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Will NIO Hit 72,000 Deliveries? | December Crunch Time Analysis - NIO stock



NIO is racing against time to meet its Q4 delivery guidance of 72,000–75,000 units, requiring record-breaking December sales of over 30,000 vehicles. With 18,730 vehicles registered between December 2nd and 22nd, aggressive discounts, trade-in offers, and battery swap subsidies are driving a surge in sales. Reports indicate record-high orders, supported by eased supply chain issues and improved delivery rates. However, challenges remain, as NIO must sustain its current pace and navigate customer hesitations about upgrading to NT 2.0 models. Success in meeting the guidance would boost investor confidence, while falling short could weigh on market sentiment.




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