<blockquote>
<ul>
<li>蔚来第一季度交付车辆 83,465 辆，超出其交付指引区间的上限。</li>
<li>在实现历史性的首次季度盈利后，投资者将密切关注蔚来的最新财务表现及利润率趋势。</li>
</ul>
</blockquote><p><img src="https://imageproxy.pbkrs.com/https://cnevpost.com/wp-content/uploads/2026/05/2026051109461089.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://cnevpost.com/wp-content/uploads/2026/05/2026051109461089.jpg"/></p><p>（2026 年 4 月北京车展上展出的蔚来 ES9。图片来源：CnEVPost）</p><p>蔚来（NYSE: NIO）周一宣布，将于 5 月 21 日美国市场开盘前发布未经审计的第一季度财务业绩。</p><p>随后，公司管理层将于同日美国东部时间上午 8:00 举行财报电话会议，与投资者和分析师讨论业务最新情况。</p><p>在实现历史性的首次季度盈利后，投资者将密切关注这家中国电动汽车（EV）制造商的最新财务表现及利润率趋势。</p><p>加入我们的 Telegram 或 Google News</p><p>今年第一季度，蔚来共交付车辆 83,465 辆，实现约 98.3% 的强劲同比增长。</p><p>这一交付成绩超出了公司此前给出的 80,000 至 83,000 辆的季度交付指引区间上限。</p><p>蔚来季度交付量</p><p>2024 年 2025 年 2026 年</p><p>尽管受到中国春节假期及补贴过渡期的影响，第一季度纯电动车型的市场需求仍保持强劲增长势头。</p><p>此前，蔚来报告 2025 年第四季度营业利润为 8.073 亿元人民币（1.188 亿美元）。</p><p>这标志着该公司自成立以来首次实现季度盈利，主要得益于高利润率的 ES8 车型交付量创纪录以及积极的成本控制措施。</p><p>然而，随着宏观经济环境的变化，该公司及其本土同行在进入第二季度时正面临新的行业逆风和持续的销售压力。</p><p>蔚来 4 月份交付车辆 29,356 辆，尽管实现了同比增长，但环比下降约 17.3%。</p><p>为突破当前的行业逆境，公司正集中资源确保战略新车型的顺利上市，包括全新旗舰 SUV 蔚来 ES9 和乐道 L80。</p><p>公司管理层预计，随着新车效应的逐渐显现，这些大型电动 SUV 将推动 5 月和 6 月的交付量稳步反弹并增长。</p><p>分析师还将关注管理层在财报电话会议上对全年盈利目标的重申，以及他们对未来几个月市场需求趋势的最新预测。</p><p>公司此前表示，蔚来将力争在 2026 年实现全年非美国通用会计准则（Non-GAAP）盈利。</p><p><img src="https://imageproxy.pbkrs.com/https://cnevpost.com/wp-content/uploads/2026/04/2026041712021687-768x432.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://cnevpost.com/wp-content/uploads/2026/04/2026041712021687-768x432.jpg"/></p><p>蔚来 CEO 展望第二季度压力，押注 ES9 和 L80 驱动增长</p><p>为突破行业逆境，蔚来计划在第二季度集中资源，确保蔚来 ES9 和乐道 L80 的顺利上市。</p><p>（1 美元 = 6.7963 元人民币）</p>

蔚来

蔚来-SW

华夏中证新能源汽车ETF

华宝智能电动汽车ETF

<p>蔚来（Nio Inc）将于 5 月 21 日发布第一季度财报，此前其车辆交付量达 83,465 辆，超出指引，同比增长 98.3%。在实现首次季度盈利后，投资者迫切希望评估其财务表现。尽管 4 月份交付量有所下滑，但蔚来计划推出 ES9 和 L80 等新车型以提振销量。分析师将在财报电话会议上关注其盈利能力目标及市场需求预测</p>

<blockquote>
<ul>
<li>Nio Inc delivered 83,465 vehicles in the first quarter, beating the upper end of its delivery guidance range.</li>
<li>Investors will closely watch Nio's latest financial performance and margin trends after it achieved a historic first quarterly profit.</li>
</ul>
</blockquote>
<div class="lb-trans"><blockquote>
<ul>
<li>蔚来第一季度交付车辆 83,465 辆，超出其交付指引区间的上限。</li>
<li>在实现历史性的首次季度盈利后，投资者将密切关注蔚来的最新财务表现及利润率趋势。</li>
</ul>
</blockquote></div><p><img src="https://imageproxy.pbkrs.com/https://cnevpost.com/wp-content/uploads/2026/05/2026051109461089.jpg" alt="" original-src="https://cnevpost.com/wp-content/uploads/2026/05/2026051109461089.jpg"/></p>
<p>(A Nio ES9 on display at the Beijing Auto Show in April 2026. Image credit: CnEVPost)</p>
<div class="lb-trans"><p>（2026 年 4 月北京车展上展出的蔚来 ES9。图片来源：CnEVPost）</p></div><p>Nio Inc (NYSE: NIO) announced on Monday that it will report its unaudited first-quarter financial results before the US markets open on May 21.</p>
<div class="lb-trans"><p>蔚来（NYSE: NIO）周一宣布，将于 5 月 21 日美国市场开盘前发布未经审计的第一季度财务业绩。</p></div><p>The company's management will then host an earnings conference call at 8:00 am US Eastern Time on the same day to discuss business updates with investors and analysts.</p>
<div class="lb-trans"><p>随后，公司管理层将于同日美国东部时间上午 8:00 举行财报电话会议，与投资者和分析师讨论业务最新情况。</p></div><p>Investors will closely monitor the Chinese electric vehicle (EV) maker's latest financial performance and margin trends following its historic first quarterly profit.</p>
<div class="lb-trans"><p>在实现历史性的首次季度盈利后，投资者将密切关注这家中国电动汽车（EV）制造商的最新财务表现及利润率趋势。</p></div><p>Join us on  Telegram  or  Google News</p>
<div class="lb-trans"><p>加入我们的 Telegram 或 Google News</p></div><p>In the first quarter of this year, Nio Inc delivered a total of 83,465 vehicles, achieving a strong year-on-year growth of about 98.3%.</p>
<div class="lb-trans"><p>今年第一季度，蔚来共交付车辆 83,465 辆，实现约 98.3% 的强劲同比增长。</p></div><p>This delivery result exceeded the upper end of the company's previous quarterly delivery guidance range of 80,000 to 83,000 vehicles.</p>
<div class="lb-trans"><p>这一交付成绩超出了公司此前给出的 80,000 至 83,000 辆的季度交付指引区间上限。</p></div><p>Nio Inc quarterly deliveries</p>
<div class="lb-trans"><p>蔚来季度交付量</p></div><p>2024  2025  2026</p>
<div class="lb-trans"><p>2024 年 2025 年 2026 年</p></div><p>Despite the impact of the Chinese Chinese New Year holiday and the subsidy transition period in the first quarter, market demand for battery electric models maintained strong growth momentum.</p>
<div class="lb-trans"><p>尽管受到中国春节假期及补贴过渡期的影响，第一季度纯电动车型的市场需求仍保持强劲增长势头。</p></div><p>Prior to this, Nio Inc reported an operating profit of 807.3 million yuan ($118.8 million) in the fourth quarter of 2025.</p>
<div class="lb-trans"><p>此前，蔚来报告 2025 年第四季度营业利润为 8.073 亿元人民币（1.188 亿美元）。</p></div><p>This marked the company's first-ever quarterly profit since its inception, primarily driven by record deliveries of the high-margin ES8 model and proactive cost-control measures.</p>
<div class="lb-trans"><p>这标志着该公司自成立以来首次实现季度盈利，主要得益于高利润率的 ES8 车型交付量创纪录以及积极的成本控制措施。</p></div><p>However, with changes in the macroeconomic environment, the company and its local peers are facing new industry headwinds and persistent sales pressure heading into the second quarter.</p>
<div class="lb-trans"><p>然而，随着宏观经济环境的变化，该公司及其本土同行在进入第二季度时正面临新的行业逆风和持续的销售压力。</p></div><p>Nio Inc delivered 29,356 vehicles in April, which, despite achieving year-on-year growth, represented a month-on-month decline of about 17.3%.</p>
<div class="lb-trans"><p>蔚来 4 月份交付车辆 29,356 辆，尽管实现了同比增长，但环比下降约 17.3%。</p></div><p>To break through the current industry headwinds, the company is concentrating its resources to ensure the smooth launch of strategic new models, including the new flagship SUV Nio ES9 and the Onvo L80.</p>
<div class="lb-trans"><p>为突破当前的行业逆境，公司正集中资源确保战略新车型的顺利上市，包括全新旗舰 SUV 蔚来 ES9 和乐道 L80。</p></div><p>The company's management expects that as the new model effect gradually materializes, these large electric SUVs will drive a steady rebound and increase in deliveries in May and June.</p>
<div class="lb-trans"><p>公司管理层预计，随着新车效应的逐渐显现，这些大型电动 SUV 将推动 5 月和 6 月的交付量稳步反弹并增长。</p></div><p>Analysts will also focus on management's reiteration of the full-year profitability target during the earnings call, as well as their latest forecasts for market demand trends in the coming months.</p>
<div class="lb-trans"><p>分析师还将关注管理层在财报电话会议上对全年盈利目标的重申，以及他们对未来几个月市场需求趋势的最新预测。</p></div><p>The company previously said that Nio Inc will strive to achieve full-year non-GAAP profitability in 2026.</p>
<div class="lb-trans"><p>公司此前表示，蔚来将力争在 2026 年实现全年非美国通用会计准则（Non-GAAP）盈利。</p></div><p><img src="https://imageproxy.pbkrs.com/https://cnevpost.com/wp-content/uploads/2026/04/2026041712021687-768x432.jpg" alt="" original-src="https://cnevpost.com/wp-content/uploads/2026/04/2026041712021687-768x432.jpg"/></p>
<p>Nio CEO sees Q2 pressure, bets on ES9 and L80 to drive growth</p>
<div class="lb-trans"><p>蔚来 CEO 展望第二季度压力，押注 ES9 和 L80 驱动增长</p></div><p>To break through industry headwinds, Nio plans to concentrate resources in the second quarter to ensure the smooth launch of the Nio ES9 and Onvo L80.</p>
<div class="lb-trans"><p>为突破行业逆境，蔚来计划在第二季度集中资源，确保蔚来 ES9 和乐道 L80 的顺利上市。</p></div><p>($1 = 6.7963 yuan)</p>
<div class="lb-trans"><p>（1 美元 = 6.7963 元人民币）</p></div>

Nio to report Q1 earnings on May 21 after deliveries beat guidance

- Nio Inc 第一季度交付 83,465 辆电动车，超过目标范围。  
- 尽管面临市场压力，公司仍预计新车型将推动交付回升。  
- Nio 将于 5 月 21 日发布财报，投资者关注盈利目标与市场需求趋势。

交付量超预期后，蔚来将于5月21日发布第一季度财报