XPeng Inc. – 2025 Deliveries, Market Momentum, and Upcoming Model Launches
XPeng Inc. has once again demonstrated the robustness of its growth trajectory. In 2025, the company delivered 429 445 vehicles, a 126 % year‑over‑year increase from 190 068 units in 2024. This surge, predominantly driven by the domestic Chinese market, positions XPeng as the second‑most productive electric‑vehicle (EV) manufacturer in China after NIO, according to the latest CleanTechnica analysis.
December 2025 Performance
December’s delivery figure of 37 508 units reflects a modest 2 % annual‑rate rise over the previous month. While the month‑on‑month growth was modest, the cumulative 2025 total underscores the firm’s capacity to scale production efficiently. The company’s Q4 targets were not fully met, as noted in German IT‑Times coverage, but the overall trajectory remains steep.
Market Reaction
Following the announcement of record deliveries, XPeng shares rallied. In early trading on January 2, the NYSE‑listed ticker (XPEV) gained more than 4 %, and the Hong Kong‑listed counterpart (XPENG‑W) experienced a 1.4 % uptick. The lift reflects investor confidence in the company’s expanding production pipeline and its ability to capture market share amid fierce competition.
Upcoming Product Updates
XPeng’s product strategy continues to advance with the imminent launch of updated models. The P7+ and G7 vehicles are slated for release in China on January 8, with European markets following on January 9. These updates are expected to incorporate the latest autonomous‑driving technologies and battery‑pack enhancements, reinforcing XPeng’s competitive edge against rivals such as NIO, Li Auto, and emerging players in the European EV sector.
Competitive Landscape
The recent CleanTechnica report comparing XPeng and NIO highlights divergent yet robust performance metrics for both companies. XPeng’s 126 % delivery growth eclipses NIO’s figures for the same period, underscoring the company’s stronger production scalability and market acceptance. Analysts project that continued product innovation, coupled with aggressive pricing strategies, will sustain XPeng’s upward momentum through 2026.
Forward‑Looking Outlook
With the launch of the P7+ and G7, XPeng is poised to capture additional market share in both domestic and international markets. The company’s current market capitalization of HKD 141.1 billion and a close price of HKD 80.35 (as of 2026‑01‑01) suggest a valuation that, while currently negative in terms of P/E ratio (-38.25), reflects the high-growth nature of the sector. Investors should monitor upcoming quarterly results for continued evidence of scale, as well as the company’s ability to transition from volume growth to profitability.
In summary, XPeng’s record 2025 deliveries, strategic product launches, and positive market reception signal a company that is not only expanding its footprint in China but is also positioning itself aggressively for European expansion. The coming months will be critical in determining whether XPeng can translate its volume growth into sustainable financial performance.
