XPeng (NYSE:XPEV) delivered 36,728 vehicles in November 2025, a 19% year-on-year increase. The company also delivered 391,937 vehicles from January through November, an increase of 156% year over year.

XPeng has already exceeded its 2025 annual sales target of 350,000 units, achieving the feat in October with 355,209 deliveries.

Source: XPeng

XPeng reported that the vehicles delivered during the period are expected to reduce carbon emissions by more than 6.11 million tons across their lifecycle, equivalent to the carbon captured by 100 million medium-sized saplings over ten years.

Overseas deliveries totaled 39,773 units in the first eleven months of the year, a rise of 95% from the same period in 2024. XPeng now operates across 52 countries and regions with 321 overseas sales and service locations.

The X9 recorded strong momentum in November. Deliveries of the seven-seat model increased 161% month over month, driven by the launch of the X9 Super Extended-Range variant. XPeng said the new version surpassed the model’s previous all-day order record within one hour of its official release on November 20. Orders from northern China accounted for more than 50% of the total, and 79% of customers selected the 1602 Ultra configuration priced at 329,800 CNY (c. $46,600).

On November 21, the 1,000,000th XPeng vehicle, an extended-range X9 MPV, was delivered to the customer at its Guangzhou Smart Manufacturing Base.

Source: XPeng

To support year-end sales, XPeng introduced a purchase-tax support program for the X9 Super Extended-Range. Customers who secure their orders by December 31 can receive up to 15,000 CNY (c. $2,100) to offset the national reduction in EV purchase-tax incentives scheduled for 2026.

The X9 remains one of XPeng’s key entries in the family-focused segment, where extended-range models have shown consistent demand.

The company reported that its XNGP driver-assistance system reached an 84% penetration rate among active urban-driving users in November. XPeng plans to initiate a VLA 2.0 pilot program for domestic customers at the end of December, extending its software deployment pipeline.

XPeng’s international strategy continues to rely on the G6, which has achieved relatively strong traction in overseas markets. The vehicle’s pricing positions it above several of XPeng’s domestic models, contributing to revenue mix expansion in 2025. The company has been increasing its global footprint as part of a broader effort to diversify sales beyond China’s competitive EV market.

XPeng’s November performance reflects the growing role of extended-range products in its lineup. With more extended-range vehicles planned for 2026, the company will face the challenge of managing domestic competitive pressures while demand for extended-range powertrains tapers.

Conversion rate: 1 USD = 7.075 CNY as of December 1, 2025