Chinese carmaker XPeng delivered 20,011 vehicles globally in January, down 34% from a year ago despite having doubled its international market presence since then.
As it shifts focus to autonomy and robotics, the Guangzhou-headquartered brand plans to begin mass production of its humanoid robot IRON this year while rolling out the first robotaxis in China.
Compared with December — typically the industry’s strongest month of the year — vehicle deliveries plunged by 46.6%.
Reduced incentives in China, the world’s largest automotive market, led to steeper delivery declines for several automakers in January.
The company said that the twenty thousand vehicles delivered “are expected to reduce life-cycle greenhouse gas emissions by more than 300,000 tons — equivalent to the carbon absorption of 4.94 million tree seedlings over 10 years.”
XPeng aims to deliver between 550,000 and 600,000 vehicles globally in 2026, the local media outlet 36kr said in January, citing an internal meeting.
The guidance represents a 28.1% to 39.7% growth considering the 429,445 vehicles delivered in 2025.
Full-year 2025 deliveries were 13% above the guidance issued last year — of 380,000 vehicles — which XPeng reached in November, one month ahead of schedule.
After a decade of only producing fully electric models, the brand began last year manufacturing extended range electric vehicles (EREV).
Overseas Expansion
Upon announcing global delivery figures for 2025, XPeng said 45,008 vehicles were delivered outside of China — which represents about 10% of all units delivered last year.
The brand aims to double those figures in 2026.
Last year, XPeng also doubled its market presence outside of China to 60 markets.
Besides expanding further into Eastern and Southern Europe, the brand entered South America, with launches in Uruguay, Guatemala, and Colombia.
Canada recently signed a deal with China that allows 49,000 Chinese electric vehicles to enter the country each year, at a reduced tariff of 6.1%.
This agreement could give Chinese automakers a foothold in North America, especially since direct entry into the US market remains blocked by 100% tariffs.
As of Sunday, however, XPeng has not announced any plans to enter the Canadian market.
Upcoming New Models
XPeng is expected to launch seven models in 2026, including range-extended variants of already existing fully electric vehicles.
The company is aiming to boost demand by adding two SUVs to its Mona series — which includes the Mona M03 sedan, the brand’s more affordable and best-selling model.
Local media outlet 36Kr reported last month that two additional SUVs are expected to launch next year, including a luxury six-seater.
The four SUVs will be available in both hybrid and battery electric versions.
Additionally, XPeng has been updating its SUV portfolio — with the third-generation G6 and G9 having been launched a week ago.
Extended-Range Lineup
In November, the company launched its first extended-range model — the Super-Extended Range X9 MPV.
Its debut in the hybrid segment was followed by the G7 EREV, released in early January and just five months after the fully electric version was launched.
The launch event was, however, marked by the international debut of the new P7+, a sedan available in both EREV and BEV versions.
The P7+ and the upcoming Mona SUVs are expected to be key overseas models this year.
VW x XPeng
Volkswagen partnered with XPeng in 2023 to jointly develop vehicles for the Chinese market.
At XPeng‘s ‘AI Day’ event late last year, the Chinese automaker’s founder and CEO He Xiaopeng announced that the company was planning to open-source its autonomous driving stack to commercial partners — with Volkswagen being the first client.
“Volkswagen will be our launch customer, and XPeng‘s Turing AI chips have been selected by VW,” Xiaopeng announced then.
The first model from the joint venture, the ID.Unyx 07 hatchback, was unveiled in October in a catalogue by China’s Ministry of Industry and Information Technology (MIIT).
A month later, VW filed for the ID.Unyx 08 SUV, which is based on XPeng‘s G9 platform and featuring its advanced driver assistance system (ADAS) software.
This Wednesday, Volkswagen Group China began production of the 07 at the company’s Anhui plant.
The model is based on a China Electronic Architecture (CEA), co-developed by Volkswagen Group China Technology Company (VCTC), its software subsidiary Cariad and XPeng.
“With 18 months from concept to production, the project marks the fastest timeline Volkswagen Group has ever achieved for an all-new electronic architecture,” VW stated.
