XPENG continues to have a rockin’ 12 months. With 33,525 deliveries in Might, the corporate noticed 230% year-over-year progress. That’s the sort of progress that makes the CEO joyful, proper?
That is additionally the seventh month in a row that XPENG scored greater than 30,000 gross sales. See the chart under for a visible on that.
Fairly spectacular, isn’t it? When gross sales shot up dramatically on the finish of 2024, I questioned if that might simply be a blip they usually’d drop again down. Then 2025 began sturdy — even regardless of the Chinese language New 12 months — and I used to be tremendous impressed. Nonetheless, although, each month it’s a must to surprise, “will subsequent month proceed the pattern or will gross sales drop?” Nicely, to this point, the pattern in 2025 may be very clear.
Throughout the primary 5 month of the 12 months, XPENG reached 162,578 deliveries. That’s 293% increased than in 2024.
Oh yeah, and XPENG simply launched a brand new mannequin, as I reported just lately. “On Might twenty eighth, the Firm launched the MONA M03 Max. MONA M03 Max lowers the entry barrier for city AI good driving to the 150,000 RMB vary for the primary time, making superior automobile expertise extra accessible to youthful customers. The MONA M03 Max can also be the primary XPENG mannequin geared up with the AI Tianji XOS 5.7.0, providing over 300 new options,” XPENG shares. The MONA M03 Max seems to be set to promote properly, having landed greater than 10,000 agency gross sales inside simply one hour of launch.
XPENG additionally had some good AI information to share this month. “XNGP achieved a month-to-month energetic consumer penetration fee of 85% in city driving in Might 2025. Notably, the XPENG MONA M03 Max debuted the appliance of human-machine co-driving, enabling each ADAS and drivers to share management, offering a seamless collaboration between handbook driving and good driving.”
Whereas equally aged and equally centered rival NIO has been rising in 2025 as properly, it’s nowhere close to XPENG’s present gross sales leap. For extra particulars, although, see the NIO gross sales replace.
They’ve every had their very own intervals of higher gross sales over the opposite, however it’s clearly NIO’s flip to catch up once more now.
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