My stock in focus today is
$NIO Inc.(NIO)$ $NIO Inc.(NIO.SI)$ $NIO-SW(09866)$ as the company targets its
first profitable quarter in Q4 2025. If achieved, it would become one of the few pure EV makers to reach profitability after Tesla. Deliveries reached
326,000 vehicles in 2025, up 47% year-over-year, pushing cumulative deliveries past
1 million units.
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.
@TigerStars @Tiger_comments @TigerClub
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