NIO’s sales figures last month were a bit mixed. Yes, as shown in the headline above, the good news is that sales were up 23% year over year (YoY). However, they were actually down month over month. With 29,356 vehicle deliveries in April, the company saw a 22.8% rise over the 23,900 vehicle deliveries of April 2025. However, that April 2026 figure was 17.3% lower than the 35,486 vehicle deliveries of March 2026. Here’s how the company’s April 2026 sales broke out by vehicle brand: NIO: 19,024 vehicle deliveries ONVO: 5,352 vehicle deliveries (up 21.6% YoY) firefly: 4,980 vehicle deliveries Across the first third of the year (first 4 months), NIO already reached 112,821 vehicle sales, which is a 71% increase year over year! As of yesterday, NIO has achieved 1,110,413 cumulative vehicle deliveries — all BEVs, of course. Clearly, the chart above shows nice long-term sales growth. I look forward to seeing the bars rise as we get further into the year, as they basically always do. The following chart shows how NIO and XPENG have risen in quite a similar way as the Chinese EV market has grown — two of the star EV companies of the Chinese market. Below, you can also view static versions of the charts above, in case that works better for you.
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