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NIO (NYSE: NIO) tops 1,024,774 total deliveries with 96.1% January surge

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6-K

Rhea-AI Filing Summary

NIO Inc. reported strong operational momentum with deliveries of 27,182 vehicles in January 2026, a 96.1% year-over-year increase. This rapid growth reflects expanding demand across its three brands.

The January deliveries included 20,894 premium smart electric vehicles under the NIO brand, 3,481 family-oriented vehicles under ONVO, and 2,807 small high-end electric cars under FIREFLY. Cumulative deliveries reached 1,024,774 as of January 31, 2026, meaning NIO has now surpassed 1 million vehicles delivered in total.

NIO also rolled out the latest version of its NIO WorldModel to over 460,000 vehicles equipped with the Banyan system, with Cedar and Cedar S to follow. The upgrade introduces full closed-loop reinforcement learning into assisted and intelligent driving, aiming to improve urban and highway driving, smart parking and active safety, and enhance the overall driving experience.

Positive

  • Strong delivery growth: 27,182 vehicles delivered in January 2026, up 96.1% year-over-year, with cumulative deliveries reaching 1,024,774 and surpassing the 1 million vehicle milestone.

Negative

  • None.

Insights

NIO shows rapid delivery growth and advances in assisted and intelligent driving capabilities.

NIO delivered 27,182 vehicles in January 2026, a 96.1% year-over-year increase, with cumulative deliveries reaching 1,024,774 as of January 31, 2026. This indicates strong unit growth across its premium NIO, family-focused ONVO, and FIREFLY small high-end brands.

The company reports broad deployment of its latest NIO WorldModel to over 460,000 Banyan-system vehicles, with Cedar and Cedar S updates to follow. The upgrade introduces full closed-loop reinforcement learning into assisted and intelligent driving across urban and highway scenarios, and further optimizes smart parking and active safety features.

From an investor perspective, this update highlights both scale and technology progress: surpassing 1 million cumulative deliveries and upgrading a large in-use fleet. Future disclosures in periodic reports may provide more detail on how delivery growth and software enhancements translate into revenue mix, margins, and user adoption of intelligent driving features.

 

 

 

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 February 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 January 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: February 2, 2026

 

 

 

 

Exhibit 99.1

 

NIO Inc. Provides January 2026 Delivery Update

 

27,182 vehicles were delivered in January 2026, increasing by 96.1% year-over-year
Cumulative deliveries reached 1,024,774 as of January 31, 2026

 

SHANGHAI, China, February 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 January 2026 delivery results.

 

The Company delivered 27,182 vehicles in January 2026, representing an increase of 96.1% year-over-year. The deliveries consisted of 20,894 vehicles from the Company’s premium smart electric vehicle brand NIO, 3,481 vehicles from the Company’s family-oriented smart electric vehicle brand ONVO, and 2,807 vehicles from the Company’s small smart high-end electric car brand FIREFLY. Cumulative deliveries reached 1,024,774 as of January 31, 2026.

 

On January 28, 2026, NIO rolled out the latest version of the NIO WorldModel (NWM), which has been gradually delivered to over 460,000 vehicles equipped with the Banyan system, with updates for vehicles running the Cedar and Cedar S systems to follow. The release introduced full closed-loop reinforcement learning into assisted and intelligent driving, with the upgraded architecture comprehensively modeling both urban and highway driving scenarios to improve assisted and intelligent driving experience. In addition, smart parking and active safety features have been further optimized for smoother performance and improved user experience.

 

In January 2026, the Company’s cumulative deliveries exceeded 1 million units, marking another milestone in its development. Going forward, the Company will remain committed to investing in core smart EV technologies and further strengthen its battery swapping and charging network, providing smart EV experiences to a broader user base and shaping a sustainable and brighter future.

 

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

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

NIO delivered 27,182 vehicles in January 2026. This represents a 96.1% year-over-year increase and reflects expanding demand across its premium NIO brand, family-focused ONVO brand, and FIREFLY small high-end electric car brand.

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

NIO’s cumulative deliveries reached 1,024,774 vehicles as of January 31, 2026. Crossing the one million delivery mark represents a significant milestone in the company’s development and highlights the scale it has achieved in the global smart electric vehicle market.

How were NIO’s January 2026 deliveries split across its brands?

In January 2026, NIO delivered 20,894 vehicles under the NIO premium brand, 3,481 vehicles under the family-oriented ONVO brand, and 2,807 vehicles under the FIREFLY small smart high-end electric car brand, demonstrating multi-brand contribution to its overall delivery volume.

What is NIO WorldModel and how widely has it been rolled out?

NIO WorldModel is the company’s intelligent driving model that now includes full closed-loop reinforcement learning. As of January 2026, the latest version has been gradually delivered to over 460,000 vehicles equipped with the Banyan system, with Cedar and Cedar S updates to follow.

How does NIO’s latest software update improve assisted and intelligent driving?

The latest WorldModel release introduces full closed-loop reinforcement learning covering urban and highway driving scenarios. It also further optimizes smart parking and active safety features, aiming to deliver smoother performance and an improved assisted and intelligent driving experience for users.

What strategic focus did NIO highlight alongside its January 2026 delivery results?

Alongside its January 2026 delivery results, NIO emphasized continued investment in core smart EV technologies and plans to further strengthen its battery swapping and charging network, with the goal of serving a broader user base and supporting a sustainable, long-term smart EV ecosystem.
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