NASDAQ$NIU

Niu Technologies-ADR · Q2 2025 earnings

Q2 2025 earnings · · Before market open · Investor relations

Briefing

Q2 revenue up 34% to RMB 1.26B as China e-scooter volumes surge 54%

Niu Technologies returned to profitability in Q2 2025 with revenue of RMB 1,255.7 million, up 33.5% year over year, driven by a 36.7% increase in e-scooter unit sales to 350,090. Net income was RMB 5.9 million versus a net loss of RMB 24.9 million in Q2 2024, while adjusted net income reached RMB 13.7 million. China sales dominated with 318,719 units (+53.6% YoY) generating RMB 1,056.9 million, while international volumes fell 35.5% to 31,371 units. Gross margin improved to 20.1% from 17.0% on product mix and cost-reduction initiatives, though higher marketing spend during China's e-commerce peak season lifted operating expenses 38%. Basic EPS per ADS was RMB 0.07 (US$0.01).

  • Revenue RMB 1,255.7M (+33.5% YoY); net income RMB 5.9M vs net loss RMB 24.9M prior year
  • 350,090 e-scooters sold (+36.7%); China 318,719 units (+53.6%), international 31,371 (-35.5%)
  • Gross margin 20.1% vs 17.0%; adjusted net income RMB 13.7M; basic EPS per ADS RMB 0.07
  • 4,304 franchised stores in China; selling/marketing spend up 68% on online festival promotions
  • Cash and equivalents plus term deposits RMB 1,226.6M as of June 30, 2025

Headline financials

Total Revenue

¥1.26B

Previous: ¥130M+867.0%
EPS (adj)

¥0.04

Previous: -¥0.04+200.0%
E-scooters sold

350.1K

No prior period
Gross margin

20.1%

No prior period
Franchised stores in China

4.3K

No prior period
Net Income

¥5.9M

Previous: -¥3.44M+271.5%
Operating Income

-¥12.5M

Previous: -¥4.44M-180.8%
Gross Profit

¥252M

Previous: ¥22M+1045.1%

Revenue & EPS history

Niu · Revenue · Quarterly

¥1.26B

Q2 2025+867%vs Q2 2024
Beat estimate in 3 of 14 quarters(21%)
ActualEstimate

Revenue by segment

Niu · ¥1.26B total across 3 segments · Q2 2025

  • E-scooter sales — China
    ¥1.06B
  • E-scooter sales — International
    ¥103M
  • Accessories, spare parts and services
    ¥95.7M

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 Q2 2025

Historical avgQ2 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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