Nio Inc. delivered 34,246 vehicles in China in October 2026, down 15.23% from a year earlier and 8.45% from September. The result ended a 31-month run of year-on-year growth and was the company’s lowest monthly total since April. A steep decline at its Onvo brand outweighed gains for the Nio marque and Firefly.
For January through October, deliveries reached 334,547, up 38.46% year on year and already above the full-year 2025 total of 326,028. Nio’s main brand accounted for 18,125 October deliveries, a 5.73% annual increase but a 14.98% monthly fall. Its ten-month total was 200,113, up 55.71%.
Onvo delivered 8,383 vehicles, down 51.66% year on year and marking its third consecutive annual decline. Its first-ten-month volume was 78,574, down 9.54%. The family-focused brand reached 200,000 cumulative deliveries on October 8 and offers the L60, L80 and L90 electric SUVs.
Firefly delivered 7,738 vehicles, up 30.89% year on year and 5.61% from September, setting a monthly record for a second consecutive month. It was the only Nio Inc. brand to grow month on month. Separately, the third-generation ES8 passed 160,000 cumulative deliveries on October 23. Firefly added a 60-kWh battery option that raises its CLTC-rated range to 560 km.