$NIO(NIO.US) There are rumors that the 26 subsidy is back these two days. Regardless of whether it's true or not, this will inevitably cause some consumers to continue to wait and see. I checked with fellows from two NIO Houses in Shanghai, and the order situation is not ideal. It's a bit difficult to achieve the guidance of 43K in December. Even if ES8 delivers 20K, L90 and 5566 are likely to decline further compared to November. 2025 is basically like this.

Let's make a prediction for December

Nio

ES8 18K

5566 & others 7K

Onvo

L60 5K

L90 5K

Firefly 6K

Total 41K, deliveries hit a record high, but the guidance won't be achieved.

Hope to surprise me by proving me wrong