Nio Predicts Delivery Boom After First Quarterly Profit
蔚来首度季度盈利后预计交付量大幅增长
Chinese electric vehicle maker Nio expects a sharp rise in deliveries after reporting its first-ever quarterly profit. The company forecasts first-quarter 2026 deliveries of 80,000 to 83,000 vehicles, marking a year-on-year increase of 90 to 97 per cent. The strong outlook contrasts with slower sales across China’s EV market, where reduced purchase tax incentives have hurt demand. During the first two months of 2026, industry leader BYD saw sales drop 35.8 per cent, while Leapmotor posted a 19 per cent increase. Nio’s CEO William Li said the company’s in-house smart EV technologies are reaching mass production, improving competitiveness and lowering costs. Promotions for its Nio and Onvo brands and shorter delivery wait times are also expected to boost March sales.
中国电动汽车制造商蔚来在实现首次季度盈利后，预计交付量将大幅增长。公司预测2026年第一季度交付量为8万至8.3万辆，同比增长90%至97%。这一强劲前景与中国电动车市场整体放缓形成对比，由于购车税减半优惠减少，行业需求受到影响。2026年前两个月，行业龙头比亚迪销量同比下降35.8%，而零跑汽车则增长19%。蔚来首席执行官李斌表示，公司自研的智能电动车核心技术正进入规模化生产阶段，提升了产品竞争力并降低成本。此外，3月针对蔚来和乐道品牌推出的促销活动以及交付等待时间缩短，也有望进一步推动销量增长。
