After 11 years of burning cash, the brand forecasts a billionaire gain in yuan in the 4th quarter of 2025; understand the strategy
Chinese automaker Nio is about to break a historic barrier: eleven years after its founding, the company plans to end the fourth quarter of 2025 with its first operating profit in history. The financial turnaround, eagerly awaited by the market, signals the maturity of the manufacturer’s operation in a global scenario of intense competition among electric vehicles.
According to the preliminary assessment released by the company, based on unaudited statements, the estimate is for an adjusted operating profit (Non-GAAP) that should range between 700 million and 1.2 billion yuan (approximately US$ 100 million to US$ 170 million). Even under the strictest accounting criteria (GAAP), the projection remains in the green, standing between 200 million and 700 million yuan ($29 million to $100 million).
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The reversal of the loss scenario is attributed to a strategic tripod: sustained growth in sales volume at the end of 2025, optimization of gross margin favored by a more profitable product mix and a rigorous operational efficiency and cost-cutting program.
In the portfolio, the sales dynamics underwent an important change for cash. After the initial peak in registrations of the Onvo L90, a volume-oriented sub-brand model, the ES8 luxury SUV took the lead. The commercial performance of this top-of-the-line model was decisive in raising the average ticket and ensuring the profitability necessary for the positive closing of the quarter. Official confirmation of the numbers should take place in the coming weeks, consolidating the new phase of the “Chinese Tesla”.
