EV & mobility

NIO Inc

NYSE: NIO · HKEX: 9866 · China

NIO sells premium electric vehicles in China and builds the battery-swap network they depend on. The swap stations are the bet: they remove charging time as an objection, and they are expensive enough that no rival has matched the footprint.

NIO
ONVO
Firefly

NIO Inc Vehicles delivered by period, split by brand. Aug 26 total: 35,836. +14.5% year on year. Sources: NIO August 2026 delivery update.
Period	NIO	ONVO	Firefly	Vehicles delivered (total)
Sep 25	13,728	15,246	5,775	34,749
Oct 25	17,143	17,342	5,912	40,397
Nov 25	18,393	11,794	6,088	36,275
Dec 25	31,897	9,154	7,084	48,135
Jan 26	20,894	3,481	2,807	27,182
Feb 26	15,159	2,981	2,657	20,797
Mar 26	22,490	6,877	6,119	35,486
Apr 26	19,024	5,352	4,980	29,356
May 26	20,013	12,029	5,663	37,705
Jun 26	21,908	11,743	6,946	40,597
Jul 26	20,008	10,155	5,771	35,934
Aug 26	21,174	8,810	5,852	35,836

NIO Inc Vehicles delivered by period, split by brand. Aug 26 total: 35,836. +14.5% year on year. Sources: NIO August 2026 delivery update.

By brand

NIO: 21,17459%
ONVO: 8,81025%
Firefly: 5,85216%

Latest reported period: Aug 26. Share is of that period's total.

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