XPENG Targets Enormous Gross sales Development In 2026 Once more — Trying Ahead & Backwards

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Two weeks in the past, I reported on XPENG’s large rise in gross sales in 2025. It may need been the most important EV gross sales rise in 2025. Be aware that the leaders out there grew by 28% (BYD) and shrunk by 10% (Tesla). XPENG’s gross sales grew by 126%, from 190,068 to 429,445.

Nonetheless, I used to be a bit uncertain about what was to return in 2026, because the final two months of the 12 months noticed that large progress slowing, particularly December, when gross sales grew solely 2% 12 months over 12 months (from 36,695 to 37,508).

Apparently, there’s nothing to fret about in that regard. The information group 36Kr discovered from an inside XPENG assembly that the corporate is focusing on 550,000 to 600,000 automobile gross sales in 2026.

Okay, that’s not 126% progress, however the firm is ranging from a a lot larger degree now than it was a 12 months in the past. That is a rise of 28% to 40% 12 months over 12 months if achieved. It could additionally cement the auto firm as a pioneer in mass-market electrical autos, as one of many first to surpass half one million EV gross sales in a 12 months.

Reportedly, the corporate is aiming to launch two new XPENG-branded SUVs and two new MONA-branded SUVs this 12 months. These would be the XPENG G01, XPENG G02, MONA D02, and MONA D03. “The XPeng G01 is a luxurious 6-seat SUV with a size of 5.1 meters and a wheelbase of three meters. The G02 is a full-size flagship SUV, competing with the Li L9 and Wenjie M9. Among the many two Mona SUVs, the D02 is a medium-sized SUV, and the D03 is a compact SUV,” 36Kr writes.

Whereas the corporate’s focus is clearly nonetheless the Chinese language market, the most important EV market on the planet by far (accounting for greater than half of worldwide EV gross sales), it additionally now has a robust give attention to gross sales outdoors of China. XPENG goals to double its international automobile gross sales in 2026.

The corporate additionally sees 2026 being the primary 12 months of actually autonomous driving each in China and the US. Anticipate information on XPENG robotaxi autos.

“XPeng will speed up the implementation of the ‘self-developed Turing chip + second-generation VLA’ system, which can assist XPeng preserve its technological model picture and differentiate itself in high-end fashions and configurations. 36Kr Auto has discovered that XPeng has locked within the manufacturing capability of over a million self-developed chips upfront.”

The information group notes that the market share XPENG is trying to claw away from rivals would almost definitely come from BYD and Geely. “BYD and Geely will give attention to the abroad market in 2026 and primarily defend their positions within the home market,” they add. “In response to 36Kr Auto, BYD’s abroad gross sales goal for 2026 is 1.6 million autos. The abroad market will present most of BYD’s income. Within the home market, BYD will proceed its low-profit technique to take care of stress on its rivals. Geely will allocate extra assets to compete with BYD.” Nonetheless, XPENG CEO and cofounder He Xiaopeng notes that the auto trade goes to be a particularly aggressive trade in 2026, “brutal and bloody” even. He appears to be ready for continued market struggle, and fast innovation, with a purpose to maintain the corporate’s progress up. As I’ve been for the previous a number of years, I’m really bullish on XPENG, seeing it as an ongoing tech chief within the auto trade. I’m excited to see what it has in retailer for the approaching 12 months.