Jul. 21 at 12:05 AM
$NIO Moat Update - Swap is unstoppable and bad new for those who are unswapable
24-hour Swap, July 21, 2026, 08:00 China (CST)
105,300 Swaps Today, approximately 14.8% of all BaaS Cars.
107,029 Swaps Daily average on a trailing 28-day count.
Total Swap 118,042,200. Up from 117,936,900 Yesterday.
(BaaS Users ≈ 60% of TTL 1,188,715 cars delivered end June)
3,977 Swap Stations, with 1,048 on Highways. Plus 1 on July 20.
Swap Stations installed 2026 Q1=110 Q2=170 Q3=21
Swap Progress: Stations TTL SWAP
January 1. 2024 2,320 35,0 Million
January 1. 2025 2,995 61,5 Million
January 1. 2026 3,676 96,4 Million
118 Million Swaps Milestone reached on July 20, 2026
The first 10 million swaps took NIO four years. Fastest million so far 6,5 Days.
https://www.nio.cn/charger-map