Why Nio Stock Is Gaining Investor Attention Today?

• Nio delivered 48,135 vehicles in December, marking its highest monthly total to date and reflecting a 54.6% year-on-year (YoY) increase.
• During the final three months of 2025 (fourth quarter), Nio delivered 124,807 vehicles, setting a new quarterly record for the company.
• By the end of December, cumulative deliveries since inception approached the one-million mark.

NIO Inc. (NIO) closed 2025 with record-breaking vehicle deliveries, underscoring its expanding footprint in the global smart electric vehicle market. 

The China-based automaker reported strong momentum across December, the fourth quarter, and the full year, highlighting accelerating demand for its expanding lineup of electric models.

Delivery Numbers

The company said it delivered 48,135 vehicles in December, marking its highest monthly total to date and reflecting a 54.6% year-on-year (YoY) increase.

Growth was driven by contributions from all three of NIO’s brands including, Nio, Onvo and Firefly, signaling broader consumer adoption across premium and mass-market segments.

The total deliveries comprised 31,897 vehicles from the Nio brand, 9,154 Onvo models, and 7,084 cars sold under the Firefly name. Nio stock traded over 5% higher in Friday’s premarket. 

Quarterly And Annual Growth

During the final three months of 2025 (fourth quarter), Nio delivered 124,807 vehicles, setting a new quarterly record for the company and a 71.7% surge YoY. For the full year, deliveries rose to 326,028 units, a 46.9% YoY increase, reinforcing the automaker’s rapid scaling efforts. 

By the end of December, cumulative deliveries since inception approached the one-million mark.

Nio also highlighted a milestone for its All-New ES8 SUV, which surpassed 40,000 cumulative deliveries during December. The model has emerged as one of the fastest-selling battery electric vehicles in China within its price category, benefiting from advanced technology features and access to Nio’s charging and battery-swapping network.

What Are Stocktwits Users Saying

At the time of writing, Nio stock was the top-most trending equity ticker on Stocktwits. Retail sentiment around the stock remained in ‘extremely bullish’ territory amid ‘extremely high’ message volume levels. 

A bullish Stocktwits user said that the company is ‘taking market share from its competitors’ and praised its battery swap facility.

Another user commended the December and Q4 deliveries. 

Also See: Why Barclays Sees Over 20% Upside Potential In This Data Centre Infrastructure Stock

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