NIO Q3 deliveries rise 25% to 109,178, but September growth slows to 7.7%

NIO delivered 109,178 EVs in Q3 2026, up 25.4% and within its 108,000–111,000 guidance. September growth slowed to just 7.7% (37,408 units), the weakest pace of 2026, as ONVO fell 43%. Year-to-date deliveries are up 49.2% to 300,301, but the 456,000–489,000 annual target looks out of reach.

• Q3 deliveries: 109,178 EVs, up 25.4% year-over-year
• September: 37,408 units, growth of just 7.7%, slowest of 2026
• ONVO Q3 deliveries: 27,728, down 26%
• Year-to-date: 300,301 units (+49.2%), annual target at risk