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NIO Inc
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Nio delivered 35,486 vehicles in March, representing a year-over-year increase of 136.0%.

In March 2026, Nio delivered 35,486 new vehicles, marking a year-over-year increase of 136.0% and a month-over-month increase of 70.6%. Among them, the Nio brand delivered 22,490 new vehicles, a year-over-year increase of 120.1% and a month-over-month increase of 48.4%; the Lodo brand delivered 6,877 new vehicles, a year-over-year increase of 42.7% and a month-over-month increase of 130.7%; the Firefly brand delivered 6,119 new vehicles, with a month-over-month increase of 130.3%.
In the first quarter of 2026, Nio delivered a total of 83,465 new vehicles, a year-over-year increase of 98.3%. To date, Nio has cumulatively delivered 1,081,057 new vehicles.
On March 20, the all-new Nio ES8 completed the delivery of its 80,000th vehicle within 181 days. The all-new ES8 has been the best-selling "large SUV" for three consecutive months, regardless of energy type, price range, or seating capacity. The monthly delivery of the Lodo L90 increased by 155.1% month-over-month, pushing the cumulative deliveries of the Lodo brand past 140,000 units. The all-new Nio ES8 and Lodo L90 are jointly leading the golden era for large three-row electric SUVs. On March 29, Firefly reached the milestone of delivering its 50,000th unit to customers, marking a new phase of development for the brand.
Starting tomorrow, Nio will enter a phase of密集新品发布. The 2026 models of the ES6, EC6, ET5, and ET5T will officially launch on April 2, with upgrades in design, features, and smart driving experience. The product and technology release event for the tech flagship administrative SUV, the Nio ES9, will take place on April 9. The 2026 version of the L90, featuring an upgraded laser radar smart driving system, will be unveiled in late April, while the L80 is also set to launch soon.
On March 10, Nio released its Q4 and full-year 2025 financial report, announcing an operating profit of 1.25 billion yuan for the fourth quarter, marking the company's first quarterly profit. Cash reserves reached 45.9 billion yuan in Q4, showing a significant growth of nearly 10 billion yuan from the previous quarter. The delivery numbers announced today for Q1 exceeded the guidance range for Q1 2026 (80,000 to 83,000 units).
In this warm April, everything is refreshed. We continue our efforts and keep pushing forward together!
In March 2026, Nio delivered 35,486 new vehicles, marking a year-over-year increase of 136.0% and a month-over-month increase of 70.6%. Among them, the Nio brand delivered 22,490 new vehicles, a year-over-year increase of 120.1% and a month-over-month increase of 48.4%; the Lodo brand delivered 6,877 new vehicles, a year-over-year increase of 42.7% and a month-over-month increase of 130.7%; the Firefly brand delivered 6,119 new vehicles, with a month-over-month increase of 130.3%. In the first quarter of 2026, Nio delivered a total of 83,465 new vehicles, a year-over-year increase of 98.3%. To date, Nio has cumulatively delivered 1,081,057 new vehicles. On March 20, the all-new Nio ES8 completed the delivery of its 80,000th vehicle within 181 days. The all-new ES8 has been the best-selling "large SUV" for three consecutive months, regardless of energy type, price range, or seating capacity. The monthly delivery of the Lodo L90 increased by 155.1% month-over-month, pushing the cumulative deliveries of the Lodo brand past 140,000 units. The all-new Nio ES8 and Lodo L90 are jointly leading the golden era for large three-row electric SUVs. On March 29, Firefly reached the milestone of delivering its 50,000th unit to customers, marking a new phase of development for the brand. Starting tomorrow, Nio will enter a busy phase of new product launches. The 2026 models of the ES6, EC6, ET5, and ET5T will officially hit the market on April 2, with upgrades in design, ...
Risk Disclaimer: The above content only represents the author's view. It does not represent any position or investment advice of Futu. Futu makes no representation or warranty.Read more
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