- Nio surpassed the milestone of 60,000 deliveries for its third-generation ES8 on February 1.
- The ES8 contributed over 22,000 deliveries in December 2025 alone, accounting for 64.96% of Nio Inc's total monthly deliveries that month.
Despite renewed supply chain friction, Nio Inc's (NYSE: NIO, HKG: 9866) premium flagship model maintains robust market momentum.
Yang Bo, head of user operations at Nio, announced on Weibo Thursday that the company is poised to deliver its 70,000th all-new third-generation ES8 SUV (sport utility vehicle) soon.
This milestone comes less than a month after the model surpassed 60,000 deliveries on February 1.
The sustained delivery momentum underscores ongoing market demand for this three-row electric SUV, which starts at RMB 406,800 ($59,540).
Just yesterday, Nio confirmed that due to a shortage of signal processing chips for its audio system, the ES8 models produced starting next month will require a temporary alternative technical solution.
This marks the second production adjustment driven by chip supply disruptions for the model since its September 2025 launch.
However, supply chain challenges have not significantly impacted the model's sales momentum.
As the core profit driver within Nio's current product lineup, the ES8 contributed over 22,000 deliveries in December 2025 alone, accounting for 64.96% of Nio Inc's total monthly deliveries.
Buoyed by this high-margin model's robust performance, Nio announced earlier this month that it expects to achieve its first-ever quarterly profit in the fourth quarter of 2025.
While expanding the ES8's premium market share, Nio is preparing to elevate its product lineup further.
The all-new flagship SUV ES9, positioned higher and larger, is expected to debut in April, aiming to further solidify its position in China's premium EV market.
Nio ES9 will officially launch in late May and begin deliveries on June 1, Nio co-founder and president Qin Lihong recently said at a user engagement event.
($1 = RMB 6.8326)
