Nio’s Record Demand Exposes Critical Production Challenges

Nio finds itself in a paradoxical situation where unprecedented commercial success is triggering investor concern. The Chinese electric vehicle maker’s newly launched third-generation ES8 SUV has achieved a remarkable feat, with its entire planned production run for 2025 completely sold out. Despite this sales triumph, the company’s shares have experienced downward pressure as the market scrutinizes the underlying implications.

The enthusiasm generated at Nio Day 2025 in Hangzhou, where the revamped ES8 SUV and the premium ET9 Horizon Edition sedan were unveiled, has been tempered by practical logistics. New orders for the ES8 now face an extensive waiting period of 24 to 26 weeks, pushing estimated delivery dates into March of the following year. These extreme lead times have raised red flags... Read more...