NIO Inc.

NIOcustomer

NIO is a leading Chinese premium electric vehicle manufacturer distinguished by its innovative battery-swap technology and premium user experience. The company operates over 2,400 battery swap stations across China and is expanding into Europe, offering a unique ownership model through Battery-as-a-Service.

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产品与营收

产品营收占比

营收构成 ($8.4B)

静态数据（加载实时财务…）

Vehicle Sales (85%)

BaaS & Power Services (10%)

Other (Accessories, NIO Life) (5%)

业务板块构成与主要客户

产品详情

ES/EC SUV Series50%

Premium electric SUVs (ES8, ES6, EC7, EC6) with battery swap capability

ET Sedan Series35%

Executive electric sedans (ET7, ET5, ET5 Touring) competing with BMW/Mercedes

Battery-as-a-Service (BaaS)15%

Battery swap network and subscription service reducing upfront EV cost

供应链关系

主要供应商

CATL (Contemporary Amperex Technology)

EV battery packs

影响: Critical — primary battery supplier

NVIDIA Corporation

DRIVE Orin chips for autonomous driving

影响: Key ADAS silicon supplier

竞争对手

Tesla, Inc.

Premium EV sedan/SUV market

影响: Direct competition in China

宏观与市场背景

EV / 배터리行业新闻

리튬 가격 바닥권 — 기관 역발상 매집, 중장기 반등 베팅

리튬 탄산 현물가

$11.5/kg

글로벌 EV 보급률

18% → 25% (2026E)

배터리 팩 가격

$112/kWh

중국 EV 수출 성장

+42% YoY

近期催化剂

◆ALB Q1 실적 및 리튬 생산 가이던스 (2026.05)◆Tesla 배터리 데이 2026◆IRA 보조금 검토 결과 발표

AI 分析

点击「获取 AI 分析」以获得 NIO Inc. 的 AI 供应链分析。

企业信息

总部

Shanghai, China

成立时间

2014

员工人数

32,000+

官网

nio.com

行业概况 — EV / 배터리

行业新闻