Firefly, the compact, high-end marque of Nio, delivered 6,946 vehicles in June, marking its strongest month of 2026.
The brand, unveiled in late 2024 and led by Daniel Ge, saw its global deliveries rise 76.7% year over year and 22.7% from May.
The June figure lifted Firefly‘s first-half deliveries to 29,172, up 271.9% year over year — a near-quadrupling that made the marque the fastest-growing of the group’s three brands over the half, albeit from the smallest base.
Firefly‘s June rounded out the 40,597 vehicles the group delivered across its three brands, a month that closed a second quarter of 107,658 — 2,342 units below the 110,000-to-115,000 range the company guided to in March.
A One-Model Brand
Firefly entered the market with a single compact model and reached 50,000 cumulative deliveries in late March, roughly 11 months after the debut.
The marque’s second-quarter path climbed month over month — 4,980 in April, 5,663 in May and 6,946 in June — for a quarterly total of 17,589 that, added to a first-quarter 11,583, produces the 29,172 first-half figure the company reported.
The near-quadrupling flatters a young nameplate: Firefly began customer deliveries only in April 2025, so the year-earlier half captured barely three months of sales, magnifying the percentage gain.
June’s 22.7% sequential jump was the largest of the three brands, reversing the pattern of a marque that had settled into a mid-single-thousands run rate as its lineup stayed concentrated on one nameplate.
Founder and CEO William Li outlined a long-term 35-55-10 brand mix in late May.
Firefly would account for 10% of group sales, the smallest of the three marques, against the Onvo sub-brand’s targeted 55% and the main Nio brand’s 35%, positioning the marque as the group’s entry-level growth layer rather than a swing factor on the scale of the ES9 ramp.
Firefly‘s role in 2026 is to widen the group’s addressable market beneath Nio and Onvo, adding incremental volume toward a full-year target of 456,000 to 489,000 vehicles — the range implied by 40% to 50% growth on 2025’s 326,028 units.
Limited Editions
Firefly has leaned on limited-run special editions to sustain interest around its single nameplate, having launched a ‘Rebirth Green’ edition priced from 137,800 yuan and capped at 166 units — the fourth special variant since the marque’s launch, following the Nomadic Maillard at 333 units, Night Creature at 666, and Pegasus Rhapsody at 99.
A refreshed Firefly hatchback arrived on April 7 from 119,800 yuan, adopting design and smart-driving cues rolling out across the wider group, including the blue autonomous-driving indicator light the Onvo sub-brand and the main brand also added.
Until now, Firefly has focused on a single product rather than the multi-model expansion used by the Onvo sub-brand.
Battery Swap
Firefly will soon gain access to the group’s fifth-generation battery-swap stations, compatible across the Nio, Onvo and Firefly brands, extending swap support to the entry-level marque for the first time.
A Firefly swap on the new fifth-generation station takes about three and a half minutes, the first figure to emerge for the budget marque and nearly double the station’s quoted minimum for larger models.
The swap tie-in matters for a model whose owners were previously limited to charging, and it folds Firefly into a network the group is expanding toward more than 1,000 new stations in 2026.
Expansion
Firefly is central to the group’s overseas ambitions as its most export-ready nameplate, with brand chief Daniel Jin acknowledging a challenging start to 2026 while holding to targets that include a rollout across 20 to 30 countries and a planned entry into Australia and New Zealand in 2026.
The marque has anchored several of the group’s newest market entries, with Thailand among its recent launches, and seeded a seven-day car-subscription trial in Shanghai, Hangzhou and Guangzhou that became China’s first credit-driven offering of its kind.
To lift awareness for its smaller brands while cutting fixed costs, the group brought Nio, Onvo and Firefly under one roof in its first multi-brand “Sky Store,” and extended a credit-driven car subscription to the marque at 2,399 yuan a month, the cheapest entry point in the program.
