BIG BANK CONFIRMS: Nio's Massive Orders just Got OFFICIAL 🤯

🚀 The ES9 Effect: A New Flagship Drives Orders The primary driver of NIO's recent order explosion is the launch of its new flagship executive SUV, the ES9, which officially launched on May 27 and began deliveries on May 28 . Massive Order Backlog: Demand for the ES9 was immediately evident. Analysts from Deutsche Bank estimated that within just days of its launch, the ES9 had already secured over 25,000 non-cancellable orders . Long Delivery Wait Times: The strong demand created a substantial backlog. Customers ordering the higher-end versions of the ES9 faced delivery wait times stretching to 16-17 weeks (about four months), while even the base version had an 8 to 9-week wait . Strong Early Delivery Figures: In the last four days of May alone, NIO delivered 3,108 units of the ES9, demonstrating a very strong initial production ramp . 📈 Broader Momentum and Record Month The ES9's success is part of a wider surge in orders and deliveries for NIO. Record Monthly Deliveries: In May 2026, NIO delivered 37,705 vehicles, a 62.3% year-over-year increase and its strongest monthly performance of the year so far . This performance is part of a trend that saw NIO deliver 83,465 vehicles in Q1 2026, nearly doubling its year-over-year figures . Strong Order Week: A precise two-week period straddling the end of May and the beginning of June saw 66,830 firm orders (lock-in orders), with the week of May 25 (the ES9 launch week) accounting for 38,810 of these . 📊 Supporting Factors: ES8 and Promotions While the ES9 is the headline, its success has also had a positive knock-on effect on NIO's existing flagship, the ES8. Synergy Between Models: Contrary to fears that the ES9 might cannibalize ES8 sales, the introduction of the ES9 actually boosted demand for the ES8. Following the ES9's unveiling, NIO reported that average ES8 orders rose by nearly 30% . The ES8 itself remains a powerhouse, having been China's best-selling large SUV priced above 400,000 yuan for five consecutive months as of May 2026 . Earlier Promotional Boost: Before the ES9 launch, NIO also saw a significant order rebound in early March, driven by new promotional campaigns that included low-interest loans, cash subsidies, and retroactive rewards, pushing weekly orders to a then-2026 high of about 3,500 units . Otherwise a disclaimer to note on these video is that all content that I will be sharing on the video must not be taken as professional financial advise as there are just my opinions. Otherwise for more stock market videos visit our youtube channel @Phumudzo Siphoro #niostock #nio #investing