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NIO Inc. Provides July 2026 Delivery Update

(Neutral)
(Very Positive)
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NIO (NYSE: NIO) reported July 2026 deliveries of 35,934 vehicles, a 71.0% year-over-year increase. July volumes included 20,008 NIO brand vehicles, 10,155 ONVO vehicles, and 5,771 FIREFLY vehicles.

According to NIO, 2026 year-to-date deliveries reached 227,057, up 68.0% year-over-year, while cumulative deliveries totaled 1,224,649 as of July 31, 2026. The NIO All-New ES8 achieved 130,000 cumulative deliveries on July 22, 2026, 305 days after its late-September 2025 launch. On July 10, 2026, NIO began deliveries of the All-New ES8 Five-Seat Version, expanding the ES8 lineup to five-, six-, and seven-seat configurations and, according to NIO, strengthening its position in premium battery electric SUV segments.

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Positive

  • 35,934 vehicles delivered in July 2026, +71.0% year-over-year
  • 227,057 vehicles delivered year-to-date 2026, +68.0% year-over-year
  • Cumulative deliveries reached 1,224,649 vehicles as of July 31, 2026
  • NIO All-New ES8 hit 130,000 deliveries in 305 days
  • ES8 lineup expanded to five-, six-, and seven-seat versions

Negative

  • None.

Market Context

RIVN recorded -10.31% at generation time, but no peer appeared in the momentum scanner. Against that...
Analysis

RIVN recorded -10.31% at generation time, but no peer appeared in the momentum scanner. Against that backdrop, NIO's delivery update adds operating-volume evidence; investors still need subsequent financial results to assess profitability and cash generation.

Key Figures

July deliveries: 35,934 vehicles Year-over-year delivery growth: 71.0% Year-to-date deliveries: 227,057 vehicles +5 more
8 metrics
July deliveries 35,934 vehicles July 2026
Year-over-year delivery growth 71.0% July 2026 deliveries
Year-to-date deliveries 227,057 vehicles 2026 year-to-date
Year-to-date delivery growth 68.0% 2026 year-to-date
Cumulative deliveries 1,224,649 vehicles As of July 31, 2026
Brand delivery breakdown 20,008 NIO; 10,155 ONVO; 5,771 FIREFLY vehicles July 2026
All-New ES8 milestone 130,000 vehicles Cumulative delivery milestone on July 22, 2026
ES8 milestone timing 305 days After market launch in late September 2025

Historical Context

5 past events · Latest: Jul 01 (Positive)
Pattern 5 events
Date Event Sentiment 24h Move Catalyst
Jul 01 June delivery update Positive -1.8% June deliveries rose 62.9% year-over-year, but the stock reaction was negative.
Jun 09 Regulatory listing Negative -3.1% NIO reported addition to the U.S. Department of Defense Chinese military companies list.
Jun 01 May delivery update Positive +6.8% May deliveries increased 62.3% year-over-year and year-to-date deliveries reached 150,526.
May 22 Annual meeting notice Neutral -7.1% NIO scheduled its annual general meeting for June 24, 2026.
May 21 First-quarter earnings Positive +0.2% NIO reported revenue growth, expanding margins, and a narrowed net loss.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Pattern Detected

NIO delivery updates produced mixed historical responses, with one positive delivery report followed by a decline and another followed by a gain.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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  • 35,934 vehicles were delivered in July 2026, increasing by 71.0% year-over-year
  • 227,057 vehicles were delivered year-to-date in 2026, increasing by 68.0% year-over-year
  • Cumulative deliveries reached 1,224,649 as of July 31, 2026

SHANGHAI, Aug. 01, 2026 (GLOBE NEWSWIRE) -- NIO Inc. (NYSE: NIO; HKEX: 9866; SGX: NIO) (“NIO” or the “Company”), a pioneer and a leading company in the global smart electric vehicle market, today announced its July 2026 delivery results.

The Company delivered 35,934 vehicles in July 2026, representing an increase of 71.0% year-over-year. The deliveries consisted of 20,008 vehicles from NIO brand, 10,155 vehicles from ONVO brand, and 5,771 vehicles from FIREFLY brand. Cumulative deliveries reached 1,224,649 as of July 31, 2026.

On July 22, 2026, the NIO All-New ES8 reached a cumulative delivery milestone of 130,000 vehicles, just 305 days after its market launch in late September 2025. Earlier, on July 10, 2026, the Company commenced deliveries of the NIO All-New ES8 Five-Seat Version, further expanding the NIO ES8 flagship lineup to include five-, six-, and seven-seat configurations. The enhanced lineup strengthens NIO's presence across the premium large five-seat and premium three-row SUV segments, further reinforcing its leadership in the premium battery electric SUV market.

About NIO Inc.
NIO Inc. is a pioneer and a leading company in the global smart electric vehicle market. Founded in November 2014, NIO aspires to shape a sustainable and brighter future with the mission of “Blue Sky Coming”. NIO envisions itself as a user enterprise where innovative technology meets experience excellence. NIO designs, develops, manufactures and sells smart electric vehicles, driving innovations in next-generation core technologies. NIO distinguishes itself through continuous technological breakthroughs and innovations, exceptional products and services, and a community for shared growth. NIO provides premium smart electric vehicles under the NIO brand, premium smart electric vehicles for families through the ONVO brand, and small smart high-end electric cars with the FIREFLY brand.

Safe Harbor Statement
This press release contains statements that may constitute “forward-looking” statements pursuant to the “safe harbor” provisions of the U.S. Private Securities Litigation Reform Act of 1995. These forward-looking statements can be identified by terminology such as “will,” “expects,” “anticipates,” “aims,” “future,” “intends,” “plans,” “believes,” “estimates,” “likely to” and similar statements. NIO may also make written or oral forward-looking statements in its periodic reports to the U.S. Securities and Exchange Commission (the “SEC”), in its annual report to shareholders, in announcements, circulars or other publications made on the websites of each of The Stock Exchange of Hong Kong Limited (the “SEHK”) and the Singapore Exchange Securities Trading Limited (the “SGX-ST”), in press releases and other written materials and in oral statements made by its officers, directors or employees to third parties. Statements that are not historical facts, including statements about NIO’s beliefs, plans and expectations, are forward-looking statements. Forward-looking statements involve inherent risks and uncertainties. A number of factors could cause actual results to differ materially from those contained in any forward-looking statement, including but not limited to the following: NIO’s strategies; NIO’s future business development, financial condition and results of operations; NIO’s ability to develop and manufacture vehicles of sufficient quality and appeal to customers on schedule and on a large scale; its ability to ensure and expand manufacturing capacities including establishing and maintaining partnerships with third parties; its ability to provide convenient and comprehensive power solutions to its customers; the viability, growth potential and prospects of the battery swapping, BaaS, and NIO Assisted and Intelligent Driving and its subscription services; its ability to improve the technologies or develop alternative technologies in meeting evolving market demand and industry development; NIO’s ability to satisfy the mandated safety standards relating to motor vehicles; its ability to secure supply of raw materials or other components used in its vehicles; its ability to secure sufficient reservations and sales of its vehicles; its ability to control costs associated with its operations; its ability to build its current and future brands; general economic and business conditions globally and in China and assumptions underlying or related to any of the foregoing. Further information regarding these and other risks is included in NIO’s filings with the SEC and the announcements and filings on the websites of each of the SEHK and SGX-ST. All information provided in this press release is as of the date of this press release, and NIO does not undertake any obligation to update any forward-looking statement, except as required under applicable law.

For more information, please visit: http://ir.nio.com

Investor Relations
ir@nio.com

Media Relations
global.press@nio.com


FAQ

How many vehicles did NIO (NIO) deliver in July 2026?

NIO delivered 35,934 vehicles in July 2026. According to NIO, this represents a 71.0% year-over-year increase, reflecting contributions from the NIO, ONVO, and FIREFLY brands across its smart electric vehicle portfolio.

What were NIO (NIO) year-to-date deliveries in 2026 through July?

NIO reported 227,057 vehicles delivered year-to-date in 2026 through July. According to NIO, this total marks a 68.0% year-over-year increase, highlighting strong volume growth across its expanding multi-brand lineup.

What is NIO’s total cumulative vehicle deliveries as of July 31, 2026?

NIO’s cumulative deliveries reached 1,224,649 vehicles as of July 31, 2026. According to NIO, this figure includes all vehicles delivered under its brands since inception, demonstrating the company’s growing installed base of smart electric vehicles.

How fast did the NIO All-New ES8 reach 130,000 deliveries?

The NIO All-New ES8 reached 130,000 cumulative deliveries by July 22, 2026. According to NIO, this milestone was achieved just 305 days after its market launch in late September 2025, underscoring strong model uptake.

What new ES8 configuration did NIO (NIO) start delivering in July 2026?

NIO began deliveries of the All-New ES8 Five-Seat Version on July 10, 2026. According to NIO, this addition expands the ES8 flagship lineup to five-, six-, and seven-seat configurations in premium battery electric SUV segments.

Which brands contributed to NIO’s July 2026 deliveries and in what volumes?

In July 2026, NIO brand delivered 20,008 vehicles, ONVO delivered 10,155, and FIREFLY delivered 5,771. According to NIO, these three brands together made up the total 35,934 vehicles delivered in the month.