Nio’s Production Struggles Amid Overwhelming ES8 Demand

Chinese electric vehicle manufacturer Nio is grappling with an enviable yet challenging situation. The official launch of its new ES8 model on September 20th triggered a customer response that has overwhelmed the company’s operational capacity. Order books are filled to the point that Nio’s entire 2025 production run is already sold out, raising significant questions for investors about the company’s ability to manage this surge.

The third-generation ES8 sport utility vehicle has generated a wave of consumer interest that exceeded Nio’s expectations. Firm orders accompanied by customer deposits have already surpassed the planned annual production volume of 40,000 vehicles. This demand surge means prospective buyers now face waiting periods of 24 to 26 weeks, with the earliest delivery dates for new... Read more...