September and First Three Quarters Deliveries

Nio said it delivered 37,408 vehicles in September 2026, up 7.7% year on year. By brand, Nio delivered 21,318 vehicles, up 55.3% year on year; Onvo delivered 8,763 vehicles; and Firefly delivered 7,327 vehicles, up 26.9% year on year.

In the first three quarters of 2026, Nio said it delivered 300,301 vehicles in total, up 49.2% year on year, with all three brands setting record deliveries for a first three quarters period. The Nio brand delivered 181,988 vehicles, up 63.4% year on year; Onvo delivered 70,191 vehicles; and Firefly delivered 48,122 vehicles, up 136.7% year on year.

Nio said cumulative deliveries to date reached 1,297,893 vehicles. The company did not disclose the Onvo brand's cumulative delivery total.

Brand and Model Milestones

Nio said the Nio brand completed its 1,000,000th vehicle delivery on September 21, with cumulative deliveries reaching 1,011,597 vehicles. The company said the brand's average transaction price has remained above 400,000 yuan, and that from January to August it ranked first in China's market for new vehicles with starting prices above 400,000 yuan.

Citing the J.D. Power 2026 China Automotive Brand NPS Annual Report, Nio said the Nio brand ranked first among new energy luxury brands for a second consecutive year.

Nio said the new ES8 has accumulated more than 150,000 deliveries in its first year on the market and retained first place in sales in the large SUV and 400,000-yuan class segments. It said the ES9 surpassed 30,000 cumulative deliveries in 119 days and claimed first place in the 500,000-yuan-class all-electric segment for three consecutive months.