Nio August delivery mix: ES9 and ES8 carried 82% of main-brand volume as Onvo slid again

Nio Inc delivered 35,836 vehicles in August, up 14.47% from a year earlier and essentially flat sequentially, keeping the group above 35,000 units for a fourth straight month. Volume at the namesake brand doubled year-on-year to 21,174 units, more than offsetting the ongoing slide at the Onvo sub-brand.

The ES9, the executive flagship SUV that went on sale May 27 at a starting price of 498,000 yuan, recovered modestly from July's dip with 6,479 deliveries, lifting its running total to 24,497 units since launch. The ES8 stayed on top with 11,001 units, its second consecutive month above 10,000, leaving it just 52 vehicles short of 100,000 for the year. Between them the two SUVs contributed 17,480 units, or 82.55% of main-brand deliveries and 48.78% of the group total.

The rest of the lineup stayed thin. ET5 Touring, ES6 and ET5 all edged up from July but remained down more than 50% year-on-year at 1,633, 1,006 and 622 units respectively, while the EC6 managed 322. The ET9 flagship sedan found 99 takers and the ET7 just 9.

Onvo's 8,810 deliveries fell 13.24% month-on-month and 46.39% year-on-year, a third consecutive drop, with the L60, L80 and L90 at 3,462, 3,139 and 2,209 units — the L90 lapping a 10,575-unit launch-month base from a year ago. Single-model Firefly bucked the trend, growing 34.65% year-on-year to 5,852. Nio Inc's January-August tally stands at 262,893 units, up 57.92%.