$NIO Inc (NIO.US)$ NIO's third brand, Firefly, will be launc...

$NIO Inc (NIO.US)$ NIO's third brand, Firefly, will be launched on December 21! It can share NIO's services and battery swap system
Electric Bang 1 hour ago
In recent days, NIO released a major news at the National Partner Conference: NIO’s third brand “Firefly” will be launched on NIO Day on December 21.
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As another new brand under NIO, Firefly will share NIO's service system, including the core battery swap service.
As early as three or four years ago, NIO had already explored joint ventures with mainstream domestic car companies, but NIO appeared as an investor and design solution provider. Without the support of battery swap technology, NIO obviously lacked soul. Now, both the second brand Ledao and the upcoming Firefly have firmly taken the shared battery swap system as the core, which is the right way.
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Some time ago, the highly camouflaged spy photos of the Firefly brand model were exposed. The new car is expected to be positioned as an A-class car, and the price is expected to drop to the 100,000-200,000 yuan range. For NIO, whose size is basically anchored in the C-class, the third brand Firefly will undoubtedly reach a wider mainstream consumer group.
Before NIO started battery swapping for mass-produced A-class cars, the B-end charging represented by Aulton was mainly for online car-hailing services mainly for A-class cars. Therefore, the value of Firefly is also reflected. Do you see the hope that you can buy a "battery swap car for home use" for hundreds of thousands of yuan?
Battery swapping - the cornerstone of the brand
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As of September 27, NIO has deployed 2,534 battery swap stations across the country, including 851 high-speed battery swap stations. In addition, NIO has built 4,006 charging stations, 23,460 charging piles, and 1,086,000+ third-party charging piles across the country.
At present, NIO has formed a "7 horizontal and 7 vertical" battery swap network layout: 7 longitudinal high-speed battery swap networks including G1 Beijing-Harbin Expressway, G2 Beijing-Shanghai Expressway, G3 Beijing-Taipei Expressway, G4 Beijing-Hong Kong-Macao Expressway, G5 Beijing-Kunming Expressway, G15 Shenyang-Haikou Expressway, and G45 Daguan Expressway Beijing-Guangzhou Section; and 7 horizontal high-speed battery swap networks including G6 Beijing-Tibet Expressway Beijing-Inner Mongolia Section, G20 Qingdao-Yinchuan Expressway, G30 Lianhuo Expressway Jiangsu-Shaanxi Section, G40 Shanghai-Shaanxi Expressway, G42 Shanghai-Chengdu Expressway, G50 Shanghai-Chongqing Expressway, and G60 Shanghai-Kunming Expressway Shanghai-Hunan Section.
Especially before the National Day holiday, the high-speed battery swap network of the Beijing-Inner Mongolia section of the G6 Beijing-Tibet Expressway was just opened, supplementing this large territory. The G6 Beijing-Tibet Expressway Beijing-Inner Mongolia section has a total length of 493 kilometers and has 5 battery swap stations, passing through Beijing, Zhangjiakou, Ulanqab, Hohhot and other cities.
Later, NIO also plans to build a high-speed battery swap network covering "9 vertical, 9 horizontal and 19 major cities".
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NIO plans to achieve "charging in every county" by June 30, 2025, covering all county-level administrative regions in the country and popularizing battery swapping in 13 provincial administrative regions.
Starting from 2026, NIO plans to further tackle more provincial administrative regions, with the goal of expanding the coverage of battery swapping in all counties to 2,800+ provincial administrative regions.
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Currently, NIO’s charging network serves 200+ brands and has more than 6 million registered users.
With the improvement of the "charging network", 20 brands have reached strategic cooperation on charging, including Hongqi, Changan, Shenlan, Xiaopeng, Aion, Haobo, Trumpchi, Hongmeng Intelligent Driving, Geely, Geely Galaxy, Lynk & Co, Zeekr, Lotus, smart, Polestar, Jiyue, Cadillac, Buick, Zhiji, and Mengshi.
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NIO will also reach strategic cooperation on battery swapping with seven brands, including FAW, Changan, GAC, Geely, Chery, JAC, and Lotus.
Next, NIO hopes to continue to expand the scale of its "power-up friend circle". The first step is for NIO Energy and Zhongan Energy to jointly promote the construction of 1,000 integrated storage, charging and swapping stations.
How is Le Dao doing these days?
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In Q3 this year, NIO delivered 61,023 new cars, setting a new record for single-quarter delivery. Ledao L60 has not yet been launched, and the new car was only delivered on September 28. In the few days before the National Day holiday, 832 new cars were delivered.
So far, Ledao has set up 125 stores nationwide, covering 57 cities, and production and delivery will be accelerated in October. It is understood that Ledao L60 has received 65,000+ orders on September 24. It is believed that Ledao L60, which has a high topic index, is capable of delivering a good answer.
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In July, NIO’s first fourth-generation battery swap station was officially put into operation in Shenzhen. The new generation of battery swap stations will support independent battery swapping for multiple brands and models, bringing efficient battery swapping services to NIO and Ledao users.
Ledao Automobile said that by the end of this year, Ledao will be able to share more than 1,000 battery swap stations (third-generation and fourth-generation battery swap stations). NIO has gradually started to transform the third-generation battery swap stations, and after completion, Ledao L60 will be further shared.
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Every year, NIO releases the latest technologies and products at NIO Day. As time goes by, it has become increasingly difficult for car companies to launch new technologies that instantly shock the eyes. The era of car companies playing all kinds of trump cards seems to have quietly passed, mainly because the current new energy vehicle users have seen everything and are no longer surprised by anything.
However, NIO's new brand is still very attractive. After all, NIO is basically the only one in the C-end battery swap field. After the miraculous expansion of the charging and battery swapping map, the survival of the battery swapping system is also related to the health of the industry.
With the third brand Firefly, the survival of NIO's battery swap seems to be more secure. I believe that the new brand will also become the core highlight of this year's NIO Day, which is worth looking forward to.