2026年1月，蔚来公司交付新车27,182台，同比增长96.1%。截至目前，蔚来公司已累计交付新车1,024,774台。蔚来全新ES8在广州完成第60,000台新车交 付，历时134天。纯电大三排SUV的黄金时代已经到来。蔚来品牌针对新ET5、ET5T、ES6和EC6、乐道品牌针对乐道L60与L90推出7年超低息购车方案， 7年0.49%年化费率，0金融服务费，提前还款0违约金。firefly萤火虫品牌推出7年超低息购车方案，锁单赠送马年新春奇遇礼包。蔚来换电次数已突破 9,900万次，1亿次换电即将达成。 I life B a ic ...

目前，蔚来换电次数已突破9900万次，1亿次换电即将达成。 北京商报讯（记者 蔺雨葳）2月1日，蔚来公司发布的数据显示，2026年1月，蔚来公司交付新车27182 台，同比增长96.1%。截至目前，蔚来公司已累计交付新车1024774台。蔚来全新ES8在广州完成第 60000台新车交付，历时134天。 蔚来方面表示，纯电大三排SUV的黄金时代已经到来。蔚来品牌针对新ET5、ET5T、ES6和EC6、乐道 品牌针对乐道L60与L90推出7年超低息购车方案，7年0.49%年化费率，0金融服务费，提前还款0违约 金。firefly萤火虫品牌也推出了7年超低息购车方案。 ...

蔚来汽车：2026年1月，蔚来公司交付新车27182台，同比增长96.1%。截至目前，蔚来公司已累计交付 新车1024774台。 ...

每经AI快讯，2月1日，据蔚来官微消息，2026年1月，蔚来公司交付新车27,182台，同比增长96.1%。截 至目前，蔚来公司已累计交付新车1,024,774台。今天下午，蔚来全新ES8在广州完成第60,000台新车交 付，历时134天。 ...

Group 1 - NIO launched a limited-time financial car purchase plan on February 1, allowing customers who order the ET5, ET5T, ES6, and EC6 models to enjoy a 7-year, 84-installment plan with a down payment as low as 20% and an annual interest rate starting at 0.49% [3] - Currently, a total of 9 car manufacturers, including Tesla, Xiaopeng, Li Auto, Xiaomi, and Geely, have introduced low-interest financial car purchase plans, with some offering plans with a 0 down payment option [3]

Core Viewpoint - NIO Inc. reported significant growth in vehicle deliveries for January 2026, achieving a 96.1% year-over-year increase, marking a milestone with cumulative deliveries surpassing 1 million units [2][4]. Delivery Results - The company delivered a total of 27,182 vehicles in January 2026, with contributions from its various brands: 20,894 from NIO, 3,481 from ONVO, and 2,807 from FIREFLY [2][7]. - Cumulative deliveries reached 1,024,774 units as of January 31, 2026 [2][7]. Technological Advancements - On January 28, 2026, NIO launched the latest version of the NIO WorldModel (NWM), which has been delivered to over 460,000 vehicles equipped with the Banyan system [3]. - The new version incorporates full closed-loop reinforcement learning for enhanced assisted and intelligent driving, optimizing smart parking and active safety features [3]. Future Commitments - The company plans to continue investing in core smart EV technologies and strengthen its battery swapping and charging network to enhance user experience and promote sustainable growth [4].

Core Viewpoint - NIO has launched a limited-time financial car purchase plan with low down payment and interest rates, aiming to attract more customers in a competitive market [1] Group 1: NIO's Financial Offer - NIO's new financial plan allows customers to make a down payment as low as 20% and offers an annual interest rate starting at 0.49% [1] - The plan is available for the purchase of NIO models including ET5, ET5T, ES6, and EC6, with a financing term of 7 years and 84 installments [1] Group 2: Industry Context - A total of 9 automotive companies, including Tesla, Xpeng, Li Auto, Xiaomi, and Geely, have introduced similar low-interest financing options, with some offering plans with 0% down payment [1]

Core Viewpoint - Nio, despite being an innovative player in the Chinese auto market, faces significant challenges and is viewed as a less attractive investment due to market consolidation and competition from larger manufacturers [1][3]. Industry Overview - The Chinese auto market accounted for 30% of global auto sales in 2025, significantly larger than the U.S. market at 18% and other major markets [1]. - In the first half of 2025, new energy vehicles (including electric vehicles and hybrids) made up 50.1% of new car sales in China [2]. Company Performance - Nio has delivered approximately 1 million cars since its inception in 2019, with 326,028 units delivered in 2025, reflecting a growth of 46.9% compared to 2024 [5]. - Despite this growth, Nio has not yet turned a profit, while competitor BYD reported a net profit of $2.9 billion for the first nine months of 2025 [5]. Market Challenges - The Chinese EV market is expected to face difficulties in 2026, with a projected decline in passenger vehicle deliveries due to the end of government subsidies for EVs and rising lithium prices affecting battery costs [8][10]. - EV sales growth in China slowed to just 2% in December 2025, marking the slowest growth in nearly two years [9]. - Nio and other smaller EV manufacturers did not rank among the top 10 manufacturers for sales in December 2025, with the top 10 accounting for 95% of all EV and hybrid sales [9]. Competitive Landscape - The market is consolidating, with the top three manufacturers—BYD, Changan, and Geely—each achieving annual sales of over 1 million to 2 million units, positioning Nio as too small to compete effectively [10].

Group 1 - NIO launched a limited-time financial car purchase plan for February, allowing customers who order the ET5, ET5T, ES6, and EC6 models to enjoy a 7-year, 84-installment plan with a down payment as low as 20% and an annual interest rate starting at 0.49% [3] - Currently, a total of 9 car manufacturers, including Tesla, Xiaopeng, Li Auto, Xiaomi, and Geely, have introduced low-interest financial car purchase plans, with some offering plans with a 0 down payment option [3]

Group 1 - NIO launched a limited-time financial car purchase plan in February, offering a 7-year, 84-installment financing option with a down payment as low as 20% and an annual interest rate starting at 0.49% [1] - Currently, a total of 9 automotive companies, including Tesla, Xiaopeng, Li Auto, Xiaomi, and Geely, have introduced low-interest financing plans, with some options featuring a 0 down payment [1]