NIO delivered 40,597 vehicles in June 2026, a 62.9% year-over-year increase, and 107,658 vehicles in Q2, up 49.4% year-over-year, bringing cumulative deliveries to 1,188,715. Despite record shipments, the stock fell on investor concern over profitability and demand sustainability.
NIO reported June deliveries of 40,597 vehicles, marking a 62.9% year-over-year gain, and second-quarter shipments of 107,658 units, up 49.4% year-over-year. Cumulative deliveries reached 1,188,715 as of June 30, underscoring sustained volume growth across NIO, ONVO and FIREFLY brands.
Shares slipped following the update as investors weighed high growth against narrow margins and questions over China’s premium EV demand. Market sentiment suggests that record volumes alone may not offset concerns around cost control and competitive pricing pressures.
On June 18, NIO rolled out its upgraded WorldModel driving system to over 700,000 users, achieving synchronized releases across chip platforms. The All-New ES8 five-seat version entered presales on June 28, while the ES9 hit 10,000 deliveries within 30 days, setting a premium EV segment record.
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