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- Delivery Growth: XPeng delivered a total of 429,445 vehicles in 2025, representing a remarkable 126% year-over-year increase, which underscores its strong growth momentum in the electric vehicle market and solidifies its market position.
- International Expansion: In 2025, XPeng delivered 45,008 vehicles in overseas markets, marking a 96% increase year-over-year, successfully expanding its footprint to 60 countries and regions, thereby enhancing its global market influence.
- Environmental Impact: The deliveries in 2025 are expected to reduce lifecycle greenhouse gas emissions by over 6.61 million tons, equivalent to the carbon absorption of 110 million young trees over ten years, reflecting the company's commitment to sustainability.
- Charging Network Growth: During 2025, XPeng added more than 1,100 new charging stations, bringing its total self-operated charging network to 3,000 stations, marking a significant milestone in infrastructure development that enhances user convenience for charging.
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- Significant Delivery Growth: XPeng delivered 429,445 vehicles in 2025, representing a remarkable 126% year-over-year increase, indicating strong demand and enhanced brand recognition in the electric vehicle market.
- Overseas Market Expansion: In 2025, XPeng delivered 45,008 vehicles in overseas markets, a 96% increase year-over-year, successfully expanding its footprint to 60 countries and regions, thereby strengthening its global competitive position.
- Environmental Impact: The deliveries in 2025 are expected to reduce lifecycle greenhouse gas emissions by over 6.61 million tons, equivalent to the carbon absorption of 110 million young trees over ten years, showcasing the company's commitment to sustainability.
- Charging Network Development: XPeng accelerated its charging network expansion by adding over 1,100 new stations, bringing the total to 3,000, marking a significant milestone in infrastructure development that enhances user convenience and brand loyalty.
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Stock Performance: XPENG-W (09868.HK) experienced a decline of 1.436%, with a short selling volume of $190.44 million and a ratio of 22.372%.
New Model Announcement: The company announced that its second-generation VLA model will begin mass production in the first quarter of 2026, starting with Ultra models.
Model Integration: The 2026 models P7+ and G7 will also feature the new VLA model, indicating an expansion of its technology across multiple vehicle lines.
Market Data Note: The stock quote for HK stocks is delayed by at least 15 minutes, and the short selling data is current as of December 30, 2025.
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Market Overview: The DJIA fell by 94 points (0.2%) following the Fed's meeting minutes indicating potential interest rate cuts, while Hong Kong's HSI and HSCEI opened lower on the last trading day of 2025.
Tech Sector Performance: Major tech stocks like TENCENT, BABA-W, and MEITUAN-W opened lower, with significant short selling ratios, while BILIBILI-W saw a slight increase.
Chip Manufacturing Policy: Mainland China mandated that chip manufacturers use at least 50% domestically produced equipment for new production capacity, positively impacting SMIC's stock.
Robotics and Automotive Stocks: Robotics stocks like SANHUA and UBTECH opened higher, and the mainland's support for "Two New" policies in 2026 led to mixed performances among automakers, with NIO-SW showing a notable increase.
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Autonomous Driving Transition: He Xiaopeng, Chairman of XPENG-W, announced that 2026 will mark the transition from Level 2 to Level 4 autonomous driving, skipping Level 3 entirely.
Next-Generation Smart Cars: XPeng's Ultra version will achieve next-generation autonomous driving capabilities and will be utilized for Robotaxi services.
Market Forecast: He predicts that vehicles with full autonomous driving capabilities will represent the next generation of smart cars within the next three years.
Stock Market Context: The article notes a short selling figure of $190.44 million for XPENG-W, with a short selling ratio of 22.372%.
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