NASDAQ$NIU

Niu Technologies-ADR · Q1 2025 earnings

Q1 2025 earnings · · Before market open · Investor relations

Briefing

Niu Q1 revenue up 35% to RMB682M on 57% volume surge despite net loss

Niu Technologies reported Q1 2025 revenue of RMB682.0 million, up 35.1% year over year, driven by a 57.4% increase in e-scooter unit sales to 203,313. China sales dominated with 183,065 units (+66.2% YoY) generating RMB546.4 million, while international volumes rose 6.4% to 20,248 units. Net loss improved to RMB38.8 million from RMB54.8 million a year ago, with adjusted net loss of RMB31.4 million and net loss margin of 5.7%. Gross margin was 17.3% versus 18.9% in Q1 2024, pressured by international freight, tariffs and inventory write-downs. Basic and diluted net loss per ADS was RMB0.49 (US$0.07). The company operated 4,119 franchised stores in China and guided Q2 2025 revenue to RMB1,317 million to RMB1,411 million, up 40% to 50% year over year.

  • Revenue RMB682.0M (+35.1% YoY); 203,313 e-scooters sold (+57.4%)
  • Net loss RMB38.8M vs RMB54.8M prior year; adjusted net loss RMB31.4M; loss per ADS RMB0.49
  • China 183,065 units (+66.2%) at RMB546.4M revenue; international 20,248 units (+6.4%)
  • Gross margin 17.3% vs 18.9%; 4,119 franchised stores in China at quarter end
  • Q2 2025 revenue guidance RMB1,317M-RMB1,411M (+40% to +50% YoY)

Headline financials

Total Revenue

¥682M

Previous: ¥70.2M+871.3%
EPS (adj)

-¥0.49

Previous: -¥0.10-390.0%
E-scooters sold

203.3K

No prior period
Gross margin

17.3%

No prior period
Franchised stores in China

4.1K

No prior period
Net Income

-¥38.8M

Previous: -¥7.62M-409.0%
Operating Income

-¥46.6M

Previous: -¥9.64M-383.0%
Gross Profit

¥118M

Previous: ¥13.3M+788.3%

Revenue & EPS history

Niu · Revenue · Quarterly

¥682M

Q1 2025+871.3%vs Q1 2024
Beat estimate in 3 of 14 quarters(21%)
ActualEstimate

Revenue by segment

Niu · ¥682M total across 3 segments · Q1 2025

  • E-scooter sales — China
    ¥546M
  • Accessories, spare parts and services
    ¥75.6M
  • E-scooter sales — International
    ¥60M

Forward guidance

Niu expects Q2 2025 revenue of RMB1,317 million to RMB1,411 million, representing 40% to 50% year-over-year growth.

Tailwinds

  • Strong China volume growth from product and channel expansion
  • NX Pro launch driving pre-order demand

Headwinds

  • International gross margin pressure from tariffs and freight
  • Revenue per e-scooter down 14.2% YoY

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2025

Historical avgQ1 2025

-1.9%

Avg return

Earnings day

-1.5%

Avg return

5 days after

-1.5%

Avg return

30 days after

35%

11 / 31 earnings

Positive

+29.0%

Q4 2024

Best reaction

-19.7%

Q4 2026

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2026-19.7%+1.8%+12.7%
Q3 2025-6.5%-15.2%-24.4%
Q2 2025+2.1%+32.0%+7.4%
Q1 2025-12.5%+5.7%+1.3%
Q4 2024+29.0%+42.3%+5.9%
Q3 2024-8.0%-7.0%-13.1%
Q2 2024+1.1%+0.0%-1.1%
Q1 2024-13.4%-15.9%-25.5%
Q4 2023-1.7%-5.6%+15.2%
Q3 2023+8.9%+0.0%-9.3%
Q2 2023-10.6%-18.0%-19.9%
Q1 2023+8.1%-2.5%+0.2%
Q4 2022-6.3%-3.5%-7.3%
Q3 2022-13.9%-7.4%+56.4%
Q2 2022-7.4%-15.9%-29.2%
Q1 2022-11.3%-1.0%-1.5%
Q4 2021-10.6%-20.0%-0.9%
Q3 2021-15.4%-17.8%-33.9%
Q2 2021+14.4%+17.2%+26.3%
Q1 2021+3.4%+4.2%+9.5%
Q4 2020+14.8%+24.1%+8.9%
Q3 2020-7.4%-11.6%-17.5%
Q2 2020-3.3%-3.1%-3.5%
Q1 2020+17.0%+11.4%+43.5%
Q4 2019+2.4%-10.9%-9.2%
Q3 2019-0.3%+0.6%-4.0%
Q2 2019-6.8%-14.2%-6.0%
Q1 2019+0.0%-2.1%-27.8%
Q4 2017-8.0%-18.1%-25.8%
Q4 2018-3.1%-3.2%+41.0%
Q3 2018+5.9%+6.1%-15.5%
Q2 2018
Q1 2018
Q3 2017
Q2 2017
Q1 2017

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