<blockquote>
<ul>
<li>蔚來第一季度交付車輛 83,465 輛，超出其交付指引區間的上限。</li>
<li>在實現歷史性的首次季度盈利後，投資者將密切關注蔚來的最新財務表現及利潤率趨勢。</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 月北京車展上展出的蔚來 ES9。圖片來源：CnEVPost）</p><p>蔚來（NYSE: NIO）週一宣佈，將於 5 月 21 日美國市場開盤前發佈未經審計的第一季度財務業績。</p><p>隨後，公司管理層將於同日美國東部時間上午 8:00 舉行財報電話會議，與投資者和分析師討論業務最新情況。</p><p>在實現歷史性的首次季度盈利後，投資者將密切關注這家中國電動汽車（EV）製造商的最新財務表現及利潤率趨勢。</p><p>加入我們的 Telegram 或 Google News</p><p>今年第一季度，蔚來共交付車輛 83,465 輛，實現約 98.3% 的強勁同比增長。</p><p>這一交付成績超出了公司此前給出的 80,000 至 83,000 輛的季度交付指引區間上限。</p><p>蔚來季度交付量</p><p>2024 年 2025 年 2026 年</p><p>儘管受到中國春節假期及補貼過渡期的影響，第一季度純電動車型的市場需求仍保持強勁增長勢頭。</p><p>此前，蔚來報告 2025 年第四季度營業利潤為 8.073 億元人民幣（1.188 億美元）。</p><p>這標誌着該公司自成立以來首次實現季度盈利，主要得益於高利潤率的 ES8 車型交付量創紀錄以及積極的成本控制措施。</p><p>然而，隨着宏觀經濟環境的變化，該公司及其本土同行在進入第二季度時正面臨新的行業逆風和持續的銷售壓力。</p><p>蔚來 4 月份交付車輛 29,356 輛，儘管實現了同比增長，但環比下降約 17.3%。</p><p>為突破當前的行業逆境，公司正集中資源確保戰略新車型的順利上市，包括全新旗艦 SUV 蔚來 ES9 和樂道 L80。</p><p>公司管理層預計，隨着新車效應的逐漸顯現，這些大型電動 SUV 將推動 5 月和 6 月的交付量穩步反彈並增長。</p><p>分析師還將關注管理層在財報電話會議上對全年盈利目標的重申，以及他們對未來幾個月市場需求趨勢的最新預測。</p><p>公司此前表示，蔚來將力爭在 2026 年實現全年非美國通用會計準則（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>蔚來 CEO 展望第二季度壓力，押注 ES9 和 L80 驅動增長</p><p>為突破行業逆境，蔚來計劃在第二季度集中資源，確保蔚來 ES9 和樂道 L80 的順利上市。</p><p>（1 美元 = 6.7963 元人民幣）</p>

蔚來

蔚來-SW

華夏中證新能源汽車ETF

華寶智能電動汽車ETF

<p>蔚來（Nio Inc）將於 5 月 21 日發佈第一季度財報，此前其車輛交付量達 83,465 輛，超出指引，同比增長 98.3%。在實現首次季度盈利後，投資者迫切希望評估其財務表現。儘管 4 月份交付量有所下滑，但蔚來計劃推出 ES9 和 L80 等新車型以提振銷量。分析師將在財報電話會議上關注其盈利能力目標及市場需求預測</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>蔚來第一季度交付車輛 83,465 輛，超出其交付指引區間的上限。</li>
<li>在實現歷史性的首次季度盈利後，投資者將密切關注蔚來的最新財務表現及利潤率趨勢。</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 月北京車展上展出的蔚來 ES9。圖片來源：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>蔚來（NYSE: NIO）週一宣佈，將於 5 月 21 日美國市場開盤前發佈未經審計的第一季度財務業績。</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>隨後，公司管理層將於同日美國東部時間上午 8:00 舉行財報電話會議，與投資者和分析師討論業務最新情況。</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>在實現歷史性的首次季度盈利後，投資者將密切關注這家中國電動汽車（EV）製造商的最新財務表現及利潤率趨勢。</p></div><p>Join us on  Telegram  or  Google News</p>
<div class="lb-trans"><p>加入我們的 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，蔚來共交付車輛 83,465 輛，實現約 98.3% 的強勁同比增長。</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>這一交付成績超出了公司此前給出的 80,000 至 83,000 輛的季度交付指引區間上限。</p></div><p>Nio Inc quarterly deliveries</p>
<div class="lb-trans"><p>蔚來季度交付量</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>儘管受到中國春節假期及補貼過渡期的影響，第一季度純電動車型的市場需求仍保持強勁增長勢頭。</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，蔚來報告 2025 年第四季度營業利潤為 8.073 億元人民幣（1.188 億美元）。</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>這標誌着該公司自成立以來首次實現季度盈利，主要得益於高利潤率的 ES8 車型交付量創紀錄以及積極的成本控制措施。</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，隨着宏觀經濟環境的變化，該公司及其本土同行在進入第二季度時正面臨新的行業逆風和持續的銷售壓力。</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>蔚來 4 月份交付車輛 29,356 輛，儘管實現了同比增長，但環比下降約 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>為突破當前的行業逆境，公司正集中資源確保戰略新車型的順利上市，包括全新旗艦 SUV 蔚來 ES9 和樂道 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>公司管理層預計，隨着新車效應的逐漸顯現，這些大型電動 SUV 將推動 5 月和 6 月的交付量穩步反彈並增長。</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>分析師還將關注管理層在財報電話會議上對全年盈利目標的重申，以及他們對未來幾個月市場需求趨勢的最新預測。</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，蔚來將力爭在 2026 年實現全年非美國通用會計準則（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>蔚來 CEO 展望第二季度壓力，押注 ES9 和 L80 驅動增長</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>為突破行業逆境，蔚來計劃在第二季度集中資源，確保蔚來 ES9 和樂道 L80 的順利上市。</p></div><p>($1 = 6.7963 yuan)</p>
<div class="lb-trans"><p>（1 美元 = 6.7963 元人民幣）</p></div>

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

- Nio Inc 第一季度交付 83,465 輛電動車，超過目標範圍。  
- 儘管面臨市場壓力，公司仍預計新車型將推動交付回升。  
- Nio 將於 5 月 21 日發佈財報，投資者關注盈利目標與市場需求趨勢。

交付量超預期後，蔚來將於5月21日發佈第一季度財報