NIO's Li Bin's latest internal speech: Strive to achieve full-year profitability under Non-GAAP standards by 2026

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On the afternoon of February 9th, NIO held an all-hands meeting internally. During the meeting, NIO founder, Chairman, and CEO Li Bin stated that 2025 will be an extraordinary year for NIO, and the team has achieved the “impossible task.” On February 5th, NIO released its Q4 2025 earnings forecast, expecting an adjusted operating profit (non-GAAP, excluding share-based compensation expenses) of 700 million to 1.2 billion yuan. Li Bin said that going forward, the company will continue to resolutely invest in technology and product development, while improving R&D efficiency; continue to expand charging and swapping infrastructure and sales service networks; and persist in implementing organization-wide operational reforms centered on creating user value, aiming to achieve full-year profitability under non-GAAP measures by 2026. (Yicai)

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