Overview

• New ES8 orders placed Monday face a 24–26 week wait, with individualized delivery timelines to appear in the Nio app by Tuesday morning local time.
• Industry reports say lock‑in orders reached an estimated 47,000–50,000 within 36 hours, exceeding the roughly 40,000 units Nio allocated for 2025; CEO William Li said demand topped expectations.
• Nio launched a ‘peace‑of‑mind’ voucher covering any extra purchase tax if delivery slips into 2026 due to its delays, capped at 15,000 yuan, plus 500 daily waiting points from day 57 until handover.
• Deliveries of the third‑generation ES8 began less than 24 hours after launch, and Li said the model carries a reasonable gross margin at its 406,800‑yuan starting price or 298,800 yuan with BaaS.
• Nio targets output ramps to ease bottlenecks, guiding ES8 capacity to about 15,000 per month by December and Onvo L90 to 15,000 per month by October, with refreshed Onvo L60 deliveries expected mid‑to‑late October and ET9 Horizon Edition deliveries by end‑September.