NIO’s October sales are normal, but 2026 sales are up 38.5%

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NIO’s October sales look nothing like XPENG’s. Instead of reaching record heights, they fell. Instead of surpassing 50,000 sales (something NIO has yet to do and XPENG has only done once), NIO scored 34,246 vehicle deliveries, the company’s lowest delivery total since April.

However, that brought the company’s total in 2026 to 334,547, a significant increase of 38.5% year over year. NIO was also interested in quickly drawing people’s attention to some positive news: “On October 23, 2026, NIO’s new ES8 reached its 160,000th delivery. From January to October 2026, NIO’s new ES8 ranked first in cumulative retail sales volume in both the large SUV segment and the RMB 400,000-level vehicle segment in China. As the industry moves from “Being specification-based and brand-driven by competition, the sustained sales momentum of the NIO All-New ES8 further enhances NIO brand recognition in the premium market.”

In terms of how NIO’s October sales broke down by brand, here’s the breakdown:

• YEARS: 18,125
• ONVO—8,383
• Firefly – 7,738

The company’s cumulative vehicle sales reached 1,332,139 at the end of October. It’s not bad at all. However, the company will want to do much better than it did in October to see the cumulative total grow much faster.