Nio Tops Tesla with 34,000 Orders in Two Weeks, Needs 27% June Growth
NIO•Nio drew 14,500 orders in the week ending June 21 and 34,000 across two weeks, outpacing Tesla’s 12,600 and 25,700 and gaining 195% year-over-year in weekly orders. After delivering 37,705 vehicles in May, Nio must sell 42,939–47,939 units in June, requiring 14%–27% sequential growth to hit Q2 targets.
1. China NEV Order Tracker Data
A weekly NEV order tracker shows Nio netted 14,500 new orders in the week ending June 21 and 34,000 across two weeks, surpassing Tesla’s 12,600 and 25,700 in those periods and marking a 195% year-over-year surge in weekly orders.
2. June Delivery Targets
Following May’s record 37,705 vehicle deliveries, Nio must deliver between 42,939 and 47,939 units in June—implying a 14%–27% sequential increase—to meet its Q2 guidance of 110,000–115,000 vehicles.
3. ES9 Flagship SUV Launch
Deliveries of the ES9 flagship SUV commenced on June 1, broadening Nio’s lineup beyond the third-generation ES8 that led May volume.
4. Long-Term EV Market Outlook
CEO William Li projects new-energy vehicles will exceed 90% of China’s new-car market by 2030, with pure-electric models accounting for more than 90% of NEV sales by that time.
