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2025-09-17 13:03:12
[Deutsche Bank: Maintain NIO's buy rating, the new ES8 is officially launched and deliveries are expected to accelerate] Deutsche Bank expects that NIO (NIO.N) will see an acceleration in weekly deliveries after the final pricing of the new ES8 SUV is announced on September 20. Analyst Bin Wang predicts that the actual selling price of the ES8 will be RMB 7,000-17,000 lower than the pre-sale price. The company's guidance shows that the production capacity of this model can reach 10,000 units in October and will increase to 15,000 units in December. Wang pointed out that thanks to the newly launched Ledao L90 pure electric SUV, NIO's sales in the second week of September increased by 36% year-on-year. As battery supply improves, Ledao brand sales are expected to grow further. Wang added that weekly deliveries are expected to increase significantly as some potential consumers postpone their purchase decisions while waiting for the final pricing of the ES8. Deutsche Bank maintained a "buy" rating on the stock.
