NIO-SW (09866) delivered 35,836 vehicles in August, a year-on-year increase of 14.5%.

NIO-SW (09866) announced that the company delivered 35,836 vehicles in August 2026, representing a year-on-year increase of 14.5%. This delivery includes 21,174 vehicles under the NIO brand, 8,810 vehicles under the Ledu brand, and 5,852 vehicles under the Firefly brand. As of August 31, 2026, the company's total vehicle deliveries reached 1,260,485 units. On August 7, 2026, NIO's 4,000th battery swapping station, which is also its first fifth-generation swapping station, was completed, marking the official integration of Firefly into NIO's energy swapping system. The compatibility of the fifth-generation swapping station has been significantly enhanced, achieving compatibility across all models from the NIO, Ledu, and Firefly brands. The continuously expanding charging and swapping network is further forming a scalable network effect, becoming an important support for driving product sales growth. On August 21, 2026, since the launch of deliveries, the all-new ES8 from NIO achieved a total of 140,000 new car deliveries in just 335 days. From January to July 2026, the ES8 ranked first in both the large SUV market and the 400,000 yuan class market in cumulative sales. With its outstanding all-scenario product experience, the NIO ES8 continues to solidify NIO's leading position in the high-end pure electric SUV market.