$NIO (Nio Inc.-ADR)$9866.HK (NIO Inc Class A)
November 2025 Delivery Update
⚫️ 36,275 vehicles were delivered in November 2025, increasing by 76.3% year-over-year
⚫️ 277,893 vehicles were delivered year-to-date in 2025, increasing by 45.6% year-over-year
⚫️ Cumulative deliveries reached 949,457 as of November 30, 2025
The Company delivered 36,275 vehicles in November 2025, representing an increase of 76.3% year-over-year. The deliveries consisted of 18,393 vehicles from the Company’s premium smart electric vehicle brand NIO, 11,794 vehicles from the Company’s family-oriented smart electric vehicle brand ONVO, and 6,088 vehicles from the Company’s small smart high-end electric car brand FIREFLY. Cumulative deliveries reached 949,457 as of November 30, 2025.... Show More
NIO is down ~5% today, and honestly the market reaction makes sense. November deliveries came in lower than October, and when we look at the 2025 trend in the chart, the slowdown last month breaks the momentum investors were expecting.
In my opinion, two things are pressuring the price right now:
-... Show More
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