During a recent public event, Li Bin, founder, chairman, and CEO of NIO, addressed widespread market speculation about whether the company can achieve profitability in Q4 2025. He stated that NIO has established a clear path toward profitability and is steadily progressing through three core strategies: improving gross margins, optimizing cost structures, and scaling vehicle deliveries. Li emphasized that the upcoming deliveries of new models like the ET9 and EC6, along with recurring revenue from Battery as a Service (BaaS) and its battery swap network, are significantly enhancing operational efficiency. He noted that 2024 is a pivotal year for NIO’s “efficiency improvement and cost reduction” initiatives, laying a solid foundation for achieving quarterly profitability in 2025. Despite intense competition and ongoing price wars in the EV market, Li remains optimistic about meeting the Q4 2025 profitability target, describing it not just as a financial milestone but as a critical indicator of the company’s long-term health.It’s worth noting that since its 2018 IPO, NIO has yet to report annual profitability. However, its vehicle gross margin has improved consistently over recent quarters, surpassing 15% in Q4 2023. Market analysts believe that if NIO maintains its current pace of cost control and improves production utilization, achieving profitability by Q4 2025 is feasible.
在近期的一次公开活动中，蔚来汽车创始人、董事长兼CEO李斌就市场广泛关注的‘蔚来能否在2025年第四季度实现盈利’问题作出回应。他表示，公司已制定清晰的盈利路径，并正在通过提升毛利率、优化成本结构和扩大销量三大核心策略稳步推进。李斌强调，随着新车型如ET9和EC6的陆续交付，以及电池租用服务（BaaS）和换电网络带来的持续收入，蔚来的整体运营效率正显著改善。他还指出，2024年是蔚来‘提效降本’的关键一年，为2025年实现季度盈利奠定坚实基础。尽管外部竞争激烈、价格战持续，李斌对达成2025年Q4盈利目标仍持乐观态度，并称这不仅是财务目标，更是企业长期健康发展的关键里程碑。值得注意的是，蔚来自2018年上市以来尚未实现全年盈利，但其毛利率已连续多个季度改善，2023年第四季度整车毛利率回升至15%以上。市场分析人士认为，若蔚来能维持当前的成本控制节奏并提升产能利用率，2025年四季度盈利具备可行性。
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