On September 4, 2026, Li Bin, founder of NIO, responded to whether the company would venture into the robotics business. He stated that NIO had invested in several related companies, but the current priority was to ensure the profitability and quality of its automotive business. Although revenue reached 32.137 billion yuan in the second quarter of 2026 (a 69.1% increase year-over-year), and the cost per unit rose by 14,000 yuan compared to the end of last year, it is expected to continue rising in the second half of the year. However, NIO will maintain stable prices to preserve its gross margin. Regarding the robotics business, Li Bin noted that the industry is still in its early stages, and investments in AI computing power face risks of latecomer advantages and the potential for bubble bursting. The painful period of the industry is expected to last about two years, so NIO does not expect to take the lead in this field.
Li Bin, founder of NIO, responded to the robotics business: The company has invested in several companies and is currently focusing on improving its automotive products. NIO’s revenue in the second quarter of 2026 was 32.137 billion yuan, a year-on-year increase of 69.1%; the cost per unit has risen by 14,000 yuan since the end of last year, and it is expected to continue rising in the second half of the year. However, the company will maintain stable prices to maintain its gross margin. Li Bin noted that investments in AI computing power face risks of latecomer advantages and concerns about bubble bursting, and he expects the industry’s painful period to last about two years. Regarding the robotics business, he said that the industry chain is still in its early stages, and NIO cannot expect to be the first; it should first ensure profitability in automotive products.