Group 1 - In August 2025, XPeng Motors delivered 37,709 vehicles, representing a year-on-year increase of 169% and a month-on-month increase of 3% [1][2] - The launch of the new XPeng P7 model contributed to sales growth, with over 15,000 units sold in August. The new P7 variants were priced between 219,800 and 301,800 CNY [2] - The company has expanded its product matrix, enhancing its sales potential with models like the XPeng Mona M03, P7+, G6, and G7 [2] Group 2 - XPeng's AI system, XNGP, achieved an 85% monthly active user penetration rate in August, indicating strong user engagement [2] - A strategic partnership with Volkswagen Group was established to develop advanced electronic and electrical architectures, enhancing XPeng's technological capabilities [2] - The company is positioned to maintain its AI leadership, with ongoing iterations of its Turing chip and AI model capabilities [2] Group 3 - XPeng Motors is expanding its global market presence, successfully entering new markets in the UK, Italy, and Ireland, covering 46 countries and regions [3] - The new XPeng G6 was launched in Thailand, further accelerating the company's global expansion efforts [3] - Sales projections for XPeng Motors from 2025 to 2027 are estimated at 524,000, 786,000, and 966,000 vehicles, with corresponding revenues of 97.76 billion, 158.1 billion, and 197.07 billion CNY [3]
小鹏汽车-W(09868.HK)2025年8月销量点评：P7上市产品矩阵完善 研发能力充分验证