Nio Achieves Record Deliveries in May 2026
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Source: stocktwits
- Record Deliveries: Nio delivered 37,705 vehicles in May 2026, marking its strongest monthly performance of the year, with deliveries for the first five months rising nearly 69% year-over-year, underscoring robust market demand and solidifying its position in the EV sector.
- Battery Swap Station Expansion: Nio is set to open its first batch of fifth-generation battery swap stations in mid-to-late June, which will support its Firefly brand vehicles, indicating ongoing investment in charging infrastructure aimed at enhancing user experience and accelerating market penetration.
- Improved Investor Sentiment: Following strong May delivery figures, short interest in Nio's U.S.-listed shares dropped to 5.4%, the lowest level since September 2023, reflecting increased investor confidence in the company's growth prospects, with shares up approximately 19% year-to-date.
- Strong Demand for New Models: The ES9 SUV has generated significant interest, with some premium versions experiencing delivery wait times of up to four months, indicating strong early demand that is contributing to the overall increase in delivery volumes.
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Analyst Views on NIO
Wall Street analysts forecast NIO stock price to fall
7 Analyst Rating
2 Buy
4 Hold
1 Sell
Hold
Current: 5.980
Low
4.00
Averages
5.90
High
7.00
Current: 5.980
Low
4.00
Averages
5.90
High
7.00
About NIO
NIO Inc is a holding company mainly engaged in the design, development, manufacturing and sales of smart electric vehicles. The Company offers premium smart electric vehicles under the NIO brand, family-oriented smart electric vehicles through the ONVO brand, and small smart high-end electric cars with the FIREFLY brand. The Company focuses on building in-house capabilities including battery swapping, assisted and intelligent driving, digital technologies, electric powertrain and battery, vehicle engineering and design, among others, to control the design and development of the vehicle software and hardware architecture and the critical components.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Nio's ES9 SUV Delivery Queues Reach 17 Weeks Post-Launch
- Flagship Model Launch: Nio launched its ES9 flagship SUV on May 27, starting at 498,000 yuan, with delivery queues reaching 16 to 17 weeks, indicating strong demand for premium models and likely boosting sales further.
- Record Deliveries in May: Nio delivered 37,705 vehicles in May, marking its strongest monthly performance of 2026, which contributed to a 4% rise in its U.S.-listed shares during premarket trading, reflecting positive market sentiment towards its products.
- ES8 Continues to Excel: While attention has shifted to the ES9, the ES8 delivered 11,475 units in May, accounting for over 30% of total deliveries, demonstrating its significance in the market as it has surpassed 10,000 units for seven consecutive months.
- Rapid User Growth: Nio has surpassed 200,000 users in Zhejiang province, doubling its customer base in less than two years, solidifying its position as the leading electric vehicle brand in the region and driving future growth.
See More
Nio Achieves Record Deliveries in May 2026
- Record Deliveries: Nio delivered 37,705 vehicles in May 2026, marking its strongest monthly performance of the year, with deliveries for the first five months rising nearly 69% year-over-year, underscoring robust market demand and solidifying its position in the EV sector.
- Battery Swap Station Expansion: Nio is set to open its first batch of fifth-generation battery swap stations in mid-to-late June, which will support its Firefly brand vehicles, indicating ongoing investment in charging infrastructure aimed at enhancing user experience and accelerating market penetration.
- Improved Investor Sentiment: Following strong May delivery figures, short interest in Nio's U.S.-listed shares dropped to 5.4%, the lowest level since September 2023, reflecting increased investor confidence in the company's growth prospects, with shares up approximately 19% year-to-date.
- Strong Demand for New Models: The ES9 SUV has generated significant interest, with some premium versions experiencing delivery wait times of up to four months, indicating strong early demand that is contributing to the overall increase in delivery volumes.
See More
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- Vehicle Scale Expansion: Currently operating over 25,000 vehicles across more than 20 countries primarily for logistics, Zelostech aims for rapid expansion, which will greatly enhance its data collection capabilities in the autonomous driving sector and strengthen its industry influence.
- Domestic Chip Adoption: Chinese EV manufacturers like Nio and BYD are increasing investments in their own semiconductors, with Nio planning a fivefold increase in computing power spending, indicating a strong push to reduce dependence on Nvidia and promote local technology development.
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Nio's ES9 SUV Delivery Queues Reach 17 Weeks Post-Launch
- Flagship Model Launch: Nio launched its ES9 flagship SUV on May 27, starting at 498,000 yuan, with delivery queues reaching 16 to 17 weeks, indicating strong demand for premium models and likely boosting sales further.
- Record Deliveries in May: Nio delivered 37,705 vehicles in May, marking its strongest monthly performance of 2026, which contributed to a 4% rise in its U.S.-listed shares during premarket trading, reflecting positive market sentiment towards its products.
- ES8 Continues to Excel: While attention has shifted to the ES9, the ES8 delivered 11,475 units in May, accounting for over 30% of total deliveries, demonstrating its significance in the market as it has surpassed 10,000 units for seven consecutive months.
- Rapid User Growth: Nio has surpassed 200,000 users in Zhejiang province, doubling its customer base in less than two years, solidifying its position as the leading electric vehicle brand in the region and driving future growth.
See More
Nio Achieves Record Deliveries in May 2026
- Record Deliveries: Nio delivered 37,705 vehicles in May 2026, marking its strongest monthly performance of the year, with deliveries for the first five months rising nearly 69% year-over-year, underscoring robust market demand and solidifying its position in the EV sector.
- Battery Swap Station Expansion: Nio is set to open its first batch of fifth-generation battery swap stations in mid-to-late June, which will support its Firefly brand vehicles, indicating ongoing investment in charging infrastructure aimed at enhancing user experience and accelerating market penetration.
- Improved Investor Sentiment: Following strong May delivery figures, short interest in Nio's U.S.-listed shares dropped to 5.4%, the lowest level since September 2023, reflecting increased investor confidence in the company's growth prospects, with shares up approximately 19% year-to-date.
- Strong Demand for New Models: The ES9 SUV has generated significant interest, with some premium versions experiencing delivery wait times of up to four months, indicating strong early demand that is contributing to the overall increase in delivery volumes.
See More
NASDAQ 100 Pre-Market Activity Overview
- Market Indicator Decline: The NASDAQ 100 Pre-Market Indicator decreased by 6.17 points to 30,507.69, indicating cautious market sentiment that may influence short-term investor decisions.
- Active Stock Performance: Nokia Corporation (NOK) rose by $0.4691 to $16.72 with a trading volume of 14,771,250 shares, and its current mean recommendation is in the 'buy range', reflecting market confidence in its future performance.
- Tech Stock Dynamics: NVIDIA Corporation (NVDA) increased by $2.9 to $227.26 with a volume of 7,031,708 shares, showcasing its strong performance in the tech sector despite overall market volatility.
- Other Stock Fluctuations: The Direxion Daily TSLA Bull 2X ETF (TSLL) gained $0.16 to $14.63, representing a 65.12% increase from its 52-week low, indicating strong investor interest and positive market sentiment towards this ETF.
See More
Samsung in Talks with BYD for Autonomous Driving Chips
- Collaboration Potential: Samsung Electronics' foundry business is in discussions with BYD and other Chinese automakers to manufacture autonomous driving system-on-chips based on 4nm and 2nm processes, highlighting the urgent demand for advanced production capabilities in the Chinese automotive sector.
- Market Competition: BYD recently unveiled China's first 4nm intelligent driving chip, the Xuanji A3, yet nearly all automotive OEMs, including the largest globally, lack the capability to produce state-of-the-art 4nm chips, further emphasizing Samsung's market opportunity.
- Technological Advantage: Samsung's 4nm process is viewed as having stable yields, while its 2nm technology has gained attention after Tesla selected Samsung to manufacture its next-generation AI6 chip, establishing a strong technical foundation for Samsung in the automotive electronics sector in China.
- Future Outlook: Should agreements be reached with Chinese automakers, Samsung's customer roster would expand beyond Nio, which already uses its 5nm process, and successful collaboration could pave the way for broader partnerships in AI and high-performance computing semiconductors, despite constraints from U.S. export controls.
See More
Anthropic Moves Closer to IPO Amid AI Race
- Accelerated IPO Process: Anthropic has confidentially filed its IPO prospectus with the SEC, signaling a potential historic share sale that is likely to attract investors interested in the rapidly evolving AI sector, thereby enhancing the company's position in this competitive market.
- Market Conditions Impact: Anthropic stated that the timing of its IPO will depend on market conditions and other factors, reflecting the company's sensitivity to market dynamics, which could influence investor confidence and participation levels.
- Capital Expenditure Trends: Alphabet plans to fund its AI computing infrastructure investments through an $80 billion stock sale, including a $10 billion investment from Berkshire Hathaway, highlighting the commitment of major tech firms to the AI sector and its future growth potential.
- Sports Brand Collaboration: NBA star Stephen Curry has partnered with Chinese sportswear brand Li-Ning to launch Curry Brand stores in the U.S. and China, which will not only expand the global footprint of the Curry brand but also provide more resources for product development, further enhancing brand value.
See More
China's Tech Self-Sufficiency Accelerates
- Diversified Chip Supply: Zelostech plans to utilize multiple chip suppliers from China and abroad over the next year, moving away from reliance on Nvidia chips, which will significantly reduce costs for its self-driving systems and enhance market competitiveness.
- Vehicle Scale Expansion: Currently operating over 25,000 vehicles across more than 20 countries primarily for logistics, Zelostech aims for rapid expansion, which will greatly enhance its data collection capabilities in the autonomous driving sector and strengthen its industry influence.
- Domestic Chip Adoption: Chinese EV manufacturers like Nio and BYD are increasing investments in their own semiconductors, with Nio planning a fivefold increase in computing power spending, indicating a strong push to reduce dependence on Nvidia and promote local technology development.
- Technological Collaboration and Innovation: Huawei is adopting new scientific methods for chip development and plans to incorporate them into future products, signaling a resurgence for Chinese tech giants under U.S. restrictions, potentially accelerating the application and development of domestic chips.
See More
