- Nio delivered 27,182 vehicles in January, marking a 96.08% year-on-year increase, though down 43.53% from December.
- The growth was driven by strong performance from the Nio main brand, particularly the ES8 SUV.
Nio Inc Monthly Deliveries 2024-2026
Month
2024
2025
2026
January
10,055
13,863
27,182
February
8,132
13,192
March
11,866
15,039
April
15,620
23,900
May
20,544
23,231
June
21,209
24,925
July
20,498
21,017
August
20,176
31,305
September
21,181
34,749
October
20,976
40,397
November
20,575
36,275
December
31,138
48,135
Nio Inc monthly deliveries
2024
2025
2026
Nio Inc (NYSE: NIO, HKG: 9866) doubled its deliveries last month compared to the same period last year, driven by robust performance from its Nio main brand, particularly the ES8 SUV (sport utility vehicle).
The Chinese electric vehicle (EV) maker delivered 27,182 vehicles in January, a 96.08% year-on-year increase, though down 43.53% from December, according to data released today.
Year-end typically marks a peak in China’s auto sales, while the beginning of the year often sees seasonal weakness.
Compounding January’s challenges, the scaling back of supportive policies in China as 2026 begins has introduced new pressures for the new energy vehicle (NEV) sector.
Nio management noted during a November 2025 earnings call that Onvo sales began feeling the impact of stimulus policy tapering in November, while the Nio main brand demonstrated relative resilience.
The Nio main brand delivered 20,894 vehicles in January, a 162.78% year-on-year increase, though down 34.50% from December.
Nio Brand Monthly Deliveries 2024-2026
Month
2024
2025
2026
January
10,055
7,951
20,894
February
8,132
9,143
March
11,866
10,219
April
15,620
19,269
May
20,544
13,270
June
21,209
14,593
July
20,498
12,675
August
20,176
10,525
September
20,349
13,728
October
16,657
17,143
November
15,493
18,393
December
20,610
31,897
Nio brand monthly deliveries
2024
2025
2026
The Onvo sub-brand, targeting the family car market, delivered 3,481 vehicles, down 41.12% year-on-year and down 61.97% month-on-month.
Onvo Monthly Deliveries 2024-2026
Month
2024
2025
2026
January
5,912
3,481
February
4,049
March
4,820
April
4,400
May
6,281
June
6,400
July
5,976
August
16,434
September
832
15,246
October
4,319
17,342
November
5,082
11,794
December
10,528
9,154
Onvo monthly deliveries
2024
2025
2026
The small EV brand Firefly delivered 2,807 vehicles in January, a 60.38% decline from December.
Firefly Monthly Deliveries 2025-2026
Month
2025
2026
January
2,807
April
231
May
3,680
June
3,932
July
2,366
August
4,346
September
5,775
October
5,912
November
6,088
December
7,084
Firefly monthly deliveries
2025
2026
Earlier on Sunday, Nio delivered its 60,000th third-generation ES8, just two weeks after reaching the 50,000th unit.
Nio officially launched the third-generation ES8 at Nio Day 2025 on September 20, 2025, with deliveries commencing the following day on September 21.
The SUV model reached its 40,000th delivery on December 29, 2025, fulfilling its full-year delivery target.
The company today launched a 7-year low-interest financing plan for car purchases, joining Tesla (NASDAQ: TSLA) and local competitors in their promotional efforts.
Nio Inc has launched a 7-year low-interest financing plan for car purchases, joining Tesla and domestic peers in promotional efforts.
