Niu Technologies (STU:0O9)

Q1 2025 NIU Technologies Earnings Call Transcript

May 19, 2025 / 12:00PM GMT

Release Date Price: €2.97 (-1.66%)

Transcript

Key Points

Positve

Niu Technologies (NIU) achieved a significant 57.4% year-over-year growth in total sales volume for Q1 2025.
The company reported a 35% increase in total revenue, reaching RMB682 million compared to the same period last year.
Gross margin improved to 17.3%, a 4.9% year-over-year increase, driven by cost reductions and product standardization.
Niu Technologies (NIU) expanded its retail footprint by opening 384 new stores, focusing on tier 3 and tier 4 cities in China.
The company anticipates a 40% to 50% year-over-year revenue increase for Q2 2025, indicating strong future growth prospects.

Negative

Niu Technologies (NIU) reported a net loss of RMB39 million for Q1 2025, although this was an improvement from the previous year's loss.
The average selling price (ASP) in China decreased due to a shift in product mix, impacting revenue per unit.
Overseas gross margins were negatively affected by US tariffs, elevated freight costs, and aged inventory write-downs.
The micro-mobility market, including kick scooters and e-bikes, experienced flat volume growth and delayed profitability turnaround.
Cash position decreased to RMB963 million at the end of Q1 2025, down from RMB1.1 billion the previous year.

Operator

Good day ladies and gentlemen, thank you for standing by and welcome to the NIU Technologies First Quarter 2025 Earnings Conference Call. (Operator Instructions) Now, I will return the call over to Ms. Kristal Lee, Investor Relations Manager of NIU Technologies. Ms. Lee, please go ahead.

Kristal Li

NIU Technologies - Investor Relations Manager

Thank you, operator. Hello, everyone. Welcome to today's conference call to discuss NIU Technologies with us for the first quarter 2025. The earnings press release, corporate presentation and financial spreadsheets have been posted on our investor relations website. This call is seeing webcast from our company's IR's as well, and a replay of the call will be available soon.

Please note, today's discussion will contain forward-looking statements made under the Safe Harbor provisions of the US Private Security Litigation Reform Act of 1995. Forward-looking statements involves risks, uncertainties, assumptions, and other factors. The company's actual result may be materially different from those expressed today.

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