Nio F2 Factory
Image Credit: Weibo | '电动知士大雨'

Nio’s F2 Factory Packed With Thousands of EVs Amid Production Push

Two pictures circulating on Chinese social media on Friday showed thousands of newly built vehicles parked across Nio’s F2 factory in Hefei — offering a rare glimpse into the scale of the EV maker’s latest production ramp.

Row after row of vehicles are seen staged across the facility’s logistics area in the images published on Weibo by automotive blogger ‘电动知士大雨’ — who has over half a million followers.

The pictures show over 2,000 Nio vehicles parked at the plant.

“The parking lot at Nio’s F2 factory is packed wall-to-wall with freshly built ES8s and ES9s straight off the production line,” the blogger wrote. “Their production capacity is absolutely through the roof.”

The stockpile of finished vehicles at F2 suggests the company is front-loading production to support a steep delivery ramp in June.

Nio guided for second-quarter deliveries of between 110,000 and 115,000 vehicles across its three brands — Nio, Onvo, and Firefly.

With 29,356 delivered in April and 37,705 in May, the two-month total stands at 67,061.

Hitting the low end of the range requires at least 42,939 deliveries in June — roughly 1,431 vehicles per day across the group for the entire month.

Nio‘s management has positioned June as the quarter’s decisive month.

The ES9 will contribute its first full month of deliveries, while the Onvo L80 — which began deliveries on May 16 — continues ramping.

A five-seat version of the ES8 is scheduled to launch in early July, expanding that model’s addressable market beyond the current six- and seven-seat configurations.

For the full year, Nio is targeting delivery growth of 40% to 50%, implying between 456,000 and 489,000 vehicles against the 326,028 delivered in 2025.

Year-to-date deliveries through May stood at 150,526 — between 30.8% and 33.0% of the annual target.

ES8 Anchors the Lineup

The third-generation ES8 remained the Nio brand’s top seller in May, accounting for 11,475 of the brand’s 20,013 deliveries — a 57.3% share.

Debuted at a starting price of 406,800 yuan ($57,170) including the battery, the SUV reached its 100,000th cumulative delivery on April 23 — 215 days after launch.

The SUV set a record for delivery pace among premium passenger vehicles priced above 400,000 yuan in China.

It ranked first in sales among all models priced above that threshold for five consecutive months through May, across all energy types, according to Nio.

Despite the competition, demand for the ES8 showed no signs of weakening after the ES9’s arrival, according to management.

Nio‘s founder and chief executive William Li said on the company’s first-quarter earnings call that ES8 order intake had risen 30% week-over-week after ES9 test drives opened on May 11, suggesting the flagship launch was lifting the broader lineup rather than cannibalizing it.

Both models are registered with China’s Ministry of Industry and Information Technology at the F2 factory address in NeoPark, Hefei.

The third-generation ES8 is also produced at Nio‘s newer F3 facility, located roughly seven kilometers away in the same industrial park — where the company ramped dedicated ES8 production lines starting in September 2025.

ES9 Ramps After Strong Opening

Nio‘s new full-size flagship ES9 SUV launched on May 27 with customer deliveries beginning the following day.

The model contributed 3,108 registrations in its first four days on the market.

Nio was able to convert orders into same-day handovers because it had pre-built at least 6,000 ES9 units at its factory and delivery centers ahead of launch — a strategy it also employed for the third-generation ES8 last year.

The ES9 opened at a starting price of 498,000 yuan ($73,500) with the battery included, 30,000 yuan below the pre-sale level announced at the model’s April 9 debut in Hangzhou.

Under Nio‘s Battery-as-a-Service leasing plan, the entry Executive Luxury Edition starts at 390,000 yuan ($57,500).

The model drew more than 50,000 pre-orders ahead of launch.

Orders from buyers outside the existing Nio owner community ran at more than 1.5 times the equivalent pace of the ES8’s September 2025 debut, Li said at a media session the morning after the April pre-launch event.

Within days of launch, ES9 wait times extended to 16 to 17 weeks for the Horizon Special Edition, the range-topping trim that starts at 628,000 yuan.

Demand has skewed toward higher-priced configurations equipped with the SkyRide fully active suspension, inverting the usual pattern in which the cheapest trim carries the longest queue.

The ES9 is China’s largest battery-electric SUV, measuring 5,365 mm in length on a 3,250 mm wheelbase.

It shares the NT 3.0 platform, 900-volt architecture, and 520 kW dual-motor powertrain with the ES8, and adds the SkyRide intelligent chassis — the same fully active suspension system that debuted on the ET9 executive sedan.

F2 Factory at the Center

The F2 factory, where the vehicles were photographed, sits inside NeoPark — the industrial park located in Hefei, Anhui province.

The plant began production in September 2022 and has a designed annual capacity of 300,000 vehicles.

It is the registered MIIT production site for multiple Nio Inc. models across all three brands — including the ET5 and ET9 sedans, the Onvo L60, and the Firefly EV, among others.

Nio operates two other vehicle assembly plants in the same city.

F1, the company’s original factory in the Hefei Economic and Technological Development Zone, has been operational since 2018 and shares a 300,000-unit annual designed capacity.

The plant was initially operated under a contract manufacturing partnership with JAC.

In late 2023, after obtaining its own manufacturing qualification, Nio acquired key assets and equipment from JAC and transitioned to fully independent production.

It currently handles production for multiple Nio-brand and Onvo models, including the Onvo L90 and L80 SUVs.

F3, also located in NeoPark, began production in September 2025 with a single-shift capacity of 100,000 units per year.

All three factories are located in Hefei, the capital of Anhui province, roughly 373 kilometers from Nio‘s headquarters in Shanghai.

Matilde is a Law-backed writer who joined CARBA in April 2025 as a Junior Reporter.