# Nio Delivers 37,408 Vehicles in September, Up 49\.2% in First Three Quarters

Nio said it delivered 37,408 vehicles in September 2026, up 7\.7% year on year, with 300,301 vehicles delivered in the first three quarters, up 49\.2%\. The company also announced a charging and battery-swap strategic cooperation with Geely Holding Group and said its Silk Road battery-swap route is fully connected\.

By China EV Signal
Published: 2026-10-01T06:32:54.224Z
Updated: 2026-10-01T06:32:54.226Z
Canonical article: https://chinaevsignal.com/news/nio-september-2026-deliveries-37408-first-three-quarters

## Key takeaways

- Nio delivered 37,408 vehicles in September 2026, up 7\.7% year on year; first three quarters deliveries reached 300,301, up 49\.2%\.
- The Nio brand delivered 21,318 vehicles in September \(up 55\.3%\), Onvo 8,763 and Firefly 7,327 \(up 26\.9%\)\.
- Nio announced a comprehensive charging and battery-swap strategic cooperation with Geely Holding Group on September 28\.

## 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\.

Nio said the Onvo L60 has a one-year value retention rate of 74\.4%, the highest among mid-size SUVs, while the Onvo L90 has a one-year value retention rate of 78%, the highest among new energy large SUVs\.

Nio said Firefly has accumulated 87,536 deliveries and has held first place in China's premium small-car market by share for 16 consecutive months, including nine months with a share above 70%\. It said Firefly's August share rose above 74%\.

## Battery-Swap and Charging Network

Nio said Firefly's battery-swap service surpassed 10,000 cumulative swaps within 39 days of launch\. The company did not disclose the specific date the service passed 10,000 swaps\.

On September 26, Nio held Power UP 2026, the Nio Power Day, with battery swaps along the route from Dushanzi to Khorgas in Xinjiang\. Nio said the Silk Road battery-swap route is now fully connected after its 4,125th battery-swap station began operating at Sayram Lake\. The route runs from Xi'an in Shaanxi to Khorgas in Xinjiang, covering 3,605 kilometers with 33 Nio battery-swap stations\.

Nio said that after the route opened, drivers can travel from any battery-swap station nationwide to all provincial-level administrative regions in mainland China entirely by battery swap\. The company did not disclose the specific date the 4,125th station began operating\.

## Geely Strategic Cooperation

On September 28, Nio announced a comprehensive strategic cooperation with Geely Holding Group in the charging and battery-swap field\. The companies said they reached consensus on cooperation across technology, operations and capital, and will jointly invest in their respective charging and battery-swap business entities, share charging and battery-swap technologies and standards, build charging and battery-swap service networks together, and explore a model of open collaboration in China's auto industry\.

The specific investment amount involved in the cooperation was not disclosed\.

## Company coverage

- [Geely news](https://chinaevsignal.com/manufacturers/geely)
- [NIO news](https://chinaevsignal.com/manufacturers/nio)

## Original publisher

蔚来. Published: 2026-10-01T04:17:11.000Z