- In the fourth quarter, Nio Inc delivered 124,807 vehicles, near the upper end of its guidance range of 120,000 to 125,000 units.
- As of the end of 2025, Nio Inc's cumulative deliveries reached 997,592 units, nearing the 1 million milestone.
Nio Inc (NYSE: NIO, HKG: 9866) delivered a record number of vehicles in the final month of 2025, driven by strong performance of its third-generation ES8 SUV (sport utility vehicle).
The Chinese electric vehicle (EV) maker delivered 48,135 vehicles in December, surpassing its previous record of 40,397 units set in October, according to data released today.
This represents a 54.59 percent year-on-year increase and a 32.69 percent rise from November.
This surge was primarily driven by the robust performance of the third-generation ES8, fueling growth for the premium Nio brand, while momentum for the sub-brand Onvo slowed.
The Nio brand achieved a record 31,897 deliveries in December, surpassing the 30,000-unit threshold for the first time. This represents a 54.76 percent year-on-year increase and a 73.42 percent rise from November.
On December 29, the third-generation ES8 reached its 40,000th delivery just 100 days after its market launch, implying December deliveries were about 20,000 units. The exact figure is expected to be available later this month.
The company's mass-market sub-brand Onvo delivered 9,154 vehicles in December, down 13.05 percent year-on-year and down 22.38 percent month-on-month.
Another sub-brand, Firefly, delivered 7,084 units in December, a 16.36 percent increase from November.
Strong fourth-quarter
In the fourth quarter, Nio Inc delivered 124,807 vehicles, near the upper end of its guidance range of 120,000 to 125,000 units.
The quarterly deliveries rose 71.70 percent year-on-year and increased 43.34 percent quarter-on-quarter.
The Nio brand delivered 67,433 vehicles in the fourth quarter, up 27.81 percent year-on-year and up 82.61 percent quarter-on-quarter.
Onvo delivered 38,290 vehicles in the fourth quarter, a 1.68 percent increase from the third quarter.
Firefly delivered 19,084 vehicles in the fourth quarter, a 52.83 percent increase from the third quarter.
Full-fear deliveries grew 47 percent
| Year | Deliveries |
|---|---|
| 2018 | 11,348 |
| 2019 | 20,565 |
| 2020 | 43,728 |
| 2021 | 91,429 |
| 2022 | 122,486 |
| 2023 | 160,038 |
| 2024 | 221,970 |
| 2025 | 326,028 |
Nio Inc delivered 326,028 vehicles in 2025, a 46.88 percent increase compared to 2024.
The Nio brand delivered 178,806 vehicles in 2025, a 11.13 percent decrease year-on-year.
Onvo delivered 107,808 vehicles in 2025, while Firefly delivered 39,414.
By the end of 2025, Nio Inc's cumulative deliveries reached 997,592 units, nearing the 1 million milestone.
