XPENG Announces Vehicle Delivery Results for December and Full Year 2025

Rhea-AI Summary

XPENG (NYSE: XPEV) reported vehicle delivery results for December and the full year 2025.

Key figures: 429,445 total vehicles delivered in 2025 (+126% YoY); 37,508 vehicles delivered in December 2025 (+2% YoY); 45,008 overseas deliveries in 2025 (+96% YoY) and expansion to 60 countries and regions. XPENG also added more than 1,100 charging stations during 2025, bringing its self-operated network to 3,000 stations. The company estimates the 2025 deliveries will reduce life-cycle greenhouse gas emissions by more than 6.61 million tons, comparable to the carbon absorption of 110 million young trees over 10 years.

Positive

• Total deliveries 429,445 in 2025 (+126% YoY)
• Overseas deliveries 45,008 in 2025 (+96% YoY)
• Global footprint expanded to 60 countries and regions by year-end 2025
• Added >1,100 charging stations; network total 3,000 stations

Negative

• None.

Key Figures

2025 deliveries: 429,445 vehicles Delivery growth: 126% YoY December deliveries: 37,508 vehicles +5 more

8 metrics

2025 deliveries 429,445 vehicles Full year 2025 total deliveries

Delivery growth 126% YoY Full year 2025 deliveries vs prior year

December deliveries 37,508 vehicles December 2025 monthly deliveries

December YoY growth 2% YoY December 2025 deliveries vs prior-year month

Overseas deliveries 45,008 vehicles Full year 2025 overseas markets

Overseas growth 96% YoY Full year 2025 overseas deliveries vs prior year

GHG reduction 6.61 million tons Expected lifecycle greenhouse gas emissions reduction from 2025 deliveries

Charging stations 3,000 stations Total self-operated charging network after adding 1,100+ in 2025

Market Reality Check

Price: $16.77 Vol: Volume 9,485,357 is 15% a...

normal vol

$16.77 Last Close

Volume Volume 9,485,357 is 15% above the 20-day average of 8,231,069 ahead of this update. normal

Technical Shares at $20.28 are trading slightly below the 200-day MA of $20.49 and 28.17% below the 52-week high.

Peers on Argus

XPENG fell 4.7% while key EV peers were mixed: LI (+1.18%), RIVN (+0.46%), STLA ...

XPENG fell 4.7% while key EV peers were mixed: LI (+1.18%), RIVN (+0.46%), STLA (-0.55%), NIO (-3.95%), F (-0.68%). The move appeared more stock-specific than sector-driven.

Historical Context

5 past events · Latest: Dec 29 (Positive)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Dec 29	Autonomous driving research	Positive	-1.4%	AAAI 2026 acceptance of FastDriveVLA autonomous driving research framework.
Dec 15	Overseas production deal	Positive	-3.6%	Malaysia localized EV production partnership to expand ASEAN presence.
Dec 01	November delivery update	Positive	-2.2%	Strong November and YTD delivery and overseas growth plus AI Day highlights.
Nov 17	Q3 2025 earnings	Positive	-10.3%	Triple-digit revenue and delivery growth with margin expansion in Q3 2025.
Nov 05	Earnings call notice	Neutral	-4.0%	Announcement of upcoming Q3 2025 results and conference call logistics.

Pattern Detected

Recent news — including strong delivery growth, overseas expansion, and solid margins — has repeatedly been followed by negative next-day price reactions, suggesting a pattern of selling into positive catalysts.

Recent Company History

Over the last two months, XPENG reported multiple positive milestones: strong Q3 2025 results with RMB20.38bn revenue and 20.1% gross margin, rapid delivery growth to 391,937 units by November, and overseas expansion including localized EV production in Malaysia. It also highlighted AI advances like FastDriveVLA for autonomous driving. Despite these, each event saw a negative 24-hour price reaction, framing today’s robust full-year 2025 delivery update against a backdrop of selling on good news.

Market Pulse Summary

This announcement underscores XPENG’s scale-up in 2025, with total deliveries of 429,445 vehicles, a...

Analysis

This announcement underscores XPENG’s scale-up in 2025, with total deliveries of 429,445 vehicles, a 126% year-over-year increase, and overseas deliveries reaching 45,008, up 96%. The company also expanded its self-operated charging network to 3,000 stations and highlighted environmental benefits such as reducing over 6.61 million tons of greenhouse gas emissions. Investors may track whether this delivery momentum and infrastructure build-out carry into upcoming quarters.

Key Terms

greenhouse gas emissions, life-cycle, self-operated charging network

3 terms

greenhouse gas emissions technical

"expected to reduce life-cycle greenhouse gas emissions by more than 6.61 million tons"

Greenhouse gas emissions are the gases a company releases into the air—like carbon dioxide or methane—that trap heat in the atmosphere and contribute to global warming. For investors, these emissions matter because they can lead to higher regulatory costs, fines, shifting consumer preferences, and physical risks (like supply-chain disruptions), or create opportunities in low-carbon products; think of emissions as a company’s climate footprint that can affect future profits and value.

life-cycle technical

"expected to reduce life-cycle greenhouse gas emissions by more than 6.61 million tons"

A life-cycle is the typical sequence of stages a product, drug, business or project goes through from beginning to end—development, launch, growth, maturity and eventual decline or renewal. Investors care because where something sits in that cycle shapes expected sales, costs, risks and the timing of returns; like knowing a person’s age helps predict needs and plans, knowing the life-cycle helps predict cash flow, investment needs and upside or downside potential.

self-operated charging network technical

"accelerated the expansion of its self-operated charging network, adding more than 1,100"

A self-operated charging network is a system of electric vehicle chargers that a company owns, installs and runs itself instead of relying on outside operators. For investors it matters because the owner captures the revenue, controls pricing and customer experience, gathers usage data, and helps reduce drivers’ range anxiety — similar to a brand running its own stores to sell products and build customer loyalty — but it also requires upfront capital and ongoing maintenance costs.

AI-generated analysis. Not financial advice.

• 429,445 vehicles delivered for the full year 2025, a 126% YoY increase

GUANGZHOU, China, Jan. 1, 2026 /PRNewswire/ -- XPeng Inc. ("XPENG" or the "Company," NYSE: XPEV and HKEX: 9868), a leading global AI mobility technology company, today announced its vehicle delivery results for December and full year 2025.

XPENG delivered 37,508 vehicles in December 2025, representing a year-over-year increase of 2%. Total annual deliveries in 2025 reached 429,445 units, representing a 126% increase over the prior year.

For the full year 2025, XPENG delivered 45,008 vehicles in overseas markets, up 96% year-over-year, and expanded its global footprint to 60 countries and regions by year-end.

Notably, XPENG's total vehicles delivered in 2025 are expected to reduce life-cycle greenhouse gas emissions by more than 6.61 million tons — equivalent to the carbon absorption of 110 million young trees over 10 years.

During 2025, XPENG accelerated the expansion of its self-operated charging network, adding more than 1,100 new charging stations and bringing the total network to 3,000 stations, marking a major milestone in the Company's infrastructure development.

About XPENG

XPENG is a leading Chinese Smart EV company that designs, develops, manufactures, and markets Smart EVs that appeal to the large and growing base of technology-savvy middle-class consumers. Its mission is to become a smart technology company trusted and loved by users worldwide. In order to optimize its customers' mobility experience, XPENG develops in-house its full-stack advanced driver-assistance system technology and in-car intelligent operating system, as well as core vehicle systems including powertrain and the electrical/electronic architecture. XPENG is headquartered in Guangzhou, China, with main offices in Beijing, Shanghai, Shenzhen, Silicon Valley and San Diego. The Company's Smart EVs are mainly manufactured at its plants in Zhaoqing and Guangzhou, Guangdong province. For more information, please visit https://www.xpeng.com/.

Safe Harbor Statement

This announcement contains forward-looking statements. These statements are made under the "safe harbor" provisions of the United States Private Securities Litigation Reform Act of 1995. These forward-looking statements can be identified by terminology such as "will," "expects," "anticipates," "future," "intends," "plans," "believes," "estimates" and similar statements. Statements that are not historical facts, including statements about XPENG's beliefs and expectations, are forward-looking statements. Forward-looking statements involve inherent risks and uncertainties. A number of factors could cause actual results to differ materially from those contained in any forward-looking statement, including but not limited to the following: XPENG's goal and strategies; XPENG's expansion plans; XPENG's future business development, financial condition and results of operations; the trends in, and size of, China's EV market; XPENG's expectations regarding demand for, and market acceptance of, its products and services; XPENG's expectations regarding its relationships with customers, suppliers, third-party service providers, strategic partners and other stakeholders; general economic and business conditions; and assumptions underlying or related to any of the foregoing. Further information regarding these and other risks is included in XPENG's filings with the United States Securities and Exchange Commission. All information provided in this announcement is as of the date of this announcement, and XPENG does not undertake any obligation to update any forward-looking statement, except as required under applicable law.

Contacts:
For Investor Enquiries:
IR Department
XPeng Inc.
Email: ir@xiaopeng.com

Jenny Cai
Piacente Financial Communications
Tel: +1 212 481 2050 / +86 10 6508 0677
Email: xpeng@tpg-ir.com

For Media Enquiries:
PR Department
XPeng Inc.
Email: pr@xiaopeng.com

View original content:https://www.prnewswire.com/news-releases/xpeng-announces-vehicle-delivery-results-for-december-and-full-year-2025-302651514.html

SOURCE XPeng Inc.

FAQ

How many vehicles did XPEV deliver in full year 2025?

XPENG delivered 429,445 vehicles in 2025, a 126% year-over-year increase.

What were XPENG's December 2025 delivery numbers (XPEV)?

XPENG delivered 37,508 vehicles in December 2025, up 2% year-over-year.

How many overseas vehicles did XPEV deliver in 2025 and how global is its presence?

XPENG delivered 45,008 vehicles overseas in 2025 (+96% YoY) and expanded to 60 countries and regions.

What charging infrastructure growth did XPENG report for 2025 (XPEV)?

XPENG added more than 1,100 new self-operated charging stations in 2025, totaling 3,000 stations.

What environmental impact did XPENG attribute to 2025 deliveries (XPEV)?

XPENG estimated 2025 deliveries will reduce life-cycle greenhouse gas emissions by more than 6.61 million tons.

Does XPENG's 2025 delivery growth indicate international expansion for XPEV?

Yes; overseas deliveries rose 96% YoY to 45,008 units and the company reached 60 countries and regions in 2025.