Niu Technologies Provides Fourth Quarter and Full Year 2025 Sales Volume Update
Rhea-AI Summary
Niu Technologies (NASDAQ: NIU) reported sales volume for 4Q and FY2025. 4Q2025 total units were 178,702 (China: 158,782; International: 19,920), and FY2025 total units were 1,197,978 (China: 1,112,021; International: 85,957).
The company cited seasonal weakness in China, front-loaded demand ahead of new electric bicycle national standards, and a higher prior-year base as drivers of a year-on-year decline in quarterly unit sales. NIU highlighted late‑September launch traction for its FX “Windstorm” e-motorcycle and standards‑compliant e-bicycle demand, and said it expects continued international e-motorcycle momentum and ongoing micromobility strategy optimization in 2026.
Positive
- FY2025 total units: 1,197,978
- China FY2025 units: 1,112,021 (+46% YoY)
Negative
- International FY2025 units declined to 85,957 (≈48% YoY)
- 4Q2025 total units fell to 178,702 amid seasonal China weakness
News Market Reaction 1 Alert
On the day this news was published, NIU gained 6.05%, reflecting a notable positive market reaction.
Data tracked by StockTitan Argus on the day of publication.
Key Figures
Market Reality Check
Peers on Argus
Peer moves are mixed, with NWTN up 16.81%, VLCN down 7.28%, and others showing smaller changes. NIU’s 3.63% gain appears more company-specific than sector-driven.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Nov 17 | Q3 2025 earnings | Positive | -6.9% | Strong revenue, profit, and margin expansion but shares fell post-release. |
| Oct 20 | Earnings date notice | Neutral | +1.9% | Announcement of Q3 2025 results date and conference call details. |
| Oct 06 | Q3 sales update | Positive | +23.0% | Strong 3Q 2025 unit growth in China with detailed YTD sales data. |
| Aug 11 | Q2 2025 earnings | Positive | +1.9% | Return to profitability with revenue growth and improved gross margin. |
| Jul 14 | Earnings date notice | Neutral | +0.9% | Scheduling and call details for upcoming Q2 2025 earnings release. |
NIU’s stock has generally aligned with operational updates, but notably sold off after strong Q3 2025 earnings despite solid growth metrics.
Over the last several months, NIU reported improving fundamentals, including strong Q2 and Q3 2025 results with revenue growth, margin expansion and a return to profitability. Sales volume updates, such as the 3Q 2025 disclosure of 465,873 units, previously coincided with a significant positive move. However, the market reaction to robust Q3 2025 earnings was negative. Today’s 4Q and full-year 2025 sales volume update fits into this series of detailed operational disclosures on unit trends in China and international markets.
Market Pulse Summary
The stock moved +6.0% in the session following this news. A strong positive reaction aligns with prior periods when detailed sales updates, such as the 3Q 2025 volume release, coincided with sizable gains. Investors have previously rewarded clear evidence of growth and product traction, including new models like the FX “Windstorm.” However, past selling after strong earnings suggests enthusiasm can fade. Sustainability would depend on how this 1,197,978-unit full-year performance translates into revenue, margins and future guidance.
Key Terms
micromobility technical
AI-generated analysis. Not financial advice.
BEIJING, Jan. 05, 2026 (GLOBE NEWSWIRE) -- Niu Technologies (“NIU” or the “Company”) (NASDAQ: NIU), the world’s leading provider of smart urban mobility solutions, today provided its sales volume results for the fourth quarter and full year 2025.
| 4Q 2025 | 4Q 2024 | FY2025 | FY2024 | ||||
| China Market | 158,782 | 182,333 | 1,112,021 | 759,094 | |||
| International Markets | 19,920 | 44,301 | 85,957 | 165,246 | |||
| Total | 178,702 | 226,634 | 1,197,978 | 924,340 | |||
In the fourth quarter of 2025, NIU sold 178,702 units, including e-motorcycles, e-mopeds, e-bicycles, kick-scooters and e-bikes. Sales in the China market and international markets were 158,782 and 19,920 units, respectively.
During the fourth quarter, China’s smart urban mobility sector experienced seasonal weakness. This, combined with front-loaded demand ahead of new electric bicycle national standards in the third quarter and a higher prior-year comparative base, resulted to a
In international markets, our e-motorcycle segment continued its favorable trajectory, which we expect to further strengthen in 2026, fueled by ongoing portfolio enhancements and strategic regional penetration. Meanwhile, we are actively optimizing our micromobility strategy to navigate a challenging and fluid operating environment.
For the full year of 2025, the Company sold a total of 1,197,978 units. The number of units sold in the China market and international markets was 1,112,021 and 85,957, respectively.
Our sales volume count disclosed above is based on the delivery from our manufacturing facility, which may vary slightly from the sales volume measured from a financial accounting and reporting point of view. NIU’s sales volume represents only one measure of the company’s financial performance and should not be relied upon as an indicator of quarterly financial results, which depend on a variety of factors, including revenues from accessories, spare parts and services, cost of sales, operating expenses, etc.
About NIU
As the world’s leading provider of smart urban mobility solutions, NIU designs, manufactures and sells high-performance electric motorcycles, mopeds, bicycles, as well as kick-scooters and e-bikes. NIU has a diversified product portfolio that caters to the various demands of our users and addresses different urban travel scenarios. Currently, NIU offers two model lineups, comprising a number of different vehicle types. These include (i) the electric motorcycle, moped and bicycle series, including the NQi, MQi, UQi, FQi series and others, and (ii) the micro-mobility series, including the kick-scooter series KQi and the e-bike series BQi. NIU has adopted an omnichannel retail model, integrating the offline and online channels, to sell its products and provide services to users.
For more information, please visit www.niu.com.
Safe Harbor Statement
This press release contains forward-looking statements. These statements are made under 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. Among other things, the business outlook and quotations from management in this announcement, as well as NIU’s strategic and operational plans, contain forward-looking statements. NIU may also make written or oral forward-looking statements in its periodic reports to the U.S. Securities and Exchange Commission, in its annual report to shareholders, 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 NIU’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: NIU’s strategies; NIU’s future business development, financial condition and results of operations; NIU’s ability to maintain and enhance its “NIU” brand; its ability to innovate and successfully launch new products and services; its ability to maintain and expand its offline distribution network; its ability to satisfy the mandated safety standards relating to e-scooters; its ability to secure supply of components and raw materials used in e-scooters; its ability to manufacture, launch and sell smart e-scooters meeting customer expectations; its ability to grow collaboration with operation partners; its ability to control costs associated with its operations; general economic and business conditions in China and globally; and assumptions underlying or related to any of the foregoing. Further information regarding these and other risks is included in NIU’s filings with the Securities and Exchange Commission. All information provided in this press release is as of the date of this press release, and NIU does not undertake any obligation to update any forward-looking statement, except as required under applicable law.
Investor Relations Contact:
Niu Technologies
E-mail: ir@niu.com
FAQ
What were NIU's total unit sales in 4Q2025 and FY2025?
How many units did NIU sell in China in FY2025 (NIU)?
What caused NIU's year-on-year decline in 4Q2025 unit sales?
How did NIU's international sales perform in FY2025 (NIU)?
Did NIU launch new models that impacted 4Q2025 sales (NIU)?
What is NIU's outlook for 2026 after the 4Q2025 update?
