NIO Shares Fall Despite 62.9% June Delivery Surge to 40,597 Units
NIO•NIO delivered 40,597 vehicles in June, a 62.9% year-over-year increase, and 107,658 units in Q2, up 49.4% YoY, lifting cumulative deliveries to 1.19 million. Shares fell in after-hours trading despite these milestones and recent software upgrades for over 700,000 users.
1. Delivery Figures
NIO reported deliveries of 40,597 vehicles in June 2026, reflecting a 62.9% year-over-year increase, and delivered 107,658 vehicles in the second quarter, up 49.4% YoY. Cumulative deliveries reached 1,188,715 units as of June 30, underscoring continued volume growth in the premium EV segment.
2. Product and Technology Updates
On June 18, NIO upgraded its WorldModel intelligent driving system across both in-house and general-purpose chips, rolling out the new three-layer training framework to over 700,000 users. The All-New ES8 surpassed 120,000 cumulative sales on June 22, began presales of a five-seat version on June 28, and the ES9 hit 10,000 deliveries within 30 days of its late-May launch.
3. Stock Market Reaction
Despite record delivery figures and key product launches, NIO shares slid in overnight trading as investors weighed valuation levels and potential margin impacts from rapid volume growth. The dip suggests profit-taking pressures following a recent rally driven by strong delivery momentum.
