NIO delivered 35,486 vehicles in March 2026, a 136.0% increase year-on-year and 70.6% month-on-month.
By brand: the NIO brand delivered 22,490 units (+120.1% YoY, +48.4% MoM), Ledao delivered 6,877 units (+42.7% YoY, +130.7% MoM), and Firefly delivered 6,119 units (+130.3% MoM).
For Q1 2026, NIO delivered a total of 83,465 vehicles, up 98.3% year-on-year — surpassing its own guidance of 80,000–83,000 units. Cumulative deliveries have now crossed 1,081,057 units.
Highlights:
The new ES8 reached its 80,000th delivery on March 20, achieving that milestone in just 181 days, and has held the large SUV sales championship for three consecutive months. Ledao L90 monthly deliveries surged 155.1% MoM, pushing Ledao’s cumulative total past 140,000 units. Firefly welcomed its 50,000th user delivery on March 29.
What’s coming: NIO is entering an intensive product launch phase. The 2026 ES6, EC6, ET5, and ET5T launch on April 2. The NIO ES9 tech conference is set for April 9. The Ledao L90 2026 — featuring a new LiDAR flagship smart driving version — arrives in late April, with the Ledao L80 also on the way.
In its Q4 2025 financial report, NIO reported its first-ever quarterly operating profit of 1.25 billion yuan, with cash reserves reaching 45.9 billion yuan.
