NIO Inc. Delivers 62.9% June Gain, 49.4% Q2 Rise as Shares Slip
NIO•NIO Inc. delivered 40,597 vehicles in June 2026, a 62.9% year-over-year increase, and reported second-quarter shipments of 107,658 units, up 49.4% y/y, bringing cumulative deliveries to 1,188,715. Despite these milestones, shares fell overnight, highlighting market valuation concerns and investor profit-taking.
1. Record June and Q2 Delivery Growth
NIO Inc. delivered 40,597 vehicles in June 2026, representing a 62.9% year-on-year increase, and achieved 107,658 vehicle deliveries in the second quarter, up 49.4% y/y. Cumulative deliveries reached 1,188,715 units as of June 30, 2026, marking a new milestone in the company’s growth trajectory.
2. Overnight Stock Decline
Following the announcement of record shipments, NIO’s shares declined overnight, suggesting that investors are taking profits and reassessing valuation multiples despite robust operational performance. The slide underscores a disconnect between delivery achievements and near-term market sentiment.
3. Technological and Product Advancements
On June 18, NIO rolled out an upgraded WorldModel system to over 700,000 users, achieving parallel development and synchronized releases across both general-purpose and in-house chip platforms. The new three-layer training framework enhances adaptability to complex scenarios, human-like behavior and the balance between safety and efficiency.
4. ES8 and ES9 Milestones
The NIO All-New ES8 surpassed 120,000 cumulative deliveries on June 22 and began presales of its five-seat version on June 28, reinforcing its lead in China’s premium SUV segment. Meanwhile, the NIO ES9 achieved 10,000 deliveries within 30 days of its May 28 launch, setting a segment record for premium battery EVs priced above RMB 500,000.
