AI Summary

NIO delivered 34,246 vehicles in October, its lowest monthly total since April and well below XPENG’s performance. The October figure brought NIO’s 2026 cumulative deliveries to 334,547, a 38.5% increase over the prior year. On October 23, the company announced that the NIO All‑New ES8 reached its 160,000th delivery, ranking first in cumulative retail sales for the large‑SUV and RMB 400,000‑level segments in China from January to October 2026. NIO highlighted the ES8’s sustained sales momentum as a boost to its premium brand recognition.

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