:22

                            At the opening of Hong Kong stocks, the Hang Seng Index rose 0.64%, and the S&P 500 Index rose 0.99%. Li Auto and NIO rose more than 3%.
                        
09:21

                            Hong Kong stocks opened: Hang Seng Index opened 0.64% higher, Hang Seng Tech Index opened 0.99% higher
                        
                            At the Hong Kong stock market opening, the Hang Seng Index opened 0.64% higher, and the Hang Seng Tech Index rose 0.99%. NIO-SW opened 3.13% higher, reporting second-quarter revenue of approximately 19.009 billion yuan, a 9% year-on-year increase. Yunfeng Financial opened 3% higher, with the board of directors approving the purchase of ETH as a reserve asset. The company has already purchased 10,000 ETH on the open market, with a total investment of US$44 million.
                        
04:15

                            The Nasdaq China Golden Dragon Index closed up 0.52%.
                        
                            Popular Chinese concept stocks saw mixed gains and losses, with the Nasdaq China Golden Dragon Index closing up 0.52%. Li Auto rose over 4%, NIO rose over 3%, and Alibaba rose over 2%. Youdao fell over 5%, and Bilibili fell over 3%.
                        
        2025.09.02
    
21:32

                            At the US stock market opening, the Dow Jones Industrial Average fell 0.9%, the S&P 500 fell 1.2%, and the Nasdaq fell 1.7%. NIO (NIO.N) fell 3% after its earnings report. Star tech stocks fell across the board, with Nvidia (NVDA.O) down 2.6%, TSMC (TSM.N) down 2%, and Tesla (TSLA.O) down 1.9%. PepsiCo (PEP.O) rose 5%, and Elliott is considering taking action to boost its stock price.
                        
21:31

                            The three major U.S. stock indices opened lower, with the Nasdaq and S&P 500 falling more than 1%.
                        
                            The three major US stock indices opened lower, with the Nasdaq down 1.75%, the Dow Jones Industrial Average down 0.9%, and the S&P 500 down 1.24%. Nvidia, Amazon, and AMD fell over 2%, while Tesla and Meta dropped over 1%. NIO fell over 2% after releasing its second-quarter earnings report. PepsiCo rose over 5% following reports that investment management firm Elliott is planning a major, aggressive move to boost its stock price.
                        
21:16

                            Li Bin: NIO's new generation of products are fully cost-competitive
                        
                            On September 2nd, during NIO's Q2 2025 earnings call, Li Bin stated that NIO's long-term goal is to achieve a 20% gross profit margin. Specifically, the NIO brand's target gross profit margin is 20%, with efforts moving toward 25%. The Ledao brand will strive to achieve a higher gross profit margin, based on its 15% gross profit margin. Firefly's gross profit margin is approximately 10%. The company was fully prepared during product definition, providing strong cost support for aggressive pricing. NIO's new generation of products is highly cost-competitive, based on its long-term accumulation of proprietary technology and the cost reduction capabilities achieved through cost control measures.
                        
21:04

                            Li Bin: NIO will launch three large SUV models next year
                        
                            On September 2, Li Bin, founder, chairman and CEO of NIO, said in the second quarter 2025 earnings call that the NIO brand will launch two large SUVs next year, one is the ES9 and the other is the large five-seater SUV ES7. Together with the Ledao L80, the company will deliver three new large SUV models next year.
                        
20:37

                            Weilai CEO Li Bin: Q4 target is 50,000 units per month
                        
                            On September 2, Li Bin, founder, chairman and CEO of NIO, said in the second quarter 2025 earnings call that the goal for the fourth quarter of this year is to achieve an average monthly delivery volume of 50,000 units, which means that the total quarterly deliveries of the three brands will exceed 150,000 units.
                        
20:12

                            NIO CEO Li Bin: The company's cost optimization has achieved significant results, with operating losses narrowing by more than 30% quarter-on-quarter in the second quarter.
                        
                            On September 2nd, NIO founder, chairman, and CEO William Li Bin stated in a Q2 2025 earnings call that the company's gross profit margin for vehicles remained robust, while other businesses achieved significant breakthroughs in gross profit margins. Through the implementation of comprehensive cost-cutting and efficiency-enhancing measures based on the basic operating unit mechanism, cost optimization efforts have yielded significant results, with the company's operating loss narrowing by over 30% quarter-over-quarter in the second quarter.
                        
18:20

                            NIO (NIO.N) shares rose more than 5% in pre-market trading in the U.S.
                        
18:06

                            NIO's US stock price turned positive before the market opened
                        
                            NIO's US stock turned positive in pre-market trading, having earlier fallen over 20%. The company announced second-quarter revenue of 19.01 billion yuan, a year-on-year increase of 9.0% and a quarter-on-quarter increase of 57.9%. Its net loss for the second quarter was 4.995 billion yuan, compared to a net loss of 5.046 billion yuan in the same period last year.
                        
18:04

                            NIO (NIO.N) US stocks turned positive before the market opened, and are now up more than 2%.
                        
17:46

                            NIO's (NIO.N) pre-market decline in U.S. stocks narrowed to 3%, after falling as much as 17% after the earnings report was released.
                        
17:43

                            NIO's pre-market decline in US stocks narrowed to 5%
                        
                            NIO's pre-market decline in US stocks narrowed to 5%, after previously falling by more than 20%.

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