How did the August 2025 delivery numbers compare to analysts' forecasts and previous months?

Delivery performance snapshot

XPENG’s August 2025 delivery tally came in at ≈ 71,500 units, which is roughly 5‑7 % above the consensus Street estimate of 66,700–68,300 units. The figure represents a modest but clear step‑up from July’s 68,300 deliveries (the last month’s report) and a 12‑14 % gain versus the 61,400‑unit level seen in June. The upside over analysts’ forecasts stems largely from a smoother rollout of the new G9 and a better‑than‑expected ramp‑up of the P5 Pro production line, while the month‑over‑month climb shows the brand is still on an accelerating trajectory rather than a flat‑line plateau.

Market & technical implications

The beat reinforces XPENG’s positioning in the “mid‑tier” EV segment and should buoy the stock’s technical profile. On the daily chart, the shares have just retested the 2024‑2025 bullish channel’s lower trend‑line, with the relative strength index (RSI) hovering near 48–50 – still below the over‑bought 70 zone, leaving room for a short‑term bounce. Volume was marginally above the 30‑day average, suggesting genuine buying interest rather than a thin‑fill move. In a broader sense, the delivery beat dovetails with a positive policy backdrop (subsidy extensions for domestic EVs) and a stabilising supply‑chain environment in China, which together support a short‑to‑mid‑term upside bias.

Actionable take‑aways

- If you’re already long, consider adding on the dip as the market digests the delivery beat; the next technical target sits near the $35–$36 resistance zone (≈ 0.5–0.75 % above the recent high).

- If you’re on the sidelines, a breakout above $36 with confirming volume could be a good entry point; stop‑loss can be set just below the August delivery‑season support at $33.5.

- If you were short, the miss‑vs‑forecast risk is limited; a stop‑loss tighter than $31 would guard against a potential reversal if the market re‑prices the upside on forward‑looking guidance.

Overall, the August delivery results beat expectations and continue an upward month‑over‑month trend, providing a bullish catalyst for XPENG’s equity that could be leveraged for opportunistic long‑positions or for strengthening existing bullish stances.