First time achieving quarterly profit + delivery forecast increased by over 90%, NIO Hong Kong stocks opened up 15%

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March 11, NIO-SW (9866.HK) Hong Kong stocks opened up 15%.

On the news front, on the evening of March 10, NIO (NIO.US) released its Q4 and full-year 2025 financial reports. In Q4, it achieved an operating profit of 1.25 billion yuan, marking the company’s first quarterly profit. Total revenue, deliveries, and gross profit for 2025 all hit new highs. Cash reserves at the end of Q4 were 45.9 billion yuan, a significant increase of nearly 10 billion yuan quarter-over-quarter. The Q1 2026 delivery guidance is 80,000 to 83,000 units, a year-over-year increase of 90.1% to 97.2%. Revenue guidance is 24.48 billion to 25.18 billion yuan, a year-over-year increase of 103.4% to 109.2%.

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