NIO Delivery Surge and Margin Gains Raise Value Debate Under $5
NIO’s low share price is being weighed against strengthening delivery momentum. The All-New ES8 reached 120,000+ cumulative units by June 22, 2026 and is gaining share in China’s premium segment, while ONVO’s mass-market L60, L90, and L80 expand the lineup. Q2 deliveries rose 49.4% to 107,658 vehicles, with the ES8 driving margin above 20% as rivals Li Auto and XPeng also reported delivery changes.