XPENG Shatters Delivery Record with 41,581 Vehicles in September—Third Quarter Deliveries Up 149% Year-over-Year
Record-Breaking September Signals Rapid Momentum for XPENG
XPENG just posted its highest-ever monthly delivery number: 41,581 vehicles in September 2025. This milestone not only represents a 95% jump compared to September last year but also marks a 10% month-over-month rise—clearly demonstrating the company’s accelerating market penetration.
Third Quarter Deliveries Soar 149% as Cumulative Growth Gains Pace
Momentum isn’t limited to just one month. In the third quarter, XPENG delivered 116,007 vehicles, translating into a 149% year-over-year surge. To put this growth in context, XPENG has delivered 313,196 vehicles in the first nine months of 2025 alone, up a staggering 218% over the same period in 2024. These figures highlight the company's strengthening presence in China’s rapidly expanding smart EV market.
| Period | Deliveries | Year-over-Year Change | Month-over-Month Change |
|---|---|---|---|
| September 2025 | 41,581 | 95% | 10% |
| Q3 2025 | 116,007 | 149% | N/A |
| Jan–Sep 2025 | 313,196 | 218% | N/A |
Model Achievements and Advanced Technology Rollouts Bolster Market Confidence
The September delivery numbers included the milestone rollout of the 10,000th new XPENG P7—the fastest model in the lineup to hit a production rate of 40 jobs per hour (JPH) on a new production line. In parallel, XPENG’s XNGP driver-assistance system achieved 83% penetration among urban drivers for the month, driven by its deployment on the New XPENG P7 and G7 Ultra models.
ESG Recognition Cements XPENG’s Industry Leadership
For the third consecutive year, XPENG was awarded the top AAA MSCI ESG Rating, underscoring the company’s commitment to sustainability and ethical leadership. In a market increasingly focused on environmental and social metrics, this recognition reinforces XPENG’s reputation as a global smart EV frontrunner.
Key Takeaways: Market Share, Technology, and Investor Focus
With monthly deliveries now firmly above the 40,000 mark, XPENG has set itself apart as a leader in growth among global EV makers. The surge in delivery numbers, technology adoption, and ESG accolades make XPENG a name to watch for both industry followers and investors tracking innovation-driven auto players. While the pace of expansion has been exceptional, the market will be looking for XPENG to sustain this momentum into the coming quarters—and for new competitors and macro trends that may shape the landscape ahead.
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