EV Deliveries

XPeng Inc. (XPEV) reported record-breaking August 2025 deliveries of 37,709 Smart EVs, a 169% YoY increase and 3% MoM growth. Year-to-date deliveries reached 271,615 units, up 252% from 2024. The surge was bolstered by the launch of the new XPENG P7 and strong adoption of the XNGP autonomous driving system, achieving an 85% urban driving monthly active user penetration rate.

Zeekr announced strong July 2025 deliveries, totaling 44,193 vehicles across Zeekr and Lynk & Co brands, a 19.7% year-over-year increase. Zeekr brand accounted for 16,977 deliveries. The company unveiled new Super Hybrid Technologies built on the SEA-S platform featuring a 900V architecture and tri-silicon carbide e-motors, aiming for industry-leading charging speeds. The Zeekr 9X, the first model with this technology, boasts rapid charging capabilities, potentially charging from 20% to 80% in approximately 9 minutes.