China’s Xpeng delivers over 30,000 vehicles for the sixth consecutive month
People visit XPENG booth at 2025 Spring International Auto Show in Qingdao, Shandong province, China, on March 7, 2025.
Cfoto | Future Publishing | Getty Images
Chinese electric vehicle maker Xpeng delivered 35,045 vehicles in April, sustaining its record of delivering more than 30,000 vehicles for the sixth consecutive month.
That represents a 273% year-on-year increase in deliveries. The automaker on April 15 announced the launch of its renewed flagship model, the X9, starting from 359,800 yuan ($49,482).
Its competitor Leapmotor surpassed the 40,000-unit mark and delivered 41,039 vehicles in April, close to its 2024 record of 42,517 vehicles delivered in December 2024.
Nio delivered 19,269 vehicles for its main brand in April, more than the 10,219 delivered in March. One of its sub-brands, Onvo, delivered 4,400 vehicles in April, marking a decline from the 4,820 vehicles delivered the previous month.
The other sub-brand under Nio, Firefly, on April 19 officially launched its namesake model, a compact electric car that starts at 119,800 yuan. The carmaker also announced that deliveries started April 29. Based on CNBC’s calculations of publicly available figures, 231 Firefly cars were delivered in April.
Industry giant BYD sold 372,615 passenger vehicles in April, reflecting a 45.09% year-on-year increase. It had also reported 79,086 vehicles sold overseas in April, topping its record of 72,723 in March.
The EV juggernaut unveiled five new car models at the Shanghai Auto Show, an industry exhibition which ran from April 23 to May 2.
Some automakers struggle to boost deliveries
Not all automakers’ delivery volumes grew from the previous month.
Geely-owned Zeekr‘s April deliveries fell to 13,727 units, down from 15,422 the previous month. Deliveries also fell 14.7% year on year, based on CNBC’s calculations of publicly available numbers.
Li Auto delivered 33,939 vehicles in April, down from the 36,674 vehicles delivered the month prior, but still marking a year-on-year growth of 31.6%.
Xiaomi delivered over 28,000 vehicles in April, below its record of more than 29,000 the previous month. That comes after the crash of an SU7 vehicle in China on April 2 that left three dead
In light of the accident, safety concerns “took centerstage” at the Shanghai Auto Show this year, Nomura analysts said in a note dated April 28.
The note added that companies are “moving towards embracing more Lidars onto their models.” Lidar, short for light detection and ranging, can help construct maps of the environment, which can be used in driver-assistance systems in vehicles.
A Tesla Inc. robotaxi on Oltorf Street in Austin, Texas, on June 22, 2025.
Tim Goessman | Bloomberg | Getty Images
Tesla has obtained a permit to operate a ride-hailing service in Arizona, the state’s department of transportation said.
The electric vehicle company applied for a “transportation network company” permit on Nov. 13, and was approved on Monday, ADOT said in an emailed statement. Additional permits will be required before Tesla can operate a robotaxi service in Arizona.
In July, Tesla applied to conduct autonomous vehicle testing and operations in Phoenix, with and without human safety drivers on board. A month earlier, Tesla started a robotaxi pilot in Austin, Texas, with safety valets and remote operators. Tesla also operates a more traditional car service in the San Francisco Bay Area.
Tesla didn’t immediately respond to a request for comment.
Tesla plans to take human safety drivers out of its cars in Austin before the end of this year. The company is aiming to operate a commercial robotaxi service in Phoenix and several other U.S. cities before the end of 2026.
According to the National Highway Traffic Safety Administration’s website, Tesla cars equipped with automated driving systems were involved in seven reported collisions following the launch of the company’s pilot in Texas.
Competitors including Alphabet’s Waymo in the U.S. and Baidu’s Apollo Go in China are way ahead in the nascent robotaxi ride-hailing market. In the Phoenix area, Waymo operates a sizable commercial business, with at least 400 autonomous vehicles, the company previously told CNBC. In May, Waymo said it had surpassed 10 million driverless trips served to riders across the U.S.
Baidu said in an earnings update on Tuesday that its Apollo Go service “provided 3.1 million fully driverless operational rides in the third quarter of 2025,” representing year-over-year growth of 212%.
Musk has been promising that Tesla will “solve” autonomy for years without reaching its goals. The world’s richest person has continued with the lofty pronouncements.
At the company’s 2025 shareholder meeting earlier this month, Musk said the “killer app” for self-driving technology is when people can “text and drive,” or “sleep and drive.”
“Before we allow the car to be driven without paying attention, we need to make sure it’s very safe,” Musk said. “We’re on the cusp of that. I know I’ve said that a few times. We really are at this point.”
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