NIO Inc. (NIO) reported that it delivered 37,408 vehicles in Sep, 2026, an increase of 7.7% from a year earlier. The September tally comprised 21,318 units under the NIO brand, 8,763 under the ONVO brand and 7,327 under the FIREFLY brand.

For the three months ended Sep, 30 2026, deliveries reached 109,178 vehicles, up 25.4% year-on-year. Cumulative deliveries for the first nine months of 2026 stood at 300,301 vehicles, representing a 49.2% rise from the same period in 2025. Total deliveries since inception amounted to 1,297,893 vehicles as of Sep, 30 2026.

The company highlighted two recent milestones: the All-New ES8 crossed 150,000 cumulative deliveries on Sep, 20 2026, one year after its launch, while the ES9 reached 30,000 deliveries by Sep, 23 2026, having led monthly sales of battery electric vehicles priced above RMB500,000 for three straight months.

NIO said the performance of the ES8 and ES9 has reinforced its position in the premium electric SUV segment, supported by its service offerings and charging and battery-swapping infrastructure.