NIO · NIO Inc.

NIO Inc. demonstrated robust operational performance in the first quarter of 2026, delivering 83,465 vehicles, a 98.3% increase compared to the same period last year. This growth was spearheaded by a particularly strong March, where deliveries surged 136.0% year-over-year to 35,486 units. The delivery breakdown reveals a multi-brand strategy in action: the core premium NIO brand contributed 22,490 units in March, while the family-oriented ONVO brand added 6,877 units and the newly introduced small high-end FIREFLY brand contributed 6,119 units. The company reached a significant milestone, with cumulative deliveries totaling 1,081,057 vehicles as of March 31, 2026. A key driver of recent success is the All-New ES8, which achieved 80,000 deliveries within 181 days of launch. The model secured the No. 1 position in China's large SUV segment for three consecutive months across all energy types and price ranges, highlighting strong product competitiveness and sustained user demand. This performance underscores NIO's ability to scale operations and capture market share across different vehicle segments.