NIO US stocks soared more than 7% at the opening! The new ES8 delivery speed of 40,000 units refreshes the industry record.

On December 30, NIO Inc. Sponsored ADR Class A (NIO.US) saw a significant increase in the opening phase of the US stock market, with a rise of over 7%. This positive market reaction followed the important delivery milestone achieved by its flagship new ES8 model. On December 29, the new ES8 officially delivered its forty-thousandth vehicle. Since the start of deliveries on September 21st this year, this milestone was achieved in just 100 days, setting a new record in the Chinese automotive market for delivering forty thousand vehicles priced above 400,000 RMB in the fastest time. The continued rapid delivery pace of the new ES8 strongly confirms the market competitiveness of NIO Inc. Sponsored ADR Class A's "Dual flagship, large three-row SUV" product strategy. According to the plan, NIO Inc. Sponsored ADR Class A will also launch three new large models by 2026, forming a product matrix of a total of five large vehicles for simultaneous sales. This performance also aligns closely with the macro market trend. According to the latest retail data released by the China Association of Automobile Manufacturers and the Passenger Car Association, in November 2025, the monthly sales of pure electric large three-row SUVs reached 46,209 units, a 16% increase from the previous month, setting a new historical high. It is worth noting that after surpassing hybrid, traditional fuel, and plug-in hybrid models for the first time in September this year, the sales of this category have topped the sales charts for various powertrains for three consecutive months. The dual confirmation of user purchase preferences and market sales data signifies that large three-row SUVs driven by pure electric power are entering a "golden age" of rapid growth.