New York, Feb 9, 2026, 08:30 EST — Premarket
- Nio is set to recall 246,229 vehicles in China after the country’s market regulator flagged a software glitch that can momentarily shut off in-car screens.
- Nio will address the issue by pushing remote software updates to affected vehicles, turning to service-centre fixes only if necessary.
- Traders are eyeing potential impacts on costs and the brand while the company pushes toward profitability.
Nio Inc shares slipped 1.4% to $4.97 in U.S. premarket action Monday, following news from a Chinese regulator about a major vehicle recall tied to a software issue.
China’s EV makers are facing the recall at a tricky time. More vehicle functions now rely on software, and regulators have started to act more quickly when safety systems are affected by bugs.
For Nio, new doubts about quality control land just as investors zero in on whether the company can sustain its recent rally—and actually convert stronger deliveries into more reliable margins.
China’s State Administration for Market Regulation announced that Nio will recall 246,229 ES8, ES6 and EC6 vehicles produced from March 16, 2018, to Jan. 16, 2023. The agency pointed to a software glitch that might cause the instrument cluster — that’s the display behind the wheel — and the main control screen to go dark for a short period. Nio plans to resolve the bug with over-the-air software updates, but will turn to its service centres if a remote fix won’t work.
Earlier this month, Nio said it’s looking at its first quarterly adjusted operating profit in the fourth quarter of 2025, crediting stronger sales, a better mix of models, and ongoing cost-cutting. These numbers, the company cautioned, are preliminary—unaudited management figures, with the final report still in the works.
The U.S.-listed shares have swung sharply after recent news. Nio closed at $5.04 on Friday, climbing 7.23% for the session as trading volume hit roughly 90.7 million, data from Stock Analysis show.
Still, the recall brings a fresh question: just how many owners will need to book a workshop visit, and could more repairs be necessary as the software update reaches older models? If the issue grows, costs and sentiment could take a hit—particularly in China, where pricing power depends heavily on brand reputation.
Next up for investors: word from the company on how much the recall might cost, when the spending will hit, and a firm timeline for both full Q4 and 2025 results. Zacks has circled March 20 as a potential earnings release date, but there’s no confirmation from the company yet.
