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NIO Inc. Provides November 2025 Delivery Update

NIO (NYSE: NIO) reported delivery results for November 2025.

(Moderate)
(Very Positive)
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NIO (NYSE: NIO) reported delivery results for November 2025. The company delivered 36,275 vehicles in November 2025, a 76.3% year-over-year increase. Year-to-date deliveries reached 277,893 vehicles in 2025, up 45.6% year-over-year. Cumulative deliveries were 949,457 as of November 30, 2025. November volumes comprised 18,393 NIO brand vehicles, 11,794 ONVO brand vehicles, and 6,088 FIREFLY brand vehicles.

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Positive

  • November deliveries: 36,275 vehicles (+76.3% YoY)
  • Year-to-date deliveries: 277,893 vehicles (+45.6% YoY)
  • Cumulative deliveries: 949,457 vehicles as of Nov 30, 2025

Negative

  • None.
Argus Dec 1 session
-5.82% close to close Open Argus
Details

News Market Reaction – NIO

In the Dec 1 session, NIO declined 5.82%, reflecting a notable negative market reaction.

Data tracked by StockTitan Argus on the day of publication.

Market Context

The stock moved -5.8% in the session following this news. A negative reaction despite strong deliver...
Analysis

The stock moved -5.8% in the session following this news. A negative reaction despite strong delivery growth would fit a recent pattern where upbeat NIO updates were followed by declines, such as the -5.82% move after the prior delivery release and the -4.35% after Q3 earnings. This delivery report highlights continued volume expansion and brand diversification, but recent equity financing and prior post-news selling pressure could have amplified downside responses to otherwise positive fundamentals.

Key Figures

Nov 2025 deliveries: 36,275 vehicles Nov YoY growth: 76.3% year-over-year 2025 YTD deliveries: 277,893 vehicles +5 more
Nov 2025 deliveries
36,275 vehicles
Monthly deliveries, November 2025
Nov YoY growth
76.3% year-over-year
Delivery growth vs November 2024
2025 YTD deliveries
277,893 vehicles
Year-to-date deliveries in 2025
2025 YTD YoY growth
45.6% year-over-year
Delivery growth vs same period 2024
Cumulative deliveries
949,457 vehicles
As of November 30, 2025
NIO brand deliveries
18,393 vehicles
NIO premium brand, November 2025
ONVO deliveries
11,794 vehicles
ONVO family brand, November 2025
FIREFLY deliveries
6,088 vehicles
FIREFLY small high-end brand, November 2025

Historical Context

5 past events · Latest: Dec 01
5 events
  1. Dec 01

    Delivery update

    24h Move
    -5.8%

    November 2025 deliveries rose 76.3% YoY to 36,275 vehicles.

  2. Nov 25

    Earnings results

    24h Move
    -4.3%

    Q3 2025 revenue and deliveries grew while net loss narrowed year-over-year.

  3. Nov 12

    Earnings date notice

    24h Move
    -2.7%

    Announcement of timing and access details for Q3 2025 earnings call.

  4. Oct 01

    Delivery update

    24h Move
    +0.4%

    Record September 2025 deliveries of 34,749 vehicles, up 64.1% YoY.

  5. Sep 17

    Equity offering

    24h Move
    +6.1%

    Completion of US$1.16B equity offering of ADSs and Class A shares.

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

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

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  • 36,275 vehicles were delivered in November 2025, increasing by 76.3% year-over-year
  • 277,893 vehicles were delivered year-to-date in 2025, increasing by 45.6% year-over-year
  • Cumulative deliveries reached 949,457 as of November 30, 2025  

SHANGHAI, Dec. 01, 2025 (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 November 2025 delivery results.

The Company delivered 36,275 vehicles in November 2025, representing an increase of 76.3% year-over-year. The deliveries consisted of 18,393 vehicles from the Company’s premium smart electric vehicle brand NIO, 11,794 vehicles from the Company’s family-oriented smart electric vehicle brand ONVO, and 6,088 vehicles from the Company’s small smart high-end electric car brand FIREFLY. Cumulative deliveries reached 949,457 as of November 30, 2025.

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, family-oriented smart electric vehicles 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 (NIO) deliver in November 2025?

NIO delivered 36,275 vehicles in November 2025, up 76.3% year-over-year.

What are NIO's year-to-date deliveries for 2025 as of November 30?

Year-to-date deliveries were 277,893 vehicles in 2025, a 45.6% increase year-over-year.

How many cumulative vehicles has NIO delivered through November 30, 2025?

Cumulative deliveries reached 949,457 vehicles as of November 30, 2025.

How were November 2025 deliveries split across NIO brands?

November deliveries included 18,393 NIO brand, 11,794 ONVO, and 6,088 FIREFLY vehicles.

What does NIO's November 2025 delivery growth indicate about 2025 volumes?

November's 76.3% YoY increase and 45.6% YTD growth indicate accelerating deliveries through November 2025.

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