[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  LongYield [@LongYield](/creator/twitter/LongYield) on x 4471 followers Created: 2025-07-10 01:23:26 UTC $XPEV XPeng Inc. Q1 2025 Earnings Call Key Highlights: 🚗 Record-Breaking Vehicle Deliveries and Market Leadership XPeng delivered XXXXXX vehicles in Q1 2025, up XXX% year-over-year, marking a new company record and positioning it as the top-selling emerging EV brand both domestically and internationally. Monthly deliveries surpassed XXXXXX units for six consecutive months, despite the traditional seasonal weakness of Q1. Notable model performance includes over XXXXXXX cumulative MONA M03 deliveries, XXXXXX units of the new P7+, and XXXXX combined units of the refreshed G6 and G9 models in April. The company emphasized the systemic strengthening of its product development, organizational agility, and AI-driven innovation as key growth enablers. 💰 Improved Financial Performance and Narrowing Losses Total revenue reached RMB XXXXX billion, up XXXXX% year-over-year; vehicle revenue alone totaled RMB XXXXX billion, a XXXXX% increase year-over-year. Gross margin rose to 15.6%—a record high for the company—while vehicle margin improved to 10.5%, reflecting enhanced cost control and economies of scale. Net loss narrowed to RMB XXX million, down from RMB XXXX billion a year prior, aided by higher margins and reduced operating expenses. Free cash flow exceeded RMB X billion, and XPeng ended the quarter with a robust cash position of RMB XXXXX billion in liquid assets. 🧠 Comprehensive AI Integration Across Vehicles and Platforms XPeng advanced its physical world AI strategy, launching in-house Turing chips and developing full-stack ADAS solutions, cockpit AI, and humanoid robots. The Turing chip, with 3–7x the compute power of mainstream automotive chips, has completed tape-out and is entering mass production, targeting full integration across new models starting in Q3. The Hawkeye ADAS platform uses a pure vision approach without LIDAR and supports advanced perception under complex urban and weather conditions. The company’s AI foundation model in the cloud has scaled to XX billion parameters, supported by China’s first 10,000-GPU automotive computing cluster and XXX million training video clips by year-end. 🌐 Accelerated Global Expansion and Export Momentum Overseas deliveries surged more than XXXXXX units YoY in Q1, positioning XPeng as China’s leading exporter of mid- to high-end NEVs. Over XX new international stores opened in Q1 across key markets such as the U.K., Europe, and Southeast Asia. Management reaffirmed its strategic focus on European, Middle Eastern, and Southeast Asian markets, with plans to explore Latin America and additional parts of Asia. Tariff-related challenges in Europe are being addressed via changes in product mix, local investment exploration, and collaboration with partners to safeguard long-term margins.  XXX engagements  **Related Topics** [quarterly earnings](/topic/quarterly-earnings) [$9868hk](/topic/$9868hk) [$xpev](/topic/$xpev) [Post Link](https://x.com/LongYield/status/1943118835596275796)
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LongYield @LongYield on x 4471 followers
Created: 2025-07-10 01:23:26 UTC
$XPEV XPeng Inc. Q1 2025 Earnings Call Key Highlights:
🚗 Record-Breaking Vehicle Deliveries and Market Leadership
XPeng delivered XXXXXX vehicles in Q1 2025, up XXX% year-over-year, marking a new company record and positioning it as the top-selling emerging EV brand both domestically and internationally.
Monthly deliveries surpassed XXXXXX units for six consecutive months, despite the traditional seasonal weakness of Q1.
Notable model performance includes over XXXXXXX cumulative MONA M03 deliveries, XXXXXX units of the new P7+, and XXXXX combined units of the refreshed G6 and G9 models in April.
The company emphasized the systemic strengthening of its product development, organizational agility, and AI-driven innovation as key growth enablers.
💰 Improved Financial Performance and Narrowing Losses
Total revenue reached RMB XXXXX billion, up XXXXX% year-over-year; vehicle revenue alone totaled RMB XXXXX billion, a XXXXX% increase year-over-year.
Gross margin rose to 15.6%—a record high for the company—while vehicle margin improved to 10.5%, reflecting enhanced cost control and economies of scale.
Net loss narrowed to RMB XXX million, down from RMB XXXX billion a year prior, aided by higher margins and reduced operating expenses.
Free cash flow exceeded RMB X billion, and XPeng ended the quarter with a robust cash position of RMB XXXXX billion in liquid assets.
🧠 Comprehensive AI Integration Across Vehicles and Platforms
XPeng advanced its physical world AI strategy, launching in-house Turing chips and developing full-stack ADAS solutions, cockpit AI, and humanoid robots.
The Turing chip, with 3–7x the compute power of mainstream automotive chips, has completed tape-out and is entering mass production, targeting full integration across new models starting in Q3.
The Hawkeye ADAS platform uses a pure vision approach without LIDAR and supports advanced perception under complex urban and weather conditions.
The company’s AI foundation model in the cloud has scaled to XX billion parameters, supported by China’s first 10,000-GPU automotive computing cluster and XXX million training video clips by year-end.
🌐 Accelerated Global Expansion and Export Momentum
Overseas deliveries surged more than XXXXXX units YoY in Q1, positioning XPeng as China’s leading exporter of mid- to high-end NEVs.
Over XX new international stores opened in Q1 across key markets such as the U.K., Europe, and Southeast Asia.
Management reaffirmed its strategic focus on European, Middle Eastern, and Southeast Asian markets, with plans to explore Latin America and additional parts of Asia.
Tariff-related challenges in Europe are being addressed via changes in product mix, local investment exploration, and collaboration with partners to safeguard long-term margins.
XXX engagements
Related Topics quarterly earnings $9868hk $xpev