NMDC Aug. production 3.37M tons, +9.8% YY

NMDC Aug. production 3.37M tons, +9.8% YY

XPENG (NYSE: XPEV) delivered a record 37,709 smart electric vehicles (EVs) in August, marking a 169% year-over-year (YoY) increase and a 3% rise from the previous month [1]. This significant growth is part of a broader trend, as the company's total deliveries for the first eight months of 2025 reached 271,615, up 252% from the same period last year [2]. The company's XNGP urban driving feature, which offers advanced intelligent technologies, saw strong user engagement with an 85% monthly active user penetration rate in August [1]. Additionally, XPENG officially launched the all-new P7 model in late August, with deliveries beginning immediately [1].

XPENG's growth is driven by increasing demand for electric vehicles. The company's entry-level EV, the MONA M03, has become a bestseller, accounting for about 40% of its monthly sales [3]. The model, priced at 119,800 yuan ($16,800), competes with mass-market models from BYD and Geely Automobile Holdings Ltd. but leverages XPENG's highly regarded intelligent technologies.

The company's financial performance is also improving. Net loss narrowed in the second quarter while gross margins expanded to 17.3%. During an earnings call last month, Chairman and CEO He Xiaopeng said the EV maker expects monthly deliveries to consistently exceed 40,000 units starting in September [3].

XPENG is also securing new revenue streams through strategic partnerships. On August 14, Xpeng and Volkswagen AG announced an expansion of their collaboration around electronic and electrical architecture for the German automaker’s combustion engine and plug-in hybrid platforms in China [3]. These developments suggest that XPENG is well-positioned to continue its growth trajectory in the competitive electric vehicle market.

References:
[1] https://seekingalpha.com/news/4490707-xpeng-sets-new-delivery-record-in-august-driven-by-169-yy-growth
[2] https://cnevpost.com/2025/09/01/xpeng-delivers-37709-cars-aug-2025/
[3] https://www.bloomberg.com/news/articles/2025-09-01/xpeng-smaller-ev-makers-kick-sales-goals-in-china-as-byd-stalls