Written by Cláudio Afonso | LinkedIn | X
Guangzhou-based carmaker XPeng said late Monday it delivered 33,205 electric vehicles in March surpassing the 30,000 unit mark for the fifth consecutive month.
XPeng delivered 94,008 vehicles in the first quarter, exceeding the company’s earlier guidance of 91,000 to 93,000 units issued during its fourth-quarter earnings.
The March deliveries alone — which grew 268% year-over-year — surpassed expectations, as XPeng had implied a range of 30,197 to 32,197 vehicles for the month based on its quarterly forecast.
The company had delivered 30,350 units in January and 30,453 in February.
The carmaker’s founder He Xiaopeng said recently he is “confident” about more than doubling last year’s delivery figures suggesting the company’s sales can surpass 380,000 units this year.
“In March 2025, XNGP’s monthly active user penetration rate in urban driving reached 86%,” the company said in a statement. “At the same time, XPeng expanded its global presence by entering the Indonesian market.”
Five Range-Extended Models
According to a recent report from the Chinese publication 36Kr, XPeng is developing “at least” five range-extended models across various body styles, including sedans and SUVs.
The first of these models is based on the current X9 platform, with mass production expected to begin in the second half of 2024. Additional models under development—codenamed E, F, and H—are set to launch in 2026 and 2027, offering both pure-electric and range-extended powertrain options.
Trump’s 25% Tariffs
Bernstein analysts said last week the firm sees little risk for Chinese automakers from U.S. President Donald Trump’s move to impose a 25% tariff on all foreign-made vehicles and most components starting later this week.
As of today, China-made electric vehicles already face steep U.S. tariffs with a 100% duty raised from 25% by former President Joe Biden last year.
In a new research note, Bernstein analyst Daniel Roeska wrote that the tariffs “have practically no impact on Chinese auto OEMs or EV players,” adding that “none of the OEMs in our coverage have any immediate or medium plans” to enter the U.S. market.