Nio Stock Exhibited Volatility During Wednesday Trading
Nio Braces for August Delivery Numbers Amid Challenges and Growth
Nio, the Chinese electric vehicle (EV) manufacturer, is gearing up to report its August delivery numbers tomorrow, with investors keeping a close eye on the figures. The company's shares have been on a rollercoaster ride over the past month, and the latest delivery numbers could provide much-needed clarity.
Last week, XPeng provided disappointing guidance for third-quarter vehicle deliveries, adding to the concerns surrounding the EV industry in China. Nio, too, has been affected by COVID-19-related restrictions and power curtailments in some Chinese cities, which have impacted its supply chain. Additionally, hydroelectric output reduction has also contributed to these supply chain issues. These factors have led to expectations of sequentially flat shipments compared to July results.
However, Nio has shown resilience in the face of these challenges. In July 2025, the company recorded total vehicle deliveries of 21,017 units, marking the fourth consecutive month exceeding 20,000 units. The Nio main brand delivered 12,675 units, while Onvo and Firefly delivered 5,976 units and 2,366 units respectively.
For August, Onvo's president has set an internal target of over 10,000 deliveries of the Onvo L90 flagship SUV. If achieved, this would surpass previous monthly records held by the ES6 and the Onvo L60, and potentially make the Onvo L90 Nio's highest-selling single model in a month.
Regarding the Q2 2025 financial results, expected in August, projections indicate a 25% year-over-year revenue growth. Nio also plans to launch its third-generation ES8 large SUV officially at Nio Day 2025 at the end of September, following the start of its pre-sales in August.
Nio's business expansion continues with a large battery swap station network rapidly growing in China and Europe. The battery swap technology, along with the growth of its Firefly and Onvo sub-brands targeting mainstream and entry-level market segments, form part of future growth catalysts.
The Chinese government's recent announcement of a new stimulus package to boost consumer demand could provide a much-needed boost to the EV industry. Earlier this week, Deutsche Bank analyst Vincent Ha predicted Nio's third-quarter deliveries to be over 30,000 units. More color will be available on Sept. 7, when Nio is scheduled to report its second-quarter results.
Deutsche Bank analyst Vincent Ha believes that investors already expect the softer sales report from Nio. Despite the turbulent period over the last month, Ha thinks the shares of Nio are a buy, with a new price target of $39, representing a 100% increase over recent levels.
As of 11:11 a.m. ET, NIO shares were still down 2.5%, but on Wednesday morning, they jumped 2.8% in early trading. However, later in the day, NIO shares dropped nearly 3% below the previous day's closing price.
In conclusion, the latest developments show steady vehicle delivery performance with strong expectations for Onvo L90 August deliveries potentially setting a new monthly record, a likely solid Q2 earnings report reflecting significant revenue growth, and ongoing expansion driven by product launches and battery swap infrastructure. Investors will be closely watching Nio's August delivery numbers for further insights into the company's performance and future prospects.
[1] Nio's July 2025 Delivery Numbers [2] Nio's ES8 Third-Generation Launch [3] Onvo L90 Delivery Target [4] Nio's Battery Swap Station Network [5] Nio's July 2025 Delivery Breakdown
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