XPeng reported July 2025 deliveries of 36,717 units, marking a 229% year-over-year increase and over 800,000 cumulative deliveries.
Quiver AI Summary
XPeng Inc., a prominent Chinese smart electric vehicle company, reported record monthly vehicle deliveries of 36,717 units in July 2025, marking a significant year-over-year growth of 229% and continuing its streak of nine consecutive months with over 30,000 deliveries. As of July 2025, XPeng has delivered over 800,000 vehicles in total, with 233,906 units delivered in the first seven months of the year, reflecting a 270% increase compared to the prior year. The company has expanded its market presence, launching new vehicle models in Europe and entering new markets including the UK and Italy, positioning itself in 46 countries and regions globally. This growth has been supported by advancements in technology, including the introduction of the latest version of its operating system and driver-assistance features.
Potential Positives
- Cumulative total deliveries surpassed 800,000 units, indicating strong market acceptance and growth.
- Set a new monthly record of 36,717 units in July, representing a year-over-year growth of 229%, showcasing increasing demand for XPeng's vehicles.
- Marked the ninth straight month of exceeding 30,000 deliveries, reflecting consistent performance and reliability in production and sales.
- Expanded presence in European markets with new model launches, enhancing XPeng's growth trajectory and market reach across 46 countries and regions.
Potential Negatives
- Despite the impressive growth figures, the release heavily emphasizes forward-looking statements, which may raise concerns about the company's reliance on projections and the inherent uncertainties in their future performance.
- The press release does not address potential competitive challenges within the rapidly evolving EV market, which could impact XPENG's future sales and market position.
- There is no mention of profitability or financial health, which is critical information for investors assessing the company's overall performance and sustainability despite high delivery numbers.
FAQ
What is XPeng's total vehicle delivery milestone as of July 2025?
XPeng has surpassed a cumulative total of 800,000 vehicle deliveries as of July 2025.
How much did XPeng's monthly deliveries increase in July 2025?
XPeng's monthly deliveries reached a record of 36,717 units in July 2025, marking a 229% year-over-year growth.
How many consecutive months has XPeng surpassed 30,000 deliveries?
XPeng has exceeded 30,000 deliveries for nine consecutive months as of July 2025.
Which new markets did XPeng enter in early 2025?
XPeng entered the UK, Italy, Ireland, and other new markets in the first half of 2025.
What new features were introduced in XPeng’s latest Tianji XOS version?
The latest Tianji XOS version features a human-AI co-pilot experience, customized self-parking, and enhanced AEB.
Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.
$XPEV Hedge Fund Activity
We have seen 96 institutional investors add shares of $XPEV stock to their portfolio, and 104 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- TMT GENERAL PARTNER LTD added 15,340,907 shares (+88.2%) to their portfolio in Q1 2025, for an estimated $317,863,593
- MILLENNIUM MANAGEMENT LLC removed 7,091,272 shares (-67.7%) from their portfolio in Q1 2025, for an estimated $146,931,155
- BNP PARIBAS FINANCIAL MARKETS added 4,511,751 shares (+567.4%) to their portfolio in Q1 2025, for an estimated $93,483,480
- JPMORGAN CHASE & CO removed 3,305,155 shares (-71.9%) from their portfolio in Q1 2025, for an estimated $68,482,811
- ALIBABA GROUP HOLDING LTD removed 3,087,020 shares (-8.1%) from their portfolio in Q1 2025, for an estimated $63,963,054
- D. E. SHAW & CO., INC. removed 2,505,375 shares (-27.4%) from their portfolio in Q1 2025, for an estimated $51,911,370
- VOLORIDGE INVESTMENT MANAGEMENT, LLC added 2,443,078 shares (+inf%) to their portfolio in Q1 2025, for an estimated $50,620,576
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$XPEV Analyst Ratings
Wall Street analysts have issued reports on $XPEV in the last several months. We have seen 4 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Macquarie issued a "Outperform" rating on 05/22/2025
- Barclays issued a "Underweight" rating on 03/20/2025
- JP Morgan issued a "Overweight" rating on 03/19/2025
- B of A Securities issued a "Buy" rating on 03/19/2025
- Citigroup issued a "Buy" rating on 03/10/2025
To track analyst ratings and price targets for $XPEV, check out Quiver Quantitative's $XPEV forecast page.
$XPEV Price Targets
Multiple analysts have issued price targets for $XPEV recently. We have seen 6 analysts offer price targets for $XPEV in the last 6 months, with a median target of $25.5.
Here are some recent targets:
- Eugene Hsiao from Macquarie set a target price of $24.0 on 05/22/2025
- Jiong Shao from Barclays set a target price of $20.0 on 03/20/2025
- Nick Lai from JP Morgan set a target price of $31.0 on 03/19/2025
- Ming Hsun Lee from B of A Securities set a target price of $27.0 on 03/19/2025
- Jeff Chung from Citigroup set a target price of $29.0 on 03/10/2025
- Paul Gong from UBS set a target price of $18.0 on 02/24/2025
Full Release
- Cumulative total deliveries surpassed 800,000 units
- Set a new monthly record of 36,717 units in July, representing 229% YoY growth
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Marked the ninth straight month exceeding 30,000 deliveries
GUANGZHOU, China, July 31, 2025 (GLOBE NEWSWIRE) -- XPeng Inc. (“XPENG” or the “Company,” NYSE: XPEV and HKEX: 9868), a leading Chinese smart electric vehicle (“Smart EV”) company, today announced its vehicle delivery results for July 2025.
XPENG achieved a new record monthly deliveries of 36,717 Smart EVs in July, representing a year-over-year increase of 229% and marking the Company’s ninth consecutive month surpassing 30,000 deliveries. This brings the Company’s cumulative total deliveries to over 800,000 units as of July 2025. In the first seven months of 2025, XPENG delivered 233,906 Smart EVs, a 270% increase compared with the same period last year.
In mid-July, XPENG launched the 2025 versions of XPENG G6 and G9 in European markets and announced the XPENG P7+’s upcoming launch in Europe, bolstering XPENG’s robust growth trajectory in this region. With the XPENG brand entering the UK, Italy, Ireland and other new markets in the first half of 2025, XPENG has now established a presence across 46 countries and regions worldwide.
XNGP achieved a monthly active user penetration rate of 86% in urban driving in July 2025. XPENG recently rolled out the latest version of Tianji XOS, introducing its human-AI co-pilot experience, customized self-parking feature, enhanced AEB and more.
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 drive Smart EV transformation with technology, shaping the mobility experience of the future. 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:
[email protected]
Jenny Cai
Piacente Financial Communications
Tel: +1 212 481 2050 / +86 10 6508 0677
Email:
[email protected]
For Media Enquiries:
PR Department
XPeng Inc.
Email:
[email protected]
Source: XPeng Inc.