Gasgoo Munich- XPeng Group released its August delivery figures on September 1. It handed over 39,107 vehicles during the month. This marks a 4% increase from a year earlier.
Image source: XPeng Group
On the product front, the XPeng G9L made its debut and opened for pre-orders on August 11. The G9L is a cornerstone of the company's "Dual-Flagship" strategy. It is the first to feature the latest version of XPeng's second-generation VLA. This brings next-generation physical AI capabilities to mass production. Deliveries of the XPeng GX continued to climb, hitting 7,338 units in August. The cumulative total reached 21,501 by the end of the month. This marks three straight months of month-over-month growth. The MONA series remains a strong performer. The MONA M03 held the top spot in the 100,000 to 200,000 yuan pure electric sedan segment for 23 consecutive months. Cumulative MONA series deliveries have now surpassed 310,000 units.
On the financial front, XPeng's second-quarter 2026 earnings report released on August 24 revealed total revenue of 19.74 billion yuan, an 8.0% year-on-year rise. Vehicle deliveries surged 64.8% quarter-over-quarter to 103,295 units, while the comprehensive gross margin climbed 3.4 percentage points to 20.7%.
XPeng's second-generation VLA large model has undergone a major upgrade. It adds a "time" dimension, shifting from static 3D spatial understanding to dynamic 4D spatiotemporal awareness. The system can now recall the past 30 seconds and predict the next 6 seconds. Parameter volume for the edge-side model has expanded by 3.5 times, boosting end-to-end response speeds by 300%. The new XOS 6.3.0 update rolls out this month for all Ultra and Ultra SE models. Additionally, the second-generation VLA Lite will begin its first push in September. Designed for Max models with a single Turing chip, it debuts on the XPeng G9L Max.
In robotics, XPeng closed its first funding round in August, raising more than $900 million and pushing its post-money valuation past $6.3 billion. The round was led by IDG Capital with participation from Gaorong Ventures, alongside strategic investors Tencent and Alibaba. The company’s XPeng IRON robot is slated for mass production by the end of 2026, with a commercial launch in China and overseas markets set for 2027. On the Robotaxi front, XPeng secured a remote testing license in Guangzhou, allowing it to conduct road tests without a safety driver behind the wheel. Since launching employee internal testing in June, the service has completed over 2,000 test rides in just two months.
Globally, XPeng's overseas sales topped 20,000 units for the first time in the second quarter, surging 81% year-on-year. Overseas revenue accounted for 25% of the first-half total, with the average vehicle selling price exceeding 40,000 euros. The company now operates in 68 countries and regions. Regarding charging infrastructure, XPeng's network covers 430 cities as of August 31, with more than 3,900 proprietary charging stations — including over 3,400 ultra-fast chargers.
