XPeng Motors Sales Report: 313,000 Units Sold in First Three Quarters of 2025, Annual Target 89.5% Achieved

XPeng Motors has demonstrated remarkable performance in the first three quarters of 2025, with cumulative sales reaching 313,000 vehicles, a staggering year-on-year increase of 217.8%. The company has achieved 89.5% of its annual sales target, ranking first among emerging automotive brands. With only approximately 37,000 vehicles remaining to meet the full-year goal of 350,000 units, XPeng is poised to complete its annual target ahead of schedule.

Key Background and Sales Performance

In September 2025 alone, XPeng sold 41,581 vehicles, indicating that the company could potentially achieve its annual target within just one month. This performance significantly outpaces other emerging competitors in the market.

When compared to other prominent electric vehicle brands, XPeng's target completion rate stands substantially higher. Competitors such as Leapmotor, Li Auto, and Xiaomi have achieved completion rates of 79.1%, 46.4%, and 71.4% respectively. Notably, only four brands have exceeded 70% completion rate, while most others remain below 50%, highlighting the increasing market polarization.

The XPeng MONA M03 series has emerged as the primary sales driver, demonstrating the company's precise product positioning and strong market appeal.

XPeng P7+ Product Highlights and Competitive Configuration

Built on the advanced SEPA 2.0 platform, the XPeng P7+ features a body length of 5,056 mm and a wheelbase of 3,000 mm, achieving an impressive space utilization rate of 88%.

The vehicle offers exceptional storage capacity with a trunk volume of 725 liters, expandable to 2,221 liters when rear seats are folded down – sufficient to accommodate up to 33 twenty-inch suitcases, meeting diverse spatial requirements.

Standard features across all variants include heated, ventilated, and massaging seats for both front and rear passengers, complemented by a premium 20-speaker Xopera sound system.

The intelligent driving system incorporates an AI Eagle Eye Vision system powered by dual NVIDIA Orin-X chips, delivering computational power of 508 TOPS. Crucially, XPeng offers both "door-to-door" and "parking-space-to-parking-space" advanced driver assistance systems completely free of charge.

The model has achieved cumulative deliveries exceeding 77,000 units, maintaining its position as the sales champion in the 150,000-200,000 RMB mid-size pure electric sedan category for 10 consecutive months.

Despite the average selling price decreasing to 158,500 RMB (approximately US$21,710 at current exchange rate of CNY:USD 7.3) from 267,600 RMB (approximately US$36,670) during the same period last year – a reduction of over 100,000 RMB – the company's gross margin has remarkably improved to 17.3%. Furthermore, net losses substantially narrowed to 1.14 billion RMB (approximately US$15.63 million) in the first half of this year.

Evolution in User Demographics and Market Targeting

The introduction of MONA M03 has significantly rejuvenated XPeng's customer base, with 38.6% of users now being female and the average user age dropping to just 28.5 years, substantially expanding the brand's appeal across diverse consumer segments.

XPeng has successfully implemented a strategy of democratizing premium technology, exemplified by the Mona M03 Max variant which comes standard with flagship-level Turing AI assisted driving features at an accessible price point of around 120,000 RMB, enabling mainstream consumers to experience functionalities typically found in vehicles costing 500,000 RMB.

Business Model Transformation and Direct Benefits

XPeng's "premium features at accessible prices" strategy – inspired by Xiaomi's value-for-money approach – has enabled the widespread incorporation of high-end configurations across more affordable models. This has created economies of scale, allowing fixed costs to be amortized over larger production volumes while strengthening the company's bargaining power within the supply chain.

The combination of competitive pricing and technology accessibility has not only boosted sales but also enhanced gross margins, positioning the company toward reaching its profitability inflection point.

The brand has successfully transcended its initial image as a "tech enthusiast" brand appealing primarily to male customers, rapidly expanding its appeal to families, younger consumers, and female buyers.

Comparative Analysis: XPeng vs Key Competitors (First Three Quarters of 2025)

Conclusion and Strategic Implications

XPeng Motors has effectively adopted a value-oriented approach inspired by Xiaomi, driving the democratization of advanced technology and feature accessibility. This strategy has catalyzed explosive sales growth while simultaneously improving profitability, establishing a leading position in scale economies within the competitive electric vehicle landscape.

Through precise product positioning, technology accessibility, and strategic market adjustments, XPeng has emerged as the standout performer among emerging automotive brands, boasting the highest target completion rate and fastest growth pace. The company is well-positioned to achieve its annual targets ahead of schedule, establishing itself as an exemplary case of successful market transformation in the automotive industry.

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