NIO

COP17, the 17th Conference of the Parties to the UN Convention on Biological Diversity, opens in Yerevan, capital of Armenia. NIO, the only invited Chinese enterprise, delivers a keynote speech. As the green mobility partner for the China Pavilion, NIO provides full-trip mobility support for the Chinese delegation and high-level guests. Keep Charging Forward!

#BlueSkyComing

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

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

On September 14, William Li, NIO’s Founder, Chairman, and CEO, was invited to attend World Trade and Tech Day at the World Trade Organization (WTO) headquarters in Geneva, where he delivered a keynote speech.

According to William, 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. 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, accumulating more than 7.7 billion kilometers driven safely.

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.

Under the WTO framework, we hope to see more dialogue, more common ground, and more workable rules. Ultimately, this can create new opportunities for global trade, and contribute to a sustainable and brighter future together.

#NIO #BlueSkyComing

NIO House Macao is officially open!

Opened with our authorized local partner Hongyue Group, it provides product experiences, user services and technology showcases, and will host community activities.

NIO ES9 deliveries also began in Macao on opening day.

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