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$NIO (Nio Inc.-ADR) news recap: ➜ NIO Group delivered 35,934 vehicles in July, up 71.0% year on year and above Li Auto’s roughly 30,000 units. NIO delivered 20,008 vehicles, ONVO 10,155, and Firefly 5,771, representing growth of 57.9%, 69.9%, and 143.9%, respectively. ➜ From January to July, NIO Group delivered a record 227,057 vehicles, up 68.0% year on year. NIO’s average transaction price remained broadly stable compared with June. ➜ The ES8 surpassed 10,000 monthly deliveries in July with 10,286 units. Cumulative deliveries exceeded 130,000 in just 305 days. ➜ NIO will open its first fifth-generation battery swap station in early August, which will also become its 4,000th swap station in China. Once Gen 5 stations go live, NIO, ONVO, and Firefly will share the same battery swap network. ➜ NIO-backed Weineng issued the world’s first power battery shelf REITs on the Shanghai Stock Exchange, raising RMB 337 million in the first tranche under an approved RMB 5 billion program. Its operational battery capacity exceeded 56 GWh as of July 2026. ➜ NIO Power launched 14 new stations on July 31. ➜ Xiaomi has made its first investment in battery swapping, acquiring a 23.08% stake in regional operator Xinglixing. ➜ Camouflaged prototypes of the third-generation NIO ET5 Touring have been spotted, suggesting the model is moving closer to launch.
Not investment advice. The author may have financial interests in the mentioned instruments.
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