NIO 5th-Gen Battery Swap Stations: 20% More Capacity, Firefly Compatible
NIO begins testing 5th-gen swap stations in late March. 20% capacity boost, multi-wheelbase support for Firefly to ES9, 1,000+ new stations targeted in 2026.
NIO Confirms Battery Pack Supply to McLaren Using 4680 Cells
William Li confirms NIO supplies 4680-cell battery packs to McLaren for hybrid models. Connected through shared Abu Dhabi ownership via L'imad Holding.
NIO Delivers 80,000th Third-Gen ES8 as Q1 Guidance Hits 83,000 Units
NIO hits 80K ES8 deliveries in 22 days from 70K. ES8 = 54% of Feb sales. First GAAP profit in Q4 2025. March guidance: 32-35K units (2x YoY).
NIO Firefly Special Edition: 166 Units in Newborn Green at $19,990
NIO's compact brand launches a 166-unit special edition at 137,800 yuan to revive slowing sales. Feb deliveries down 5.34% MoM to 2,657 units.
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NIO ET9 Gets Two New Limited Editions (199 Units Each) as Sales Stall
NIO releases two 199-unit ET9 Horizon themes at 818,000 yuan. Cumulative ET9 deliveries: 2,722 units. Feb 2026: 64 units, down from April 2025 peak of 810.
NIO In-House Chip Production Exceeds 550,000 Units
NIO's Yangjian LiDAR chip (400K+) and NX9031 5nm driving chip (150K+) total 550K+ units. Target: 35-40% domestic semiconductors by 2027.
NIO's Chip Unit Pitches 700+ TOPS M97 to Leapmotor and Geely
Shenji and Axera co-developed the 700+ TOPS M97 chip, now being pitched to Leapmotor and Geely. Lower-end 9031e also planned. Q3 2026 release.
NIO Partners With Tuhu to Integrate Aftermarket Services for 150M Users
NIO and China's largest auto service platform (150M+ users) partner on lifecycle services. Main NIO brand only, excluding Onvo and Firefly.
NIO Firefly Debuts Right-Hand Drive in Singapore, Eyes UK Next
NIO brings its compact EV sub-brand to its first RHD market. Partnering with Wearnes Automotive, with UK and Thailand planned for 2026.
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