Physix FrontierPhysix Frontier · News Briefing Card (IT Home · Oct 3, 2026)
NIO Charging Service Hits 100M Sessions, 86.67% Power to Non-NIO Users
KEY FACTS
- NIO announced that its charging service surpassed 100 million cumulative sessions at 11:08 on October 3.
- The company said 86.67% of charged electricity served users of non-NIO brands.
- NIO has built 9,522 battery charging and swapping stations nationwide, including 5,361 charging stations.
- Cumulative charging piles reached 30,892, and battery swap stations totaled 4,161.
- Battery swap service exceeded 126 million cumulative sessions, with a single-day record of 183,469 swaps on October 1.
KEY DATA
100 millionCharging service sessions
86.67%Share of charging electricity to non-NIO brands
9,522Total charging and swapping stations
183,469Single-day battery swaps on October 1
PHYSIX OBSERVATION
NIO has turned its energy network into public infrastructure, with over 80% of electricity feeding rival brands' owners, showing its moat is shifting from selling cars to selling services. For the industry, opening and sharing self-built energy networks may become a new competitive dimension; for users, cross-brand charging convenience improves, but whether NIO can profit from services remains an open question.
Source: IT Home report