Xpeng (XPEV) Stock: Overseas Deliveries Increase 96% Year-Over-Year

TLDR

• Xpeng sets 2026 sales goal of 550,000-600,000 vehicles, marking 28-40% growth from 2025
• New regional supply chain teams launching in Europe and Southeast Asia
• Overseas deliveries surged 96% in 2025 to 45,008 units across 60 markets
• Manufacturing hubs opening in Malaysia and Austria to support local production
• Company pivoting toward robotaxis and humanoid robots alongside traditional EVs

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Xpeng is preparing for its biggest year yet with a sales target between 550,000 and 600,000 vehicles in 2026. The goal represents growth of 28-40% compared to 2025’s delivery of 429,445 units.

XPeng Inc., XPEV

Chinese tech portal 36Kr reported the target from an internal strategy meeting. A company source later confirmed the information.

The aggressive target builds on strong momentum. Xpeng’s 2025 sales jumped 126% from the previous year.

Regional Expansion Plans

Xpeng will create dedicated supply chain teams in Europe and Southeast Asia this year. These teams will manage local sourcing and supplier partnerships as production ramps up.

The company is opening manufacturing facilities in two key locations. Malaysia will serve ASEAN markets while Austria handles European production.

Local sourcing cuts transportation costs and speeds up delivery times. Xpeng tested this approach with its Middle East parts hub before expanding the model.

Faster parts availability means quicker service for customers. Regional supply chains also reduce exposure to shipping disruptions.

International sales are driving growth. Xpeng shipped 45,008 vehicles overseas in 2025, nearly double the previous year’s total.

The EV maker now operates in approximately 60 countries. CEO He Xiaopeng expects global markets to produce half of company revenue within ten years.

Technology Integration

Xpeng is deploying AI tools throughout its supply chain operations. Pilot programs focus on management systems and quality control processes.

The company provides low-cost AI inspection equipment to manufacturing partners. These tools help maintain consistent quality across different production sites.

Volkswagen supports Xpeng through a strategic investment. The partnership gives Xpeng access to additional resources for international expansion.

Xpeng is diversifying beyond passenger vehicles. Street testing of robotaxis begins this year with volume production planned for 2026.

Humanoid robot manufacturing also starts in 2026. The company calls this evolution a move toward “physical AI” instead of pure automotive focus.

About 80% of existing automotive suppliers will participate in these new ventures. Xpeng’s supply chain is expanding into robotics and flying car development.

Regional teams can make procurement decisions faster than centralized operations. Local expertise helps navigate different regulatory environments and market conditions.

The 2026 sales target would cement Xpeng’s status among China’s leading EV manufacturers. Localized production and supply chains form the foundation of the expansion strategy.

Xpeng’s global footprint continues expanding with the addition of new markets and production capabilities across multiple continents.

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