In November, NIO delivered 14,178 vehicles, reaching a new monthly delivery record with a YoY increase of 30.3%. The detailed breakdown is as follows:
- ES7: 4,897 units;
- ET7: 3,207 units;
- ET5: 2,968 units.
The combined delivery volume of the three new models, ET7, ES7, and ET5, on the NIO NT 2.0 platform has exceeded 10,000, reaching 11,072 units. According to official sources from NIO, a total of 3,106 units of the old model ES6 were delivered.
From January to November this year, NIO delivered a total of 106,671 new vehicles, exceeding 100,000 annually for the first time. NIO has delivered a total of 273,741 new vehicles so far.
From the delivery data, it can be seen that the new models on the NIO NT 2.0 platform have successfully taken over the baton and achieved a stable delivery volume of over 10,000. Looking carefully, the delivery data for ET7 has not changed much since last month, while the production capacity of ET5 has clearly improved, increasing by nearly 2,000 units compared to October.
Previously, Li Bin stated that workers were working in two shifts or even sleeping at the factory to ensure production. Therefore, the delivery potential of the ET5 may be further released, and NIO’s overall delivery performance is expected to reach a new high next month. Recently, new NIO NT 2.0 vehicles have also been repeatedly spotted on the road undergoing testing, with the completed ES8 and ES6 also expected to be launched next year, as well as the NIO Hunter version of the ET5 and EC7:
At that time, the only challenge and limitation for NIO may be production capacity issues.
This article is a translation by ChatGPT of a Chinese report from 42HOW. If you have any questions about it, please email bd@42how.com.