Jan. 14 at 6:18 AM
$NIO what if In just the first 11 days of this month, NIO has registered 2,037 more cars than it delivered in the entire 31 days of January 2025.
This would be a massive structural shift for the company's baseline volume.
With 15,900 units in the bag as of Sunday night, here is how the rest of the month looks:
About 5,100 of this week's units were from the core NIO brand. This confirms the All-New ES8 is moving in high volume (wait times are still stuck at 18 weeks, meaning they are shipping every unit they can produce).
The "Sub-Brands": Onvo and Firefly contributed ~4,400 units combined this week. This "secondary engine" is what keeps the group total above the 9k/week level.
Even if they don't grow further and just stay at this current 9,500/week pace, they will finish the month at ~35,000 units. If they see a typical late-month push, 38,000+ is very likely. 🤷♂️
