NIO’s 100,000-order surge signals a fresh fightback in China’s EV Market
A stronger model mix and rapid early take-up for new SUVs have lifted the Chinese EV maker back into contention, though sustained deliveries and margins remain the key proof points NIO ES9 SUV NIO Group’s latest order surge marks a sharp improvement in competitive momentum, with roughly 100,000 firm orders booked across its three brands in the four weeks to mid-June 2026, according to Goldman Sachs’ research . The same data put the group's two-week total above 47,000 units, suggesting that demand remained resilient after the initial launch spike for its flagship ES9 SUV. NIO sells through three brands : the premium Nio marque, the family-focused Onvo, and the compact Firefly. The surge reset the company's standing in a market it had trailed for much of the past year. The scale of the rebound was clearest in Goldman’s week-22 reading (May 25–31), when NIO’s weekly firm orders reached 38,810 units. That placed the company ahead of Geely’s Galaxy and Zeekr lines combined at 22,1...