NIO (09866) delivered 48,135 new cars in December, a year-on-year increase of 54.6%, reaching another record high

The Zhitong Finance App learned that in December 2025, NIO (09866) delivered 48,135 new cars, a record high, with a year-on-year increase of 54.6%. Among them, the NIO brand delivered a record high of 31,897 units, a year-on-year increase of 54.8%, and delivery volume increased for five consecutive months; the Ledao brand delivered 9,154 new cars; the Firefly brand delivered 7,084 new cars, a record high of 16.4% month-on-month, and the delivery volume increased for five consecutive months.

In the fourth quarter of 2025, NIO delivered 124,807 new cars, a record high, with a year-on-year increase of 71.7%. All three brands have recorded record quarterly deliveries. Among them, the NIO brand delivered 67,433 units, an increase of 27.8% year on year; the Ledao brand Q4 delivered 38,290 new cars, an increase of 92.1% year over year. The Firefly Firefly brand Q4 delivered 19,084 new cars, an increase of 52.8% over the previous month.

Throughout 2025, NIO delivered a total of 326,028 new vehicles, a record high, with a year-on-year increase of 46.9%. Among them, the NIO brand delivered a total of 178,806 units. The Ledao brand delivered a total of 107,808 units. The Firefly brand delivered 39,414 units.

Up to now, NIO has delivered a total of 997,592 new vehicles. Among them, the NIO brand has delivered a total of 829,609 new cars; the Ledao brand has delivered a total of 128,569 new cars; and the Firefly Firefly brand has delivered a total of 39,414 new cars.

From January 1, 2026, the preferential vehicle purchase tax policy will be adjusted from exemption to reduced levy in half. The new deal favors electric models that can be replaced. If you buy NIO, Redo, and Firefly models using BaaS battery rental plans, you can enjoy additional purchase tax relief. Depending on the price of the product, the savings range from 1,770 yuan to 9,558 yuan respectively.