B[NIO: 37,408 new cars were delivered in September, a year-on-year increase of 7.7%] According to data released by NIO on October 1, 37,408 new cars were delivered in September, a year-on-year increase of 7.7%. Among them, the Weilai brand delivered 21,318 new cars, a year-on-year increase of 55.3%; the Ledo brand delivered 8,763 new cars; and the firefly brand delivered 7,327 new cars, a year-on-year increase of 26.9%. In the first three quarters of 2026, NIO delivered a total of 300,301 new vehicles, a year-on-year increase of 49.2%. B[Hang Seng Technology Index closed down 1.1% and the optical communications sector rebounded] On September 29, Hong Kong’s Hang Seng Index closed down 0.48% to 24523.57 points, and the Hang Seng Technology Index closed down 1.08% to 4249.62 points. The optical communications sector rebounded, with YOFC Optical Fiber and Cable rising by over 7%, Cambridge Technology rising by 5%, and Zhongji InnoLight rising by over 3%. Heavyweight technology stocks fell collectively, with Tencent and Meituan falling about 2%, and Alibaba falling more than 1%. Automobile stocks fell, with NIO down 5%, Xpeng Group down 4%, and WeRide down nearly 3%. B[Geely Holding Group and NIO have reached a strategic cooperation to jointly build a battery charging and energy replenishment ecosystem] On September 28, Geely Holding Group and NIO reached a strategic cooperation today. The two parties will further deepen the implementation of strategic cooperation in the field of charging and swapping, integrate their respective advantageous resources in the fields of charging and swapping infrastructure construction, technology research and development, operation services, etc., jointly promote the open sharing and industrial collaboration of China's new energy vehicle charging and swapping system, and accelerate the scale and market-oriented development of the charging and swapping system. On September 23, Geely Automobile Group officially released the new generation AI energy replenishment technology "Geely Smart Charging". Relying on the industry's first full-scale energy model "Xing Rui PowerMind Energy Brain" jointly developed by Geely and Step Star, it can achieve a peak charging power of 2.2 megawatts (2250 kilowatts) per gun, the maximum temperature is always lower than 65°C, and the battery cycle life is increased by more than 20%. The signing of a strategic cooperation framework agreement between Geely Holding and NIO is a key move for Geely to further open up and collaborate on AI smart charging capabilities and battery swap ecology under the strategy of "all-area AI, all-area security". B[NIO Technology (Anhui) Co., Ltd. recalls some Firefly pure electric vehicles] On September 18, NIO Technology (Anhui) Co., Ltd. filed a recall plan with the State Administration for Market Regulation in accordance with the requirements of the "Regulations on the Recall Management of Defective Automobile Products" and the "Implementation Measures of the Regulations on the Recall Management of Defective Automobile Products". Recall number S2026M0114V: Starting from now, some Firefly pure electric vehicles produced between March 20, 2026 and April 2, 2026 will be recalled, a total of 686 vehicles. For some vehicles within the scope of this recall, due to abnormal manufacturing process fluctuations, the steering column torque sensor wiring harness may interfere with the sensor rotor. In extreme cases, the sensor signal may be abnormal, the electronic steering system fault light may illuminate, and the steering assist may fail, posing safety risks. B[NIO Li Bin: The automobile industry has entered the most brutal stage of the finals and the profits of the entire industry continue to be under pressure] On September 4th, NIO Chairman and CEO Li Bin said in an interview that the automobile industry has now entered the middle and back end of the marathon and the most cruel stage of the finals. The profits of the entire industry continue to be under pressure, with sales profit margins and manufacturing profit margins at low levels. In the second quarter, the cost of bicycles increased by 14,000 yuan compared with the end of last year, which is equivalent to an additional cost pressure of 1.5 billion yuan in one quarter. Li Bin revealed that in the first quarter, there was still some inventory buffer cost from last year, and in the second quarter, cost pressure has fully emerged. It is expected that the cost of a bicycle will continue to rise by 2,000 to 3,000 yuan in the second half of the year, a total increase of 16,000 to 17,000 yuan compared with the end of last year. Among them, the price increase of memory contributed about 10,000 yuan, the price increase of batteries contributed 3,000 to 4,000 yuan, and the rest came from the price increase of bulk materials. Car companies have little room for negotiation on this part of the cost. (Mijing.com) B[NIO Qu Yu: It is expected that the cost of a single vehicle will continue to rise by 2,000-3,000 yuan in the second half of the year] On September 1, Qu Yu, chief financial officer of NIO, said at the company's semi-annual results meeting today that there is greater pressure on the cost side this year. Starting in March, the costs of memory, bulk materials and batteries have all increased. In the second quarter, the cost of a single vehicle has increased by an average of about 14,000 yuan compared with the end of last year. There is a risk that material costs will continue to rise in the second half of the year, and are expected to be between 2,000 and 3,000 yuan. "Weilai's goal is that the gross profit of bicycles in the third and fourth quarters can maintain the level of the second quarter." (Reporter Xu Hao)
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