XPeng projected Q4 deliveries of up to 132,000 units as it targets breakeven in Q4 2025.
CEO He Xiaopeng reported record Q3 results, including 116,007 deliveries, up 149% year-over-year, and noted that the new P7 “quickly became one of the top 3 BEV sedans priced between RMB 200,000 to RMB 300,000,” helping monthly deliveries exceed 40,000 since September.
Gross margin surpassed 20% for the first time, and net losses narrowed.
He emphasized advancements in physical AI, targeting mass production of VLA 2.0, a Robotaxi model, and a humanoid robot in 2026.
Presales for the XPeng X9 Super Extended-Range EV are nearly triple those of the previous X9, with launch and deliveries scheduled for November 20, and He expects to reach a new delivery record in December.
XPeng is accelerating global expansion, with overseas deliveries above 5,000 units in September, localized production beginning in Austria and Indonesia, and 56 new overseas stores, now serving 52 markets.
During Q&A, JPMorgan’s Y.C. Lai asked about the humanoid robot roadmap, CEO He noted entry into “the 1.0 stage of our new generation of mass-produced models next month” with commercial deployment in 2026.
BofA’s Ming-Hsun Lee asked about Robotaxi timing; He confirmed three Robotaxi models launching in 2026, leveraging fully shared L4 capability.
Goldman Sachs’ Tina Hou asked about new business revenue, and Gui Hongdi said there is no numerical guidance, but XPeng expects volume-scale production of flying cars, humanoid robots, and Robotaxi within 12 months.
WealthWise
XPeng projected Q4 deliveries of up to 132,000 units as it targets breakeven in Q4 2025.
CEO He Xiaopeng reported record Q3 results, including 116,007 deliveries, up 149% year-over-year, and noted that the new P7 “quickly became one of the top 3 BEV sedans priced between RMB 200,000 to RMB 300,000,” helping monthly deliveries exceed 40,000 since September.
Gross margin surpassed 20% for the first time, and net losses narrowed.
He emphasized advancements in physical AI, targeting mass production of VLA 2.0, a Robotaxi model, and a humanoid robot in 2026.
Presales for the XPeng X9 Super Extended-Range EV are nearly triple those of the previous X9, with launch and deliveries scheduled for November 20, and He expects to reach a new delivery record in December.
XPeng is accelerating global expansion, with overseas deliveries above 5,000 units in September, localized production beginning in Austria and Indonesia, and 56 new overseas stores, now serving 52 markets.
During Q&A, JPMorgan’s Y.C. Lai asked about the humanoid robot roadmap, CEO He noted entry into “the 1.0 stage of our new generation of mass-produced models next month” with commercial deployment in 2026.
BofA’s Ming-Hsun Lee asked about Robotaxi timing; He confirmed three Robotaxi models launching in 2026, leveraging fully shared L4 capability.
Goldman Sachs’ Tina Hou asked about new business revenue, and Gui Hongdi said there is no numerical guidance, but XPeng expects volume-scale production of flying cars, humanoid robots, and Robotaxi within 12 months.
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