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Xpeng tops 40,000 monthly deliveries as mass market strategy plays out
SHANGHAI, CHINA – OCTOBER 16, 2025 – New energy vehicles displayed in Xiaopeng Motors store in Shanghai, China on October 16, 2025. (Photo credit should read CFOTO/Future Publishing via Getty Images)
Cfoto | Future Publishing | Getty Images
While most Chinese electric vehicle makers have seen ups and downs, Xpeng has built a slow and steady momentum over the last 12 months without a single decline this year – a rare streak in China’s competitive EV market.
Xpeng in its all-year round winning streak, delivered 42,013 vehicles. This marks the second time the startup has topped over 40,000 vehicles this year.
The latest 40,000 breakthrough comes after the release of the Mona series in late August which began deliveries in September. Xpeng reported its namesake brand and Mona-branded cars in its monthly total and did not break out global and China sales figures.
The Mona series is Xpeng’s mass-market brand that carries models such as the M03 sedan for as little as 119,800 yuan ($16,812) or 155,800 yuan for more advanced assistive features.
Xpeng’s steady rises puts growing pressure on Elon Musk’s Tesla, which saw its deliveries fluctuate amid the crowded EV market.
Chinese EV makers challenge Tesla
In the past 3 months alone, Tesla China posted a mixed performance with whole sale numbers hitting 67,886 in July, 83,192 in August, and 71,525 in September, according to data from Passenger Car Association.
While October’s wholesale record has not been released yet, the sales data highlights Tesla’s vulnerability to a price war and China’s overcrowded EV market.
Among China’s top performers, BYD maintained its lead with 436,856 units delivered in October, breaking past the 300,000 streak this year. While this marks a new 2025 record, it is a 12.7% decrease in sales from October last year.
This comes amid the EV behemoth’s steepest profit decline of 32.6% year-on-year, according to a statement on its third-quarter results published last week.
Leapmotor delivered 70,289 units in October, up 5.5% after topping 60,000 sales for the first time in September.
Meanwhile, Huawei-backed Harmony Intelligent Mobility Alliance, which includes brands such as Aito, Chery, and Maextro, made 70,289 deliveries in October.
Nio posted 40,397 deliveries in October, marking growth across all of its brands —the premium “Nio” brand and lower-priced Onvo and Firefly brands. Its flagship brand led the gains, rising from 13,728 to 17,143 units, nearly matching Onvo’s record of 17,342.
Xiaomi meanwhile, maintained its deliveries with over 40,000 units, with the exact numbers unspecified. Li Auto recorded 31,767 unit deliveries, approximately a 6.4% drop from the previous month. This decline comes after a slight rebound last month after a marketing blunder.
Geely-owned Zeekr made the lowest deliveries with 21,423 units which is slightly above its 18,257 deliveries recorded in September.
