Nio Logs 34,000 Orders in Two Weeks, Eyes 27% June Delivery Surge
NIO•Nio logged 14,500 new orders last week and 34,000 orders over two weeks, surpassing Tesla's 12,600 and 25,700 in the same periods. With May deliveries at 37,705 vehicles, Nio must achieve 42,939-47,939 June deliveries—a 14%–27% increase—to hit its 110,000-115,000 Q2 guidance.
1. Order Tracker Reveals Demand Trends
Nio recorded 14,500 new orders in the week ending June 21 and 34,000 over the two-week period, while Tesla saw 12,600 and 25,700 respectively. Nio's weekly orders rose 195% year-over-year from 4,900, outpacing its rival's 5% two-week improvement.
2. Q2 Delivery Target Requires Surge
After delivering 37,705 vehicles in May, Nio must achieve 42,939 to 47,939 June deliveries to meet its 110,000–115,000 Q2 guidance, implying a sequential jump of 14%–27%. Failure to reach this range could risk missing full-quarter volume estimates.
3. ES9 Rollout and Future Outlook
The ES9 flagship SUV began deliveries on June 1, adding to a lineup headed by the third-generation ES8. CEO William Li forecasts pure-electric models will account for over 90% of China's new-energy vehicle market by 2030.
