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XPeng GX Demand Strains Production as CEO Rejects Paid‑Queue Rumors

An emergency supply‑chain task force aims to speed production to meet surging GX orders ahead of staged overseas launches.

Overview

  • The GX launched on May 20 and drew massive interest, with more than 24,000 large‑deposit orders in the first 12 hours after the limited‑time price was announced.
  • XPeng CEO He Xiaopeng said in a June 3 factory livestream that the GX has about 1,000 blind overseas pre‑orders, mainly from the Middle East, while the company prioritizes fulfilling domestic deliveries first.
  • To raise output, XPeng has created a special督战小组 task force and opened emergency molds for key components to accelerate supply‑chain production.
  • He publicly denied online claims that customers can pay an extra ¥20,000 to jump the delivery queue and said deliveries will be made in strict order of purchase.
  • XPeng reported May deliveries of 32,158 vehicles and gave Q2 guidance of 100,000–106,000 units; the company is also testing its second‑generation VLA overseas and projects conditional Level‑3 autonomous driving rollout in the first quarter of next year, which would require regulatory approval before consumer use.