NIO delivers 109,178 vehicles in Q3, inside guidance

NIO said it delivered 37,408 vehicles in September 2026, up 7.7% year over year, including 21,318 NIO-brand, 8,763 ONVO and 7,327 FIREFLY units, for 109,178 in the third quarter, up 25.4% and inside its 108,000-111,000 guide. Year-to-date deliveries reached 300,301, up 49.2%, and cumulative deliveries 1,297,893 as of September 30. CnEVPost, working from the monthly prints, said ONVO's September drop of about 43% year over year was the second straight decline, while FIREFLY set a monthly record at 7,327. The ES8 150,000 and ES9 30,000 milestones in the same release were already covered on September 20 and 23.