NIO Delivers 37,408 Electric Vehicles in September as Firefly Volume Reaches New High
Chinese electric vehicle group NIO handed over 37,408 vehicles in September 2026, bringing third-quarter deliveries to 109,178 units and fulfilling corporate guidance.
- 37,408
- 109,178
- 7,327
- 300,301
What Happened
In September 2026, NIO delivered 37,408 vehicles across its corporate portfolio, representing a 7.65% year-on-year improvement and an advance of 4.39% over August. The monthly outturn concluded the third quarter with 109,178 total handovers, an increase of 25.39% year-on-year and 1.41% sequentially, satisfying guidance announced on September 1 targeting between 108,000 and 111,000 deliveries.
- 21,318 units (+55.29%)
- 7,327 units (+26.87%)
- 8,763 units (-42.52%)
Brand performance exhibited substantial internal variation during the month. The premium NIO marque registered 21,318 deliveries, surging 55.29% year-on-year. The Firefly compact line posted 7,327 deliveries, rising 26.87% over the prior year and 25.21% month-on-month to surpass its previous high of 7,084 recorded in December 2025. In contrast, Onvo deliveries fell 42.52% year-on-year to 8,763 units, extending a streak of year-on-year contractions.
300,301vehicles
49.24% year-on-year increase across the first 9 months
Over the initial 9 months of 2026, cumulative deliveries across the enterprise expanded 49.24% year-on-year to reach 300,301 vehicles. Lifetime aggregate group deliveries reached 1,297,893 units through the close of September. Across the third quarter specifically, core NIO deliveries rose 69.25% to 62,500 units, while Firefly delivered 18,950 units and Onvo accounted for 27,728 units.
Why this matters
The quarterly total landed inside management's projected guidance corridor of 108,000 to 111,000 units. Resurgent deliveries from the core NIO badge and record contributions from the Firefly sub-brand compensated for continuing volume contractions at Onvo.
Terms in This Story
- Firefly
- NIO's compact entry electric vehicle sub-brand aimed at urban and international commuter markets.
- Onvo
- NIO's family-oriented mainstream electric vehicle sub-brand positioned beneath the flagship marque.
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