Industry
Nio Delivers Its 40,000th ES9 as the Latest 10,000 Take 49 Days, the Longest Yet
By CARC Editorial Team · November 12, 2026 · 3 min read
Nio delivered its 40,000th ES9, the company flagship SUV, but the latest 10,000 cars took 49 days to sell, the longest stretch yet for the model, according to a report published November 11, 2026. The milestone shows the ES9 has found a real audience; the slowing pace shows that audience is not growing as fast as Nio planned.
The softening fits a wider pattern in Nio numbers. ES9 sales fell 13 percent in October, and ET7 sales hit a record low in the month, according to CPCA data. Nio exported just 1,141 EVs through October 2026, behind its goal of several thousand, as the Chinese EV maker leans on overseas sales while domestic demand stays sluggish.
The contrast with BYD is sharp. BYD posted a sixth straight month of sales growth in October, relying on exports to counter sluggish domestic demand. Nio does not have BYD scale, so a slowing flagship and an export shortfall are harder to absorb in the final two months of the year.
Sources: Eletric-Vehicles