Here's a shocking truth: while many electric vehicle (EV) manufacturers struggle to maintain consistent sales, Xpeng’s Mona M03 continues to defy the odds, proving itself as a powerhouse in the EV market. But here's where it gets controversial—while the Mona M03 steals the spotlight, the real story might be the sudden surge of the X9 MPV, leaving industry watchers divided on what this means for Xpeng’s future lineup. Let’s dive into the details.
In November, the Mona M03 delivered an impressive 14,886 units, accounting for a substantial 40.53 percent of Xpeng’s monthly deliveries. This marks its 15th consecutive month surpassing the 10,000-unit milestone, a feat that’s hard to ignore. And this is the part most people miss—despite a 9.36 percent dip from October’s 16,424 units, the model still boasts a 24.44 percent year-on-year increase, showcasing its enduring appeal. From January to November, the Mona M03 contributed 41.66 percent of Xpeng’s total deliveries, solidifying its position as the brand’s top-selling model.
Launched in August 2024, the Mona M03 offers four variants priced between RMB 119,800 ($16,940) and RMB 139,800, making it an accessible yet premium choice. By the end of November, cumulative deliveries reached a staggering 211,908 units, according to CnEVPost data.
Now, let’s talk about the X9 MPV. With 3,234 units delivered in November, it accounted for 8.81 percent of Xpeng’s monthly sales. Here’s the bold part—this represents a jaw-dropping 122.88 percent year-on-year increase and a 161.02 percent jump from October. Could the X9 be the dark horse in Xpeng’s lineup? The launch of its extended-range electric vehicle (EREV) variant on November 20, priced lower than its battery electric vehicle (BEV) counterpart, certainly adds fuel to this debate. Reports of Xpeng requesting additional materials for 5,000 X9 EREVs by year-end suggest skyrocketing demand—but is this sustainable?
Meanwhile, other models like the G6 SUV and P7+ sedan saw declines. The G6, Xpeng’s second-highest delivering model, recorded 6,324 units in November, down 13.97 percent year-on-year. The P7+ delivered 4,870 units, a 12.54 percent drop from October. These numbers raise questions: Are these models losing their edge, or is the market simply shifting?
Here’s a thought-provoking question for you: With the Mona M03 dominating and the X9 surging, is Xpeng’s success too reliant on these two models? Or is this strategic focus a recipe for long-term growth? Share your thoughts in the comments—we’d love to hear your take on this evolving EV landscape.
