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Xpeng Outshines Li Auto with Record January Deliveries

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A variety of Xpeng electric vehicles on display in a modern showroom

News Summary

Xpeng has achieved a remarkable milestone by delivering 30,350 Smart EVs in January 2025, surpassing Li Auto for the first time since September 2022. Despite a decrease from December, this delivery count reflects a staggering 267.88% increase year-on-year. Xpeng’s growth is driven by the launch of the affordable Mona M03 model and an impressive monthly active user rate of 87%. The company is also expanding into new global markets, indicating its ambition in the competitive EV landscape.

Xpeng Outshines Li Auto with Record January Deliveries

In a surprising twist in the competitive world of electric vehicles (EVs), Xpeng has delivered a staggering 30,350 Smart EVs in January 2025, surpassing local competitor Li Auto for the first time since September 2022. This impressive achievement has turned heads in the automotive industry, marking Xpeng’s third consecutive month of delivering over 30,000 units!

A Look at the Numbers

While January’s numbers are certainly exciting, they do reflect a 17.29% decrease from December’s deliveries, which stood at 36,695 vehicles. However, when compared to the same month last year, January 2025’s numbers show an eye-popping 267.88% increase from the mere 8,250 units delivered in January 2024. It’s worth noting that the Chinese auto market typically experiences lower deliveries at the start of the year, making Xpeng’s performance even more noteworthy.

In the battle of the brands, Li Auto reported delivering 29,927 vehicles in January, reflecting a drop of 48.85% from December and a year-on-year decrease of 3.97%. This makes Xpeng’s performance even more impressive, demonstrating a significant shift in what consumers are choosing when it comes to EVs.

The Key to Xpeng’s Success

Xpeng has primarily focused on battery electric vehicles (BEVs), as opposed to Li Auto’s emphasis on hybrid extended-range electric vehicles (EREVs). A major driver behind Xpeng’s success this month was the launch of its new model, the Mona M03, which contributed over 15,000 units to the total delivery count. Introduced on August 27, 2024, the Mona M03 is Xpeng’s most affordable vehicle, with starting prices ranging from RMB 119,800 (approximately $16,520) to RMB 155,800. It’s about half the price of the Tesla Model 3, making it an attractive option for budget-conscious consumers.

The delivery excitement doesn’t stop there; the two lower-priced variants of the Mona M03 began rolling out at the end of August 2024, and the high-end version, known as the Max, is set to launch soon after the upcoming Chinese New Year holiday.

Innovations and Future Plans

On another front, Xpeng’s P7+ model, which launched on November 7, 2024, has also made waves with 10,035 units delivered just in December alone. Within two months of its launch, it hit an impressive milestone with 20,000 deliveries. For tech-savvy EV enthusiasts, the P7+ doesn’t include LiDAR technology, instead opting for a vision-only smart driving system that’s reminiscent of Tesla’s approach.

One exciting development for urban drivers is Xpeng’s impressive monthly active user penetration rate, which reached an astounding 87% in January 2025. This highlights just how well Xpeng’s vehicles resonate with consumers, especially in city settings where smart technology is paramount.

Xpeng Expands Its Global Footprint

Expanding further into the global market, Xpeng has made strides by entering new territories, including Belgium, Luxembourg, Ireland, and Finland in January 2025. Such expansion not only indicates robust growth but also signifies an ambition to become a key player on the international stage of the EV market.

On the tech front, Xpeng unleashed its latest operating system version, XOS 5.5.0, which includes advanced smart driving features, enhancing the driver and passenger experience even further. Additionally, the company showcased a right-hand drive version of its XPENG X9 MPV at the recent Singapore Motor Show, generating excitement among potential customers.

With such rapid growth and innovation on the horizon, it looks like 2025 is shaping up to be a monumental year for Xpeng as it asserts its place in the bustling EV market. Only time will tell how competitors like Li Auto will respond to this shifting landscape.

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