Ch@(r)N

[Ch@(r)N @ChaRNenGI]

Q&A Earnings call transcript by dongmaimai weibo post $NIO

[ThinkerCar @thinkercar]

#NIO Group – May 2026 wholesale volume
Total volume in May reached 37,705 units, up 28.4% from April.
NIO Brand – 20,013 units (+5.2% MoM)
• ES9 contributed 3,108 units.
• NIO ES8 saw an 11.9% MoM decline to 11,477 units in • May 2026, down from 13,028 in April.
ONVO Brand – 12,029 units (+124.8% MoM)
• L80 volume: 5,949 units in May.
• L90 continued strong growth: 4,054 units (+96.0%).
• L60 fell 38.3% to 2,026 units.
Firefly Brand – 5,663 units (+13.7% MoM)

[Ch@(r)N @ChaRNenGI]

Great performance for NIO group.

[Steve Investing @SZ_Investing]

China BEV Large SUV May retail sales ranking:

1. $NIO ES8: 11472
2. Onvo L80: 5949
3. Onvo L90: 4052
4. $NIO ES9: 3108
5. Leapmotor D19: 2585
6. Aito M8: 1913
7. Aito M9: 161

[Ch@(r)N @ChaRNenGI]

Quite nice 25k

[ThinkerCar @thinkercar]

NIO announced refreshed ONVO L60 test cars are now arriving at stores, with test drives available starting today.
Per our exclusive info, the refreshed ONVO L60 opened pre-sales on May 29. Boosted by its strong product upgrades, pre-orders have reached around 25,000 units.
#NIO #ONVO #THINKERCAR #ORDER

[Ch@(r)N @ChaRNenGI]

Yao Ming the great

[William Li @WilliamLiNIO]

Headed to the CBA Finals tonight with Yao Ming in the NIO ES9.🏀
Yao said ever since riding in the ES9, other cars just don't feel the same anymore — and now he can't wait to get his own.😁 Appreciate the feedback from our Chief Experience Officer.
Let's Power Up! Let's Jiadian!⚡
#NIO #NIOES9 #BlueSkyComing #CBA

[Trader Chris @5littlebass]

This is a breakdown of Nio's weekly order summary from 新渠道李霸天 on Weibo.

$Nio WEEKLY ORDERs Past 4-weeks:
🔸W22: 38,810
🔸W21: 11,830
🔸W20: 21,300
🔸W19: 10,000

#Nio's MONTHLY ORDERs YTD:
🔹May: 86,183
🔹Apr: 44,025
🔹Mar: 38,190
🔹Feb: 13,400
🔹Jan: 15,817

@NIOGlobal

[Jason @Jas0nYu]

NIO ES9 first tear down $NIO

[Arthur Shen @ArthurShen]

https://t.co/C1wKIGmzMM

[ThinkerCar @thinkercar]

William Li: Now that #NIO is profitable, no going back to losses. "Cut where we can, spend where we must."
( NIO has two consecutive profitable quarters. Will it last? )
But in R&D, resolute investment is required: chips, OS, batteries, etc.; at the same time, resolute construction of battery swap stations.

[The Straits Times @straits_times]

Nio launches China’s biggest electric SUV that even Yao Ming can sit comfortably in https://t.co/KQUr5lQism

[ChinaEV Home @CNEVhome]

Pre-orders for the new ONVO L60 have officially started, though pre-sale pricing wasn't announced. The official launch date is set for June 11.

No need to dwell on the exterior upgrades, as the interior sees the biggest changes—adding a 17.3-inch ceiling-mounted screen, a 6L heating and cooling fridge, and manual sunshades for the panoramic roof.

It remains to be seen whether these features will be optional. #ONVO #ChinaEV $NIO

[Ch@(r)N @ChaRNenGI]

Sofa TV Fridge. Hello Li i6, new L60 is coming. $NIO

[Trader Chris @5littlebass]

New #Onvo #L60 has undergone many changes, including a rear screen, sunshades, rear refrigerator, Shenji chip & LiDAR.

The #L80 starts at ¥242,800. If the L60 were offered with an 85kWh battery as standard, what do you think the starting price would be?

@NIOGlobal #Nio $Nio

[Steve Investing @SZ_Investing]

$NIO CEO @WilliamLiNIO and battery giant CATL CEO Robin Zeng enjoying tea in the ES9

[William Li @WilliamLiNIO]

Welcome Yao Ming as Chief Experience Officer of NIO ES9!🎉

Right after the launch event, Yao placed his order immediately, and he'll be sharing his CXO work report with us afterwards. When Yao says the ES9 is big, you know it really is big.

Today, ES9 deliveries officially kicked off across China.
Vision. Action.
Let's Power Up! Let's Jiadian!⚡
#NIO #NIOES9 #BlueSkyComing

[ChinaEV Home @CNEVhome]

NIO’s 5th-generation Power swap station is currently undergoing testing in Kunshan, Jiangsu.

Starting mid-to-late June, the first batch of these 5th-gen pioneer stations will progressively open to the public, with large-scale deployment scheduled to kick off in Q3. $NIO #ChinaEV

[Jason @Jas0nYu]

Yao Ming test drive NIO ES9 $NIO

[Steve Investing @SZ_Investing]

New $NIO “CEO” Yao Ming locked in his order for the ES9 right after the launch event.

CEO @WilliamLiNIO : I just checked on today's orders, and they are really good

[CovidNoGood @CovidNoGood]

The mid row seat of the ES9 even offers more than enough length for Yao Ming 💪

#NIO $NIO

[Steve Investing @SZ_Investing]

Yao Ming on the overall experience of the $NIO ES9: “Very Impressive” , battery swapping is like “Sci-fi films”

[Ch@(r)N @ChaRNenGI]

@NIOGlobal Chinese GOAT NBA player.

[ThinkerCar @thinkercar]

Since launch, top 5 provinces for the all-new #NIO ES8:
• Zhejiang (16,470), Guangdong (15,430), Jiangsu (12,210), Shanghai (10,380), Beijing (5,680).
• Tier-1 cities and their surrounding regions (Guangdong, Shanghai, Beijing) lead, with the Yangtze River Delta the strongest.
• This aligns with ES8's premium positioning, where demand is highest in affluent coastal areas and Tier-1 city clusters.