NIO Inc. Achieves Record-High Deliveries in December, Q4, and Full Year 2025

Key Highlights for Investors

• December 2025 Deliveries: NIO delivered a record 48,135 vehicles in December, marking a 54.6% year-over-year increase.
• Fourth Quarter 2025 Deliveries: Total Q4 deliveries reached 124,807 vehicles, a new quarterly high and up 71.7% compared to Q4 2024.
• Full Year 2025 Deliveries: NIO delivered 326,028 vehicles for the year, representing a robust 46.9% increase year-over-year.
• Cumulative Deliveries: As of December 31, 2025, NIO’s cumulative deliveries stood at 997,592 vehicles, approaching the significant milestone of one million vehicles delivered.
• Brand Performance: December deliveries included:
  • 31,897 vehicles from the premium brand NIO
  • 9,154 vehicles from the family-oriented brand ONVO
  • 7,084 vehicles from the small high-end brand FIREFLY
• Flagship Model Milestone: The All-New ES8 flagship SUV surpassed 40,000 cumulative deliveries, setting the fastest delivery record among battery electric vehicles (BEVs) priced above RMB400,000 in China.

Analysis: Potentially Price Sensitive Information

NIO’s strong delivery growth in December, Q4, and the full year is a clear indicator of robust demand for its smart electric vehicles, which may positively influence investor sentiment and share price. The achievement of new monthly and quarterly records, as well as approaching the one million cumulative delivery mark, reinforces NIO’s position as a leading EV manufacturer in China and globally.

The rapid growth across multiple brands—NIO, ONVO, and FIREFLY—demonstrates diversified market penetration and the effectiveness of NIO’s multi-brand strategy. The success of the All-New ES8 in the premium SUV market strengthens NIO’s competitive edge and brand reputation in high-margin segments.

Investors should note the company’s statement about its technological leadership, supported by charging and battery-swapping infrastructure, which further differentiates NIO from competitors. This could have long-term implications for market share and profitability.

Strategic and Operational Considerations

• Technology and Infrastructure: NIO continues to invest in industry-leading smart EV technologies and a comprehensive power network, including chargeable, swappable, and upgradable solutions.
• Brand Positioning: The company operates three distinct EV brands targeting premium, family, and high-end small car segments, supporting a broad market approach.
• Growth Drivers: Delivery growth is attributed to innovations in core EV technologies, enhanced manufacturing capabilities, and strong user recognition.
• Forward-Looking Risks: The company highlights risks including manufacturing capacity expansion, supply chain security, maintaining brand reputation, evolving technology requirements, and compliance with safety standards. These factors could impact future results and should be monitored by shareholders.

Corporate Profile

Founded in November 2014, NIO aims to drive sustainable development in mobility with its “Blue Sky Coming” mission. The company emphasizes technological innovation, premium user experience, and a community-driven approach. NIO’s commitment to premium smart electric vehicles, family-oriented models, and high-end compact cars positions it for continued growth and market leadership.

Shareholder Considerations

The report presents several factors that may be price sensitive for NIO’s shares:

• Record-high monthly and quarterly vehicle deliveries signal accelerating growth and operational execution.
• Success in premium and family EV segments highlights strong demand and brand strength.
• Approaching one million cumulative deliveries could attract attention from both investors and analysts.
• Risks around manufacturing scale-up, technology development, and market competition remain, as outlined in the company’s safe harbor statement.

Contact Information

For further details, investors can reach out to NIO’s Investor Relations ([email protected]) or Media Relations ([email protected]). More information is available on the company’s investor relations website.

Disclaimer: This article is for informational purposes only and does not constitute investment advice. All forward-looking statements are subject to risks and uncertainties as outlined by NIO Inc. in its public filings. Investors should conduct their own due diligence before making any investment decisions.

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