XPENG Announces Vehicle Delivery Results for November 2025
XPENG (NYSE: XPEV) reported 36,728 vehicle deliveries in November 2025, a +19% year-over-year increase.
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Rhea-AI Summary
XPENG (NYSE: XPEV) reported 36,728 vehicle deliveries in November 2025, a +19% year-over-year increase.
For the period January–November 2025, cumulative deliveries reached 391,937 units, up 156% YoY. Overseas deliveries for January–November 2025 were 39,773 units, a 95% YoY rise.
On November 5, XPENG held its 2025 AI Day, unveiling Physical AI applications including VLA 2.0, Robotaxi, and Next-Gen IRON humanoid robot, which the company said are expected to enter mass production in 2026. In November, XNGP achieved an urban driving monthly active user penetration rate of 84%. XPENG plans a China pilot of VLA 2.0 in late December.
Positive
- November deliveries of 36,728 vehicles (+19% YoY)
- Jan–Nov cumulative deliveries 391,937 units (+156% YoY)
- Overseas Jan–Nov deliveries 39,773 units (+95% YoY)
- Urban driving MAU penetration 84% in November
Negative
- None.
Details
News Market Reaction – XPEV
On Dec 1, the day this news came out, XPEV closed 2.20% below the previous close.
Data tracked by StockTitan Argus for the Dec 1 session.
Key Figures
- November 2025 deliveries
- 36,728 vehicles
- Company-wide Smart EV deliveries for November 2025
- November YoY growth
- 19% YoY
- Year-over-year increase in November 2025 deliveries
- YTD 2025 deliveries
- 391,937 units
- Cumulative deliveries January–November 2025
- YTD deliveries growth
- 156% YoY
- Year-on-year increase in cumulative deliveries Jan–Nov 2025
- Overseas YTD deliveries
- 39,773 units
- Overseas deliveries January–November 2025
- Overseas deliveries growth
- 95% YoY
- Year-on-year increase in overseas deliveries Jan–Nov 2025
- XNGP penetration
- 84%
- Urban driving monthly active user penetration in November
- Planned mass production year
- 2026
- Target mass production timing for Physical AI applications
Historical Context
-
Reported November deliveries growth and expansion of AI and XNGP usage.
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Strong YoY growth in deliveries, revenue and margins with narrowed net loss.
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Scheduled Q3 2025 results release and conference call details.
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Record October deliveries and expansion into seven new international markets.
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Announcement of 2025 XPENG AI Day focused on Physical AI and robotaxi.
24h Move is the share-price change in the day after each event; other market factors may also have contributed.
Key Terms
physical ai technical
robotaxi technical
humanoid robot technical
AI-generated analysis. How Rhea-AI works. Not financial advice.
- 36,728 vehicles delivered in November, up
19% YoY
XPENG's overseas deliveries from January to November 2025 reached 39,773 units, marking a
On November 5, XPENG successfully hosted its 2025 XPENG AI Day event, unveiling a suite of groundbreaking "Physical AI" applications, including XPENG VLA 2.0, Robotaxi, and Next-Gen IRON humanoid robot. These AI applications are expected to enter mass production in 2026.
In November, XNGP achieved an urban driving monthly active user penetration rate of
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
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,
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-november-2025-302628973.html
SOURCE XPeng Inc.
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