Overview

• Nio reported September deliveries of 34,749 vehicles, including 13,728 from Nio, 15,246 from Onvo, and 5,775 from Firefly, for a quarterly record of 87,071.
• Shares climbed to multi‑month highs after the update, with U.S.-listed stock trading above prior 52‑week levels reported in recent sessions.
• The All‑New ES8 launched on September 20 and Nio is reallocating 100 kWh battery packs to speed its deliveries, a move that will temporarily tighten battery‑swap availability.
• Onvo targets production of 15,000 L90 SUVs in October, with deliveries of the refreshed L60 expected to begin in mid‑to‑late October.
• Firefly’s European rollout remains small, with three registrations in Norway and one in the Netherlands in September, based on official data.