Marina Lyubimova
● Trader Chris pointed out that NIO Inc. just hit a major milestone — 872,785 vehicles delivered through September 30, 2025, based on the company's Q3 report. The numbers show NIO's best performance ever, with both monthly and quarterly records smashed.
● September alone saw 34,749 deliveries (up 64.1% year-over-year), while Q3 totaled 87,071 units (up 40.8%). Demand for NIO's premium electric SUVs and sedans keeps growing. If NIO hits its Q4 target of 150,000 units, we're looking at over 1 million cumulative deliveries by end of 2025. That would be huge for a company still scaling up.
● Hitting one million deliveries matters beyond just optics. It validates NIO's battery-swap strategy, software focus, and European expansion. It also builds investor confidence amid fierce competition from BYD, XPeng, and Li Auto.
● NIO's momentum reflects China's broader EV dominance — fueled by government support, better supply chains, and growing interest in smart driving tech. Some analysts think NIO could soon match legacy automakers in annual output.
NIO's performance puts the company within reach of the symbolic one-million milestone — a level once reserved for the world's top-tier automakers like Tesla. Trader Chris summed it up
● With record growth and a clear shot at one million deliveries, NIO's 2025 could be a turning point for China's EV industry.
Marina Lyubimova
