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NIO Inc. Provides May 2026 Delivery Update

NIO (NYSE:NIO) reported May 2026 deliveries of 37,705 vehicles, up 62.3% year-over-year.

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NIO (NYSE:NIO) reported May 2026 deliveries of 37,705 vehicles, up 62.3% year-over-year. Year-to-date 2026 deliveries reached 150,526, an increase of 68.7% year-over-year, with cumulative deliveries of 1,148,118 as of May 31, 2026.

May deliveries included 20,013 NIO, 12,029 ONVO, and 5,663 FIREFLY vehicles. NIO launched the ONVO L80 on May 15 and began deliveries May 16, and launched the ES9 flagship executive SUV on May 27 with deliveries starting May 28.

According to NIO, the All-New ES8 ranked No.1 in sales among models priced above RMB 400,000 across all energy types for five consecutive months, and the ES9 is positioned to strengthen competitiveness in the premium segment.

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Positive

  • May 2026 deliveries 37,705 vehicles, up 62.3% year-over-year
  • 2026 year-to-date deliveries 150,526 vehicles, up 68.7% year-over-year
  • Cumulative deliveries reached 1,148,118 vehicles as of May 31, 2026
  • ONVO L80 launched May 15, deliveries started May 16, 2026
  • ES9 flagship executive SUV launched May 27, deliveries started May 28, 2026
  • All-New ES8 No.1 in sales above RMB 400,000 for five consecutive months

Negative

  • None.
Argus Jun 1 session
+6.79% close to close Open Argus
Details

News Market Reaction – NIO

On Jun 1, the day this news came out, NIO closed 6.79% above the previous close.

Data tracked by StockTitan Argus for the Jun 1 session.

Key Figures

May 2026 deliveries: 37,705 vehicles May YoY growth: 62.3% 2026 YTD deliveries: 150,526 vehicles +5 more
May 2026 deliveries
37,705 vehicles
Company-wide deliveries in May 2026
May YoY growth
62.3%
Year-over-year increase in May 2026 deliveries
2026 YTD deliveries
150,526 vehicles
Year-to-date deliveries in 2026
YTD YoY growth
68.7%
Year-over-year increase in 2026 YTD deliveries
Cumulative deliveries
1,148,118 vehicles
Total deliveries as of May 31, 2026
NIO brand May deliveries
20,013 vehicles
May 2026 deliveries from NIO brand
ONVO brand May deliveries
12,029 vehicles
May 2026 deliveries from ONVO brand
FIREFLY brand May deliveries
5,663 vehicles
May 2026 deliveries from FIREFLY brand

Historical Context

5 past events · Latest: May 22
5 events
  1. May 22

    AGM announcement

    24h Move
    -7.1%

    Notice of June 24, 2026 annual general meeting and voting details.

  2. May 21

    Q1 2026 earnings

    24h Move
    +0.2%

    Strong revenue and delivery growth with improved margins and narrowed net loss.

  3. May 11

    Earnings date set

    24h Move
    +3.8%

    Announcement of Q1 2026 results release date and earnings call details.

  4. May 01

    April deliveries

    24h Move
    -7.5%

    April 2026 delivery growth with detailed breakdown and product milestones.

  5. Apr 10

    2025 annual report

    24h Move
    +7.1%

    Filing of 2025 Form 20-F with audited consolidated financial statements.

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

Key Terms

battery swapping, bev, high-voltage architecture
3 terms
battery swapping technical
"and a comprehensive charging and battery swapping network to address user needs"
Battery swapping is a service and technology that lets an electric vehicle exchange a depleted battery for a charged one in minutes instead of waiting to recharge, like swapping an empty propane tank for a full one at a station. It matters to investors because it can speed vehicle turnaround, reduce range anxiety, create recurring revenue from stations and battery pools, and influence costs and standards across the electric-vehicle ecosystem.
bev technical
"further accelerating BEV adoption in the large five-seat SUV market"
Bev is a common shorthand for bevacizumab, a lab-made antibody drug that blocks blood vessel growth to tumors; think of it as cutting off the supply lines a growing city needs. Investors watch news about bev closely because trial results, regulatory decisions, or changes in use can materially affect sales forecasts, drug portfolios and a company’s valuation in the oncology market.
high-voltage architecture technical
"a full-domain 900V high-voltage architecture with NIO’s charging and battery swapping network"
High-voltage architecture is an electrical system design that uses much higher battery and wiring voltages than traditional low-voltage setups, commonly found in electric vehicles and large industrial equipment. Like switching from a narrow country road to a multi-lane highway, higher voltage lets power move faster and with less loss, enabling quicker charging, smaller wiring and more efficient motors; for investors this can mean better performance, lower long‑term costs, different component suppliers and distinct safety and regulatory requirements.

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

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  • 37,705 vehicles were delivered in May 2026, increasing by 62.3% year-over-year
  • 150,526 vehicles were delivered year-to-date in 2026, increasing by 68.7% year-over-year
  • Cumulative deliveries reached 1,148,118 as of May 31, 2026

SHANGHAI, June 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 May 2026 delivery results.

The Company delivered 37,705 vehicles in May 2026, representing an increase of 62.3% year-over-year. The deliveries consisted of 20,013 vehicles from the NIO brand, 12,029 vehicles from the ONVO brand, and 5,663 vehicles from the FIREFLY brand. Cumulative deliveries reached 1,148,118 as of May 31, 2026.

On May 15, 2026, the ONVO L80, our smart flagship five-seat SUV, officially launched, with deliveries commencing on May 16. As a category-defining product in the large five-seat SUV segment, the L80 integrates innovative space design, flagship smart technologies, and a comprehensive charging and battery swapping network to address user needs in space, travel scenarios, and power solutions. The L80 has received strong user feedback since its launch, further accelerating BEV adoption in the large five-seat SUV market.

As of May 2026, the NIO All-New ES8 has ranked No.1 in sales among models priced above RMB 400,000 across all energy types for five consecutive months, further underscoring its leading position and strong user recognition in the premium segment.

On May 27, 2026, NIO officially launched the ES9, its flagship executive SUV, with deliveries starting on May 28. As the pioneer of the intelligent electric executive flagship SUV segment, the ES9 combines flagship smart technologies, executive-level space and comfort, and a full-domain 900V high-voltage architecture with NIO’s charging and battery swapping network, setting a new benchmark for executive flagship SUVs. As the culmination of NIO’s eleven years of innovation, the ES9 further strengthens NIO’s competitiveness in the premium segment.

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

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

How many vehicles did NIO (NYSE:NIO) deliver in May 2026?

NIO delivered 37,705 vehicles in May 2026. According to NIO, this represented a 62.3% year-over-year increase and included 20,013 NIO brand, 12,029 ONVO brand, and 5,663 FIREFLY brand vehicles across its smart electric vehicle portfolio.

What are NIO's year-to-date 2026 delivery figures as of May?

NIO reported 150,526 vehicles delivered year-to-date in 2026 as of May. According to NIO, this reflects a 68.7% year-over-year increase, highlighting rapid volume growth across the NIO, ONVO, and FIREFLY brands in the global smart electric vehicle market.

What cumulative deliveries has NIO (NIO) achieved by May 31, 2026?

NIO reached cumulative deliveries of 1,148,118 vehicles as of May 31, 2026. According to NIO, this milestone reflects deliveries across its NIO, ONVO, and FIREFLY brands, underscoring the company’s multi-brand strategy in the global smart electric vehicle sector.

What is the ONVO L80 launched by NIO in May 2026?

The ONVO L80 is NIO’s smart flagship five-seat SUV under the ONVO brand. According to NIO, it launched on May 15, 2026, with deliveries starting May 16, featuring space-focused design, flagship smart technologies, and access to NIO’s charging and battery swapping network.

How is NIO’s All-New ES8 performing in the premium segment in 2026?

NIO’s All-New ES8 ranked No.1 in sales among models priced above RMB 400,000 for five consecutive months. According to NIO, this ranking covers all energy types and highlights the ES8’s position and user recognition in the premium smart SUV segment.

What is NIO’s new ES9 flagship executive SUV and when did deliveries begin?

The ES9 is NIO’s flagship intelligent electric executive SUV. According to NIO, it officially launched on May 27, 2026, with deliveries starting May 28, featuring flagship smart technologies, executive-level space and comfort, and a full-domain 900V high-voltage architecture.

How are NIO’s multiple brands (NIO, ONVO, FIREFLY) contributing to May 2026 deliveries?

In May 2026, NIO delivered 20,013 NIO brand, 12,029 ONVO brand, and 5,663 FIREFLY brand vehicles. According to NIO, this multi-brand contribution underpinned total monthly deliveries of 37,705 vehicles and supports its positioning in various smart electric vehicle market segments.

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