Nio Shares Face Persistent Market Skepticism Despite Strong Delivery Growth

While Nio Inc. has reported a significant surge in vehicle deliveries, its stock continues to struggle, reflecting a cautious and skeptical market response. The core issue appears to be a growing investor focus on profitability, which is now overshadowing even robust volume growth in the electric vehicle sector.

The Chinese EV manufacturer’s operational data for November 2025 was undeniably strong. The company delivered 36,275 vehicles, representing a substantial year-over-year increase of 76.3%. This jump confirms both a successful ramp-up in production and healthy consumer demand for Nio’s models.

However, the equity market’s reaction has been decidedly muted. Over the preceding 30-day period, Nio’s share price declined by approximately Read more...