u/AI-is-4-StupidPeople

Several China EV sales stats published today !

NIO in top 10 EV Makers in April , top 8 year to date

ES 8 top selling large SUV, 5 months in a row

But many probably missed the real stats which is more significant;

1. for TOP SELLERS such as BYD , Geely, TSLA , sales are down YoY… Xpeng also down YoY for the first 4 months

2. other luxury brand EV’s such as LI auto , Huawei’s HIMA alliance , XIOMI are almost stagnant

3. the top sellers are not BEV only ; they sell hybrids as well. China’s EV sales hit 61 % of all cars sales in April and the largest increase in sales are in pure battery EV’s..

4. NIO sales increase is mostly in the expensive high margin NIO main brand

Bottom line ; pure BEV is the future and in luxury segment NIO rules and soon to be the top seller

NIO’s sales by quarter in the last 2 years have continuously increased both QoQ (seasonality) and YoY (increase sales , performance. As clearly seen below, this is the trend.

NIO Quarterly Vehicle Deliveries (2024–2025)

Q1: 30,053 (2024) → 42,094 (2025)

Q2: 57,373 (2024) → 72,056 (2025)

Q3: 61,855 (2024) → 87,071 (2025)

Q4: 72,689 (2024) → 124,807 (2025)

NIO had reported already 98% jump in deliveries in Q1/26 compared to 2025. (From 42 K to 83 K) . So I expect significantly reduced loss from a year earlier (Q1 having the lowest sales volume in the year for all car manufacturers). Q2, Q3, Q4 will be profitable making 2026 the first profitable full year!

Exciting days ahead …