NIU domestic sales surge 35% in Q1 as AI-enhanced models take center stage

NIU Technologies (NASDAQ:NIU) announced a robust 29% year-over-year increase in its first-quarter 2026 sales volume, as a wave of new, high-tech models successfully captured a larger share of the rebounding Chinese urban mobility market.

The Beijing-based electric two-wheeler pioneer delivered a total of 261,624 units during the quarter ended March 31, 2026.

The growth was heavily concentrated in its home market, where China sales jumped 35% to 247,938 units.

This domestic momentum was spearheaded by the MT2026 model, which proved to be a breakout success, accounting for nearly 30% of all units sold in China during the period.

The quarter also marked the high-profile launch of the NXT2.0 in late March.

The flagship model features a significant technological leap for the brand, integrating an upgraded AI suite and a first-of-its-kind three-camera surround recording system designed for enhanced rider safety and social media integration.

Early data suggests the NXT2.0 has already begun to drive premium-tier traffic to NIU's retail experience centers.

In contrast to the domestic strength, NIU’s international operations faced continued headwinds.

International sales fell 32% year-over-year to 13,686 units.

Management attributed the decline to ongoing regulatory shifts in the European e-bike market and supply chain adjustments as the company transitions its overseas portfolio to meet new environmental standards.