Nio delivers 35,934 vehicles in July, up 71% year-on-year but down from June
Nio Inc delivered 227,057 vehicles in the first seven months of the year, up 67.98% year-on-year.
https://cnevpost.com/2026/08/01/nio-deliveries-jul-2026/
Nio's first fifth-gen swap station to go live on August 7, supporting Firefly for first time
The new station is compatible with all three brands — Nio, Onvo and Firefly — with the compact Firefly joining the swap network for the first time.
https://cnevpost.com/2026/08/03/nio-first-fifth-gen-swap-station-go-live-aug-7/
NIO's stock is facing challenges with a 3% declinefollowing BlackRock's 12% stake reduction, yet it achieved record ES9 deliveries of 20,000 units in just 73 days, reflecting strong demand amidst mixed market sentiment.
Investor Sentiment: Retail sentiment is mixed, with a 232% increase in negative discussions on Stocktwits, reflecting concerns despite operational successes.
Market Performance: NIO's stock declined 3%recently, influenced by BlackRock's decision to reduce its stake by 12%, selling 1.2 million shares.
Delivery Performance: In July, NIO reported 35,934 vehicle deliveries, marking a 71% year-over-year increase and cumulative deliveries of 227,057 year-to-date.
Analyst Ratings Mixed: Analysts have a mixed outlook with price targets ranging from $4.0(Barclays) to $8.0 (JP Morgan), indicating varied expectations for NIO's future performance.
Profitability Challenges: Despite revenue growth of 38.93% and EPS growth of 35.18%, NIO's gross margin sits at 13.62% and operating margin at -16.05%, indicating ongoing profitability issues.
Nio to mark 140,000th ES8 delivery this week as momentum holds
An Nio executive teased the upcoming milestone, suggesting ES8 deliveries are maintaining a pace of around 10,000 units a month.
https://cnev.co/tKS1thu
Facelifted Nio ET5 Touring spotted in road tests, Nio Day may be debut stage
The Nio Day event to be held in Wuhan, Hubei province, in December could serve as the stage for the updated ET5 Touring.
https://cnev.co/MPrDgYj
Nio's third-gen ES8 deliveries reach 140,000, with latest 10,000 taking 30 days
Monthly ES8 deliveries returned above 10,000 after the 5-seat version joined the lineup, broadening the flagship SUV's potential customer base.
https://cnev.co/lNKMJUx
Nio Onvo L60 deliveries reach 110,000 as August sales rebound
The L60 delivered at least 6,176 units in the first 28 days of August, 3.1 times its full-month volume in July.
https://cnev.co/JQjhpNT
Nio Hong Kong shares plunge 9% as August deliveries show Onvo weakness
Nio's Hong Kong-listed shares fell to their lowest since July 2025. The company is set to report second-quarter results hours later.
https://cnev.co/hMiHwzz
Nio ES8 August deliveries climb to 10,999, lifting year-to-date total near 100,000
Nio ES8 deliveries rose 6.91% in August from July, accounting for 51.95% of the Nio main brand's monthly deliveries.
https://cnev.co/EQn0H43
Nio Q2 2026 earnings call: Live updates
The third-generation ES8 is expected to reach its 150,000th delivery this month, and demand remains very strong.
https://cnev.co/6BhDyXe
William Li says market undervalues Nio, overlooks its AI and energy businesses
Li said Nio's market capitalization was once very high in 2021, but the company is now healthier than it was then.
https://cnev.co/6zFHUKp
Nio's William Li urges focus on core business for next 3 years, teases major new models for 2027
Li said Nio will focus on its core business, premium segment and core markets over the next 3 years, participating in embodied AI mainly through strategic investments.
https://cnev.co/bRiVKaI
Nio backs EV journey of over 20,000 km across Eurasia to showcase long-distance capability
The fleet will depart from Xi'an on September 16 for a 41-day journey covering 11 countries.
https://cnev.co/ASZoHMv
Nio Onvo launches L80 styling package, echoing Firefly's strategy to boost appeal
The Starlight styling package includes new blue paint and 21-inch wheels, with a limited-time price of 10,080 yuan ($1,490) for orders placed by September 30.
https://cnev.co/ZdnHrti
Nio to reach 150,000 deliveries of third-gen ES8 this week
The large all-electric SUV is expected to reach the milestone this week as it approaches the first anniversary of deliveries.
https://cnev.co/Siy9z1B
Nio reaffirms Europe commitment as William Li meets users and partners
Nio confirmed Onvo will enter international markets, with a European debut currently expected in 2028-2029.
https://cnev.co/BtQdo9j