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NIO (NYSE: NIO) nearly doubles Q1 2026 deliveries with ES8 leading

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

Rhea-AI Filing Summary

NIO Inc. reported sharp growth in vehicle deliveries for March and the first quarter of 2026. The company delivered 35,486 vehicles in March 2026, an increase of 136.0% year-over-year, and 83,465 vehicles in the first quarter of 2026, up 98.3% year-over-year.

March deliveries included 22,490 NIO premium brand vehicles, 6,877 ONVO family-oriented vehicles, and 6,119 FIREFLY small high-end cars. Cumulative deliveries reached 1,081,057 as of March 31, 2026. NIO’s All-New ES8 flagship SUV achieved its 80,000th delivery in 181 days and held the No. 1 position in China’s large SUV segment for three consecutive months.

Positive

  • Triple-digit delivery growth: March 2026 deliveries rose to 35,486 vehicles, up 136.0% year-over-year, and first quarter 2026 deliveries reached 83,465 vehicles, up 98.3% year-over-year, signaling strong operational momentum.
  • Flagship ES8 strength: The All-New ES8 achieved its 80,000th delivery within 181 days and ranked No. 1 in China’s large SUV segment for three consecutive months, reinforcing NIO’s position in the premium SUV market.

Negative

  • None.

Insights

NIO posts triple-digit delivery growth, led by strong ES8 demand.

NIO’s March 2026 deliveries rose to 35,486 vehicles, up 136.0% year-over-year, while first-quarter 2026 deliveries reached 83,465, up 98.3%. This shows strong volume momentum across its three brands: NIO, ONVO and FIREFLY.

Cumulative deliveries of 1,081,057 vehicles as of March 31, 2026 highlight the company’s growing installed base. The All-New ES8 hitting 80,000 deliveries in 181 days and ranking No. 1 in China’s large SUV segment for three consecutive months indicates solid traction in a key premium category.

While the update focuses on units rather than financial metrics, sustained triple-digit delivery growth can support revenue expansion and scale benefits if pricing and incentives remain disciplined. Subsequent quarterly financial reports will show how this delivery growth translates into margins and overall profitability.

March 2026 deliveries 35,486 vehicles Monthly deliveries, March 2026; up 136.0% year-over-year
March YoY growth 136.0% Year-over-year increase in March 2026 deliveries
Q1 2026 deliveries 83,465 vehicles Deliveries for the three months ended March 2026; up 98.3% YoY
Q1 YoY growth 98.3% Year-over-year increase in first quarter 2026 deliveries
Cumulative deliveries 1,081,057 vehicles Total vehicles delivered as of March 31, 2026
All-New ES8 deliveries 80,000 vehicles Flagship SUV deliveries achieved within 181 days
ES8 ramp duration 181 days Time taken for All-New ES8 to reach 80,000 deliveries
March 2026 NIO brand deliveries 22,490 vehicles Premium smart electric vehicles under NIO brand in March 2026
cumulative deliveries financial
"Cumulative deliveries reached 1,081,057 as of March 31, 2026"
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"
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.

 

 

 

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 April 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 March and First 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: April 1, 2026

 

 

 

 

Exhibit 99.1

 

NIO Inc. Provides March and First Quarter 2026 Delivery Update

 

·35,486 vehicles were delivered in March 2026, increasing by 136.0% year-over-year
·83,465 vehicles were delivered in the three months ended March 2026, increasing by 98.3% year-over-year
·Cumulative deliveries reached 1,081,057 as of March 31, 2026

 

SHANGHAI, China, April 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 March and first quarter 2026 delivery results.

 

The Company delivered 35,486 vehicles in March 2026, representing an increase of 136.0% year-over-year. The deliveries consisted of 22,490 vehicles from the Company’s premium smart electric vehicle brand NIO, 6,877 vehicles from the Company’s family-oriented smart electric vehicle brand ONVO, and 6,119 vehicles from the Company’s small smart high-end electric car brand FIREFLY. The Company delivered 83,465 vehicles in the first quarter of 2026, representing an increase of 98.3% year-over-year. Cumulative deliveries reached 1,081,057 as of March 31, 2026.

 

On March 20, 2026, our flagship premium SUV, the NIO All-New ES8, achieved its 80,000th delivery within just 181 days, marking an exceptional market performance, underscored by its No. 1 position in China’s large SUV segment for three consecutive months, across all energy types and price ranges. Driven by its differentiated product capabilities and sustained user demand, the All-New ES8 continues to strengthen its leadership in the large 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, 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 March 2026?

NIO delivered 35,486 vehicles in March 2026. This represented a year-over-year increase of 136.0%. The total includes premium NIO brand models, ONVO family-oriented vehicles, and FIREFLY small high-end electric cars, showing broad-based growth across NIO’s product portfolio.

What were NIO (NIO) total deliveries for the first quarter of 2026?

NIO delivered 83,465 vehicles in the first quarter of 2026. This reflects a 98.3% year-over-year increase. The strong quarterly performance indicates rapid expansion of NIO’s user base and higher volumes across its NIO, ONVO and FIREFLY brands.

What is NIO (NIO) cumulative vehicle delivery count as of March 31, 2026?

NIO’s cumulative deliveries reached 1,081,057 vehicles as of March 31, 2026. This figure captures all vehicles delivered since inception, highlighting the company’s growing installed base for future software, services and brand ecosystem monetization opportunities.

How is NIO’s All-New ES8 performing in the Chinese SUV market?

The All-New ES8 reached 80,000 deliveries in 181 days. It also held the No. 1 position in China’s large SUV segment for three consecutive months, across all energy types and price ranges, underscoring strong demand in the premium SUV category.

Which brands contributed to NIO (NIO) March 2026 deliveries?

March 2026 deliveries included NIO, ONVO and FIREFLY brands. NIO delivered 22,490 premium vehicles, ONVO delivered 6,877 family-oriented vehicles, and FIREFLY delivered 6,119 small smart high-end electric cars, demonstrating diversification across multiple market segments.

Filing Exhibits & Attachments

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