I’ve said it before several times — XPENG and NIO have had a humorously similar growth trajectory over the past several years. Sometimes one surges ahead of the other for a while, and then things swing again and the other one surges ahead. NIO had a bit of an advantage … [continued]
NIO is off to a strong start in 2026 — well, covering the first half of the year already! The company scored 40,597 deliveries in June, up 62.9% from June 2025. That was also a 7.7% increase month over month. Note that static versions of the embedded charts are included … [continued]
NIO had another great month. With 37,705 sales in May, it had 62.3% growth year over year. Month over month, it had 28.4% growth. Across the first five months of the year, NIO reached 150,526 sales, a whopping 68.7% increase year over year. The sales split by brand was as … [continued]
NIO has published its first quarter financials. There’s good news and less good news. The company was able to achieve an adjusted operational profit (non-GAAP) for the second quarter in a row, as well as an adjusted net profit (non-GAAP). However, the company didn’t achieve a GAAP operational profit or … [continued]
NIO’s sales figures last month were a bit mixed. Yes, as shown in the headline above, the good news is that sales were up 23% year over year (YoY). However, they were actually down month over month. With 29,356 vehicle deliveries in April, the company saw a 22.8% rise over … [continued]
While some other EV automakers have had a hard — or very hard — start to the year, NIO was absolutely popping in March. The company scored 35,486 deliveries in March, which was a whopping 136% increase year over year. Compared to February, it was a 70.6% increase. Note that … [continued]
NIO had quite a solid sales month in February despite the country as a whole being in a down moment for EV sales. The company had 20,797 vehicle deliveries, which was 57.6% more than the 13,192 vehicle deliveries of February 2025. From birth to now, NIO has reached 1,045,571 cumulative … [continued]
NIO’s recent sales growth has continued in 2026. After a long period of slow growth, in August of last year, NIO’s sales jumped up tremendously. Then sales continued to growth throughout the rest of the year. But what about January, with other Chinese EV makers struggling to get rolling this … [continued]
I just reported on XPENG and NIO sales in December, the 4th quarter, and 2025 as a whole. Both had great — but quite different — years. For several years, more or less since they launched, I’ve tracked the two companies and been struck by how closely their growth lined … [continued]
NIO didn’t have the strongest start to the year in 2025. But it finished with a bang. The last four or five months of the year were huge for NIO. In December, NIO scored 48,135 vehicle deliveries, a 54.6% increase over December 2024. That was also a 32.7% increase month … [continued]
