Nio’s (NIO) latest delivery update puts the stock back in the spotlight at exactly the right time. The company delivered 35,934 vehicles in July 2026, up 71.0% year-over-year (YOY), while year-to-date (YTD) deliveries climbed to 227,057 units, a 68.0% increase YOY.
This momentum arrives at a pivotal time for Nio, which has now surpassed 1.22 million cumulative deliveries. That solidifies July as another record month for the Chinese electric vehicle (EV) maker, even though deliveries were down 11.49% from June, marking the company’s first sequential decline in three months.
