Welcome to our dedicated page for NIO SEC filings (Ticker: NIOIF), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
NIO Inc. (NIOIF) files foreign-issuer reports that transmit Hong Kong exchange announcements, delivery updates, annual report materials, board meeting notices, and annual general meeting records. The filings identify the company as a Cayman Islands issuer in the smart electric vehicle market with securities identified under NYSE, HKEX, and SGX symbols.
The company’s regulatory documents describe its weighted voting rights structure, including Class A ordinary shares and Class C ordinary shares, and state that American depositary shares represent Class A ordinary shares. Recent 6-K filings also document vehicle delivery updates by brand, publication of annual report materials, financial-results meeting procedures, record dates, and shareholder voting mechanics.
NIO Inc. reported very strong growth for the fourth quarter and full year 2025, highlighted by a return to quarterly profitability. In Q4 2025, total revenues reached RMB34,650.2 million, up 59.0% quarter over quarter and 75.9% year over year, as vehicle deliveries rose to 124,807 units.
Q4 vehicle margin improved to 18.1%, with gross margin at 17.5%. NIO generated RMB807.3 million profit from operations and a RMB282.7 million net profit, while non-GAAP operating profit was RMB1,251.3 million and non-GAAP net profit was RMB726.8 million.
For full year 2025, revenues were RMB87,487.5 million, up 33.1%, and deliveries reached 326,028 vehicles, up 46.9%. Despite this progress, NIO still recorded a full-year net loss of RMB14,942.6 million, though this narrowed by 33.3% from 2024. Management expects Q1 2026 deliveries of 80,000–83,000 units, implying 90.1%–97.2% year-over-year growth.
NIO Inc. adopted a new 2026 Share Incentive Plan and approved a large performance-based equity award for its chairman and CEO, Bin Li. The plan authorizes up to 248,454,460 Class A ordinary shares, equal to 10% of total outstanding shares as of February 28, 2026, for equity incentives over twelve years.
On March 6, 2026, NIO approved 248,454,460 restricted share units for Bin Li under this plan, split into ten equal tranches of 24,845,446 units. Each tranche vests only if demanding performance goals are met, including market capitalization thresholds from US$30 billion to US$120 billion and annual net profit targets from US$1.5 billion to US$6.0 billion, and if he remains in key leadership roles.
Multiple tranches can vest at once once targets are certified. Bin Li has irrevocably agreed not to sell, transfer, or dispose of any Class A shares issued under the plan for five years after each vesting, aligning his potential upside with long-term shareholder value creation.
NIO Inc. reported strong February 2026 operating metrics, delivering 20,797 vehicles, a 57.6% year-over-year increase. The total included 15,159 vehicles from the premium NIO brand, 2,981 from the family-oriented ONVO brand, and 2,657 from the small smart high-end FIREFLY brand. Cumulative deliveries reached 1,045,571 as of February 28, 2026.
The company also highlighted energy-network milestones. On February 6, 2026, NIO completed 100 million cumulative battery swaps, underscoring broad adoption of its battery swapping model in China. During the Chinese New Year holiday, daily battery swap volumes hit record highs for five consecutive days, pointing to heavy user reliance on NIO’s swapping and charging network.
NIO Inc. has scheduled a board meeting for March 10, 2026 (Beijing/Hong Kong/Singapore Time) to approve its unaudited financial results for the three months and full year ended December 31, 2025. The company plans to publish these Q4 and full-year 2025 results the same day on the Hong Kong Stock Exchange website and its investor relations site.
Management will also host an earnings conference call at 8:00 p.m. Beijing/Hong Kong/Singapore Time on March 10, 2026, which is 8:00 a.m. U.S. Eastern Time. A live and archived webcast will be available on NIO’s investor relations website, and investors can register online to receive dial-in details.
NIO Inc. reported that its subsidiary GeniTech Co., Ltd. (Shenji), which handles NIO’s intelligent-driving chip business, has signed definitive agreements with investors in China. These investors will provide RMB2.257 billion in cash in exchange for newly issued Shenji shares, subject to customary closing conditions.
After completion, a NIO subsidiary will retain a 62.7% controlling equity interest in Shenji, so NIO will continue to consolidate Shenji’s financial results. The Shenji investors will collectively hold 27.3%, and entities administering Shenji’s share incentive plan will collectively hold the remaining 10.0% of Shenji’s equity.
NIO Inc. issues a profit alert for the fourth quarter of 2025, saying it expects adjusted profit from operations (non-GAAP) of RMB700 million to RMB1,200 million, marking its first-ever quarterly adjusted operating profit.
The company previously reported an adjusted loss from operations (non-GAAP) of RMB5,543.6 million in the fourth quarter of 2024, so this guidance signals a major turnaround. Management attributes the expected improvement to stronger vehicle sales, better vehicle margins from a favorable product mix, and ongoing cost reduction and efficiency efforts.
On a GAAP basis, NIO expects profit from operations of about RMB200 million to RMB700 million for the quarter. These figures are based on preliminary, unaudited management accounts and may change once full Q4 and full-year 2025 results are finalized.
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.
NIO Inc. received an updated ownership disclosure from Abu Dhabi-based investors. CYVN Investments RSC Ltd and its parent L'imad Holding Company report beneficial ownership of 418,833,157 Class A ordinary shares, representing 17.9% of NIO's Class A share class. Both entities are organized in the United Arab Emirates, with L'imad Holding wholly owning CYVN Investments and itself being wholly owned by the Government of Abu Dhabi represented by the Abu Dhabi Department of Finance. The amendment confirms their role as significant shareholders and reiterates that they hold sole voting and dispositive power over these shares.
CYVN Investments RSC Ltd and L'imad Holding Company - P.J.S.C have filed Amendment No. 4 to their Schedule 13D for NIO Inc., updating their ownership disclosure. CYVN Investments directly holds and beneficially owns 418,833,157 Class A ordinary shares of NIO, representing about 17.9% of the Class A shares outstanding, based on 2,334,669,995 Class A shares outstanding as of December 31, 2025. This stake also represents about 16.9% of NIO’s total ordinary shares, based on 2,483,169,995 ordinary shares outstanding, including 148,500,000 Class C shares, as of the same date.
The reporting persons have sole voting and dispositive power over these 418,833,157 Class A shares. L'imad Holding wholly owns CYVN Investments and may be deemed the beneficial owner of the shares held by CYVN Investments. A director, Eddy Georges Skaf, separately holds 60,000 Class A shares, which is less than 0.1% of the Class A shares outstanding. The amendment notes that there have been no transactions in NIO securities by the reporting persons or directors during the past sixty days.