Deliveries

Jul-23

July Y/Y Growth

Aug-23

August Y/Y Growth

Sep-23

September Y/Y Growth

NIO

20,462

103.6%

19,329

81.0%

15,641

43.8%

LI

34,134

227.5%

34,914

663.8%

36,060

212.7%

XPEV

11,008

-4.5%

13,690

42.9%

15,310

81.0%

NIO ET7/ET5 Metrics

May-23

Jun-23

Jul-23

Aug-23

Sep-23

Total Deliveries

6,155

10,707

20,462

19,329

15,641

NIO Sedan Deliveries

3,759

4,324

6,396

7,314

4,137

M/M Growth

-24.0%

15.0%

47.9%

14.4%

-43.4%

Sedan Delivery Share

61.1%

40.4%

31.3%

37.8%

26.4%