NIO Accelerates Growth
NIO Reports Strong June Deliveries, Up 62.9% Year-Over-Year, Bolstered by New Tech
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Key Points
1
NIO's ES9 achieved 10,000 cumulative deliveries within 30 days after it commenced deliveries, setting a new delivery record among premium models.
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The All-New ES8 is positioned in China’s premium SUV segment with a price point above RMB 400,000, underscoring its targeted competitiveness in the RMB400k+ market.
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The NIO WorldModel rollout includes a three-layer training framework comprising world model, supervised fine-tuning, and closed-loop reinforcement learning, enhancing adaptability and safety.
NIO delivered 40,597 vehicles in June 2026, a 62.9% jump year over year, making it the company's best month yet, according to MarketScreener. The results push NIO's lifetime deliveries past 1.18 million vehicles, cementing its position as a serious force in China's premium electric vehicle market.
The quarter ended with 107,658 total deliveries, up 49.4% from a year ago, TipRanks reported. Three brands now drive that volume: NIO's flagship premium line, the family-focused ONVO, and the new entry-premium FIREFLY.
Three Brands Power NIO's Record June Volume
NIO's flagship brand contributed 21,908 vehicles in June. ONVO added 11,743 units, targeting family buyers. FIREFLY, the newest and smallest brand, delivered 6,946 vehicles, according to GuruFocus. That three-brand split shows NIO is no longer betting everything on its premium roots — it is now chasing volume across multiple price points.
The ES9 flagship SUV hit 10,000 cumulative deliveries just 30 days after its May 28 launch. That sets a record for premium battery-electric vehicles priced above RMB 500,000 in China. CEO William Li said ES9 test drives actually raised interest in the older ES8, with ES8 orders rising 30% after buyers tried the newer model.
ES8 Hits 120,000 Deliveries and Adds a Five-Seat Version
The All-New ES8 crossed 120,000 cumulative deliveries on June 22. NIO then opened presales for a five-seat version of the ES8 on June 28, MarketScreener reported. Both models sit above RMB 400,000, keeping NIO firmly in China's high-margin luxury SUV tier.
President Qin Lihong said the ES8 and ES9 are locking in NIO's lead in the RMB 400,000-plus and RMB 500,000-plus segments. Domestic Chinese brands now hold over 70% of SUV market share above RMB 200,000, pushing out traditional players like BMW and Mercedes-Benz.
NIO's AI Driving System Reaches 700,000 Cars at Once
On June 18, NIO pushed a major update to its NIO WorldModel — its in-car AI driving brain — to over 700,000 users in a single day, TipRanks reported. The system now uses three layers: a world model trained on 12 billion kilometers of real driving data, supervised learning from expert drivers, and continuous reinforcement learning in simulation.
NIO says it is the first Chinese automaker to achieve end-to-end direct control. That means the AI sends raw steering, braking, and acceleration commands directly — skipping the intermediate step of plotting a trajectory. The result is faster response times and smoother driving. Li said the system can now "mimic human instincts with incredible precision."
Pentagon Listing Adds Geopolitical Risk to Strong Numbers
The strong delivery figures come with a serious complication. The U.S. Department of Defense added NIO to its list of Chinese military-linked companies in June 2026. NIO denied the allegations and said the move "will not impact" operations. But the listing could push U.S. institutional investors to sell their shares, putting pressure on NIO's NYSE stock even as its fundamentals improve.
NIO also fell slightly short of its own Q2 guidance of 110,000–115,000 units, delivering 107,658 — about 2,342 units below the low end of its target. Analysts point to production bottlenecks and stiff competition from Leapmotor, which led all Chinese NEV brands in June with 93,376 deliveries, as ongoing friction points, according to GuruFocus.
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