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NIO’s latest gross sales development has continued in 2026. After an extended interval of gradual development, in August of final yr, NIO’s gross sales jumped up tremendously. Then gross sales continued to development all through the remainder of the yr. However what about January, with different Chinese language EV makers struggling to get rolling this yr to the identical degree as in 2025?
Nicely, NIO jumped into 2026 banging!
The corporate had 27,182 deliveries in January 2026, up 96.1% in comparison with January 2025, when the corporate had 13,863 deliveries. Wanting on the numbers by model, that is how these 27,182 deliveries break up out:
- NIO — 20,894
- ONVO — 3,481
- FIREFLY — 2,807
NIO additionally reached 1,024,774 cumulative deliveries by the tip of January. As I reported within the first week of January, the corporate reached the 1 million car milestone firstly of the month.
Along with the gross sales replace, NIO summarized some tech updates the corporate has applied this yr. “On January 28, 2026, NIO rolled out the most recent model of the NIO WorldModel (NWM), which has been regularly delivered to over 460,000 autos outfitted with the Banyan system, with updates for autos working the Cedar and Cedar S techniques to observe. The discharge launched full closed-loop reinforcement studying into assisted and clever driving, with the upgraded structure comprehensively modeling each city and freeway driving eventualities to enhance assisted and clever driving expertise. As well as, sensible parking and lively security options have been additional optimized for smoother efficiency and improved person expertise.”
With large development persevering with in 2026, what can we anticipate from 2026? It reached 326,028 car gross sales in 2025. May it rise to 400,000, and even 500,000, in 2026? We will see.
Wrapping up, I’ve lengthy discovered it attention-grabbing how a lot XPENG and NIO have achieved comparable gross sales development quarter after quarter, or yr after yr. One in all them will stand up a bit faster and sooner, however then the opposite isn’t far behind and is able to leapfrogging them. After trailing XPENG for some time, NIO is making an attempt to retake the #1 spot. It’s off to an excellent begin this yr, however can it maintain onto that place?
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