NIO Inc. Reports Strong February 2026 Deliveries: Year-Over-Year Growth Surges, Battery Swap Milestone Achieved

Key Highlights from the February 2026 Delivery Update

• February 2026 Deliveries: NIO delivered 20,797 vehicles in February 2026, representing a robust 57.6% year-over-year increase.
• Year-to-Date Performance: Cumulative deliveries for the first two months of 2026 reached 47,979 units, marking a significant 77.3% growth compared to the same period in 2025.
• Cumulative Milestone: As of February 28, 2026, NIO’s total deliveries have surpassed the 1 million mark, reaching 1,045,571 vehicles since inception.
• Brand Portfolio Breakdown: Deliveries in February were split as follows:
  • NIO (premium smart electric vehicles): 15,159 units
  • ONVO (family-oriented smart electric vehicles): 2,981 units
  • FIREFLY (small smart high-end electric cars): 2,657 units
• Battery Swap Milestone: On February 6, 2026, NIO completed its 100 millionth cumulative battery swap, a historic achievement that demonstrates the scale and acceptance of its battery swapping business model.
• Record Battery Swap Usage: During the Chinese New Year holiday, daily battery swap volumes hit record highs for five consecutive days, indicating strong user reliance and robust service capabilities.

Strategic and Shareholder-Relevant Developments

• Validation of Battery Swapping Model: The 100 million battery swaps milestone is a large-scale validation of NIO’s battery swapping model, reinforcing its role as a mainstream energy solution for electric vehicles in China. This could impact the company’s competitive positioning and long-term growth prospects, especially as battery swapping differentiates NIO from other EV manufacturers.
• Comprehensive Network Expansion: NIO’s robust battery swapping and charging network ensures efficient, worry-free, and seamless travel for users. This infrastructure is likely to be a key factor in customer retention and future sales growth.
• Brand Diversification: The February results highlight the emerging strength of NIO’s sub-brands, ONVO and FIREFLY, suggesting successful market segmentation and potential for broader market penetration.
• Potential Price Sensitivity: The sustained strong growth in deliveries and the milestone achieved in battery swaps are likely to be viewed positively by the market. These developments could influence investor sentiment and potentially act as catalysts for share price movement, especially as they signal execution strength and expanding user adoption.

Forward-Looking Considerations and Risks

The company cautions that its forward-looking statements are subject to various risks and uncertainties, including:

• Ability to maintain and expand manufacturing and supply chain capabilities
• Execution of business development strategies and financial performance
• Viability and growth potential of the battery swap business, BaaS (Battery-as-a-Service), and intelligent driving subscriptions
• Ability to secure sufficient reservations and sales, manage costs, and build current and future brands
• Impact of global and China-specific economic and business conditions

Investors are encouraged to review the company’s filings and risk disclosures for a full understanding of the factors that could impact future results.

About NIO Inc.

Founded in November 2014, NIO Inc. is a pioneer in the global smart electric vehicle market, with a mission of “Blue Sky Coming.” The company focuses on delivering premium smart electric vehicles (NIO), family-oriented EVs (ONVO), and small high-end electric cars (FIREFLY). NIO differentiates itself through continuous technological innovation, a strong user community, and industry-leading battery swapping infrastructure.

Disclaimer: This article is for informational purposes only and does not constitute investment advice. Investors should conduct their own due diligence and consult professional advisors before making investment decisions.

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