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<Research>Nomura: NIO's 1Q25 Results Largely in Line, But Challenges Remain Ahead
NIO (NIO.US) posted revenue of RMB12 billion in 1Q25, up 21% YoY but down 39% QoQ, slightly below previous guidance and market expectations, according to Nomura's research repo...
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<Research>Nomura: NIO's 1Q25 Results Largely in Line, But Challenges Remain Ahead
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NIO (NIO.US)      posted revenue of RMB12 billion in 1Q25, up 21% YoY but down 39% QoQ, slightly below previous guidance and market expectations, according to Nomura's research report. The company's vehicle deliveries reached 42,100 units, up 40% YoY but down 42% QoQ, in line with guidance. It also recorded a net loss of RMB6.9 billion in 1Q25, which increased by 31% YoY or 3% QoQ, edging up from the record high in 4Q24.

In terms of revenue, NIO has guided for 2Q25 revenue in the range of RMB19.5-20.1 billion, marking a potential YoY rise of 12-15%. Based on this, Nomura estimated the average selling price per vehicle in 2Q25 to be around RMB228,000, down 4% from RMB236,000 in 1Q, mainly due to increased contributions from the Onvo and Firefly brands. Given the financial challenges ahead, the company will remain focused on improving gross margin rather than delivery volume as its top priority.

Related NewsCICC Maintains Outperform for NIO-SW as 1Q Results In Line
In light of the uncertainties in business operations and financial conditions, as well as the relatively low valuation, Nomura maintained a Neutral rating on NIO, with a target price unchanged at USD5.
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