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 just hit another notable milestone. Its Onvo L60 already surpassed 100,000 cumulative deliveries. However, the bigger NIO news of the week was NIO CEO, chairman, and founder William Li saying that he thinks the Chinese auto market will exceed 90% new energy vehicle (plugin vehicle) sales by 2030. 90% … [continued]
On June 22, 2026, the World Economic Forum (WEF) announced the latest additions to its Global Lighthouse Network (GLN), with NIO Factory Two (“NIO F2”) joining the network as a Lighthouse. As the WEF notes, “intensifying competition in the electric vehicle sector demands faster product development, customization, and integration across … [continued]
The US Department of Defense has declared that BYD, Nio, CATL, Baidu, and some other large Chinese manufacturers and technology companies are “Chinese military companies” — they have been put on the Department of Defense’s Section 1260H. NIO, an all-electric vehicle company that sells EVs in Europe and other countries … [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]
China’s auto industry grew like gangbusters for several years, and its electric vehicle industry did the same in the past few years. However, the era of hyper-fast growth may well be over in the country’s auto industry. That’s not a grumpy outsider saying so, but the CEO of NIO, a … [continued]
Beijing, China — NIO officially launched its flagship executive SUV, the NIO ES9. The Executive Premium Edition starts at RMB 498,000 (US$73,600), or RMB 390,000 ($57,638) with the Battery-as-a-Service (BaaS) subscription plan. The Executive Signature Edition starts at RMB 558,000 ($82,467), or RMB 450,000 ($66,506) with BaaS. The Horizon Edition … [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]
The Chinese electric vehicle industry exploded in the past several years, but as EVs have taken more and more share of the auto market, companies have been scrapping to outcompete their EV competitors in selling automobiles. One of the big stories of the past year or so has been price … [continued]
