🇺🇸 SECNIO Inc.Codex · 实盘不做把握 5/10不做原因:风险收益比不佳
北京时间·🕒 发布 18:03:05·⟳ 抓取 18:09:21 +6m16s·⚡ 决策 09-01 18:32:37 +23m16s·56.1 天前
蔚来公布2026年8月交付35836辆,同比增14.5%但环比基本持平
本次披露是一手、及时的月度交付更新,但8月总量较7月基本持平且同比增速显著低于7月,缺少能支撑新开多仓的明确预期差;同时无真实报价支撑入场价,且同日财报风险会主导短线定价。
📄 原文NIO Inc.↗ 原文
----- tm2624535d1_6k.htm ----- 6-K 1 tm2624535d1_6k.htm FORM 6-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washi…
不做 蔚来(NIO.US)
8月交付同比增长但环比基本持平,例行月度数据缺少足够预期差;未取得真实可交易报价,且同日财报风险会主导短线。
不做 蔚来(09866.HK)
与NIO.US同一事件敞口,港股已收盘且事件边际不够强,不单独挂隔夜单。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
结论摘要
蔚来8月交付35836辆,同比增14.5%、前8个月同比增57.9%,说明销量仍处高位;但相较7月35934辆环比略降,且7月同比增速为71.0%,本次月度数据更像增长放缓后的例行披露。直接标的是蔚来(NIO.US/9866.HK),没有明确二阶供应链订单或价格传导,单独事件的交易胜率和幅度不足,因此不做。
消息传播链
- 蔚来提交6-K,附件为2026年8月交付更新,是本轮事件的一手法定披露。
- 公司IR同步披露8月交付35836辆、同比增14.5%、前8个月交付262893辆。
- 行业媒体补充横向解读:8月为连续第四个月超过35000辆,但环比略降,ONVO同比和环比走弱。
关键理由
- 正面在于8月交付仍超过3.5万辆,前8个月累计交付262893辆,同比增57.9%。
- 负面在于8月较7月35934辆环比微降约0.27%,月度增长动能没有继续抬升。
- 作为例行月度交付披露,缺少新增订单金额、利润率或指引上调,难以量化为相对市值的业绩增量。
主要风险
- 同日二季度财报和管理层指引可能覆盖交付数据本身的交易影响。
- ONVO品牌8月交付8810辆,较7月10155辆下降,可能削弱多品牌放量叙事。
反向证据
- 做多前查反向 · 来源 web · 日期 2026-09-01 · 影响 weakens
行业媒体显示8月交付较7月小幅下降,ONVO品牌交付环比下降,削弱单边做多逻辑。
检索:NIO August 2026 deliveries Onvo slump sequential decline 原文 ↗ - 做多前查反向 · 来源 web · 日期 2026-08-20 · 影响 weakens
公司IR页面显示蔚来将在2026年9月1日公布二季度财报,财报与指引可能成为更强定价锚。
检索:NIO to report unaudited second quarter 2026 financial results September 1 2026 原文 ↗
先例如何影响了这次决策
对本次决策的影响:先例不足使本次不升级为条件单,维持回避。
方向:未取得足够干净的同类月度交付先例用于量化胜率;本事件只能按当前数据相对预期差判断。
涨幅量级:缺少高相似、同市场、同相位的锚定样本,不能据此设置止盈止损幅度。
形态:月度交付数据属于固定跟踪项,若无明显超预期或指引变化,通常容易被财报、价格战和品牌结构信息覆盖。
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原文全文
展开原文 · 6,635 字
----- tm2624535d1_6k.htm -----
6-K
1
tm2624535d1_6k.htm
FORM 6-K
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 6-K
REPORT OF FOREIGN PRIVATE ISSUER
PURSUANT TO RULE 13a-16 OR 15d-16 UNDER
THE SECURITIES EXCHANGE ACT OF 1934
For the month of September 2026
Commission File Number: 001-38638
NIO Inc.
(Registrant’s Name)
Building 19, No. 1355, Caobao Road, Minhang
District
Shanghai, People’s Republic of China
(Address of Principal Executive Offices)
Indicate by check mark whether the registrant files or will file annual
reports under cover Form 20-F or Form 40-F.
Form 20-F
x
Form 40-F
¨
EXHIBIT INDEX
Exhibit No.
Description
99.1
NIO Inc. Provides August
2026
Delivery Update
SIGNATURES
Pursuant to the requirements of the Securities
Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.
NIO Inc.
By
:
/s/ Yu Qu
Name
:
Yu
Qu
Title
:
Chief
Financial Officer
Date:
September 1, 2026
----- tm2624535d1_ex99-1.htm -----
EX-99.1
2
tm2624535d1_ex99-1.htm
EXHIBIT 99.1
Exhibit 99.1
NIO Inc. Provides August 2026 Delivery
Update
·
35,836 vehicles were delivered in August 2026, increasing by 14.5% year-over-year
·
262,893 vehicles were delivered year-to-date in 2026, increasing by 57.9% year-over-year
·
Cumulative deliveries reached 1,260,485 as of August 31, 2026
SHANGHAI, China, September 01, 2026 (GLOBE
NEWSWIRE) -- NIO Inc. (NYSE: NIO; HKEX: 9866; SGX: NIO) (“NIO” or the “Company”), a pioneer and a leading company
in the global smart electric vehicle market, today announced its August 2026 delivery results.
The Company delivered 35,836 vehicles in August 2026,
representing an increase of 14.5% year-over-year. The deliveries consisted of 21,174 vehicles from NIO brand, 8,810 vehicles from ONVO
brand, and 5,852 vehicles from FIREFLY brand. Cumulative deliveries reached 1,260,485 as of August 31, 2026.
On August 7, 2026, NIO inaugurated its 4,000th
total and first fifth-generation battery swap station, marking the official integration of the FIREFLY brand into NIO Power’s battery
swap network. The fifth-generation station offers significantly enhanced compatibility across all models under the NIO, ONVO and FIREFLY
brands, while NIO’s expanding charging and battery swap network continues to generate scale effects and support vehicle sales growth.
On August 21, 2026, the NIO All-New ES8 reached
140,000 cumulative deliveries, just 335 days after deliveries began. From January to July 2026, the NIO ES8 ranked No. 1
in cumulative sales in both the large SUV segment and the segment priced above RMB400,000 in China. With its compelling all-scenario product
experience, the NIO ES8 continues to strengthen NIO’s leadership in the premium BEV SUV market.
About NIO Inc.
NIO Inc. is a pioneer and a leading company in
the global smart electric vehicle market. Founded in November 2014, NIO aspires to shape a sustainable and brighter future with the
mission of “Blue Sky Coming”. NIO envisions itself as a user enterprise where innovative technology meets experience excellence.
NIO designs, develops, manufactures and sells smart electric vehicles, driving innovations in next-generation core technologies. NIO distinguishes
itself through continuous technological breakthroughs and innovations, exceptional products and services, and a community for shared growth.
NIO provides premium smart electric vehicles under the NIO brand, premium smart electric vehicles for families through the ONVO brand,
and small smart high-end electric cars with the FIREFLY brand.
Safe Harbor Statement
This press release contains statements that may
constitute “forward-looking” statements pursuant to the “safe harbor” provisions of the U.S. Private Securities
Litigation Reform Act of 1995. These forward-looking statements can be identified by terminology such as “will,” “expects,”
“anticipates,” “aims,” “future,” “intends,” “plans,” “believes,”
“estimates,” “likely to” and similar statements. NIO may also make written or oral forward-looking statements
in its periodic reports to the U.S. Securities and Exchange Commission (the “SEC”), in its annual report to shareholders,
in announcements, circulars or other publications made on the websites of each of The Stock Exchange of Hong Kong Limited (the “SEHK”)
and the Singapore Exchange Securities Trading Limited (the “SGX-ST”), in press releases and other written materials and in
oral statements made by its officers, directors or employees to third parties. Statements that are not historical facts, including statements
about NIO’s beliefs, plans and expectations, are forward-looking statements. Forward-looking statements involve inherent risks and
uncertainties. A number of factors could cause actual results to differ materially from those contained in any forward-looking statement,
including but not limited to the following: NIO’s strategies; NIO’s future business development, financial condition and results
of operations; NIO’s ability to develop and manufacture vehicles of sufficient quality and appeal to customers on schedule and on
a large scale; its ability to ensure and expand manufacturing capacities including establishing and maintaining partnerships with third
parties; its ability to provide convenient and comprehensive power solutions to its customers; the viability, growth potential and prospects
of the battery swapping, BaaS, and NIO Assisted and Intelligent Driving and its subscription services; its ability to improve the technologies
or develop alternative technologies in meeting evolving market demand and industry development; NIO’s ability to satisfy the mandated
safety standards relating to motor vehicles; its ability to secure supply of raw materials or other components used in its vehicles; its
ability to secure sufficient reservations and sales of its vehicles; its ability to control costs associated with its operations; its
ability to build its current and future brands; general economic and business conditions globally and in China and assumptions underlying
or related to any of the foregoing. Further information regarding these and other risks is included in NIO’s filings with the SEC
and the announcements and filings on the websites of each of the SEHK and SGX-ST. All information provided in this press release is as
of the date of this press release, and NIO does not undertake any obligation to update any forward-looking statement, except as required
under applicable law.
For more information, please visit: http://ir.nio.com
Investor Relations
ir@nio.com
Media Relations
global.press@nio.com
6-K
1
tm2624535d1_6k.htm
FORM 6-K
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 6-K
REPORT OF FOREIGN PRIVATE ISSUER
PURSUANT TO RULE 13a-16 OR 15d-16 UNDER
THE SECURITIES EXCHANGE ACT OF 1934
For the month of September 2026
Commission File Number: 001-38638
NIO Inc.
(Registrant’s Name)
Building 19, No. 1355, Caobao Road, Minhang
District
Shanghai, People’s Republic of China
(Address of Principal Executive Offices)
Indicate by check mark whether the registrant files or will file annual
reports under cover Form 20-F or Form 40-F.
Form 20-F
x
Form 40-F
¨
EXHIBIT INDEX
Exhibit No.
Description
99.1
NIO Inc. Provides August
2026
Delivery Update
SIGNATURES
Pursuant to the requirements of the Securities
Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.
NIO Inc.
By
:
/s/ Yu Qu
Name
:
Yu
Qu
Title
:
Chief
Financial Officer
Date:
September 1, 2026
----- tm2624535d1_ex99-1.htm -----
EX-99.1
2
tm2624535d1_ex99-1.htm
EXHIBIT 99.1
Exhibit 99.1
NIO Inc. Provides August 2026 Delivery
Update
·
35,836 vehicles were delivered in August 2026, increasing by 14.5% year-over-year
·
262,893 vehicles were delivered year-to-date in 2026, increasing by 57.9% year-over-year
·
Cumulative deliveries reached 1,260,485 as of August 31, 2026
SHANGHAI, China, September 01, 2026 (GLOBE
NEWSWIRE) -- NIO Inc. (NYSE: NIO; HKEX: 9866; SGX: NIO) (“NIO” or the “Company”), a pioneer and a leading company
in the global smart electric vehicle market, today announced its August 2026 delivery results.
The Company delivered 35,836 vehicles in August 2026,
representing an increase of 14.5% year-over-year. The deliveries consisted of 21,174 vehicles from NIO brand, 8,810 vehicles from ONVO
brand, and 5,852 vehicles from FIREFLY brand. Cumulative deliveries reached 1,260,485 as of August 31, 2026.
On August 7, 2026, NIO inaugurated its 4,000th
total and first fifth-generation battery swap station, marking the official integration of the FIREFLY brand into NIO Power’s battery
swap network. The fifth-generation station offers significantly enhanced compatibility across all models under the NIO, ONVO and FIREFLY
brands, while NIO’s expanding charging and battery swap network continues to generate scale effects and support vehicle sales growth.
On August 21, 2026, the NIO All-New ES8 reached
140,000 cumulative deliveries, just 335 days after deliveries began. From January to July 2026, the NIO ES8 ranked No. 1
in cumulative sales in both the large SUV segment and the segment priced above RMB400,000 in China. With its compelling all-scenario product
experience, the NIO ES8 continues to strengthen NIO’s leadership in the premium BEV SUV market.
About NIO Inc.
NIO Inc. is a pioneer and a leading company in
the global smart electric vehicle market. Founded in November 2014, NIO aspires to shape a sustainable and brighter future with the
mission of “Blue Sky Coming”. NIO envisions itself as a user enterprise where innovative technology meets experience excellence.
NIO designs, develops, manufactures and sells smart electric vehicles, driving innovations in next-generation core technologies. NIO distinguishes
itself through continuous technological breakthroughs and innovations, exceptional products and services, and a community for shared growth.
NIO provides premium smart electric vehicles under the NIO brand, premium smart electric vehicles for families through the ONVO brand,
and small smart high-end electric cars with the FIREFLY brand.
Safe Harbor Statement
This press release contains statements that may
constitute “forward-looking” statements pursuant to the “safe harbor” provisions of the U.S. Private Securities
Litigation Reform Act of 1995. These forward-looking statements can be identified by terminology such as “will,” “expects,”
“anticipates,” “aims,” “future,” “intends,” “plans,” “believes,”
“estimates,” “likely to” and similar statements. NIO may also make written or oral forward-looking statements
in its periodic reports to the U.S. Securities and Exchange Commission (the “SEC”), in its annual report to shareholders,
in announcements, circulars or other publications made on the websites of each of The Stock Exchange of Hong Kong Limited (the “SEHK”)
and the Singapore Exchange Securities Trading Limited (the “SGX-ST”), in press releases and other written materials and in
oral statements made by its officers, directors or employees to third parties. Statements that are not historical facts, including statements
about NIO’s beliefs, plans and expectations, are forward-looking statements. Forward-looking statements involve inherent risks and
uncertainties. A number of factors could cause actual results to differ materially from those contained in any forward-looking statement,
including but not limited to the following: NIO’s strategies; NIO’s future business development, financial condition and results
of operations; NIO’s ability to develop and manufacture vehicles of sufficient quality and appeal to customers on schedule and on
a large scale; its ability to ensure and expand manufacturing capacities including establishing and maintaining partnerships with third
parties; its ability to provide convenient and comprehensive power solutions to its customers; the viability, growth potential and prospects
of the battery swapping, BaaS, and NIO Assisted and Intelligent Driving and its subscription services; its ability to improve the technologies
or develop alternative technologies in meeting evolving market demand and industry development; NIO’s ability to satisfy the mandated
safety standards relating to motor vehicles; its ability to secure supply of raw materials or other components used in its vehicles; its
ability to secure sufficient reservations and sales of its vehicles; its ability to control costs associated with its operations; its
ability to build its current and future brands; general economic and business conditions globally and in China and assumptions underlying
or related to any of the foregoing. Further information regarding these and other risks is included in NIO’s filings with the SEC
and the announcements and filings on the websites of each of the SEHK and SGX-ST. All information provided in this press release is as
of the date of this press release, and NIO does not undertake any obligation to update any forward-looking statement, except as required
under applicable law.
For more information, please visit: http://ir.nio.com
Investor Relations
ir@nio.com
Media Relations
global.press@nio.com
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每次领取产生一条记录,重新决策追加一条并以 supersedes 指向被替代的记录(ADR 0014)。
这条决策早于决策账本(2026-10-08 起逐条追加),没有追加记录。