STOCK TITAN

NIO (NYSE: NIO) lifts May 2026 deliveries 62.3% with new SUVs

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
6-K

Rhea-AI Filing Summary

NIO Inc. reported strong operational momentum for May 2026, delivering 37,705 vehicles, a 62.3% year-over-year increase. The total included 20,013 vehicles from the NIO brand, 12,029 from ONVO, and 5,663 from FIREFLY, showing traction across its multi-brand strategy.

Cumulative deliveries reached 1,148,118 vehicles as of May 31, 2026, highlighting the company’s growing installed base. NIO launched the ONVO L80, a smart flagship five-seat SUV, in mid-May and began deliveries the next day, positioning it as a category-defining model in the large five-seat SUV segment.

The company noted that 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, reinforcing its premium positioning. NIO also launched the ES9 flagship executive SUV with a 900V high-voltage architecture and rapid start of deliveries, aimed at strengthening its competitiveness in the premium executive segment.

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Insights

May deliveries rose 62.3% with new SUVs expanding NIO’s premium lineup.

NIO delivered 37,705 vehicles in May 2026, up 62.3% year over year, with contributions from the NIO, ONVO and FIREFLY brands. This suggests broad-based demand across its premium, family and small-car offerings, and adds to a cumulative base of 1,148,118 vehicles in use.

Two new SUVs, the ONVO L80 and NIO ES9, were launched with deliveries starting almost immediately after launch dates, indicating an aggressive go-to-market approach. The All-New ES8 ranking No.1 for five consecutive months in the >RMB 400,000 segment underscores NIO’s traction in higher-price tiers.

The filing focuses on volumes rather than revenue or margins, so the financial impact depends on mix, pricing and cost structure, which are not detailed here. Subsequent quarterly reports will be important for linking this delivery growth to profitability and cash flow performance.

May 2026 deliveries 37,705 vehicles Total vehicles delivered in May 2026
Year-over-year delivery growth 62.3% Increase in May 2026 deliveries vs. May 2025
NIO brand May deliveries 20,013 vehicles Portion of May 2026 deliveries from NIO brand
ONVO brand May deliveries 12,029 vehicles Portion of May 2026 deliveries from ONVO brand
FIREFLY brand May deliveries 5,663 vehicles Portion of May 2026 deliveries from FIREFLY brand
Cumulative deliveries 1,148,118 vehicles Cumulative deliveries as of May 31, 2026
ES8 premium ranking streak 5 months No.1 sales among models above RMB 400,000 across all energy types
battery swapping technical
"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.
BaaS financial
"the viability, growth potential and prospects of the battery swapping, BaaS, and NIO Assisted"
NIO Assisted and Intelligent Driving technical
"the viability, growth potential and prospects of the battery swapping, BaaS, and NIO Assisted and Intelligent Driving"
forward-looking statements regulatory
"This press release contains statements that may constitute “forward-looking” statements"
Forward-looking statements are predictions or plans that companies share about what they expect to happen in the future, like estimating sales or profits. They matter because they help investors understand a company's outlook, but since they are based on guesses and assumptions, they can sometimes be wrong.
safe harbor regulatory
"pursuant to the “safe harbor” provisions of the U.S. Private Securities Litigation Reform Act of 1995"
Safe harbor is a rule that protects companies or individuals from legal trouble if they follow certain guidelines or procedures. It’s like having a safety net that allows them to act without fear of punishment, as long as they stick to the rules. This helps encourage honest behavior and clear standards in financial and legal activities.
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UNITED STATES 

SECURITIES AND EXCHANGE COMMISSION 

Washington, D.C. 20549

 

 

 

FORM 6-K

 

 

 

REPORT OF FOREIGN PRIVATE ISSUER 

PURSUANT TO RULE 13a-16 OR 15d-16 UNDER 

THE SECURITIES EXCHANGE ACT OF 1934

 

For the month of June 2026

 

Commission File Number: 001-38638

 

 

 

NIO Inc. 

(Registrant’s Name)

 

 

 

Building 19, No. 1355, Caobao Road, Minhang District
Shanghai, People’s Republic of China
 

(Address of Principal Executive Offices)

 

 

 

Indicate by check mark whether the registrant files or will file annual reports under cover Form 20-F or Form 40-F.

 

Form 20-F x     Form 40-F ¨

 

 

 

 

EXHIBIT INDEX

 

Exhibit No.   Description
99.1   NIO Inc. Provides May 2026 Delivery Update

 

 

 

SIGNATURES

 

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.

 

  NIO Inc.
       
  By : /s/ Yu Qu
  Name : Yu Qu
  Title : Chief Financial Officer

 

Date: June 1, 2026

 

 

 

Exhibit 99.1

 

NIO Inc. Provides May 2026 Delivery Update

 

·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, China, 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

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

NIO delivered 37,705 vehicles in May 2026. This represents a 62.3% year-over-year increase, showing strong growth in demand across its NIO, ONVO and FIREFLY brands for the month.

What were NIO, ONVO and FIREFLY brand deliveries in May 2026?

In May 2026, NIO delivered 20,013 vehicles under the NIO brand, 12,029 vehicles under the ONVO brand, and 5,663 vehicles under the FIREFLY brand, indicating meaningful contributions from each segment.

What are NIO’s cumulative vehicle deliveries as of May 31, 2026?

Cumulative deliveries reached 1,148,118 vehicles as of May 31, 2026. This figure reflects all vehicles delivered across NIO’s brands to date, highlighting a substantial and growing installed base of smart electric vehicles.

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

The ONVO L80 is a smart flagship five-seat SUV launched on May 15, 2026, with deliveries starting May 16. It targets the large five-seat SUV segment with innovative space design, flagship smart technologies and integration with NIO’s charging and battery swapping network.

How is the NIO All-New ES8 performing in its market segment?

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, underscoring its strong position in the premium segment.

What is the NIO ES9 flagship executive SUV launched in May 2026?

The ES9 is NIO’s flagship executive SUV launched on May 27, 2026, with deliveries starting May 28. It features flagship smart technologies, executive-level space and comfort, and a full-domain 900V high-voltage architecture integrated with NIO’s charging and battery swapping network.

Filing Exhibits & Attachments

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