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XPeng: China's EV King Of Deliveries

Jan. 05, 2022 8:05 PM ETXPeng Inc. (XPEV)LI, NIO27 Comments
The Asian Investor profile picture
The Asian Investor


  • No company in XPeng’s industry group grows deliveries as fast as XPeng.
  • XPeng sold 16 thousand EVs in December, generating 181% year-over-year growth.
  • New product launches in FY 2022 will add to XPeng’s sector-leading delivery growth.
XPeng Motors‘s sales store and service center at night

Robert Way/iStock Editorial via Getty Images

Once again, Chinese electric vehicle maker XPeng (NYSE:XPEV) crushed the competition regarding delivery growth in the last month of FY 2021. XPeng had the largest EV output in its industry group, which includes NIO (NIO) and Li

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The Asian Investor profile picture
I look for high-risk, high-reward situations. Five largest portfolio holdings: Bitcoin, SoFi, Alibaba, PayPal, Western Alliance. Early buyer of cryptocurrencies. I live in Thailand :)

Analyst’s Disclosure: I/we have a beneficial long position in the shares of XPEV, NIO, LI either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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Comments (27)

31 Jan. 2022
XPeng reportedly expects to deliver 13,000 vehicles in Jan, aims for 250,000 units this year

I like this stock as they are the technology leader in China EV industry. I own a P7 since Feb 2021, and over the past 10 months, there have been several major OTA updates. Their technologies are great, like the NGP autopilot, autoparking….etc.
Chris Lau profile picture
@Wilson88 Do you reside in China? Why is XPEV and NIO stock by so much? Is domestic disposable income down that sales will fall for January?
Shaduc profile picture
@Chris Lau i never heard of XPEng or Nio when I lived in Shanghai or HK.
here is a recent chart: www.protocol.com/...
goodwell111 profile picture
BYD delivered several times more than XPEV.
eduso profile picture
@goodwell111 Yes, but it plays in a different league - no finesse. XPEV has the best self-driving in China.
Maxed Out Mama profile picture
@eduso BYD is going there, probably in a big way:


By 2023 BYD wants to have a high-end lux brand, and I am sure they will want to have more along the lines of Level 3 for that. Their partner, Momenta, is already doing demos with SAIC, so I think it is a serious thing.
The Asian Investor profile picture
@goodwell111 BYD is in a different category, they started way early and are already profitable, sell a considerable amount of EVs. To some extent, it may be more comparable to Tesla regarding size of operations, sales, EV output...
Maxed Out Mama profile picture
There's always BYD, which is growing faster - over 200%. Over 230% passenger vehicles YoY in December. 262,947 passenger EVs in just Q4. Total for the year in that category was 593,745, meaning BYD delivered 44% of total annual sales in the last quarter. Very fast growth trajectory. December YoY was over 300% growth.
Report links here:

eduso profile picture
@MaxedOutMama XPEV growth 2021-2022 cars sold: 5.33x = 433% plus. XPEV biggest hit, potentially, could be P5 sedan launched in Sept. - its deliveries doubled so far every month (Sept- Dec.).

BYD also has a lot to go for.
Maxed Out Mama profile picture
@eduso I think XPeng is a great company. I am a bit more bullish on it than NIO, not least because I believe that XPeng's strategies make it easier to export.

The next ledge for both companies is exporting.
eduso profile picture
@Maxed Out Mama 1. NIO is messed up all over. Better forget. 2. Due to tech advances, very hard to predict, which will win -- extremely rapid changes. 3. XPEV has a superb CEO, very well focused on tech dev. 4. XPEV already exports to Norway, the best EV testing ground in the world (small market with very high demands) - G3 does not seem to impress Norwegian customers in a year (!) of marketing - (G3 also stagnates in China), no info on P7 yet -- I think P5 compact sedan could be a big hit also in Europe. We shall see.
TAS profile picture
Perhaps someday corporate data coming from The People's Republic of China will be trusted. Who knows? Even the legal system and country policies will abide by international norms of litigation and behavior.

Until that wonderful day, I pass.
Hi what about? BYD? They had fantastic numbers too?
@Philmcsim 93k in Dec!!!
@Philmcsim 43k pure EV on Dec 21….
Maxed Out Mama profile picture
@Philmcsim That was 48K pure EV, & 44K PHEV passenger vehicles in December. SA had the numbers reversed.
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