Overview
- Xpeng shares fell about 2.2% in early trading after reports of aggressive 2026 targets raised questions about scaling production and supply chains.
- The company is targeting 550,000–600,000 vehicle sales in 2026, a 28–40% increase from 2025 deliveries of 429,445, according to 36Kr with a company source confirming.
- Plans call for independent supply-chain teams in Europe and Southeast Asia and localized manufacturing in Malaysia and Austria to cut logistics costs and speed deliveries and service.
- Overseas deliveries reached 45,008 in 2025, up 96% year over year, with sales now spanning about 60 markets and leadership expecting roughly half of sales to come from global markets within a decade.
- Xpeng is rolling out AI tools for procurement and quality and will pursue robotaxi street trials this year alongside 2026 volume production of humanoid robots, supported by Volkswagen’s investment partnership and existing suppliers.