NIO delivered 20,797 vehicles in February 2026, a 57.6% year‑over‑year increase from 13,192 vehicles in February 2025. The February deliveries were split among the company’s three brands: 15,159 units of the flagship NIO brand, 2,981 units of the ONVO brand, and 2,657 units of the FIREFLY brand. Cumulative deliveries reached 1,045,571 units by the end of February.
On February 6, 2026, NIO’s battery‑swap network hit the 100 million‑swap milestone, a record that was reached during the Chinese New Year holiday when swap usage spiked. The milestone underscores the viability of NIO’s battery‑swap model, giving the company a competitive edge in range‑anxiety‑free travel and opening potential revenue streams from network access and technology licensing.
The company also celebrated the delivery of its 70,000th all‑new ES8 on February 27, 2026. This milestone reflects the continued demand for NIO’s premium electric SUV and supports the company’s multi‑brand strategy that targets different market segments from premium to family‑oriented vehicles.
The strong delivery growth and battery‑swap achievement signal a robust recovery for NIO’s sales and operations. The 57.6% increase in February deliveries, combined with the 100 million‑swap record, demonstrates effective market penetration, operational scaling, and the continued relevance of the battery‑swap network as a differentiator in China’s competitive EV market.
Financial results for February are not yet available; NIO is scheduled to report its Q4 2025 and full‑year 2025 results on March 10, 2026. The company also announced a software recall affecting more than 246,000 vehicles due to a screen‑related issue, which could impact brand perception and operational costs.
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