Xiaomi said on Monday it delivered ‘over 40,000’ electric vehicles in November, its third consecutive month above that threshold.
The Beijing-based company does not disclose exact monthly figures. Xiaomi‘s quarterly figures become known when the tech giant reports its financial results.
“In November 2025, Xiaomi Auto’s deliveries continued to exceed 40,000 units. We will continue to work hard — thank you all for your choice and support!” Xiaomi wrote on Weibo early this Monday.
The company delivered 108,796 EVs in the third quarter of 2025.
Adding to the 157,171 vehicles registered in the first half of the year, Xiaomi delivered 265,967 EVs in the first nine months of 2025.
2025 Delivery Guidance
Last week, Xiaomi announced that its 500,000th vehicle rolled off the production line in Beijing, a remarkable milestone for a brand that only entered the automotive industry 19 months ago.
At the milestone ceremony, the company’s co-founder and CEO Lei Jun raised the delivery target for the second time this year.
In March, the CEO increased Xiaomi‘s delivery guidance from 300,000 to 350,000 vehicles.
This time, the company added another 50,000 units to a total of 400,000 vehicles.
Xiaomi has faced unprecedented demand for both the SU7 sedan and YU7 SUV.
The YU7, launched in July, shattered Chinese automotive records by securing 200,000 pre-orders within three minutes and 240,000 locked-in orders in just 18 hours.
Delivery wait times for both models have reached up to 52 weeks as the EV maker ramps up production.
Xiaomi is expanding its EV plant in Beijing and, according to a recent report by local outlet Lanjinger, the company has been able to reduce waiting times by up to two months.
Late last month, the brand further announced that it will cover any increase in purchase tax after year-end through final payment deductions, cushioning buyers against China’s planned reinstatement of the 10% purchase tax rate on electric vehicles.
The aid will only be available for customers who place orders by November 30.
Last week, the company started rolling out the ‘Xiaomi HAD Enhanced Version,’ with improvements on acceleration and braking, lane changing and a better understanding of road conditions.
The assisted driving system can now handle scenarios such as vehicles cutting in, overtaking, detours, and navigating complex intersections more effectively.
Lineup Update
Over the past months, several spy shots have surfaced of Xiaomi‘s upcoming third model, internally codenamed ‘Kunlun.’
It is expected to be the brand’s first range-extended SUV, with its official launch planned for next year.
The model was first spotted roadtesting in mid-July. According to Chinese automotive bloggers, it appears to be over 5,200 mm long.
Rumors circulating last week on Chinese social media have noted that it will likely feature three trims with different battery options, similar to Li Auto’s L6/L8/L9 lineup.
A fourth model, internally codenamed ‘Man Island,’ is reportedly in development.
Unlike the brand’s performance-focused SU7 and YU7, which competed with brands like Porsche and Ferrari, this model is expected to feature four motors and a 600 km range, indicating a design geared toward an outdoor-focused segment.
Earnings Results
Xiaomi reported late last month that its third quarter total revenue rose 22.3% year over year to 113.1 billion yuan, however it was below the 116.5 billion yuan average estimates compiled by LSEG.
The company, primarily known for its consumer electronics and smart home products, said revenue growth was supported mostly by its EV and AI units.
Last week, Lei Jun purchased 2.6 million Xiaomi shares for HK$100.3 million, equivalent to $12.9 million.
The chief executive now owns about 23.3% of the company’s stake.
