XPeng Reports 230% Increase in May EV Deliveries

XPeng delivered 33,525 electric vehicles (EVs) in May 2025, marking a 230% year-over-year increase, and exceeded 30,000 monthly deliveries for the seventh consecutive month.

Delivery Highlights

In total, XPeng delivered 162,578 vehicles in the first five months of 2025, a 293% rise over the same period in the previous year. On May 28, the company launched the MONA M03 Max, featuring advanced urban AI smart driving technology at a price point appealing to younger buyers.

This model incorporates human-machine co-driving capabilities, enhancing the interaction between automated systems and drivers. XPeng is focused on developing its in-house technologies to target tech-savvy consumers and promote smart electric mobility.

Potential Positives

• XPeng’s May delivery figures show a 230% increase from May 2024.
• The company has achieved over 30,000 vehicle deliveries for seven months, reflecting solid demand.
• The MONA M03 Max lowers barriers for advanced vehicle technology, attracting a younger demographic.
• This model features human-machine co-driving technology, enhancing the driving experience.

Potential Negatives

• High delivery volumes might lead to market saturation and future growth challenges.
• Inherent risks mentioned in forward-looking statements may induce investor concern.
• Increased scrutiny may arise regarding manufacturing quality and production sustainability due to rapid growth.

FAQ

What were XPeng’s vehicle delivery figures for May 2025?

XPeng delivered 33,525 Smart EVs in May 2025, a 230% year-over-year increase.

How many months has XPeng delivered over 30,000 vehicles?

XPeng has exceeded 30,000 vehicles delivered for seven consecutive months.

What is the significance of the MONA M03 Max launch?

The MONA M03 Max offers advanced AI smart driving technology starting at 150,000 RMB.

What features does the MONA M03 Max offer?

The MONA M03 Max includes AI Tianji XOS 5.7.0 with over 300 new features.

What is XPeng’s mission in the Smart EV market?

XPeng aims to transform smart EV technology to enhance the mobility experience.

$XPEV Hedge Fund Activity

Ninety-nine institutional investors added shares of $XPEV, while 127 decreased their positions last quarter.

• TMT GENERAL PARTNER LTD increased its holdings by 15,340,907 shares (+88.2%), valued at approximately $317,863,593.
• MILLENNIUM MANAGEMENT LLC reduced its holdings by 7,091,272 shares (-67.7%), worth about $146,931,155.
• BNP PARIBAS FINANCIAL MARKETS boosted its portfolio by 4,511,751 shares (+567.4%), valued at $93,483,480.
• JPMORGAN CHASE & CO sold 3,305,155 shares (-71.9%), estimated at $68,482,811.
• ALIBABA GROUP HOLDING LTD decreased its stakes by 3,087,020 shares (-8.1%), worth $63,963,054.
• D. E. SHAW & CO., INC. reduced its holdings by 2,505,375 shares (-27.4%), valued at $51,911,370.
• POINT72 ASSET MANAGEMENT, L.P. eliminated its stake entirely with a loss of 2,461,216 shares.

$XPEV Analyst Ratings

Wall Street has recently seen two buy ratings for $XPEV with no sell ratings.

• Macquarie rated it “Outperform” on 05/21/2025.
• Citigroup issued a “Buy” on 03/10/2025.

$XPEV Price Targets

Two analysts set price targets for $XPEV in the past six months, with a median target of $21.5.

• Eunice Lee from Bernstein set a target price of $19.0 on 05/22/2025.
• Eugene Hsiao from Macquarie set a target price of $24.0 on 05/21/2025.

Full Release

• Delivers 33,525 units in May, up 230% YoY
• 30,000+ vehicles delivered monthly for seventh consecutive month

GUANGZHOU, China, June 01, 2025 (GLOBE NEWSWIRE) — XPeng Inc. (“XPeng” or the “Company,” NYSE: XPEV and HKEX: 9868), a leading Chinese smart electric vehicle (“Smart EV”) company, today announced its vehicle delivery results for May 2025.

In May 2025, XPeng delivered 33,525 Smart EVs, representing 230% growth year-over-year, surpassing 30,000 units for the seventh consecutive month. In total, the company delivered 162,578 Smart EVs in the first five months of the year, a 293% increase compared to last year.

On May 28, the Company launched the MONA M03 Max, reducing the entry-level price for urban AI smart driving to 150,000 RMB, making advanced vehicle technology more accessible. The MONA M03 Max is the first XPeng model featuring AI Tianji XOS 5.7.0, offering over 300 new features.

XPeng’s XNGP technology achieved an 85% active user penetration rate in urban driving during May 2025. Notably, the MONA M03 Max applied human-machine co-driving, allowing both advanced driving assistance systems (ADAS) and drivers to share control for a seamless driving experience.