NIO's July delivery numbers just dropped - 21,017 vehicles delivered, up 2.53% year-over-year. But while everyone debates whether this is good or bad, they're missing the massive story happening behind the scenes.WHAT THE JULY NUMBERS ACTUALLY REVEAL:✅ NIO main brand: 12,675 units (down 38% YoY - but here's why that's actually bullish)✅ Onvo delivered 5,976 units ahead of the L90 official launch✅ Firefly: 2,366 units in its early rollout phase✅ Total 2025 deliveries: 135,167 vehicles (up 25.24% YoY)THE REAL STORY BEHIND THE NUMBERS:Onvo L90 launched at 265,800 yuan with immediate delivery starting in 44 citiesTest drive fleet expanded from 600 to 1,000 vehicles due to overwhelming demandPolestar's epic China failure (69 vehicles sold in 6 months) proves NIO's strategy worksAI revolution reshaping the entire Chinese EV competitive landscapeThis deep dive goes beyond surface-level delivery analysis to uncover the business strategy, competitive positioning, and market dynamics that will drive NIO's next major move.DISCLAIMER: Educational content only. Not financial advice. Do your own research before investing.KEYWORDS: NIO July deliveries, NIO stock analysis, Onvo L60, Chinese EV deliveries July 2025, NIO earnings, EV delivery numbers, NIO vs competition, Chinese electric vehicles

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