NIO Vice President Ma Lin provided a summary of Li Bin's insights from 'Bin Ge Mian Dui Mian'. Li Bin remarked that, despite the prevailing industry-wide pressures, NIO has managed to buck the trend, sustaining profitability for three quarters in a row. Between January and August of this year, the company witnessed a remarkable 57.9% year-on-year increase in vehicle deliveries, with sales across its three brands soaring to unprecedented levels. He highlighted the significant hurdles confronting the domestic automotive market, noting a sales slump of over 20% during the same period. Li Bin emphasized that the industry has now entered a ruthless final phase, signaling the conclusion of the era of rampant growth and the dawn of a new era where systemic capabilities will be the key to success. Looking ahead, NIO will concentrate on 'three strategic priorities' over the next three years to fortify its foundation for sustained long-term growth. As per NIO's prior announcements, the company delivered 35,836 vehicles in August 2026, marking a 14.5% year-on-year uptick. Year-to-date, NIO has delivered 262,893 vehicles, a 57.9% increase compared to the previous year, with cumulative deliveries surpassing 1.26 million.
