XPENG's November Deliveries Surpass 36,000—19% Growth Highlights Rapid Expansion
XPENG (NYSE: XPEV) reported 36,728 Smart EV deliveries for November 2025, achieving a 19% year-over-year jump. This latest data underscores the company’s continued traction both in China and abroad, as XPENG seeks to position itself at the cutting edge of intelligent electric mobility.
Cumulative Deliveries Approach 400,000 Units as Global Reach Expands
For the period from January through November 2025, XPENG’s cumulative vehicle deliveries surged to 391,937 units—a remarkable 156% rise compared to the same period in the previous year. Overseas deliveries also made headlines, soaring 95% to 39,773 units. These figures reflect XPENG’s widening footprint outside China and mounting appeal among technology-forward consumers.
| Period | Total Deliveries | YoY Growth | Overseas Deliveries | Overseas YoY Growth |
|---|---|---|---|---|
| November 2025 | 36,728 | 19% | -- | -- |
| Jan–Nov 2025 | 391,937 | 156% | 39,773 | 95% |
AI Innovation Drives Future Outlook: XPENG VLA 2.0, Robotaxi, and Humanoid Robot Announced
On November 5, XPENG showcased its latest technological leaps during the 2025 AI Day event. The company revealed its upcoming “Physical AI” portfolio—highlighting XPENG VLA 2.0, an upgraded Robotaxi platform, and the next-generation IRON humanoid robot, all expected to reach mass production in 2026. These developments point to XPENG’s ambition not just to manufacture cars, but to redefine autonomous and intelligent mobility for the global stage.
The rapid growth in XPENG’s active urban driving technology—XNGP, which saw a monthly user penetration rate of 84%—also stands out as a major achievement. The company will soon launch a user pilot program for VLA 2.0 in China, giving early adopters a glimpse into its AI-driven future.
Expansion Momentum Strengthened by Strong Overseas Performance
XPENG’s international expansion story is picking up speed. With nearly 40,000 vehicles delivered overseas in 2025, the brand has established itself as a key player in the global smart EV race. The impressive 95% growth in overseas deliveries highlights the rising acceptance and recognition of Chinese electric vehicle innovation, especially as XPENG advances its own suite of in-house driver-assistance systems and vehicle operating technologies.
What Should Investors Watch Next?
With cumulative deliveries nearly quadrupling year-over-year and aggressive moves into overseas markets, XPENG appears well positioned for continued growth as the smart EV sector accelerates. Key areas to monitor going forward include the commercial rollout of its Physical AI offerings, mass adoption rates for driver-assistance tech like XNGP, and continued progress in expanding XPENG’s international footprint. While long-term prospects remain tied to broader market conditions and technological execution, XPENG’s November results underscore the company's ambition to become a leader in next-generation mobility—at home and abroad.
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