NIO's Best Month Ever, William Li's 8th IPO & The Chinese EV Delivery Rankings Reshuffled | June 1

Four stories today — starting with the most importantweek in NIO's 2026 delivery story so far.NIO delivered 37,705 vehicles in May 2026 — up 62.3%year over year and up 28.4% from April's 29,356.Three brands all firing: 20,013 NIO brand, 12,029 Onvo,5,663 Firefly. Year-to-date deliveries hit 150,526 —up 68.7% year over year. Cumulative deliveries reached1,148,118. The ES8 has been the number one sellingvehicle above 400,000 yuan for five consecutive months.The ES9 has over 50,000 pre-orders — with deliveriesonly starting May 28th. June is when the ES9 volumereally arrives.William Li is reportedly preparing to take Mirattery —NIO's battery asset operator — public as his eighth IPO.Mirattery owns the batteries in NIO's 3,846 swap stations.It recently closed a Series C total of nearly 2 billionyuan with state-backed institutional investors. A MiratteryIPO gives the battery swap infrastructure its own publicvaluation — separate from NIO's stock price. NIOshareholders already own a piece of that business.The market hasn't priced it in yet.The May Chinese EV delivery rankings reshuffled.Leapmotor delivered 81,569 units — record high for thesecond consecutive month. Zeekr delivered 34,377 unitsup 81.81% year over year. Huawei HIMA delivered 46,122.Xiaomi exceeded 30,000 for the month. BYD delivered376,990 — ending its 8-month year-over-year declinestreak. The market is forming a barbell — premium brandsand value brands winning, the middle getting squeezed.NIO is firmly on the premium side of that barbell.The Iran 60-day MOU is still waiting for Trump'ssignature. Hormuz remains largely closed. Oil at $92.56.June brings Gen 5 swap stations, Onvo L60 launch, andES9 volume ramping. The setup for Q3 is building now.📖 Dial Tone: A Modern Salesman's Story — my debut novel.A novel for everyone quietly wondering if there's more.E-Book pre-order available now. Hard copy June 12th.🔗 https://www.amazon.com/dp/B0H1VRFS5R---📊 Moomoo US: Up to $1000 in NVDA shares with deposit+ limited time 8.1% APY🔗 https://start.moomoo.com/0AY120Terms and Conditions apply. Securities offered through MFI,Member FINRA/SIPC. See Full Disclosures:https://invest.us.moomoo.com/_disclosurePromo 8.1% APY is for new users only. Cash Sweep Required.Rates may change. Actual APY may vary. Moomoo is not a bank.Click the link for Bank List and Program Terms.🔐 Nord Security:- NordVPN: https://go.nordvpn.net/aff_c?offer_id=15&aff_id=143053&url_id=902- NordPass: https://go.nordpass.io/aff_c?offer_id=488&aff_id=143053&url_id=9356💬 Discord: https://discord.gg/GSbp4wRCourtside Financial. Hosted by Obi.