Chinese premium electric vehicle makers, XPENG and NIO announced their electric vehicle delivery numbers for the month of November.
XPENG delivered 36,728 Smart EVs in November 2025, representing a year-over-year increase of 19%. From January to November 2025, XPENG’s cumulative deliveries reached 391,937 units, up 156% year-on-year.
XPENG’s overseas deliveries from January to November 2025 reached 39,773 units, marking a 95% year-on-year increase.
On November 5, XPENG successfully hosted its 2025 XPENG AI Day event, unveiling a suite of groundbreaking “Physical AI” applications, including XPENG VLA 2.0, Robotaxi, and Next-Gen IRON humanoid robot. These AI applications are expected to enter mass production in 2026.
In November, XNGP achieved an urban driving monthly active user penetration rate of 84%. In late December, XPENG will invite users in China to participate in a pilot program of VLA 2.0.
Meanwhile, NIO delivered 36,275 vehicles in November 2025, representing an increase of 76.3% year-over-year. The deliveries consisted of 18,393 vehicles from the Company’s premium smart electric vehicle brand NIO, 11,794 vehicles from the Company’s family-oriented smart electric vehicle brand ONVO, and 6,088 vehicles from the Company’s small smart high-end electric car brand FIREFLY.
Cumulative deliveries reached 949,457 as of November 30, 2025.
