NIO delivered 36,275 vehicles in November 2025, marking a 76.3% year-over-year increase, with cumulative deliveries at 949,457.
Quiver AI Summary
NIO Inc. announced a strong performance in November 2025, delivering 36,275 vehicles, which marks a significant 76.3% increase compared to the same month last year. Year-to-date, the company has delivered a total of 277,893 vehicles, reflecting a 45.6% rise over 2024. As of November 30, 2025, NIO's cumulative deliveries reached 949,457. The deliveries included 18,393 vehicles from the NIO brand, 11,794 from the family-oriented ONVO brand, and 6,088 from the small high-end FIREFLY brand. NIO, a leader in the smart electric vehicle market, continues its mission to innovate and provide exceptional products and services while aiming for a sustainable future.
Potential Positives
- 36,275 vehicles delivered in November 2025, a 76.3% increase year-over-year, indicating strong growth and demand for NIO's vehicles.
- Year-to-date deliveries reached 277,893 vehicles in 2025, reflecting a 45.6% increase year-over-year, showcasing the company's upward trajectory.
- Cumulative deliveries reached 949,457 as of November 30, 2025, demonstrating significant overall sales achievements and brand establishment in the market.
Potential Negatives
- While the company reported a significant year-over-year increase in vehicle deliveries, it does not provide specific figures for the previous year or context surrounding market conditions, which could limit the perception of this positive data.
- The press release emphasizes forward-looking statements, highlighting inherent risks and uncertainties, which may create concerns about the company's future performance and stability.
- The lack of detail regarding the challenges faced in achieving the reported delivery numbers, such as supply chain issues or competition in the market, could indicate potential vulnerabilities for the company.
FAQ
What were NIO's vehicle delivery numbers for November 2025?
NIO delivered 36,275 vehicles in November 2025, a 76.3% increase year-over-year.
How many vehicles has NIO delivered year-to-date in 2025?
NIO's year-to-date deliveries reached 277,893 vehicles, increasing by 45.6% year-over-year.
What is NIO's cumulative vehicle delivery total as of November 2025?
Cumulative deliveries for NIO reached 949,457 vehicles as of November 30, 2025.
What brands does NIO offer?
NIO offers vehicles under three brands: NIO, ONVO, and FIREFLY, catering to different market segments.
What is NIO's mission in the electric vehicle market?
NIO aims to shape a sustainable future with the mission of "Blue Sky Coming" through innovative technology.
Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.
$NIO Hedge Fund Activity
We have seen 201 institutional investors add shares of $NIO stock to their portfolio, and 200 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS GROUP AG removed 41,369,739 shares (-59.0%) from their portfolio in Q3 2025, for an estimated $315,237,411
- ASPEX MANAGEMENT (HK) LTD added 35,000,000 shares (+inf%) to their portfolio in Q3 2025, for an estimated $266,700,000
- JANE STREET GROUP, LLC added 18,736,828 shares (+3778.1%) to their portfolio in Q3 2025, for an estimated $142,774,629
- WT ASSET MANAGEMENT LTD added 18,650,894 shares (+inf%) to their portfolio in Q3 2025, for an estimated $142,119,812
- BNP PARIBAS FINANCIAL MARKETS added 16,696,203 shares (+874.3%) to their portfolio in Q3 2025, for an estimated $127,225,066
- D. E. SHAW & CO., INC. added 13,844,103 shares (+inf%) to their portfolio in Q3 2025, for an estimated $105,492,064
- GHISALLO CAPITAL MANAGEMENT LLC added 12,000,000 shares (+inf%) to their portfolio in Q3 2025, for an estimated $91,440,000
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$NIO Analyst Ratings
Wall Street analysts have issued reports on $NIO in the last several months. We have seen 4 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Barclays issued a "Underweight" rating on 11/28/2025
- Freedom Capital Markets issued a "Buy" rating on 11/28/2025
- Citigroup issued a "Buy" rating on 11/26/2025
- UBS issued a "Buy" rating on 09/16/2025
- JP Morgan issued a "Overweight" rating on 08/26/2025
To track analyst ratings and price targets for $NIO, check out Quiver Quantitative's $NIO forecast page.
$NIO Price Targets
Multiple analysts have issued price targets for $NIO recently. We have seen 8 analysts offer price targets for $NIO in the last 6 months, with a median target of $7.0.
Here are some recent targets:
- Dmitriy Pozdnyakov from Freedom Capital Markets set a target price of $7.0 on 11/28/2025
- Jiong Shao from Barclays set a target price of $4.0 on 11/28/2025
- Eugene Hsiao from Macquarie set a target price of $5.3 on 11/26/2025
- Jeff Chung from Citigroup set a target price of $6.9 on 11/26/2025
- Vijay Rakesh from Mizuho set a target price of $7.0 on 09/23/2025
- Paul Gong from UBS set a target price of $8.5 on 09/16/2025
- Ming Hsun Lee from B of A Securities set a target price of $7.1 on 09/03/2025
Full Release
- 36,275 vehicles were delivered in November 2025, increasing by 76.3% year-over-year
- 277,893 vehicles were delivered year-to-date in 2025, increasing by 45.6% year-over-year
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Cumulative deliveries reached 949,457 as of November 30, 2025
SHANGHAI, Dec. 01, 2025 (GLOBE NEWSWIRE) -- NIO Inc. (NYSE: NIO; HKEX: 9866; SGX: NIO) (“NIO” or the “Company”), a pioneer and a leading company in the global smart electric vehicle market, today announced its November 2025 delivery results.
The Company delivered 36,275 vehicles in November 2025, representing an increase of 76.3% year-over-year. The deliveries consisted of 18,393 vehicles from the Company’s premium smart electric vehicle brand NIO, 11,794 vehicles from the Company’s family-oriented smart electric vehicle brand ONVO, and 6,088 vehicles from the Company’s small smart high-end electric car brand FIREFLY. Cumulative deliveries reached 949,457 as of November 30, 2025.
About NIO Inc.
NIO Inc. is a pioneer and a leading company in the global smart electric vehicle market. Founded in November 2014, NIO aspires to shape a sustainable and brighter future with the mission of “Blue Sky Coming”. NIO envisions itself as a user enterprise where innovative technology meets experience excellence. NIO designs, develops, manufactures and sells smart electric vehicles, driving innovations in next-generation core technologies. NIO distinguishes itself through continuous technological breakthroughs and innovations, exceptional products and services, and a community for shared growth. NIO provides premium smart electric vehicles under the NIO brand, family-oriented smart electric vehicles through the ONVO brand, and small smart high-end electric cars with the FIREFLY brand.
Safe Harbor Statement
This press release contains statements that may constitute “forward-looking” statements pursuant to the “safe harbor” provisions of the U.S. Private Securities Litigation Reform Act of 1995. These forward-looking statements can be identified by terminology such as “will,” “expects,” “anticipates,” “aims,” “future,” “intends,” “plans,” “believes,” “estimates,” “likely to” and similar statements. NIO may also make written or oral forward-looking statements in its periodic reports to the U.S. Securities and Exchange Commission (the “SEC”), in its annual report to shareholders, in announcements, circulars or other publications made on the websites of each of The Stock Exchange of Hong Kong Limited (the “SEHK”) and the Singapore Exchange Securities Trading Limited (the “SGX-ST”), in press releases and other written materials and in oral statements made by its officers, directors or employees to third parties. Statements that are not historical facts, including statements about NIO’s beliefs, plans and expectations, are forward-looking statements. Forward-looking statements involve inherent risks and uncertainties. A number of factors could cause actual results to differ materially from those contained in any forward-looking statement, including but not limited to the following: NIO’s strategies; NIO’s future business development, financial condition and results of operations; NIO’s ability to develop and manufacture vehicles of sufficient quality and appeal to customers on schedule and on a large scale; its ability to ensure and expand manufacturing capacities including establishing and maintaining partnerships with third parties; its ability to provide convenient and comprehensive power solutions to its customers; the viability, growth potential and prospects of the battery swapping, BaaS, and NIO Assisted and Intelligent Driving and its subscription services; its ability to improve the technologies or develop alternative technologies in meeting evolving market demand and industry development; NIO’s ability to satisfy the mandated safety standards relating to motor vehicles; its ability to secure supply of raw materials or other components used in its vehicles; its ability to secure sufficient reservations and sales of its vehicles; its ability to control costs associated with its operations; its ability to build its current and future brands; general economic and business conditions globally and in China and assumptions underlying or related to any of the foregoing. Further information regarding these and other risks is included in NIO’s filings with the SEC and the announcements and filings on the websites of each of the SEHK and SGX-ST. All information provided in this press release is as of the date of this press release, and NIO does not undertake any obligation to update any forward-looking statement, except as required under applicable law.
For more information, please visit: http://ir.nio.com
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