Xpeng (XPEV) Stock: Chinese EV Maker Eyes 600,000 Sales in 2026 as Global Push Accelerates

TLDR

• Xpeng targets 550,000-600,000 vehicle sales in 2026, a 28-40% increase from 429,445 units sold in 2025
• The company will establish independent supply chain teams in Europe and Southeast Asia this year
• Xpeng delivered 45,008 vehicles overseas in 2025, up 96% year-over-year
• The EV maker now operates in roughly 60 countries and expects global markets to account for half of sales within a decade
• Local manufacturing begins in Malaysia for ASEAN and Austria for Europe, with plans to expand into robotics and flying cars

Xpeng is ramping up production targets for 2026 while pushing deeper into international markets. The Chinese EV maker aims to sell between 550,000 and 600,000 vehicles this year.

XPeng Inc., XPEV

That represents a jump of 28-40% from the 429,445 cars delivered in 2025. Last year’s numbers were already up 126% from 2024.

The new sales target came from an internal strategy meeting, according to Chinese tech portal 36Kr. A company source confirmed the report.

Xpeng’s growth strategy centers on local production and supply chains. The company plans to establish independent supply chain teams in Europe and Southeast Asia in 2026.

These teams will handle regional sourcing and supplier relationships. The move comes as Xpeng prepares to start localized manufacturing in both regions.

Building Regional Infrastructure

The company is setting up production hubs in Malaysia for ASEAN markets. For Europe, Austria will serve as the manufacturing base.

By sourcing parts closer to production sites, Xpeng wants to cut logistics costs and speed up delivery times. The strategy draws from experience running a parts hub in the Middle East.

Local procurement should also improve after-sales service. Shorter delivery cycles mean customers get repairs and maintenance faster.

Xpeng’s international push is paying off. The company delivered 45,008 vehicles overseas in 2025, a 96% increase from the previous year.

The EV maker now sells cars in about 60 countries and regions. CEO He Xiaopeng believes global markets could generate roughly half of company sales within ten years.

Technology and Diversification

Xpeng is weaving AI into its supply chain operations. Pilot programs cover management and quality monitoring.

The company is rolling out low-cost AI inspection tools to partners. This tech should help maintain quality standards across multiple production locations.

Volkswagen backs Xpeng through an investment partnership. The German automaker’s support gives Xpeng additional resources for expansion.

Beyond traditional vehicles, Xpeng is branching into new areas. The company announced plans to start street trials of robotaxis this year.

Volume production of humanoid robots is also scheduled to begin in 2026. Xpeng describes this shift as moving toward “physical AI” rather than being purely a carmaker.

About 80% of Xpeng’s automotive supply chain partners will work on these new projects. The company’s automotive supply chain is expanding into robotics and flying cars.

The localized supply chain structure should speed up procurement decisions. Regional teams can respond faster to local market needs and regulatory requirements.

Xpeng’s 2026 vehicle sales target of 550,000-600,000 units would solidify its position among China’s top-tier EV makers.

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