Xpeng Deliveries : 2026 (H1)

Deliveries were up 126% in 2025 but it was slowing as the year progressed and Q1 2026 showed the effect of a muted domestic market. It was down 33%, followed by a much improved Q2, which was at least flat. 

Ideally, the total figure at this point would be closer to -50% but Q! stiffled that. The next two quarters will reveal if lost ground can be made up, the company aiming at 550-600,000 deliveries for the year.  

The 10,000th GX model has been produced in June. It's Xpeng's flagship large six seater SUV. The Mona L03 mid sized SUV is soon to arrive. That would account for the optimistic 2026 forecast.

With local deliveries suffering, this will trigger a shift toward export markets as has been the case with other Chinese brands. They do already sell in many markets but will no doubt prioritise that more. . 

Data & photo source : Xpeng (X9 & P7).

Lynk & Co / Zeekr Deliveries : 2024-25 (H1)

Zhejiang Geely Holding Group Co has many brands within its sphere of operation. Data is not its strong point but I've scraped together some data that seems kosher. We will look at two of the brands here.

First up, Lynk & Co. 2025 deliveries came to 350,000 units. up 23% in 2024. Then in Q1 2026 they increased 12% and exceeded 81,000. Q2 went south with just 62,553 deliveries for a 23% fall.  

Owner Geely is forecasting 400,000 deliveries for 2026. The 07 GT wagon will start hitting the road in July which will help. The 10+ arrived in May, so its impact will as yet not be fully felt. Is that enough to reverse things?

The models in the range are the 01, 02, 03, 05, 06, 08, 09 and 10+. They are all in the passenger car, crossover, SUV area and surprisingly similar for such a large range of models. The 07 GT wagon will start hitting the road in July. 

Then on to Zeekr and that is a very different story. It had 224,000 deliveries in 2025, up 1%. This year YTD it is already at over 178,000 deliveries, just 20% shy of reaching last year's total. 

The models on offer are the  001, X, 7X, and 009. They like Lynk & Co have passenger car, crossover, SUV options but also a luxury MPV (009). Again apart from the MPV, all rather similar but if they are selling well, it can't be bad. 

The 9X flagship SUV is being released in July. It is a premium offering and with import competition highly tariffed, it has a good chance of success. 

Data source: Geely. Models shown are the Lynk & Co 01 top. The lower photo is of the rear seats of the Zeekr 009 MPV. Quite posh, aren't they? 

Lucid Deliveries : 2026 (H1)

Lucid had a tepid start to 2026 with 3,093 vehicles delivered. Considering the fall in electric vehicle sales, it could have been worse but definitely could have been better. A quality issue with a supplier was cited as the reason for the disappointing delivery number.

If that was the case, why were 5,500 units made? Did they make the vehicles and will retro fit the second row seats, which were the problem? If so, then the difference is understandable. Production was up 149% compared to a low Q1 2025 figure. 

Regardless, in Q2, deliveries went up 19% and production up 24%. They are good numbers, but the volume remains low. Lucid is predicting production for 2026 to be in the 25-27,000 area. One would assume deliveries will come close to that and right there is the challenge ahead. 

Data and photos: Lucid (Gravity model).