NIO June Deliveries Rise 62.9% to 40,597 Units, Hit New 2026 High

On July 1, NIO Inc. reported June 2026 delivery results, with 40,597 vehicles delivered in the month, up 62.9% year-on-year and 7.7% month-on-month, marking its highest monthly total so far this year.

By brand, the NIO premium marque delivered 21,908 units, up 50.1% year-on-year, accounting for 54% of total deliveries.

ONVO delivered 11,743 units, up 83.5% year-on-year, while firefly delivered 6,946 units, up 76.7% year-on-year. All three brands recorded double-digit growth within the same period.

For the first half of 2026, total group deliveries reached 191,123 units, up 67.4% year-on-year, also a record high for the period.

By brand contribution in the first half, NIO delivered 119,488 units, ONVO 42,463 units, and firefly 29,172 units, representing year-on-year growth of 60.5%, 33.3% and 271.9%, respectively.

Cumulative group deliveries have reached 1,188,715 units to date.

In June, multiple NIO models entered concentrated delivery cycles, driving short-term volume expansion across different segments.

The ES9 high-end battery electric SUV began deliveries at the end of May and reached 10,000 units within 30 days, making it one of the fastest large-scale ramp-ups in the RMB 500,000 ($73,600) premium EV segment.

The ES8 has entered its eighth delivery year cycle, with the third-gen model reaching 120,000 cumulative units within 275 days, maintaining steady sales momentum in the large SUV segment above RMB 400,000 ($58,880).

The five-seat variant of the ES8 has now opened for pre-orders, with display vehicles arriving at NIO retail stores nationwide, and official launch scheduled for July 9.

Within ONVO, the L60 reached a milestone of 100,000 cumulative deliveries in June.

Since its launch on September 28, 2024, the model has ranked among the top three best-selling mid-size pure electric SUVs in the RMB 200,000 ($29,440) segment. The updated 2026 L60 was launched on June 11.

The large three-row electric SUV L90 has delivered nearly 60,000 units cumulatively, maintaining a leading position in the RMB 300,000 ($44,160) large SUV segment.

In terms of product cadence, June also saw a wave of model updates and special editions.

The 2026 ET5, ET5T, and EC6 Champion Edition were officially launched. The ET5 and ET5T start at RMB 205,000 ($30,170) under the BaaS scheme, with full-vehicle prices starting from RMB 313,000 ($46,030).

The EC6 Champion Edition starts at RMB 265,000 ($38,890) under BaaS, with full-vehicle pricing from RMB 373,000 ($54,820).

firefly launched its first “Pixel Player” special edition, limited to 333 units, priced at RMB 135,800 ($19,958.4) for the full vehicle and RMB 95,800 ($14,079.4) under BaaS. The model sold out within eight hours of launch.

Since its launch, firefly has maintained the No. 1 position in China’s premium small car segment for 13 consecutive months, with its market share exceeding 70% in six of those months.

In the RMB 100,000+ ($14,700) small car and subcompact SUV segment, its share rose from 27% to 40% in the January–May period this year.

Beyond products, NIO also advanced its software and infrastructure ecosystem. The latest version of its world model was rolled out in June, covering more than 700,000 users.

On the infrastructure side, NIO Energy signed a cooperation agreement with Zhong’an Energy to jointly build 500 additional battery swap stations within one year, aimed at improving regional energy replenishment density.