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Posted by
Two Blokes Jul 15 -
Filed in
Stock
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NIO's well-diversified pricing strategy has paid off extremely well, as observed in the growing mass market sales by early July 2025 despite the suspended EV subsidies. These well balance the declining sales for its premium models, as the management continues to expand the annualized manufacturing capacity to 1M by Q4'25. Given that NIO's FQ4'25 profitability guidance is highly contingent on an ambitious >50K monthly deliveries, readers may want to closely monitor its near-term execution.