Nio ES8 Deliveries Near 140,000 as 5-Seat Version Drives Growth

Nio ES8 Deliveries Approach 140,000 Units

Nio ES8 Deliveries are set to reach 140,000 units this week, highlighting sustained demand for the company’s large electric SUV after the introduction of a new five-seat configuration. Yang Bo, head of user operations at Nio Inc, disclosed the upcoming milestone in a Weibo post on Monday without providing additional details. Cumulative ES8 deliveries reached 130,000 units on July 22 in Jinhua, Zhejiang province, 305 days after the first customer delivery. The latest 10,000-unit increase is therefore expected to be achieved in roughly one month, maintaining a delivery pace of approximately 10,000 vehicles per month.

Five-Seat ES8 Adds New Demand

The five-seat version has become an important contributor to the ES8’s recent delivery momentum. Nio launched the variant on July 9, with customer deliveries beginning the following day, giving buyers an alternative to the existing three-row configurations. The five-seat model starts at 382,800 yuan, or about $56,400, including the battery pack, making it approximately 24,000 yuan, or 5.9%, cheaper than the three-row versions. Under Nio’s Battery as a Service plan, the starting price falls further to 274,800 yuan. The additional configuration expands the ES8’s positioning across both premium large five-seat SUVs and three-row SUV segments.

ES8 Monthly Deliveries Recover Above 10,000

According to China Passenger Car Association data, ES8 deliveries reached 10,288 units in July, representing a 14.68% increase from June and taking monthly deliveries back above the 10,000-unit threshold. June deliveries of 8,969 units had interrupted a seven-month streak above that level. Before the five-seat model arrived, cumulative deliveries of the six-seat and seven-seat versions had already exceeded 100,000 units. Deutsche Bank analysts previously indicated that some potential buyers had postponed purchases while waiting for the five-seat version, which was considered a significant reason for the weaker June performance.

ES8 deliveries during the first seven months of the year totaled 88,947 units, representing growth of more than 20 times compared with the corresponding period a year earlier. The monthly figures show that 2026 has been materially stronger than the previous two years, despite the temporary decline recorded in June. The July recovery suggests that the arrival of the five-seat configuration may have helped convert delayed purchase interest into completed deliveries. Maintaining monthly volumes near the 10,000-unit level would further strengthen the ES8’s position within the premium electric SUV market in China.

Strong Customer Loyalty Supports ES8 Demand

Customer loyalty is another factor supporting the ES8’s performance. A survey released this month by market researcher Land Roads gave the ES8 a Net Promoter Score of 85.3, the highest result among battery electric vehicles in China. The survey also reported that 57.3% of ES8 owners placed their orders after experiencing the vehicle without comparing it with another model. These findings indicate that direct product experience can play a significant role in purchase decisions for the large electric SUV. Combined with the broader choice created by the five-seat configuration, strong customer advocacy could help Nio maintain demand as the ES8 approaches its 140,000-unit cumulative delivery milestone.

Premium SUVs Strengthen Nio’s Financial Position

Higher-priced vehicles are also contributing to Nio’s financial outlook. The Nio main brand recorded an average transaction price of 434,600 yuan in July, which translates to approximately 8.7 billion yuan in revenue when based on delivery volume. The ES8 and ES9 together delivered 16,603 units during the month, accounting for 83% of deliveries by the Nio main brand. The ES9 executive flagship was launched in May with a starting price of 498,000 yuan, further expanding Nio’s premium SUV portfolio. Deutsche Bank expects Nio to achieve non-GAAP breakeven in the second quarter, supported by the contribution from higher-margin models.

Upcoming Nio Financial Results in Focus

Nio has not yet announced the date for its second-quarter earnings release, leaving investors waiting for further evidence of how stronger premium-model deliveries are translating into financial improvement. The company’s delivery momentum will be an important factor when assessing margins, revenue quality and progress toward the expected non-GAAP breakeven target. Meanwhile, other major Chinese electric vehicle manufacturers are also preparing to report quarterly results. Xpeng is scheduled to report second-quarter results on August 24, while Li Auto is expected to report on August 26. The upcoming results should provide additional context for competition and demand across China’s premium electric vehicle market.

Frequently Asked Questions

How many Nio ES8 vehicles are expected to be delivered cumulatively?
The Nio ES8 is expected to reach approximately 140,000 cumulative deliveries this week, continuing the strong momentum established during 2026. Cumulative deliveries reached 130,000 units on July 22, meaning another 10,000 vehicles are being added in roughly one month. This pace keeps the model close to the 10,000-unit monthly delivery level and demonstrates sustained demand for the large electric SUV. The introduction of the five-seat version has also expanded the model’s appeal by providing customers with a lower-priced alternative to the existing three-row configurations.

What is the starting price of the five-seat Nio ES8?
The five-seat Nio ES8 starts at 382,800 yuan, including the battery pack, which is approximately 24,000 yuan or 5.9% lower than the three-row versions. Buyers using Nio’s Battery as a Service plan can access the model from a starting price of 274,800 yuan. The pricing strategy gives the ES8 a broader position within the premium large SUV market while offering customers greater flexibility in choosing between vehicle ownership and battery-service arrangements. The five-seat model began deliveries on July 10, one day after its launch.