Why is everyone blinded: monster June and Q2 coming

Let us have a careful look at the May numbers;

Fantastic May numbers could’ve been even better, however, properly like most of you , I totally forgot 1-5 May (Worker’s Day) was another Chinese public holiday.

Let’s see where we are heading for overall Q2 ;

management estimated 110-115K deliveries.

April-May total 67,061 ; That leaves 48K (115-67) for June

My estimate for June is 50-52K, provided that there is no logistic bottleneck. Yes, I’m confident we will have a new all-time record, surpassing Dec 2025 sales of 48,135! Full month for ES9 and L80 (which launched in 15 May) will be main contributors to the increase! Remember over 100 % increase in ONVO sales in May!

In summary,

92-100 % increase YoY for June (from June 2025 sales of 24,925)

And 60-64 % YoY for Q2 (115-118 range) compared to 72,056 for Q2 2025.

As for financial ; remember the already reduced R&D and admin costs, now also saving $1400 per vehicle by replacing Nvidea chip with 4x more powerful home grown Shenxji chip, and sales increases coming mostly from the highest priced models in NIO and ONVO line up ES8/ES9 and L80/L90. Do the math!

Investors will regret not having understood this and end up paying double at least when the June delivery numbers come out !