$NIO Inc.(NIO)$ William Li con-To The Moon - Tiger Brokers Online Investing Community - To The Moon

Phyllis Strachey

$NIO Inc.(NIO)$ William Li confirmed Firefly will stick with a single-model strategy. They are not planning a family of models; they will keep the one and add editions and technology upgrades over time. He compared it to the iPhone approach: the core product, with new additions.

The brand has stayed #1 in the premium compact segment for 15 consecutive months. This is no longer just a strong launch; the company is highlighting the persistence of its leadership.

Q2: 17,589 Firefly deliveries, growing both sequentially and year over year, while William said Firefly's ASP also increased. This shows the company is achieving growth without sacrificing positioning or pricing.

August: 5,852 Firefly deliveries, +34.7% YoY. From January through August, it accumulated 40,795 units, +180.3% YoY. That is already giving Firefly a different scale than in 2025.

Since August 7, Firefly has been integrated into NIO's battery-swap system. The first Gen5 station enabled this, and Gen5 is compatible with NIO + ONVO + Firefly.

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This is no longer just a strong launch; the company is highlighting the persistence of its leadership. Q2: 17,589 Firefly deliveries, growing both sequentially and year over year, while William said Firefly's ASP also increased. This shows the company is achieving growth without sacrificing positioning or pricing. August: 5,852 Firefly deliveries, +34.7% YoY. From January through August, it accumulated 40,795 units, +180.3% YoY. That is already giving Firefly a different scale than in 2025. Since August 7, Firefly has been integrated into NIO's battery-swap system. 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