NIO’s October Deliveries Dip, but 2026 Sales Forecast Up 38.5%

NIO delivered 34,246 vehicles in October, its lowest monthly total since April and far below the 50,000‑unit threshold the company has yet to reach. The drop contrasts with XPENG’s record‑setting month, underscoring a temporary slump for NIO. Despite the dip, the company projects a 38.5% increase in sales for 2026, suggesting that the broader market momentum and product pipeline may offset the shortfall. Analysts note that the forecast reflects confidence in upcoming model releases and battery‑swap network expansion, which could drive demand in the coming years. The October figure highlights the volatility of the Chinese EV market, while the 2026 outlook signals NIO’s intent to regain growth pace.