31,305
10,575
838,036
8-10
Record-Breaking August Performance
NIO Inc.'s August 2025 performance represents a watershed moment for the Chinese electric vehicle manufacturer. The company delivered 31,305 vehicles in August 2025, consisting of 10,525 vehicles from the premium NIO brand, 16,434 vehicles from the family-oriented ONVO brand, and 4,346 vehicles from the compact Firefly brand.
ONVO L90: The Launch Phenomenon
Innovation Focus: Built on NIO's full-domain 900V high-voltage platform with revolutionary spatial layout featuring 4,195 mm effective cabin length and 240L smart power frunk.
Innovation Focus: Premium family experience with in-car refrigerator, foldable tables, and sofa bed functionality for ultimate comfort.
The ONVO L90 reached 10,000 unit deliveries in its first month, with Qin Lihong, co-founder and president of NIO Inc, delivering the milestone 10,000th vehicle at the Chengdu Auto Show. This achievement surpasses all previous NIO model launches and establishes the L90 as a potential candidate for the company's highest monthly delivery record.
European Market Expansion on the Horizon
According to Eric Yu, VP of products for NIO's ONVO brand, the L60 will launch in its first European market in early 2025, with the UK targeted as the initial market due to more favorable import conditions compared to EU tariffs.
ONVO will debut in the UK market first, benefiting from the absence of the 31% import tariffs that Chinese EVs face in the EU market.
Export deliveries will begin after production reaches 30,000 units per month, expected around March 2025.
Full compatibility with NIO's battery swap network, offering unique flexibility compared to European competitors.
Expected to significantly undercut Tesla Model Y pricing while offering larger interior space and premium features.
Production Challenges Meet Surging Demand
NIO's Hefei factory is operating at full capacity with round-the-clock production to meet overwhelming demand, with wait times extending from the initial 4-6 weeks to 8-10 weeks by late August 2025.
Three-Brand Strategy Success
Brand Performance Breakdown
10,525 deliveries in August, focusing on luxury electric vehicles with advanced autonomous driving capabilities and premium user experience.
16,434 deliveries in August, targeting families with practical SUVs offering space, comfort, and value positioning.
4,346 deliveries in August, designed for urban mobility with compact, premium electric vehicles perfect for European cities.
Plans to expand to 25 countries by end of 2025, including Singapore, Uzbekistan, Costa Rica, Australia, and New Zealand.
Market Impact and Competitive Position
Deutsche Bank projects NIO Group's August deliveries could reach 32,000 units, representing a 52% month-on-month increase and 59% year-over-year growth. This performance positions NIO as a serious challenger to established players in both Chinese and international markets.
The success of the ONVO L90 demonstrates growing consumer acceptance of Chinese EV brands beyond the domestic market. Within its first three days of delivery, the L90 had already exceeded 1,980 units, surpassing any previous NIO launch performance.
What are your thoughts on Chinese EV brands expanding into European markets? Have you considered an electric SUV for your family needs?
