NIO and XPENG report all-time high electric vehicle deliveries in 2025

NIO and XPENG reported record electric vehicle deliveries in 2025, driven by strong quarterly results, overseas growth, and expanding charging infrastructure. Read the full breakdown.

Chinese premium electric vehicle makers NIO and XPENG closed 2025 with record-breaking delivery results, confirming a strong acceleration in growth both in China and overseas. For both companies, new all-time highs were recorded not only for the full year, but also for December and the fourth quarter.

December 2025 marked NIO’s strongest month on record, with 48,135 vehicles delivered to customers, representing a 54.6% year-over-year increase. The result highlights the growing importance of the company’s multi-brand structure. While the core NIO brand accounted for the largest share, the family-oriented ONVO brand and the compact high-end FIREFLY line also made a meaningful contribution. Fourth-quarter deliveries reached 124,807 vehicles, and full-year deliveries rose to 326,028 units, nearly 47% higher than in 2024. Cumulative deliveries approached the one-million mark by the end of the year.

NIO also pointed to the performance of its flagship electric SUV, the All-New NIO ES8. The model surpassed 40,000 cumulative deliveries and, according to the company, became the fastest-selling battery electric vehicle in China priced above RMB 400,000. NIO attributes this momentum to its broader energy ecosystem, combining charging, battery swapping, and upgradeable vehicle technologies.

XPENG likewise finished the year at a historic high. The company delivered 37,508 vehicles in December, while total deliveries for 2025 reached 429,445 units, more than doubling the previous year’s result. Overseas expansion played a growing role, with 45,008 vehicles delivered outside China during the year and XPENG’s presence expanding to 60 countries and regions by year-end.

Infrastructure development remained central to XPENG’s strategy. During 2025, the company added more than 1,100 charging stations, bringing its self-operated charging network to around 3,000 locations. XPENG also highlighted the environmental impact of its growth, estimating that vehicles delivered in 2025 are expected to reduce lifecycle greenhouse gas emissions by more than 6.61 million tons of CO₂ equivalent.

Taken together, the results illustrate two complementary growth paths. NIO continues to focus on the premium segment through a multi-brand approach supported by an integrated energy ecosystem, while XPENG accelerates scale through international expansion and charging infrastructure investment. If current trends hold, 2025 may be remembered as the year when competition among Chinese EV manufacturers firmly shifted onto a global stage.