In its latest operational update, Chinese electric vehicle producer XPeng Inc. (NYSE:XPEV) announced it delivered 37,508 vehicles during December 2025. This reflected a year-over-year increase of 2%, indicating steady monthly growth as the company closed out the year.
On an annual basis, XPeng’s total vehicle deliveries surged dramatically to 429,445 units for the full calendar year 2025. This output more than doubled compared to 2024, marking a significant 126% rise. A key factor propelling this robust expansion was a substantial increase in international shipments. XPeng exported 45,008 vehicles overseas in 2025, nearly doubling the volume from the previous year with a 96% increase. Such growth emphasizes XPeng’s successful international market penetration efforts.
Further underscoring its global expansion strategy, XPeng grew its footprint to service 60 countries and regions around the world by the end of 2025. This geographic diversification aligns with the company’s ambition to rival established competitors such as Tesla, Inc. (NASDAQ: TSLA) in multiple markets.
Alongside driving vehicle deliveries, XPeng invested in its supporting infrastructure network. By adding over 1,100 new charging stations during 2025, XPeng now operates a total of 3,000 self-operated charging points. This expansion of battery charging infrastructure is integral to supporting ownership growth and enhancing the convenience of its electric vehicle fleet.
XPeng’s performance sits within a competitive landscape including Chinese EV peers Li Auto Inc. (NASDAQ: LI) and Nio Inc. (NYSE: NIO), both also reporting robust December 2025 results. Li Auto recorded deliveries of 44,246 vehicles in the final month of the year, contributing to a cumulative delivered vehicle count surpassing 1.5 million units. This milestone reflects Li Auto’s established market presence and growth trajectory.
Nio achieved its own record monthly delivery in December 2025 with 48,135 vehicles shipped, marking a significant 54.6% increase versus year-over-year figures. The breakdown of Nio’s December deliveries included 31,897 vehicles under its primary NIO brand, supplemented by 9,154 deliveries from the ONVO brand and 7,084 units of the FIREFLY model. These diversified brand offerings highlight Nio’s multi-segment product strategy.
Looking back to November 2025, XPeng reported third-quarter financial results revealing substantial growth. Revenue climbed 101.8% year-over-year to 20.38 billion Chinese yuan, roughly equivalent to $2.86 billion USD. While this figure narrowly missed analyst consensus expectations of $2.87 billion, it signaled solid top-line progression. The company recorded an adjusted net loss per American Depositary Share (ADS) of 0.16 yuan, considerably better than the anticipated loss estimate of 0.47 yuan per ADS. Expressed in U.S. dollars, the adjusted loss was approximately 2 cents per ADS. These improved loss metrics suggest operational efficiencies despite ongoing investments.
In terms of market reaction, XPeng’s shares responded positively in premarket trading following the latest delivery news. According to Benzinga Pro data, shares rose 1.58% to $20.60, reflecting investor optimism surrounding the firm's year-end performance and growth prospects.
Given these data points, XPeng’s delivery volume growth, global expansion, and infrastructure investment mark important milestones as the company consolidates its position in the rapidly expanding electric vehicle market domestically and abroad. Meanwhile, competition from fellow Chinese manufacturers Li Auto and Nio remains strong, with all players contributing to significant sector growth in 2025.