Xpeng Deliveries : 2026 (Q1-Q3)

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 and Q3. Xpeng had too many eggs in one basket.

Ideally, the total figure at this point would be closer to -25% but Q1 stifled that. It's currently at -34% comparing three quarters of 2026 with four of 2025. It's -9% if Q4 2025 is taken out of the equation. 

The company was aiming for 550-600,000 deliveries for the year but that looks impossible now. Matching 2025 would be a good result from here on in. 

The 10,000th GX model was 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.

Xpeng was heavily reliant on the domestic market. With local deliveries suffering, this is triggering 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).