Nio ES8 Deliveries Near 150,000 After Strong August

Nio ES8 deliveries are set to reach 150,000 this week, according to Yang Bo, Nio Inc's head of user operations, as the third-generation large all-electric SUV approaches the first anniversary of customer deliveries. Yang announced the expected milestone in a Weibo post on Monday but did not provide a specific delivery date. The model went on sale in China on September 20, 2025, and deliveries began the following day. If the milestone is achieved as indicated, the latest ES8 generation will have accumulated 150,000 deliveries in less than a year after its market launch.

The upcoming milestone follows a rapid increase from the 140,000-unit mark reached at the Chengdu Auto Show on August 21. Moving from 140,000 to 150,000 units in roughly one month would make the latest 10,000-unit gain particularly significant for the model's sales trajectory. The third-generation ES8 has become a major contributor to the main Nio brand, giving the large SUV an increasingly important role in the company's vehicle-delivery mix. Its performance also provides a clear indication of continued customer demand for large battery-electric SUVs in China.

Nio Inc's broader August performance reinforces the ES8's importance. The company delivered 11,001 vehicles across its lineup during the month, a 6.93% increase from July and the second consecutive month above 10,000 units, based on China Passenger Car Association data. During the first eight months of 2026, ES8 deliveries reached 99,948 units, representing 62.21% of the main Nio brand's deliveries and 38.02% of Nio Inc's total deliveries. Those shares show how strongly the model has influenced the company's recent delivery results.

Nio ES8 Monthly Delivery History

The monthly delivery record illustrates the sharp change in ES8 volume following the introduction of the third-generation model. The available figures cover 2024, 2025, and the first eight months of 2026, showing the progression from relatively low monthly volumes to substantially higher levels after the latest generation entered the market. The 2025 year-end surge and strong 2026 performance provide the underlying delivery context for the approaching 150,000-unit cumulative milestone.

The ES8's monthly delivery record also shows how dramatically performance changed after the third-generation model entered the market. Deliveries for the model totaled 6,716 units in October 2025, 10,705 in November, and 22,276 in December, compared with 87 units in August 2025 before the new generation's ramp-up. In 2026, monthly volume remained substantial, reaching 17,658 units in January and 16,255 in March before settling at 11,001 in August. The figures indicate that the model has maintained a high-volume role after its initial launch surge.

Nio Inc expanded the ES8's appeal further by adding a five-seat configuration on July 9, with deliveries beginning the next day. The new version extends the model beyond its existing six- and seven-seat configurations and positions it within the large five-seat SUV segment. At launch, the five-seat version started at 382,800 yuan, including the battery pack, which was 5.9% below the launch price of the three-row version. Under the BaaS battery-as-a-service plan, the launch price started at 274,800 yuan, with battery rental fees charged separately.

The ES8's contribution becomes even clearer when combined with the more upscale ES9. The two large all-electric SUVs recorded 17,480 deliveries in August, accounting for 82.55% of the main Nio brand's total for the month. That concentration means the company's large electric SUV strategy is closely tied to the performance of these two models. With the ES8 nearing 150,000 cumulative deliveries and the five-seat configuration adding another customer choice, the model is positioned to remain a central part of Nio's sales mix as it enters its second year on the market.

Industry Impact & Outlook

The milestone strengthens Nio's position in China's large all-electric SUV market by demonstrating that the third-generation ES8 can sustain substantial volume beyond its launch period. Its growing share of the company's deliveries also makes the model's continued performance important to Nio's near-term sales mix, while the five-seat configuration gives the company another way to address customer preferences within the same vehicle family. The next meaningful indicators will be whether monthly volume remains resilient after the anniversary and whether the expanded seating lineup can broaden demand without weakening the ES8's established sales contribution.

Frequently Asked Questions

How many third-generation ES8 vehicles has Nio delivered?
The third-generation ES8 is nearing 150,000 cumulative deliveries in China less than one year after customer deliveries began in September 2025. The milestone reflects strong demand for Nio's large all-electric SUV and its growing contribution to the company's sales. The model reached 140,000 deliveries on August 21, meaning another 10,000 units could be added in about one month. Nio also expanded the lineup with a five-seat version in July, starting at 382,800 yuan with the battery included, while the BaaS launch price started at 274,800 yuan before battery rental fees.