Record 62.9% June Delivery Surge to 40,597 Units Fails to Lift NIO Shares
NIO•NIO delivered 40,597 vehicles in June, up 62.9% year-over-year, driving Q2 shipments to 107,658 units and pushing cumulative deliveries to 1.189 million. Despite record deliveries, shares fell sharply overnight, signaling investor concerns over margin pressures and future demand sustainability.
1. Delivery Surge in June and Q2
NIO delivered 40,597 vehicles in June 2026, up 62.9% year-over-year, bringing Q2 shipments to 107,658 units, a 49.4% increase and pushing cumulative deliveries to 1,188,715 units.
2. Brand and Model Highlights
June deliveries included 21,908 NIO-brand, 11,743 ONVO, and 6,946 FIREFLY vehicles; the All-New ES8 reached 120,000 cumulative units and ES9 hit 10,000 in 30 days, while the five-seat ES8 entered presales.
3. Stock Slide Despite Record Operations
NIO shares fell sharply overnight after the delivery update, as investors weighed margin impacts from product mix, future demand trends and operational cost pressures.
