New York, February 3, 2026, 09:28 EST — Premarket
- NIO shares gained 1.1% in premarket action, bouncing back from a 3.8% drop on Monday.
- January deliveries jumped 96.1% compared to last year but dropped significantly from December’s figures.
- Investors are closely tracking demand signals in China amid recent policy shifts and challenging price conditions for EV makers.
Shares of NIO Inc (NIO.N) climbed 1.1% to $4.57 in premarket trading Tuesday, recovering from a sluggish session earlier as investors absorbed the newest monthly delivery data. (Public)
Shares listed in the U.S. ended Monday down 3.83%, closing at $4.52. Trading volume surged, far exceeding the recent average. (MarketWatch)
Deliveries are crucial since they provide one of the rare real-time glimpses into demand from Chinese electric-vehicle manufacturers. Even if the headline appears positive, it can feel off-kilter when the actual delivery pace is inconsistent amid shifting incentives and stiff price competition.
NIO reported delivering 27,182 vehicles in January, marking a 96.1% jump from the same month last year. The breakdown included 20,894 vehicles under the NIO brand, 3,481 from ONVO, and 2,807 under FIREFLY. The company’s total deliveries hit 1,024,774 as of January 31. (Businessinsider)
January deliveries dropped 43.53% from December despite the year-on-year increase, CnEVPost reported, highlighting the usual early-year slump in China’s auto market. (CnEVPost)
NIO highlighted a recent software update aimed at enhancing driver-assistance features, revealing its latest “NIO WorldModel” has been rolled out to over 460,000 vehicles equipped with its Banyan system. The company noted this release introduced “full closed-loop reinforcement learning,” a method where the software refines itself by learning from feedback on its own decisions, improving performance in both city and highway driving conditions.
It’s been a rough week for Hong Kong-listed EV makers, who tumbled after January sales came in weaker than expected and policy changes rattled investors. Ivan Li, a researcher at Loyal Wealth Management, told the South China Morning Post that the “lacklustre sales data in January represented a rude reminder that the industry will face a difficult year.”
That environment shines a spotlight on NIO’s product mix: how much growth stems from its newer brands, and what pricing strategies it must deploy to maintain volume. When the sector faces risk-off sentiment, investors often benchmark NIO against peers like BYD, XPeng, and Li Auto.
Timing adds another wrinkle. Analysts warn that January and February figures can be skewed by the Lunar New Year shift. Many recommend assessing both months combined before drawing conclusions about momentum. (Investors)
Looking ahead to the next session, the initial focus will be the market open at 09:30 a.m. ET, when liquidity picks up and sector shifts often hit with more force. After that, traders are set to track the upcoming delivery update and NIO’s earnings report, slated for March 20, according to Zacks Investment Research. (Zacks)
