NIO July Deliveries Surge 71% YoY to 35,934; ES8 Hits 130K Milestone
NIO is trading near its 52-week low of $4.37 (11% above the low).
Summary
NIO reported July 2026 deliveries of 35,934 vehicles, a 71% year-over-year increase, with year-to-date deliveries up 68% to 227,057. The ES8 reached a 130,000-unit milestone, and the five-seat version began deliveries.
Key Events · Earnings and Guidance · NIO
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July Deliveries Up 71% YoY
Deliveries in July 2026 reached 35,934 vehicles, a 71.0% increase from July 2025, comprising 20,008 NIO brand, 10,155 ONVO, and 5,771 FIREFLY vehicles.
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Year-to-Date Growth of 68%
Year-to-date deliveries reached 227,057 vehicles, up 68.0% year-over-year, with cumulative deliveries surpassing 1.22 million as of July 31, 2026.
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ES8 Milestone and Lineup Expansion
The NIO All-New ES8 reached 130,000 cumulative deliveries on July 22, 2026, just 305 days after launch. Deliveries of the five-seat version began on July 10, expanding the flagship lineup to five-, six-, and seven-seat configurations.
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Strong Demand Momentum Continues
This follows June's 40,597 deliveries and Q2's 107,658 units, indicating sustained demand across NIO's multi-brand strategy despite a saturated China auto market.
Analysis · NIO · Manufacturing
July deliveries jumped 71% year-over-year to 35,934 vehicles, extending a strong growth streak for NIO. Year-to-date deliveries are up 68% to 227,057, and cumulative deliveries crossed 1.22 million. The flagship ES8 reached 130,000 cumulative deliveries just 305 days after launch, and the new five-seat variant began deliveries on July 10, broadening the lineup. This continues the robust demand seen in Q2 and reinforces NIO's position in China's competitive EV market.
At the time of this filing, NIO was trading at $4.83 on NYSE in the Manufacturing sector, with a market capitalization of approximately $11.5B. The 52-week trading range was $4.37 to $8.02. This filing was assessed with positive market sentiment and an importance score of 8 out of 10.