Starting with deliveries: in the second quarter of 2026, these amounted to 107,658 vehicles, representing a 49.4 per cent increase compared to the second quarter of 2025 and a 29.0 per cent increase compared to the first quarter of 2026. Deliveries consisted of 60,945 vehicles from the main Nio brand, 29,124 vehicles from the Onvo brand, and 17,589 vehicles from the Firefly brand. According to CEO William Bin Li, the high-end SUVs Nio ES8 and ES9 are currently performing particularly well, as are the mid-range SUVs Onvo L90 and L80, as well as the Firefly, which has reportedly been the No. 1 in the “premium compact car” segment in China for 15 months.
Overall, this is only the second time that Nio has exceeded the 100,000 delivery mark in a quarter – previously, the Shanghai-based company achieved this for the first time in the fourth quarter of 2025, which is traditionally the strongest quarter for Chinese manufacturers in terms of sales.
Nio expects another increase in deliveries in Q3
For the current quarter between July and September, Nio management expects further improvement: “For the third quarter, we expect total deliveries to range between 108,000 and 111,000 vehicles, with a year-over-year growth of 24.0% to 27.5%,” says Nio CEO William Bin Li.
