<div id="readability-page-1"><blockquote><ul><li>Nio surpassed the milestone of 60,000 deliveries for its third-generation ES8 on February 1.</li><li>The ES8 contributed over 22,000 deliveries in December 2025 alone, accounting for 64.96% of Nio Inc's total monthly deliveries that month.</li></ul></blockquote><figure id="attachment_136840"><img src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2026/02/2026022606073884.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="1600" height="900" original-src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2026/02/2026022606073884.jpg"/><figcaption id="caption-attachment-136840">(The third-generation Nio ES8. Image credit: Nio)</figcaption></figure><p>Despite renewed supply chain friction, Nio Inc's (NYSE: NIO, HKG: 9866) premium flagship model maintains robust market momentum.</p><p>Yang Bo, head of user operations at Nio, announced on Weibo Thursday that the company is poised to deliver its 70,000th all-new third-generation ES8 SUV (sport utility vehicle) soon.</p><p>This milestone comes less than a month after the model surpassed 60,000 deliveries on February 1.</p>    <div>        <p><span>Join us on </span>            Telegram            <span> or </span>            Google News        </p>    </div><p>The sustained delivery momentum underscores ongoing market demand for this three-row electric SUV, which starts at RMB 406,800 ($59,540).</p><p>Just yesterday, Nio confirmed that due to a shortage of signal processing chips for its audio system, the ES8 models produced starting next month will require a temporary alternative technical solution.</p><p>This marks the second production adjustment driven by chip supply disruptions for the model since its September 2025 launch.</p><p>However, supply chain challenges have not significantly impacted the model's sales momentum.</p><p>As the core profit driver within Nio's current product lineup, the ES8 contributed over 22,000 deliveries in December 2025 alone, accounting for 64.96% of Nio Inc's total monthly deliveries.</p>                    <div>        <p>Nio ES8 monthly deliveries</p>                <p><span>                <span></span>                2024            </span>                        <span>                <span></span>                2025            </span>                        <span>                <span></span>                2026            </span>                    </p>                                                    </div>            <p>Buoyed by this high-margin model's robust performance, Nio announced earlier this month that it expects to achieve its first-ever quarterly profit in the fourth quarter of 2025.</p><p>While expanding the ES8's premium market share, Nio is preparing to elevate its product lineup further.</p><p>The all-new flagship SUV ES9, positioned higher and larger, is expected to debut in April, aiming to further solidify its position in China's premium EV market.</p><p>Nio ES9 will officially launch in late May and begin deliveries on June 1, Nio co-founder and president Qin Lihong recently said at a user engagement event.</p>    <div>        <div>            <p><img width="768" height="432" src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2026/02/2026022509402240-768x432.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" original-src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2026/02/2026022509402240-768x432.jpg"/>                            </p>        </div>        <div>            <p>Nio faces another chip shortage with ES8, rolls out temporary solution to ensure deliveries</p>            <p>Nio is experiencing a shortage of signal processing chips for the audio system in its ES8 SUV. Vehicles produced next month will utilize a short-term alternative solution.</p>                    </div>    </div>    <p>($1 = RMB 6.8326)</p>                                                                                </div>

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<p>Nio is approaching its 70,000th delivery of the third-generation ES8 SUV, following the recent milestone of 60,000 deliveries achieved on February 1. Despite supply chain challenges, the ES8 remains a strong performer, contributing over 22,000 deliveries in December 2025. Nio anticipates its first quarterly profit in Q4 2025, driven by the ES8's success. The company is also preparing to launch the larger ES9 SUV in late May 2026, further enhancing its position in the premium EV market.</p>

- Nio achieved over 60,000 deliveries of its third-generation ES8, with more than 22,000 in December 2025, enabling it to account for 64.96% of monthly deliveries.  
- Despite supply chain challenges, the ES8's strong market demand continues, prompting expectations for Nio's first quarterly profit in Q4 2025.  
- The upcoming ES9 flagship SUV is set to launch in May 2026, aiming to enhance Nio's position in the premium electric vehicle market.

Nio nears 70,000th delivery of 3rd-gen ES8 as premium SUV momentum continues