Ch@(r)N

The NIO ES8 just hit the 90K delivery mark. It’s only been 195 days since deliveries kicked off on September 21, 2025. Our timeline chart shows NIO’s delivery pace is clearly accelerating. Going from 40K to 90K took only about 3 months—even with the Chinese New Year break factored in. At this rate, hitting the 100K mark is just around the corner. $NIO #ChinaEV

$NIO • In Mar 2026, #NIO delivered 35,486 vehicles, +136% YoY, +70.6% MoM. NIO: 22,490 units, +120.1% YoY, +48.4% MoM; Onvo: 6,877 units, +42.7% YoY, +130.7% MoM; Firefly: 6,119 units, +130.3% MoM. • Nio's total delivery volume for 2026 is 83.5k vehicles, +98.3% YoY

@ArthurShen I get it — you're looking at this from a tech angle. But for retail investors and foreigners, they'll wait for clear sales numbers. Even in China, Li Auto's i6 BEV is holding strong.

@ChaRNenGI NIO is underrated. The only one in these three, is literally focusing on cars' R&D, after-sales service and user experience. Perhaps this is also the reason why it is underrated.

I know everyone is closely watching the stock market, but I’ve always felt that the current market is abnormal and cannot truly reflect the real condition of these companies. $NIO $LI #XPEV #NIO #LIAuto #XPENG

NIO Inc. delivered 35,486 vehicles, representing an increase of 136% year-over-year and 70.6% month-over-month. In the first quarter of 2026, total deliveries reached 83,465, up 98.3% year-over-year, exceeding the upper end of NIO’s delivery guidance. Of the total, the NIO brand delivered 22,490 vehicles, up 120.1% year-over-year and 48.4% month-over-month; the ONVO brand delivered 6,877 vehicles, up 42.7% year-over-year and 130.7% month-over-month; and the firefly brand delivered 6,119 vehicles, up 130.3% month-over-month. As of March 31, 2026, NIO Inc. has cumulatively delivered 1,081,057 vehicles. The NIO ES9 Product and Technology Launch event will be held on April 9. Positioned as a flagship SUV with cutting-edge technology and executive luxury, the ES9 stands as the most advanced SUV of the year. It marks a milestone in NIO’s technological evolution and the culmination of NIO’s systemic innovation. #NIO #BlueSkyComing

🎬 ET9 Talks Ep.45 is LIVE! Had an insightful chat with Mr. Frank Meng, Chairman of Qualcomm China. He shared an interesting view: the auto industry will become the core engine driving AI forward. Why did he see it that way? Catch the full episode. Let's Power Up! Let's Jiadian!⚡ #NIO #ET9 #ET9Talks #BlueSkyComing #AI #Vision #Action

NIO ES8 crash test footage $NIO

All-New #NIO ES8: Provincial Retail Volume in China Since Launch (Oct 2025 – Feb 2026) Zhejiang, Guangdong and Jiangsu are the top three core markets. Tier-1 cities like Shanghai and Beijing performed strongly, while major provinces in central and western China also posted solid sales. Overall, this premium all-electric SUV performs well across coastal and inland regions with wide geographic coverage.

@MoSalah Best liverpool winger in history

@RealMeetMatt @WilliamLiNIO Motor show at Impact arena

@WilliamLiNIO Actually I am in Bangkok now. Where is that little car located?

Proud to share that firefly appeared with a standalone booth at the 47th Bangkok International Motor Show, and the RHD version was officially launched here at THB 799,000. If you're in Bangkok, come experience the brand up close, and enjoy exclusive offers for orders placed during the motor show. On top of that, firefly was recently named by the Newsweek as one of the "Most Anticipated New Vehicles 2026 in Europe and Latin America," and was among the top three for the "2026 World Urban Car" selection. A great sign ahead as we take firefly global. Freedom to Glow! Let's Power Up! Let's Jiadian!⚡✨ #NIO #BlueSkyComing #firefly #freedomtoglow

@_mm85 @Marnix_Belgium @TipRanks Be transparent

Hey @TipRanks now that you pulled Friday widely shared hit piece article on $NIO stock which contained many fabricated false infos and contributed to a -7% intraday drop .. Could you please also let us know WHO commissioned the article? Surely wasn’t the authors idea. Be transparent.

Q4 2025 saw a complete flip in fortunes for NIO, XPeng, and Li Auto compared to a year ago. Back in Q4 2024, both NIO and XPeng were still stuck in the mud, with a fairly bleak outlook. Fast forward to 2025, and both have turned the corner to reach quarterly profitability. Li Auto, however, has hit a major slump, with revenue and deliveries both sliding by more than 30% year-over-year. The R&D-to-revenue ratios reveal their diverging paths: while Li Auto’s ratio spiked and XPeng’s ticked up, NIO saw a massive structural drop. This shift is the direct result of NIO’s 2025 internal overhaul and efficiency drive. Ultimately, their move into the black and recent tech breakthroughs are the long-awaited harvest from years of heavy R&D investment. $NIO $XPEV $Li #ChinaEV #NEV

Proud to share that we delivered 80,000th All-New ES8 today in Hangzhou, less than 6 months after its first delivery!🎉 The All-New ES8 has led large SUV sales in China for three consecutive months. Big thanks for all the trust and support. Let's Power Up! Let's Jiadian!⚡ #NIO #ES8 #BlueSkyComing

The chip business is one of #NIO’s most costly divisions. William Li once said the R&D investment for the NX9031 chip could fund 1,000 battery swap stations. NIO will now reap returns from this business. In mid-2025, William Li urged its other business segments to look for external financial support, and external chip supply has shown the clearest progress so far. After successful tape-out of the M97 chip co-developed by NIO Shenji and Axera, the two are reportedly in talks with automakers including Leapmotor and Geely. Axera stated in its Hong Kong IPO prospectus that it will launch the chip in Q3 this year, with computing power exceeding 700 TOPS. Last year, NIO spun off its chip business into Shenji Technology, which later formed a joint venture with Axera and OmniVision. The M97 will be supplied to other automakers via this JV. Separately, NIO Shenji and Axera are planning a lower-end chip codenamed 9031e. A source stated external chip technology licensing has brought NIO hundreds of millions of yuan in fees. For the second and third co-developed chips, Axera leads specs and tape-out, helping NIO share R&D costs.

Shanghai -> Hefei -> Wuhan $NIO

A summary of some information from NIO's media briefing 🗒️

Abundance*

From cash shortage last year to cash burden (now).

<Research>BOCI Raises NIO (NIO.US) TP to USD11, Rating Buy aastocks.com/share/news/us/… We need big money from Chinese institutions. $NIO

✓ Full unlock requires $120B market cap + $6B net profit simultaneously ✓ 5-year lock-up after vesting — he can't sell a single share If NIO hits those targets, you're already up 9x before worrying about 10% dilution. (2/2)

Short sellers are spreading 'NIO dilution' panic on $NIO — but here's what the SEC filing actually says: ✗ '248M new shares to CEO' ✓ 248M RSUs split into 10 tranches with near-impossible vesting targets ✓ Tranche 1 alone requires $30B market cap (2.3x from today) (1/2)