NIO Inc. reported that it delivered 29,356 vehicles in April 2026, a 22.8% year‑over‑year increase. The deliveries were split among the company’s three brands: 19,024 units from the NIO brand, 5,352 from ONVO, and 4,980 from FIREFLY, bringing cumulative deliveries to 1,110,413 as of April 30.
On April 23, the all‑new ES8 reached 100,000 cumulative deliveries in just 215 days, setting a new record for premium battery‑electric SUVs priced above RMB 400,000 in China. The milestone underscores the ES8’s strong market traction and the effectiveness of NIO’s multi‑brand strategy.
The April delivery figure follows a sequential decline from March, when 35,486 vehicles were delivered. Management cited “industry headwinds”—including supply‑chain constraints and competitive pricing pressure—as the primary reasons for the month‑over‑month drop.
Financially, NIO’s Q1 2025 results showed a net loss of RMB 6.75 billion (US$930 million) on revenue of RMB 12.03 billion (US$1.66 billion). While the company remains unprofitable, the robust delivery numbers support its long‑term growth trajectory.
New model pre‑sales began in April: the ES9 entered pre‑sales on April 9, and the ONVO L80 started pre‑sales on April 28, signaling continued expansion of the product portfolio.
CEO William Li noted that “the company’s delivery momentum is a testament to the strength of our brand portfolio and the growing demand for premium electric vehicles.” He also warned that the company must navigate ongoing headwinds while maintaining its focus on scaling production.
Investors have responded cautiously, weighing the strong delivery performance against the sequential decline and broader industry challenges.
The content on EveryTicker is for informational purposes only and should not be construed as financial or investment advice. We are not financial advisors. Consult with a qualified professional before making any investment decisions. Any actions you take based on information from this site are solely at your own risk.