智通财经APP获悉，蔚来-SW(09866)盘中涨超5%，截至发稿，涨4.77%，报52.75港元，成交额1.59亿港元。
消息面上，据《21汽车·一见Auto》独家获悉，10月17日下午，蔚来召开了一次内部会议，会上，蔚来创始人、董事长、CEO李斌分享了2025年四季度的个人VAU。此次会议上，李斌再次表示，四季度盈利目标必须实现。李斌将这一目标拆解为三项具体行动：做好重点车型营销、供应链保供与降本、按时交付高质量软件版本。
今年9月，蔚来公司交付新车34,749台，创下月度新纪录，同比增长64%。其中，蔚来品牌交付新车13,728台；乐道品牌交付新车15,246台；firefly萤火虫品牌交付新车5,775台。开源证券此前指出，L90、ES8有望驱动2025H2销量势能反转、2025Q4或为销量拐点。
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