Xpeng Sets Ambitious 550K-600K Vehicle Sales Target for 2026 Amid AI Transformation
- ByStartupStory | January 15, 2026
Chinese electric vehicle maker Xpeng has set an ambitious internal target of delivering 550,000 to 600,000 vehicles in 2026, representing 28-40% growth from its record 429,445 units sold in 2025 – a stunning 126% surge that solidified its comeback story.
CEO He Xiaopeng revealed the goal during a strategy session, banking on a four-SUV offensive, overseas doubling, and a bold pivot toward “physical AI” encompassing robotaxis and humanoid robots. The roadmap signals Xpeng’s evolution from carmaker to AI mobility platform.
SUV Super Cycle Drives Volume
Xpeng plans four fresh SUV launches to capture China’s family vehicle obsession:
G01 luxury 6-seater stretches 5.1 meters with a 3-meter wheelbase, challenging premium imports.
G02 full-size flagship takes direct aim at Li Auto L9 and Aito M9 in the ultra-luxury segment.
Mona D02 midsize extends the value-focused Mona brand’s mass-market dominance.
Mona D03 compact targets first-time buyers entering EV ownership.
Recent P7+ sedan and Mona SUV refreshes now offer extended-range EV options alongside tiered smart driving subscriptions, stabilizing domestic demand while fueling exports.
Overseas Sales Set to Double
Xpeng delivered 45,000 vehicles overseas in 2025, contributing 10% of volume. The company eyes doubling that figure through P7+ sedans and Mona SUVs tailored for range-anxious markets, powered by proprietary Turing AI chips and VLA 2.0 smart driving systems.
Key expansion markets include deeper European penetration beyond Norway, Southeast Asia hubs like Thailand and Indonesia, and Middle East robotaxi pilots in GCC countries.
Physical AI Roadmap Accelerates
He Xiaopeng’s January pivot frames 2026 as Xpeng’s transformation year:
First quarter brings street trials for purpose-built robotaxis leveraging 70% urban NOA penetration.
Second quarter launches mass production of humanoid robots targeting factory automation and eldercare.
Third quarter delivers VLA 2.0 OTA updates across the lineup.
Fourth quarter integrates next-gen Turing AI chips into all models.
Guangzhou Factory Scales to Match
The mega-factory ramps to 50,000 units monthly capacity, with Mona series carrying 50% volume load, P7+/G6 contributing 30%, and new SUVs filling the final 20%. CATL battery deals and NVIDIA Orin-X partnerships secure supply chain readiness.
Competitive Landscape Heats Up
Xpeng trails volume leaders but maintains balanced positioning across mass-market and premium segments. Overseas maturity and AI leadership provide differentiation as pure-play EV makers face margin erosion.
Market reaction proved mixed, with shares dipping on concerns over Mona volume ramp pressures, EREV cannibalization risks, and execution complexity spanning vehicles plus robotics.
The bull case sees 600,000 deliveries unlocking robotaxi revenue streams and $20 billion valuation runway. Xpeng bets Chinese EV success evolves beyond cars – when autonomous taxis navigate Guangzhou and humanoid arms assemble Monas, six hundred thousand vehicles marks mere table stakes for Asia’s next trillion-dollar automaker.
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