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NIO (NYSE: NIO) reports June and Q2 2026 delivery surge across brands

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

Rhea-AI Filing Summary

NIO Inc. reported strong growth in vehicle deliveries for June and the second quarter of 2026. The company delivered 40,597 vehicles in June 2026, up 62.9% year-over-year, across the NIO, ONVO and FIREFLY brands. Second quarter 2026 deliveries reached 107,658 vehicles, a 49.4% year-over-year increase, bringing cumulative deliveries to 1,188,715 as of June 30, 2026.

NIO also highlighted technology advances, rolling out the latest NIO WorldModel upgrade simultaneously to over 700,000 users and achieving parallel development and synchronized releases of intelligent driving systems on both general-purpose and in-house chip platforms. Specific models showed momentum, with the NIO All-New ES8 reaching 120,000 cumulative deliveries and the NIO ES9 reaching 10,000 cumulative deliveries within 30 days.

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Insights

NIO shows rapid delivery growth and expanding model traction in Q2 2026.

NIO reported 40,597 June 2026 deliveries, up 62.9% year-over-year, and 107,658 deliveries in the quarter, up 49.4%. This indicates broad-based volume expansion across its NIO, ONVO and FIREFLY brands, supporting scale in a competitive smart EV market.

Cumulative deliveries reached 1,188,715 as of June 30, 2026, showing a sizable installed base. The NIO All-New ES8 achieved 120,000 cumulative deliveries in China’s premium segment priced above RMB400,000, while the ES9 reached 10,000 units within 30 days above RMB500,000, suggesting solid demand at higher price points.

The rollout of the latest NIO WorldModel to over 700,000 users and parallel development of intelligent driving systems across chip platforms underscores continued investment in software and autonomy. The impact will depend on sustained delivery growth and user adoption, to be reflected in future financial disclosures.

June 2026 deliveries 40,597 vehicles Monthly deliveries, June 2026, up 62.9% year-over-year
June YoY growth 62.9% Year-over-year increase in June 2026 deliveries
Q2 2026 deliveries 107,658 vehicles Deliveries for the three months ended June 2026, up 49.4% YoY
Cumulative deliveries 1,188,715 vehicles Total cumulative deliveries as of June 30, 2026
All-New ES8 cumulative 120,000 units Cumulative deliveries in China’s premium segment above RMB400,000
ES9 30-day deliveries 10,000 units Cumulative deliveries within 30 days after May 28, 2026
WorldModel upgrade users over 700,000 users Users receiving latest NIO WorldModel version on June 18, 2026
NIO WorldModel technical
"the Company rolled out the latest version of NIO WorldModel, providing upgrades"
closed-loop reinforcement learning technical
"upgraded three-layer training framework comprising world model, supervised fine-tuning, and closed-loop reinforcement learning"
battery swapping technical
"the viability, growth potential and prospects of the battery swapping, BaaS, and NIO Assisted and Intelligent Driving"
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 and Intelligent Driving"
safe harbor statement regulatory
"This press release contains statements that may constitute “forward-looking” statements pursuant to the “safe harbor” provisions"
A safe harbor statement is a disclaimer that companies include in their public disclosures to limit legal liability if future results differ from what was forecasted or expected. It acts like a protective shield, helping companies avoid lawsuits if their predictions don’t come true, and gives investors a clearer understanding that certain statements are forward-looking and involve risks.
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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 July 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 June and Second Quarter 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: July 2, 2026

 

 

 

Exhibit 99.1

 

NIO Inc. Provides June and Second Quarter 2026 Delivery Update

 

·40,597 vehicles were delivered in June 2026, increasing by 62.9% year-over-year
·107,658 vehicles were delivered in the three months ended June 2026, increasing by 49.4% year-over-year
·Cumulative deliveries reached 1,188,715 as of June 30, 2026

 

SHANGHAI, China, July 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 June and second quarter 2026 delivery results.

 

The Company delivered 40,597 vehicles in June 2026, representing an increase of 62.9% year-over-year. The deliveries consisted of 21,908 vehicles from NIO brand, 11,743 vehicles from ONVO brand, and 6,946 vehicles from FIREFLY brand. The Company delivered 107,658 vehicles in the second quarter of 2026, representing an increase of 49.4% year-over-year. Cumulative deliveries reached 1,188,715 as of June 30, 2026.

 

On June 18, 2026, the Company rolled out the latest version of NIO WorldModel, providing upgrades to over 700,000 users simultaneously. NIO became the industry’s first to achieve parallel development and synchronized releases of intelligent driving systems across general-purpose chip platforms and in-house chip platforms. The latest version introduces an upgraded three-layer training framework comprising world model, supervised fine-tuning, and closed-loop reinforcement learning, marking further improvements in adaptability to complex scenarios, human-like behavior, and the balance between safety and efficiency.

 

On June 22, 2026, the NIO All-New ES8 achieved cumulative deliveries of 120,000 units, reinforcing its strong delivery performance in China's premium segment priced above RMB400,000. In addition, the NIO All-New ES8 Five-Seat Version has arrived at showrooms and commenced presales on June 28, 2026. Building on the validated next-generation, all-scenario product capabilities of the NIO All-New ES8, it is expected to further strengthen its position in the premium five-seat SUV segment.

 

On June 26, 2026, the NIO ES9 achieved 10,000 cumulative deliveries within 30 days after it commenced deliveries on May 28, setting a new delivery record among premium battery electric vehicles priced above RMB500,000 in China. The NIO brand continues to maintain a leading position in the premium 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 June 2026?

NIO delivered 40,597 vehicles in June 2026, an increase of 62.9% year-over-year. These deliveries included vehicles from the NIO, ONVO and FIREFLY brands, showing broad-based growth across the company’s product portfolio in the smart electric vehicle market.

What were NIO’s total vehicle deliveries for the second quarter of 2026?

NIO delivered 107,658 vehicles in the second quarter of 2026, up 49.4% year-over-year. This quarterly figure reflects sustained delivery momentum beyond a single month and supports the company’s scaling efforts across multiple brands and vehicle segments in its home market.

What is NIO’s cumulative vehicle delivery count as of June 30, 2026?

Cumulative deliveries for NIO reached 1,188,715 vehicles as of June 30, 2026. This cumulative figure represents the total number of smart electric vehicles delivered under the NIO, ONVO and FIREFLY brands since inception, illustrating the size of NIO’s installed user base.

How are NIO’s premium models like the All-New ES8 and ES9 performing?

The NIO All-New ES8 achieved 120,000 cumulative deliveries in China’s premium segment priced above RMB400,000. The NIO ES9 reached 10,000 cumulative deliveries within 30 days, in a segment priced above RMB500,000, suggesting strong interest in NIO’s higher-end SUVs.

What technology updates did NIO announce with this 6-K delivery update?

NIO rolled out the latest version of its NIO WorldModel on June 18, 2026, upgrading over 700,000 users simultaneously. The update supports parallel development and synchronized releases of intelligent driving systems across general-purpose and in-house chip platforms, enhancing intelligent driving capabilities.

How is NIO advancing its intelligent driving and software capabilities?

The latest NIO WorldModel version introduces a three-layer training framework of world model, supervised fine-tuning, and closed-loop reinforcement learning. NIO states this improves adaptability to complex scenarios, human-like behavior, and the balance between safety and efficiency in its intelligent driving systems.

Filing Exhibits & Attachments

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