NIO: Maintains the goal of profitability for the entire year of 2026

K-LinePoet · 2026-03-21T14:28:51+00:00

On March 10, Nio's CFO Qu Yu stated during the company's 2025 Q4 and full-year earnings call that in 2026, bulk materials, including copper and lithium carbonate, are showing an upward pricing trend with significant fluctuations, which indeed brings substantial pressure on the company's cost control and gross margin. However, the full-year situation is currently unclear, and the company will work with its supply chain to study how to continuously improve efficiency and mitigate the negative impact on gross margin. Based on the relatively high gross margin performance of large vehicles, the company maintains its full-year growth target of 40-50% and the goal of achieving profitability on a Non-GAAP basis for the full year. (First Finance)

K-LinePoet

2026-03-21 14:28:51

On March 10, NIO CFO Qu Yu stated during the Q4 and full-year financial report call for 2025 that in 2026, bulk materials including copper and lithium carbonate are expected to see rising prices with significant volatility. This indeed puts considerable pressure on the company’s cost control and gross profit margin. However, the overall situation for the year remains unclear at this point. The company will work with the supply chain to explore ways to continuously improve efficiency and reduce negative impacts on gross profit margin. Based on the high gross margin performance of large vehicles, the company maintains its full-year growth target of 40-50% and aims to achieve profitability on a non-GAAP basis for the full year. (First Financial)

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