NIO (09866) delivered more than 40,000 new vehicles in October for the first time.
In October 2025, NIO (09866) delivered 40,397 new cars, a year-on-year increase of 92.6%.
In October 2025, NIO (09866) delivered 40,397 new vehicles, an increase of 92.6% year-on-year. Among them, NIO brand delivered 17,143 new vehicles; ledo brand delivered 17,342 new vehicles; firefly brand delivered 5,912 new vehicles. As of now, NIO has delivered a total of 913,182 new vehicles. Among them, NIO brand has delivered 779,319 new vehicles; ledo brand has delivered 107,621 new vehicles; firefly brand has delivered 26,242 new vehicles.
The all-new ES8 from NIO achieved 10,000 new vehicle deliveries, setting the record for the fastest delivery of over 400,000 pure electric vehicles. The 300,000th NIO ES6 officially rolled off the production line. The ES6 is the best-selling model among Chinese pure electric vehicles priced over 300,000 yuan and also the first model to reach a production volume of 300,000 units. The ledo L90 delivered 33,348 vehicles in three months after its launch, ranking first in sales of large pure electric SUVs for three consecutive months. The ledo brand delivered 100,000 vehicles in 385 days, ranking second in speed among new energy vehicles. Firefly continues to maintain its leading position in the high-end boutique mini car segment.
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Sinolink: Investment clues under the "15th Five-Year Plan" recommendations

Guotou Securities: HAIER SMARTHOME (06690) accelerates domestic sales growth in Q3, steadily increases exports, and the continuous effects of digital transformation are becoming more prominent.

CMSC: The A-share free cash flow upward trend is established, with improvements in Q3 revenue and profit.

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