金吾财讯 | 蔚来(NIO)股价开盘大幅扬升，现报6.045美元，涨7.95%。
消息面上，公司午间披露2026年5月交付成绩单，当月新车交付量达37705台，同比增长62.3%，环比提升28.4%，产销增速表现强劲。
分品牌来看，蔚来、乐道、萤火虫三大品牌同步实现增长。其中主品牌蔚来交付20013台，同比增长50.8%；乐道品牌增速领跑，交付12029台，同比大增91.5%，环比涨幅高达124.8%；萤火虫品牌交付5663台，同比增长53.9%，环比稳步增长13.7%。数据显示，今年前五个月蔚来累计交付新车150526台，同比增长68.7%，公司历史累计交付量已突破114.8万台。
5月成为蔚来新品集中落地窗口期，多款新车密集上市交付。ES9、乐道L80、2026款乐道L90相继启动交付，全新乐道L60完成亮相并开启预售，展车已铺设全国门店，将于6月11日正式上市，持续完善产品矩阵、打开增量空间。
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