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flag Nio's February 2026 deliveries rose 57.6% year-on-year, led by ES8 sales and supportive incentives, advancing its path to first quarterly profit.

flag Nio delivered 20,797 vehicles in February 2026, a 57.6% year-on-year increase, driven by strong ES8 sales which accounted for over half the total. flag The ES8 reached 70,000 cumulative deliveries and is central to Nio’s push toward its first quarterly profit, expected in its March 10 earnings report. flag Despite a seasonal dip from January, Nio boosted sales with a 10,000 yuan tax subsidy, seven-year low-interest loans, and battery swap infrastructure growth, which surpassed 100 million swaps. flag Meanwhile, Xpeng saw a 49.9% year-on-year delivery drop in February 2024, later rebounding in March, and is expanding globally with new models and a partnership with Volkswagen, aiming for 1 million overseas sales by 2030.

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