NIO Delivers 48,135 Vehicles in December, up 54.6% YoY

• 48,135 vehicles were delivered in December 2025, increasing by 54.6% year-over-year

• 124,807 vehicles were delivered in the three months ended December 2025, increasing by 71.7% year-over-year

• 326,028 vehicles were delivered in 2025 in total, increasing by 46.9% year-over-year

• Cumulative deliveries reached 997,592 as of December 31, 2025  

Chinese EV maker NIO announced its December, fourth quarter and full year 2025 delivery results.

The Company delivered 48,135 vehicles in December 2025, a new monthly high, representing an increase of 54.6% year-over-year. The deliveries consisted of 31,897 vehicles from the Company’s premium smart electric vehicle brand NIO, 9,154 vehicles from the Company’s family-oriented smart electric vehicle brand ONVO, and 7,084 vehicles from the Company’s small smart high-end electric car brand FIREFLY. The Company delivered 124,807 vehicles in the fourth quarter of 2025, reaching a new quarterly record and representing an increase of 71.7% year-over-year. For the full year 2025, total deliveries reached 326,028 vehicles, increasing by 46.9% year-over-year. Cumulative deliveries reached 997,592 as of December 31, 2025.

In December 2025, our flagship premium SUV, the NIO All-New ES8, surpassed 40,000 cumulative deliveries, setting the fastest delivery record among BEVs priced above RMB400,000 in China. Powered by industry-leading smart EV technologies and supported by a comprehensive chargeable, swappable, and upgradable power network, the All-New ES8 has strengthened its leading position in the large three-row SUVs segment, demonstrating exceptional product competitiveness and widespread user recognition.