XPeng Delivers 32,158 Units in May: GX Orders Hit New Highs

XPeng Delivers 32,158 Units in May: GX Orders Hit New Highs

XPeng Group officially announced its impressive May delivery data, recording a total of 32,158 new vehicle deliveries. Specifically, this massive volume highlights the brand’s strengthening momentum in the highly competitive global electric vehicle market.

Furthermore, a significant portion of this success stems from their latest flagship model launch. Consequently, XPeng is rapidly expanding its production capabilities to meet skyrocketing consumer demand.

The Explosive Launch of the XPeng GX

Unprecedented Order Volumes

First, the highly anticipated XPeng GX officially launched and commenced initial deliveries on May 20. The large luxury SUV features a limited-time price range of 269,800 to 349,800 RMB.

Remarkably, the model secured a staggering 24,863 firm orders within just 12 hours of going on sale. Moreover, the high-end Ultra Flagship edition proved to be the most popular choice, accounting for over 80% of the total order pool.

Historic Showroom Traffic

As a result, dealership showroom traffic and customer test-drive volumes smashed historic records for any new car launch during the same period. Therefore, to satisfy eager customers, XPeng will officially kick off large-scale, mass deliveries throughout the month of June.

Next-Generation Autonomous Driving Milestones

Factory-Built L4 Robotaxi

In addition to retail success, XPeng achieved a historic breakthrough in autonomous driving technology this May. China’s first-ever, automaker-fully-self-developed L4 Robotaxi officially rolled off the production line in Guangzhou.

Engineers built this front-loaded, mass-production vehicle directly on the XPeng GX platform. Notably, the vehicle packs four self-developed Turing AI chips, delivering a world-record local computing power of 3000 TOPS.

Mapless and LiDAR-less Intelligence

Consequently, the system operates with an ultra-low response latency under 80 milliseconds. Crucially, this advanced platform operates without any reliance on high-precision maps or expensive LiDAR sensors. This design grants it exceptional generalization capabilities for rapid deployment across different cities.

Currently, the fleet is undergoing small-scale public road testing in Guangzhou. Subsequently, the company plans to launch official demonstration operations in the third quarter of this year.

XOS 6.2.0 Smart Cabin Evolution

Broad Software Rollout

Meanwhile, XPeng began rolling out its major XOS 6.2.0 software update in May. This advanced over-the-air (OTA) update covers all models equipped with the proprietary XPeng Turing chip. These include the Ultra, Ultra SE, Max, and MONA Plus variants.

Enhanced Spatial Navigation

Specifically, Ultra and Ultra SE models will receive the second iteration of XPeng’s second-generation VLA (Vision-Language-Action) model. This update significantly upgrades the vehicle’s underlying capabilities to enhance passenger comfort and driving confidence.

Furthermore, the vehicle’s navigation-free roaming capability now expands from public city roads straight into private corporate campuses and underground parking garages. Thus, the XPeng NGP (Navigation Guided Pilot) system achieves continuous, uninterrupted availability across a much broader range of daily scenarios.

Aggressive International Expansion Strategy

Looking at global markets, XPeng expects its international business revenue contribution to exceed 20% starting from the second quarter. Therefore, global expansion remains a core pillar of their long-term growth plan.

During the second half of this year, the automaker plans to introduce and deliver 4 heavily globalized vehicle models. Ultimately, the brand aims to maintain steady overseas monthly sales above 10,000 units by the fourth quarter. This aggressive strategy targets a massive 100% year-on-year growth in annual overseas sales.

Powerful Q1 2026 Financial Performance

Soaring Gross Margins

Financially, XPeng Group released its stellar Q1 2026 earnings report on May 28. The company’s gross margin climbed beautifully to 20.6%, representing a strong 5-percentage-point increase year-on-year.

In addition, services and other revenues reached 2.03 billion RMB, marking a substantial 41.2% year-on-year growth. Meanwhile, the company continues to invest heavily in the future, pouring 2.91 billion RMB into research and development. This represents a sharp 46.8% increase compared to last year.

Robust Forward Guidance

Importantly, XPeng maintains a rock-solid financial foundation with a massive 42.09 billion RMB in cash on hand. Guided by this financial health, the company issued strong projections for the upcoming quarter.

The Q2 delivery guidance stands between 100,000 and 106,000 units, reflecting a huge quarter-on-quarter surge of up to 69.11%. Accordingly, revenue guidance ranges from 19.6 billion to 20.8 billion RMB.

Convenient Charging Infrastructure Network

Finally, a premium EV experience demands an equally premium energy replenishment network. As of May 31, XPeng’s charging network successfully covers over 430 cities across China.

The brand has deployed a cumulative total of more than 3,600 self-operated charging stations. Remarkably, this network includes over 3,100 specialized ultra-fast charging stations. Therefore, the company continues to deliver an exceptionally convenient, lightning-fast charging experience for all its users.

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The spectacular May delivery numbers and the release of factory-built L4 Robotaxis prove that Chinese automakers continue to rewrite the rules of global automotive intelligence.

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