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NIO Shares Fall 4.1% as July Deliveries and Q2 Guidance Miss

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Sig2.45Sen-3.65Env0.00Soc0.00Gov0.00

NIO reported 35,934 vehicle deliveries for July 2026, up year over year but below June’s 40,597. Second-quarter deliveries totaled 107,658 versus management’s prior guidance of 110,000 to 115,000. Investor sentiment remained cautious amid demand concerns and pricing pressure across China’s EV market, with 171 institutional investors adding and 199 cutting positions in the quarter.

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