NIO May Deliveries Jump 62.3% to 37,705 Units, Short Interest Falls to 5.4%
NIO•NIO delivered 37,705 vehicles in May, up 62.3% year-over-year and its strongest monthly result of 2026. Short interest fell to 5.4% of float, the lowest since September 2023, as investors eye mid-June launch of fifth-generation battery swap stations and four-month ES9 SUV wait times.
1. Record May Deliveries
NIO delivered 37,705 vehicles in May, up 62.3% year-over-year and its strongest monthly result of 2026. Deliveries for the first five months exceeded 150,000 units, driven by strong demand across NIO, Onvo and new ES9 SUV models.
2. Short Interest Declines
Short interest on NIO shares declined to 5.4% of float as of May 29, down from 6.3% at the end of January and 9.1% a year earlier, marking the lowest level since September 2023. The drop reflects growing investor confidence in the company’s growth outlook.
3. Fifth-Generation Battery Swap Stations
The first batch of fifth-generation battery swap stations is scheduled to open in mid-to-late June, with compatibility tests underway across all NIO models. The upgraded network will support Firefly-brand vehicles and contribute to the goal of 1,000 new stations in China this year, accelerating deployment in H2 2026.
