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Nio Shares Slide Despite Strong Demand, as New SUV Orders Pile Up Into a 6-Month Waitlist🚨

“Nio Stock Slumps as SUV

Demand Outpaces Supply” 🚨🚨

Nio’s stock took a sharp dip on Monday, sliding nearly 7% to $6.86, after news broke that its newest SUV, the ES8, is both a runaway success and a supply chain headache.

The electric vehicle maker’s ES8, designed to go head-to-head with Tesla’s Model Y, has already generated overwhelming demand in China. Reports suggest that as many as 50,000 orders were placed within just 36 hours of launch—far more than Nio’s annual production cap of 40,000 vehicles.

The surge has created a substantial backlog. Customers placing new orders face a delivery timeline of 24 to 26 weeks, roughly six months, before receiving their vehicles.

CEO William Li addressed the issue, noting that Nio is working to ramp up production. By December, the company expects its monthly capacity for the ES8 to reach 15,000 units. Still, the short-term gap between demand and output has left investors cautious, as the company struggles to balance its popularity with its production limits.

The situation underscores both the potential and the pressure facing Chinese EV makers—winning market demand is no longer the challenge; meeting it efficiently has become the real test.