NIO October deliveries dip 8.4% M/M to 34,246 units; YTD volumes up 38.5% Y/Y

Drew Angerer/Getty Images News
NIO (NIO) delivered 34,246 electric vehicles in October 2026, representing an 8.4% M/M decline from September's 37,408 units and fell 15.2% Y/Y, while bringing its cumulative deliveries to 1,332,139 as of October 31.
The monthly deliveries consisted of 18,125 vehicles from the core NIO brand, 8,383 vehicles from the ONVO sub-brand, and 7,738 vehicles from the FIREFLY brand.
Year-to-date, the Chinese EV maker delivered 334,547 vehicles in the first ten months of 2026, representing a 38.5% increase Y/Y compared to the same period in 2025.
On October 23, 2026, the NIO All-New ES8 reached its 160,000th delivery milestone, maintaining its position as the top seller in both the large SUV segment and the RMB400,000+ vehicle segment in China from January to October 2026.
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