NIO plans to adjust its European business model

NIO is considering a major overhaul of its European operations, potentially shifting its remaining direct sales markets to a lighter asset model. According to sources, NIO's operations in Germany, the Netherlands, and Sweden may transition to a dealership model, while it may retain a direct sales model in Norway. An internal memo issued by NIO before the 2026 Chinese New Year revealed that the company has adjusted its global business structure, reorganizing it by business function rather than by country.