XPENG Announces Vehicle Delivery Results for November 2025

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.

• 36,728 vehicles delivered in November, up 19% YoY

GUANGZHOU, China, Dec. 1, 2025 /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 November 2025. XPENG delivered 36,728 Smart EVs in November 2025, representing a year-over-year increase of 19%. From January to November 2025, XPENG's cumulative deliveries reached 391,937 units, up 156% year-on-year.

XPENG's overseas deliveries from January to November 2025 reached 39,773 units, marking a 95% year-on-year increase.

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 84%. In late December, XPENG will invite users in China to participate in a pilot program of VLA 2.0.

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-november-2025-302628973.html

SOURCE XPeng Inc.

FAQ

How many vehicles did XPENG (XPEV) deliver in November 2025?

XPENG delivered 36,728 vehicles in November 2025, up 19% YoY.

What were XPENG's cumulative deliveries for January–November 2025 (XPEV)?

Cumulative deliveries from January–November 2025 were 391,937 units, a 156% YoY increase.

How many overseas vehicles did XPENG deliver in Jan–Nov 2025 (XPEV)?

Overseas deliveries for January–November 2025 totaled 39,773 units, up 95% YoY.

What did XPENG announce at its November 5, 2025 AI Day and when is production expected (XPEV)?

XPENG unveiled Physical AI products including VLA 2.0, Robotaxi, and Next-Gen IRON, which the company said are expected to enter mass production in 2026.

What is XPENG's urban driving monthly active user penetration rate reported in November 2025 (XPEV)?

XPENG reported an urban driving monthly active user penetration rate of 84% in November 2025.

When will XPENG start the VLA 2.0 pilot in China and who can participate (XPEV)?

XPENG plans to invite users in China to participate in a VLA 2.0 pilot in late December 2025.