Nio Shares Soar with March Delivery Data and New Model Launches
Investors pushed Nio’s Hong Kong shares up roughly 10% on Wednesday. The move came as the market awaited March delivery data and several new model launches.
Market reaction
Hong Kong-traded stock rose about 10% to HK$48.22 per share. Filmogaz.com reported that was the price as of press time.
Local rival Leapmotor released March delivery figures earlier. It delivered 50,029 vehicles, up 34.87% year-on-year and up 78.25% month-on-month.
Leapmotor shares gained 6.55% during the same session.
Delivery expectations
Nio guided first-quarter deliveries between 80,000 and 83,000 units. That guidance implies March deliveries of 32,021 to 35,021 vehicles.
Those figures would be roughly double the 15,039 units recorded in March last year. The company planned to publish March delivery numbers later today.
The third-generation ES8 reached its 90,000th delivery this week. Company executives said this implies nearly 20,000 ES8s were delivered in March.
Model lineup and timeline
Nio will unveil updated 2026 editions of four models on April 2. The models are the ES6, EC6, ET5 and ET5 Touring, known internally as the “5566” lineup.
The company said these cars feature upgrades in design, configurations and smart driving functions. They target a price band around 300,000 yuan, about $43,590.
| April 2 | Launch | ES6, EC6, ET5, ET5 Touring (2026 editions) |
| April 9 | Technology event | ES9 |
| May | Market launches | ES9; Onvo L80 large SUV |
| Early July | Model debut | Five-seat version of the ES8 |
Flagship performance
The third-generation ES8 launched last September. Its starting price is 406,800 yuan.
That flagship has emerged as a new sales pillar for the company. Nio also plans a five-seat ES8 variant for early July.
The rally reflected investor optimism. Nio Shares Soar amid hopes for strong March delivery data and multiple new model launches.
Exchange rate used: $1 = 6.8827 yuan.
