Li Bin of NIO: Profitability Targeted for Q4 2025, AI to Be Fully Integrated Across Business Operations

On January 14, Li Bin, CEO of NIO, stated in his internal New Year address that the company is on track to achieve its profitability target in the fourth quarter of 2025. He revealed that in Q4 2024, NIO delivered 40,000 units of the all-new ES8, each generating solid gross margins. In 2025, NIO will focus on three key priorities: ensuring high-quality deliveries of three new vehicle models; significantly increasing investment in intelligent driving computing power and launching three major intelligent driving software updates within the year; and systematically implementing AI across the entire business chain—including R&D, manufacturing, supply chain, finance, and human resources—to build a company-wide AI capability system. Li Bin also projected that over the next three to five years, NIO aims for stable annual growth of 40%–50%. According to data, NIO delivered a record-high 124,807 vehicles in Q4 2025 and 326,028 vehicles for the full year—both all-time highs. To date, NIO has delivered nearly one million vehicles cumulatively.