NIO Inc. today announced its September and third quarter 2026 delivery results.

The Company delivered 37,408 vehicles in September 2026, representing an increase of 7.7% year-over-year. The deliveries consisted of 21,318 vehicles from NIO brand, 8,763 vehicles from ONVO brand, and 7,327 vehicles from FIREFLY brand. The Company delivered 109,178 vehicles in the third quarter of 2026, representing an increase of 25.4% year-over-year. The Company delivered 300,301 vehicles in the first three quarters of 2026, representing an increase of 49.2% year-over-year. Cumulative deliveries reached 1,297,893 as of September 30, 2026.

On September 20, 2026, the first anniversary of its launch, the NIO All-New ES8 reached its 150,000th delivery milestone, ranking first in cumulative sales among large SUVs and vehicles priced above RMB400,000 during the first year. On September 23, 2026, the NIO ES9 reached its 30,000th delivery milestone since deliveries began on May 28, 2026, ranking first in monthly sales among battery electric vehicles priced above RMB500,000 for three consecutive months. The strong performance of the All-New ES8 and ES9 further strengthens NIO’s position in the premium electric SUV market, supported by its flagship products, full-cycle service offerings and charging and battery-swapping infrastructure.