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Nio delivery guidance leaks. September target 10 700 cars, according to report

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“Showrooms are empty; we sold everything,” posted Nio’s manager Ma Li on Chinese social network Weibo today. He also showed pictures of empty Nio houses with not a single car to be seen. Nio heads for record-high September sales, but the question if Nio will reach the 10 000 cars/month remains open. Nio will publish its sales results on 1st October around 6 pm GMT+8.

The epidemic has had a significant impact on NIO. Affected by the outbreak in Nanjing, China, in August, the production of the ES6/EC6 A/B pillar interior panel single supplier factory was suspended for some time. It led to severe restrictions on the supply of individual parts of NIO. A total of 5880 units were delivered in August, down 27% from the 8,050 units in July this year; so far, NIO has delivered 55,767 units in 2021, an increase of 157.4% over the same period last year.

However, as the epidemic eased, the difficulties encountered by NIO began to decrease gradually. According to external forecasts, NIO’s car sales should exceed 10,000 in September.

There is side news that can confirm the hot sales of NIO cars in September. Ma Lin, Senior Director of Corporate Communications, Shanghai Weilai Automobile Co., Ltd., distributed a Weibo at 9:36 am September 29, China time.

According to Chinese news agency iFeng, Nio’s internal delivery guidance target for September is 10 700 cars. Based on their report Nio reached 10 000 cars milestone on September 28. Last week CPCA (Chinese Passenger Car Association) published a report estimating Nio’s September sales of 7500 – 8000 cars.

In this Weibo, Ma Lin said that it is not easy for my colleagues. The cars used in the exhibition in the NIO showroom have been sold out, and only the vehicle models can be placed in the exhibition hall. Colleagues in the chip supply chain are under tremendous pressure.

Later, a netizen asked Ma Lin and heard that NIO sales exceeded 10,000 in September. Ma Lin replied to this netizen that NIO couldn’t produce it. Other netizens followed up and asked whether NIO sold more than 10,000 vehicles in September. Is there any official statement? Ma Lin did not reply but did not deny either.

Regarding Ma Lin’s speech, netizens have speculated that NIO means that if NIO does not encounter the problem of limited chip production capacity, it should be able to sell more; some netizens believe that NIO will bottom out in September. Some netizens expressed doubts about this data; some netizens said that on September 27, NIO sold more than 10,000 cars, just waiting for NIO to release the information on October 1.

As for how many new energy vehicles NIO sold in September, CarNewsChina will report to you as soon as the official data is released.

Source: Sina-Weibo, Hexun, iFeng

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