Founder, Chairman & CEO of NIO

We'll keep moving forward. Let's Power Up! Let's Jiadian!⚡
NIO Inc. Delivers 37,408 Vehicles in September, Up 49.2% YoY in First Three Quarters In September 2026, NIO Inc. delivered 37,408 vehicles, representing an increase of 7.7% year-over-year. The deliveries consisted of 21,318 vehicles from the premium smart electric vehicle brand NIO, up 55.3% year-over-year; 8,763 vehicles from the family-oriented smart electric vehicle brand ONVO; and 7,327 vehicles from the small smart high-end electric car brand firefly, increasing 26.9% year-over-year. In the first three quarters of 2026, NIO Inc. delivered a total of 300,301 vehicles, up 49.2% year-on-year, with all three brands setting record highs for the period. The NIO brand delivered 181,988 vehicles, up 63.4% year-on-year; the ONVO brand delivered 70,191 vehicles; and the firefly brand delivered 48,122 vehicles, up 136.7% year-on-year. To date, NIO Inc.’s cumulative deliveries have reached 1,297,893 vehicles. #NIO #BlueSkyComing
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Proud to share that NIO and Geely have entered into comprehensive strategic partnership in charging and battery swapping!🎉 We've reached broad agreement on cooperation across technology, operations, and capital, and will jointly invest in our respective charging and battery swapping businesses, share technologies and standards, and develop a shared service network. Together, we're exploring a new model for open collaboration and mutually beneficial cooperation in China's automotive industry. Let's Power Up! Let's Jiadian!⚡
NIO and Geely Enter into Comprehensive Strategic Partnership in Charging and Battery Swapping On September 28, 2026, NIO and Geely Holding Group entered into a comprehensive strategic cooperation in charging and swapping. The two sides have reached broad agreement on cooperation across technology, operations, and capital, and will jointly invest in their charging and battery swapping businesses, share technologies and standards, and develop a shared service network. The partnership marks a new model for open collaboration and mutually beneficial cooperation in China’s automotive industry. Under the agreement, Geely Holding Group will invest in NIO Power through a combination of its 100% equity interest in Yiyi Power, a subsidiary of Geely Holding Group, and RMB 640 million in cash. Upon completion of the transaction, Geely Holding Group will hold a 30% stake in NIO Power. Yiyi Power’s battery swapping business for commercial mobility services will subsequently be integrated into NIO Power. NIO Power will continue to optimize its battery swapping network for commercial fleets, supporting the growth of Yiyi Power’s commercial mobility business. In the meantime, the two sides will co-develop unified battery swapping technologies and standards for consumer-facing vehicle models. Geely Holding Group will develop consumer-facing battery-swappable vehicle models, while NIO Power will provide battery swapping services for these models. This cooperation will also further accelerate the development of NIO’s Power Swap Network. NIO Power aims to have 10,000 Power Swap Stations in operation by 2030, with annual electricity demand across the network expected to exceed 10 billion kWh. As Power Swap Stations become an increasingly important new type of energy infrastructure, their commercial and social value will become more evident. In the smart charging business, NIO will invest in Haohan Energy, a subsidiary of Geely Holding Group. Upon completion of the transaction, NIO will hold a 10% equity stake in Haohan Energy. The two sides will fully connect their charging infrastructure, jointly expanding coverage and improving the operational efficiency of their charging networks. By the end of 2027, Geely plans to build more than 22,000 charging stations with more than 100,000 charging connectors, including more than 15,000 smart charging stations with over 50,000 smart charging connectors, with the goal of being the first in the industry to achieve full coverage of county-level cities in China. This partnership is a concrete step by the two companies to support the goals of the 15th Five-Year Plan for the Development of the Intelligent Connected New Energy Vehicle Industry, address involution-style competition, and improve the allocation of industry resources. It will provide users with a better recharging experience while contributing to China’s green and low-carbon transition. #NIO #BlueSkyComing
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Arrived in Horgos from Dushanzi today. Along the way, I joined users, colleagues and media friends to celebrate the opening of NIO Power Swap Station at Sayram Lake, completing our Battery Swap Route along the Silk Road. The route covers 3,605 km with 33 Power Swap Stations. Thanks to everyone who made it happen. Our users across the country can now swap all the way to Horgos. We'll keep pushing. Let's Power Up! Let's Jiadian!⚡ #NIO #NIOPower #BlueSkyComing #BatterySwap
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Earlier today in Suzhou, I delivered the 30,000th NIO ES9 to Mr. He Yinjun, Chairman of INSNEX. We reached 30,000 ES9 deliveries in just 119 days, another milestone for premium BEVs in China's RMB 500,000+ segment. Thank you all for the support. We'll keep moving forward. Let's Power Up! Let's Jiadian!⚡ #NIO #NIOES9 #BlueSkyComing 📷
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Honored to be invited to World Trade and Tech Day at the World Trade Organization (WTO) headquarters in Geneva yesterday, where I also had the opportunity to deliver a keynote speech. And there was a pretty special coincidence: the hall where I spoke was the very place where the final negotiations for China's accession to the WTO took place. Held under the theme "AI and Trade: Turning Potential into Progress," this year's event brought together representatives from international organizations, governments, and industries around the world to explore the opportunities and challenges for global trade in the AI era. This was also the backdrop for my speech. With AI developing at incredible speed, the automotive industry is right at the forefront of this AI wave. As electrification, smart technologies, and AI come together, smart EVs have already become the most widely used physical AI agents today. And that means no automaker will lead the future without leading in AI. One of the clearest examples is autonomous driving. It brings together AI, software, hardware, and the car itself. Ten years ago, NIO set a goal for autonomous driving: to relieve stress and reduce accidents. Today, NIO's smart driving system, built on an architecture that combines a world model with full closed-loop reinforcement learning, has already been deployed in more than 950,000 vehicles. So far, NIO's smart driving system has accumulated more than 7.7 billion kilometers and 98 million hours of driving, helping to mitigate or avoid 8.35 million potential accidents for our users. Our internal data also shows that the average safe mileage of human-AI co-driving is 8 times that of human-only driving. Across the globe, traffic safety is still a critical social issue. In 2025, around 1.16 million people lost their lives in road accidents around the world. And every day, more than 1 billion people spend roughly 70 minutes on average commuting by road. These numbers remind us that safer and smarter mobility is not just a technology issue. It is a social issue. If technologies like smart driving can be made trustworthy and widely used, they can make driving less stressful, help prevent accidents, and improve everyday mobility for billions of people. The potential impact goes far beyond the car itself. For such technologies to benefit more people, technological progress must go hand in hand with global coordination. With varied regulations, data requirements, safety standards, and market access rules across countries and regions, we need to enhance international dialogue, foster greater consistency in testing methodologies, and advance mutual recognition of test results, allowing innovation to move more freely without compromising safety. The right rules do not have to slow innovation down. They can build trust, support innovation, and allow technology, talent, and trade to create greater value across borders. It was a real pleasure to exchange ideas with peers and policymakers from around the world on some of the new questions AI is bringing to the table. I came away with plenty of new thoughts. I'm grateful to WTO Director-General Dr. Ngozi Okonjo-Iweala for the invitation. I hope we can keep the dialogue going, find more common ground, and develop more workable rules under the WTO framework. Ultimately, this can create new opportunities for global trade, and contribute to a sustainable and brighter future together. Let's Power Up! Let's Jiadian!⚡ #NIO #BlueSkyComing #WTO #AI #SmartEV
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Nice video! Thanks for sharing your ONVO L60 drive in Chongqing, @DavidMoss ! Glad to see you enjoyed our intelligent driving. With some of the most challenging roads in China, Chongqing is a great real-world test for intelligent driving. Of course, it's also a city worth exploring. I can't wait to watch your upcoming videos about this trip, and hope more friends from around the world get a chance to visit China. Let's Power Up! Let's Jiadian!⚡
Better Than FSD? I Flew to China to Test the Onvo L60 The L60 is from @NIOGlobal under their family brand Onvo. Nio is most known for their luxury vehicles such as the ES9 & their battery swapping charge stations which they have over 4,000 of them alone in China. It starts around 30k USD in its top trim level the Ultra + (featured in the video) This is part 1 of a 5+ full length video series, all of which you won't want to miss Special thank you to the entire Nio team for all of your hospitality throughout the week & to @scotsrule08 for all your great work helping out throughout the week as well. Spencer is in this video & will be featured more in later parts of the series as well. Make sure to follow him to learn/see more of our entire week of testing.
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Thanks for all the trust and support. We'll keep moving forward in September!
NIO Inc. Achieves 14.5% YoY, with 35,836 Deliveries in August In August 2026, NIO Inc. delivered 35,836 vehicles, representing an increase of 14.5% year-over-year. The deliveries consisted of 21,174 vehicles from the premium smart electric vehicle brand NIO, up 101.2% year-over-year; 8,810 vehicles from the family-oriented smart electric vehicle brand ONVO; and 5,852 vehicles from the small smart high-end electric car brand firefly, increasing 34.7% year-over-year. In the first eight months of 2026, NIO Inc. delivered a total of 262,893 vehicles, marking a year-over-year increase of 57.9%. The NIO brand delivered 160,670 vehicles, up 64.5% year-over-year; the ONVO brand delivered 61,428 vehicles, up 13.2% year-over-year; and the firefly brand delivered 40,795 vehicles, up 180.3% year-over-year. As of now, NIO Inc. has cumulatively delivered 1,260,485 vehicles. #NIO #BlueSkyComing
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Lately, I've been seeing a lot of people having fun with the custom light show on the NIO ES8 and ES9. In just 20 days after launch, users created more than 200,000 designs. What's interesting is the story behind it. Jenny, who led the development of this feature, only graduated from grad school this year. She took on the project during her internship. A few days ago, I tried it myself on the ES8, writing a few personalized greetings for users. Jenny was sitting right next to me that day. She's actually been involved in the lighting experience across three NIO models: the first light show feature on the ET9, the welcome lighting effects on the ES8, and now the custom light show on the ES8 and ES9. It may look like a simple feature: write something, and the car projects it with its headlights. But one small detail took Jenny and the team four or five months to get right: handwritten lines are naturally a little uneven, but when projected through the headlights, they don't always look the way you expect. Jenny got the idea from something she does in her everyday work. When she uses a mouse or trackpad to annotate a shared screen during meetings, the system automatically smooths out her strokes. So she worked with the algorithm and development teams to bring the same idea to the light show. The tricky part was finding the right balance. Too much smoothing, and it stops feeling handwritten. Too little, and you can't really see the difference. After months of testing and adjusting, they developed a "five-level AI stroke optimization algorithm." There was another challenge: you really need darkness to see whether the lighting looks right. So quite often, when everyone else was heading home, Jenny and the team were just getting started. They even found a testing spot with a pretty memorable name: "Yemaodong," or "Wildcat Cave" in English. No streetlights, hardly anyone around, and just enough real-world conditions to see what the lights actually looked like. They'd drive there at night, test, adjust, and test again. That's what NIOers do — we keep pushing on the little details to make the experience better for our users. Let's Power Up! Let's Jiadian!⚡ #NIO #NIOES9 #NIOES8 #BlueSkyComing
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firefly's multiverse | frame unit✨ Welcome to episode 27 of firefly's multiverse. Today's pick: frame unit, a firefly customized by our user KennyLo. KennyLo has a background in film and TV production. During his years in the UK, he picked up all kinds of little details that later became part of his creative inspiration. Once he got his own firefly, he finally had a chance to bring those scattered ideas to life. I really like how he brought so many different things together: vintage broadcast van graphics, Bauhaus geometry, retro-futuristic TVA tones, and the color palette of London Underground posters. Now his little commuter car is also a mobile studio, bringing his memories of the UK and his love for film and TV along for the ride. From day one, firefly was never meant to be just a way to get from A to B. It's a canvas for users to express their unique ideas and tell their own stories. So far, we've received 51,000+ user ideas, and I'll keep sharing some of the most inspiring ones here. Freedom to glow!✨ Let's Power Up! Let's Jiadian!⚡ #NIO #firefly #freedomtoglow #BlueSkyComing #carmodification
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This morning at Chengdu Motor Show, we delivered the 140,000th NIO ES8, just 335 days after the very first one. Another record for the premium BEV segment in China. It also brought me back to this day last year. I had just finished my battery swap journey to Mt. Qomolangma, and witnessed the completion of the G318 battery swap route at Qomolangma Base Camp. Right after that, we held the ES8 Product & Tech Launch in Chengdu. Back then, we made a call: ES8 would lead large SUVs into the BEV era. To be honest, there were plenty of doubts at the time. Would recharging be convenient enough for a large electric SUV? Could range anxiety really be solved? Would users be willing to choose a BEV? Those were questions only time and the market could answer. A year later, the answer is becoming much clearer. Led by models like ES8, ES9 and ONVO L90, large electric three-row SUVs have ranked first among all powertrains in China for six consecutive months. BEV penetration in the overall large SUV segment reached 41.6% in July. The market data shows that the golden era for large three-row EVs is here. The shift is reaching large five-seat SUVs, too. With models like the five-seat ES8 and ONVO L80, BEV penetration in this segment reached 28.2% in July, nearly 17 times the level at the beginning of 2025. In addition to NIO ES9, ES8, ONVO L90, L80, there are now many excellent large electric SUVs in the market. Together, they are pushing the entire segment into the BEV era. In July, the BEV penetration in the large SUV segment reached 41.6%. But changes in the auto industry never happened overnight. Since NIO was founded, we've stayed committed to forward development and continued to invest in BEV technology, and battery swapping and charging infrastructure. We've faced many challenges and taken some detours along the way, but we've never wavered in our commitment to this technology path. When the first ES8 Founder Edition launched in 2017, BEVs accounted for just 1.81% of passenger-car sales in China. In July this year, that number reached 44.3%. From pioneer to leader, ES8 is the world's first smart EV to go through three generations. It pioneered the large three-row electric SUV segment and continues to be an innovation leader in smart EV technology and experience. But what makes ES8 special to me is not just the numbers or the technology. It's the people who choose it. They are a group of innovation leaders with ideas, taste and ambition. They care about their work, their families and the people around them, while always looking for a better life. To them, ES8 is more than a car. It's a partner for business, for family, and for themselves. Thank you for everyone's trust and support. We'll keep pushing forward. The era of large electric SUVs is here. Let's Power Up! Let's Jiadian!⚡ #NIO #BlueSkyComing #ElectricVehicle
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🎬 ET9 Talks Ep.58 is LIVE! Had a great chat with our 20,000th ES9 user, Mr. Xiao Wenhua, Chairman of Huaxiangyuan. For 25 years, Huaxiangyuan has been finding its own way as a Chinese tea brand. In a crowded market, how do you stand out and be different? Let's hear what Wenhua has to say. Catch the full episode. Let's Power Up! Let's Jiadian!⚡ #NIO #ET9 #ET9Talks #BlueSkyComing #Brand
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🎬 ET9 Talks Ep.57 is LIVE! Had a great conversation with our ET9 user Mr. Huang Qiuping, Chairman of Calleton Group. He founded Calleton in 2014 and entered the premium bakery business. Since then, he's taken the brand through three major iterations and made it through multiple market cycles. What has he learned along the way? Catch the full episode. Let's Power Up! Let's Jiadian!⚡ #NIO #ET9 #ET9Talks #BlueSkyComing #Brand
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firefly's multiverse | forest motion✨ Welcome to episode 26 of firefly's multiverse. Today's pick: forest motion, created by LIMSON from Taizhou, Zhejiang. After his Rothmans-inspired firefly went viral, he's kept exploring what's possible with a small car. This time, he came up with something completely different. The car pairs Eucalyptus Blue with Brooklyn Gray, with flowing diagonal stripes that mimic the light and shadows you'd see in a forest. This also helps give the car a more balanced look. The overall design keeps things simple, with no unnecessary details. Clean, timeless, and very much his own. From day one, firefly was never meant to be just a way to get from A to B. It's a canvas for users to express their unique ideas and tell their own stories. So far, we've received 51,000+ user ideas, and I'll keep sharing some of the most inspiring ones here. Freedom to glow!✨ Let's Power Up! Let's Jiadian!⚡ #NIO #firefly #freedomtoglow #BlueSkyComing #carmodification
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Great to be in Wuyi Mountain today to deliver the 20,000th NIO ES9 to Mr. Xiao Wenhua, Chairman of Huaxiangyuan. 20,000 ES9s delivered in just 73 days — another record for premium BEVs in China's RMB 500,000+ segment. Thank you for all the support, we'll keep pushing forward. Let's Power Up! Let's Jiadian!⚡ #NIO #NIOES9 #BlueSkyComing
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Thrilled to share a big milestone today in Quanzhou, Fujian. We celebrated the launch of NIO's 4,000th Power Swap Station, alongside our first 5th-generation Power Swap Stations now live. It also marks the official integration of firefly into NIO's battery swapping network. Making recharging as convenient as refueling. We'll keep working hard. Let's Power Up! Let's Jiadian!⚡ #NIO #NIOPower #BlueSkyComing #BatterySwap
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Happy to share that at 08:09:16 (UTC+8) on August 7, 2026, NIO surpassed 120,000,000 battery swaps!🚀 I'm on my way to Quanzhou for the launch of our 4,000th Power Swap Station and the rollout of our first 5th-generation Power Swap Stations. We'll keep pushing forward. Let's Power Up! Let's Jiadian! ⚡ #NIO #NIOPower #BlueSkyComing #BatterySwap
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🎬 ET9 Talks Ep.56 is LIVE! Had an insightful conversation with our ES9 user Dr. Chen Rui, Founder of Startorus Fusion. His team continues to explore nuclear fusion. He believes we need innovation from the ground up—that it's hard, but it's something we have to do. This episode is a deep dive into tech. Hope you enjoy it. Let's Power Up! Let's Jiadian!⚡ #NIO #ET9 #ET9Talks #BlueSkyComing
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Yao Ming finally got his NIO ES9 today! Congratulations!🎉 On the launch night, he was just a few minutes behind in placing his order, so he ended up waiting for more than two months. It's been a long wait!😁 Looking forward to Yao sharing his ES9 experience with us. Let's Power Up! Let's Jiadian⚡ #NIO #NIOES9 #BlueSkyComing
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firefly's multiverse | geometric silhouette✨ Welcome to episode 25 of firefly's multiverse. Today's pick: geometric silhouette, a sci-fi-inspired firefly created by Bienaqing, a custom car builder from Guangdong. He's always believed that great customization is about structure, not adding more parts. To him, the best custom builds aren't about piling on body kits, but about using lines to give a car its own character. With geometric cuts as the core idea, Bienaqing built on firefly's original flowing lines and added his own personality, giving the car a more distinctive look. The clean, sharp lines create a real sense of motion even when the car is standing still, while the lightweight white five-spoke wheels blend naturally with the body color, preserving the integrity of the geometric design. For him, what makes firefly so much fun is the freedom to reshape it through your own aesthetic. This geometric silhouette is a perfect reflection of his minimalist approach to customization: sharp lines, understated sophistication, and a simple design that shows how less can be more. From day one, firefly was never meant to be just a way to get from A to B. It's a canvas for users to express their unique ideas and tell their own stories. So far, we've received 51,000+ user ideas, and I'll keep sharing some of the most inspiring ones here. Freedom to glow!✨ Let's Power Up! Let's Jiadian!⚡ #NIO #firefly #freedomtoglow #BlueSkyComing #carmodification
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Thanks for all the support. We'll keep pushing forward in August!
NIO Inc. Achieves 71% YoY, with 35,934 Deliveries in July In July 2026, NIO Inc. delivered 35,934 vehicles, representing an increase of 71% year-over-year. The deliveries consisted of 20,008 vehicles from the premium smart electric vehicle brand NIO, up 57.9% year-over-year; 10,155 vehicles from the family-oriented smart electric vehicle brand ONVO, up 69.9% year-over-year; and 5,771 vehicles from the small smart high-end electric car brand firefly, increasing 143.9% year-over-year. In the first seven months of 2026, NIO Inc. delivered a total of 227,057 vehicles, a record high, marking a year-over-year increase of 68.0%. The NIO brand delivered 139,496 vehicles, up 60.1% year-over-year; the ONVO brand delivered 52,618 vehicles, up 39.1% year-over-year; and the firefly brand delivered 34,943 vehicles, up 242.3% year-over-year. As of now, NIO Inc. has cumulatively delivered 1,224,649 vehicles. #BlueSkyComing #NIO
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