According to NIO’s release, NIO delivered 34,749 units in September 2025, YoY +64.1%, MoM +11.0% (vs Aug 31,305 units), with a cumulative total of 872,785 units (YTD Jan–Sep).
NIO achieved another record month in September, continuing its strong rebound trend since mid-year. The growth was driven by steady demand for the ET5 and ES6, plus initial deliveries of its new ONVO L60 under the sub-brand strategy. YoY growth above 60% reflects a lower base last year and improving production efficiency.
The modest MoM gain suggests momentum remains solid but is starting to normalize after consecutive months of acceleration. With multiple new models launching in Q4 2025, NIO appears well-positioned to sustain volume growth into year-end.
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