NIO Firefly Achieves 40,000 Unit Deliveries in Just Eight Months

[Market Update] NIO's Firefly has reached the milestone of delivering 40,000 units.

Key Development: 40,000 Deliveries in 8 Months, with Accelerating Momentum

Since its launch on April 19, 2025, Firefly has completed deliveries of 40,000 units in approximately eight months. The first 10,000 units took 99 days, while the fourth 10,000 units were delivered in just 50 days. By December 2025, monthly deliveries hit a record high of 7,084 units, marking five consecutive months of sequential growth.

Key Metrics: Over 60% Market Share in Premium Compact Segment

Positioned as a premium compact all-electric vehicle, Firefly now commands 61% of its细分 market segment, with a starting price of RMB 119,800. Its competitiveness is further enhanced by NIO’s battery swap network and the BaaS (Battery as a Service) subscription model.

Strategic Foundation: Dual Drivers of Tier-Down Channel Expansion and Ecosystem Co-Creation

NIO plans to open integrated retail stores in lower-tier markets before the Chinese New Year, offering unified sales of NIO, ONVO, and Firefly models. The company is also accelerating the deployment of its charging and battery swap infrastructure to strengthen its ecosystem moat.