Core Insights - XPeng Inc. reported record vehicle deliveries in September 2025, with 41,581 Smart EVs delivered, marking a 95% year-over-year increase and a 10% month-over-month increase, surpassing the 40,000 monthly deliveries milestone [2][8] - For the third quarter of 2025, XPeng delivered a total of 116,007 Smart EVs, representing a 149% year-over-year increase [2][8] - Cumulative deliveries for the first nine months of 2025 reached 313,196 units, which is a 218% increase compared to the same period in 2024 [2] Production and Milestones - The 10,000th New XPENG P7 was produced in September, making it the fastest model in the company's lineup to achieve 40 jobs per hour on a new production line [3] - XPeng achieved a monthly active user penetration rate of 83% for its XNGP in urban driving, with the rollout of its VLA-powered XNGP featuring door-to-door full scenario ADAS capabilities [4] ESG and Company Overview - XPeng received the highest MSCI ESG Rating of AAA for the third consecutive year, reinforcing its leading position in the global automotive industry [3] - The company focuses on designing, developing, manufacturing, and marketing Smart EVs, targeting technology-savvy middle-class consumers [5]

Core Insights - XPeng Inc. reported a significant increase in vehicle deliveries, with March 2025 deliveries reaching 33,205 Smart EVs, a 268% year-over-year increase, and first-quarter deliveries totaling 94,008 units, representing a 331% increase compared to the same period last year [2][6] Group 1: Delivery Performance - In March 2025, XPeng delivered 33,205 Smart EVs, marking a 268% increase year-over-year [2] - For the first quarter of 2025, XPeng delivered 94,008 Smart EVs, which is a 331% increase compared to the same period last year [2] - XPeng has surpassed 30,000 units in monthly deliveries for five consecutive months [2][6] Group 2: Product Launch and Features - On March 13, 2025, XPeng launched the 2025 versions of the XPENG G6 and XPENG G9, both equipped with 5C AI batteries and Turing AI-powered smart driving features across all trims [2] - The company focuses on developing in-house advanced driver-assistance system technology and intelligent operating systems to enhance customer mobility experience [4] Group 3: Market Expansion and User Engagement - XPENG's monthly active user penetration rate for its XNGP service in urban driving reached 86% in March 2025 [3] - The company expanded its global presence by entering the Indonesian market [3]