Is XPENG Separating Itself From NIO, Or Just A Step Ahead?

Is XPENG Separating Itself From NIO, Or Just A Step Ahead?



Last Updated on: 1st August 2025, 11:54 pm

XPENG and NIO are a similar age, young EV startups from China that highlight their smart tech and have been advancing the EV revolution. More or less, they have grown at a similar rate, and in waves have reached greater and greater heights.

Of course, they are different countries with different strengths and weaknesses, and different ways of attracting customers. However, they’ve just continually tracked closely with each other in terms of sales. Looking at the sales chart below, though, things might be changing.

As you can see, XPENG sales spiked a ton in recent months. NIO sales started to spike, but then dropped back down. At the moment, looking at the chart, XPENG seems to be sprinting away from NIO and reaching a new, much higher base level.

The question is whether this is a splitting point or NIO will surge upward again and its monthly sales will be similar to XPENG’s again. We will see. One big positive from the brand is the following: “As the NIO brand’s iconic product for 2025, the all-round flagship SUV All-New ES8 is set to debut in late August with its official launch at NIO Day 2025 in late September—available for delivery upon its market introduction.” Can that bring NIO to another level, to XPENG’s current level? We’ll see.

For more on these companies and their sales trends, see:

XPENG Sales Grow 229% in July!

NIO Sales Up 25% (Or 2.5%)

To wrap up, below is an interactive version of the chart above (best viewed and played with on an actual computer, rather than a phone).


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