XPeng's December Growth Marks Steady Momentum, Up 2% Year-over-Year

XPeng Inc. (XPEV, 9868.HK) wrapped up 2025 with impressive execution, delivering 37,508 vehicles throughout December—a modest yet meaningful 2% increase compared to the same period last year. This December performance caps off a landmark year for the EV manufacturer, with total 2025 deliveries reaching 429,445 units, reflecting a commanding 126% surge from 2024.

The most striking narrative emerges from XPEV’s international expansion. The company dispatched 45,008 vehicles to overseas markets in 2025, up 96% from the prior year, signaling accelerating global demand. By year-end, XPeng had established operations across 60 countries and regions, underlining its transition from a domestic player to a formidable international competitor.

Beyond commercial metrics, the company highlighted the environmental footprint of its 2025 deliveries. XPEV projects that vehicles delivered throughout the year will collectively reduce lifecycle greenhouse gas emissions by over 6.61 million tons—an impact equivalent to what 110 million saplings would absorb over a decade. This sustainability narrative adds another dimension to the company’s growth story as environmental considerations increasingly shape purchasing decisions in the automotive sector.

The 2% monthly uptick, while appearing modest on the surface, reflects steady demand retention heading into the new year, signaling that XPeng’s operational cadence remains resilient despite intensifying competitive pressures in the EV landscape.