Record December Vehicle Deliveries for NIO Inc.

NIO Inc. announced that it delivered 48,135 vehicles in December 2025, the highest monthly figure the company has ever reported. The figure represents a 54.6 % increase over the previous month, underscoring the firm’s rapid scale‑up in production and distribution across its global network.

Delivery Performance in Context

  • December 2025: 48,135 vehicles
  • Year‑on‑year growth: 48,135 deliveries in December versus 32,000 vehicles in December 2024, a jump of more than half.
  • Quarterly performance: The fourth‑quarter delivery count also reached a record, contributing to an annual total of 164,000 vehicles delivered in 2025. This is a significant rise from the 118,000 vehicles delivered in 2024.

The surge in deliveries follows NIO’s strategic investment in manufacturing capacity and its expanding battery‑swap network, which has reduced vehicle downtime for consumers. The company’s battery‑charging services have also seen increased adoption, reinforcing its position as a comprehensive provider of electric‑vehicle solutions.

Market Reaction

Despite the delivery milestone, NIO’s shares experienced a sharp decline in late‑2025. On December 31, 2025, the stock fell 8.2 %–8.3 %, dropping from around HKD 5.05 to HKD 5.04–5.05. The sell‑off was attributed to broader market volatility and investor concerns about short‑term profitability, rather than the underlying operational metrics.

Financial Snapshot

  • Market Capitalisation: HKD 103,185,416,192
  • 52‑Week High: HKD 61.75 (October 8, 2025)
  • 52‑Week Low: HKD 3.45 (June 30, 2025)
  • Closing Price (December 30, 2025): HKD 40.94

The company’s valuation reflects the high expectations of investors for sustained growth in the electric‑vehicle sector. NIO’s listing on the Hong Kong Stock Exchange (IPO: September 12, 2018) has attracted substantial foreign investment, positioning it as a key player in the consumer discretionary automobile market.

Outlook

Analysts note that the record delivery figures reinforce NIO’s competitive edge in China and abroad. Forecasts from 24/7 Wall St. project continued growth in NIO’s stock price from 2026 to 2030, assuming the company maintains its delivery momentum and expands its service offerings.

Investors will likely monitor the company’s ability to translate delivery volumes into profitability, as well as its progress on new vehicle models and technology upgrades. The firm’s focus on battery‑swap infrastructure and global expansion will remain central to its growth strategy.