NIO Achieves Near-Doubling of January Deliveries Alongside Major AI Model Upgrade

Feb 3, 2026 (20 hr ago)
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NIO Achieves Near-Doubling of January Deliveries Alongside Major AI Model Upgrade
NIO reported a 96.1% surge in January deliveries, spearheaded by the ES8, while rolling out advanced assisted driving software updates.

Record January Sales Performance

  • NIO delivered 27,182 vehicles in January, marking a 96.1% year-over-year increase in total volume1
  • The third-generation ES8 model was the primary driver, accounting for nearly two-thirds of the total January sales volume1
  • The company also reached a cumulative milestone of surpassing 1 million total vehicle deliveries in January 20261

Advancement in Smart Driving Technology

  • NIO launched an upgraded NIO World Model incorporating closed-loop reinforcement learning to boost assisted driving capabilities1
  • This software enhancement specifically improves smart parking functions and overall vehicle safety features1
  • Over 460,000 vehicles have already received this significant software update since its introduction1

Strategic Operational Focus

  • The company intends to maintain high investment levels in core smart EV technologies moving forward1
  • Expansion efforts will continue across NIO's proprietary battery swapping and charging infrastructure network1

Underlying Competitive and Financial Context

  • Despite strong sales, concerns persist regarding the capital-intensive nature of maintaining the battery swapping network3
  • The company continues to face intense competitive pressure within the Chinese EV market from both established and new entrants3
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NIO Achieves Near-Doubling of January Deliveries Alongside Major AI Model Upgrade | Foxly Invest