NIO-SW (09866.HK): June Deliveries Jump 62.9% YoY to 40,597 Vehicles; Q2 Deliveries Hit 107,658

NIO Inc. delivered 40,597 vehicles in June, up 62.9% year-on-year, with second-quarter deliveries of 107,658 units up 49.4%, bringing total cumulative deliveries to over 1.188 million. The NIO brand contributed 21,908 units, ONVO 11,743 units, and Firefly 6,946 units. The ES9 reached 10,000 deliveries within 30 days of launch, while cumulative ES8 deliveries hit 120,000 units.

NIO Inc. (9866.HK) announced its delivery results for June 2026 and the second quarter. The company delivered 40,597 vehicles in June, up 62.9% year-on-year. Second-quarter deliveries reached 107,658 vehicles, up 49.4% year-on-year. As of June 30, 2026, cumulative vehicle deliveries reached 1,188,715.

By brand, June deliveries included 21,908 NIO brand vehicles, 11,743 ONVO brand vehicles, and 6,946 Firefly brand vehicles.

The announcement noted that on June 18, the new version of the NIO World Model officially began rollout, with over 700,000 users upgrading simultaneously. On June 22, the new ES8 achieved its 120,000th delivery. On June 26, the ES9, which began deliveries on May 28, reached cumulative deliveries exceeding 10,000 units within 30 days.

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