XPulse China Monthly · September 2026
China
Models
11 cars on sale
- MONA L05 wait6–10 weeks
- G9L wait1–8 weeks
- MONA L03 wait11–20 weeks
Read 4 Nov
Sales
30,599 sold in September
- On September 2025−16%
- New-energy share, Jan–Sep2.9%
- Best sellerMONA L03
September 2026
Production
3 sites
- Zhaoqing>180,000 built in 2025
- Guangzhou≈267,000 built in 2025 (XPulse calculation)
- WuhanComponents base
Updated 3 November 2026
Latest from China
In the full wire →- MediaCiti: XPeng’s weekly orders rise 240% after L05 launch
Citi’s checks with car dealers put XPeng’s China orders 240% above the previous week for 26 October–1 November.
- PrimaryHe Xiaopeng says MONA L05 deliveries could pass 10,000 in its first month
He Xiaopeng says MONA L05 deliveries could pass 10,000 in the car’s first month, with the aim of being first in its class.
- PrimaryMONA L03 passes 20,000 deliveries; XPulse estimates 50,000–65,000 orders awaiting delivery in China
XPeng’s MONA L03 passed 20,000 deliveries in October, a monthly record for an XPeng model.
- Chinese media on XPeng: one car in four abroad, and a new top three
Chinese media read XPeng's first 50,000-car month in two ways.
- PrimaryXPeng starts MONA L05 deliveries in China
XPeng handed the first MONA L05 in China to owners from Shenzhen on 31 October, two days after the car’s launch and earlier than planned, vice-president Yu Tao said; He Xiaopeng congratulated them on Weibo.
- PrimaryThe MONA L05 launches from RMB139,800
XPeng launched the MONA L05 in China on 29 October with six trims priced from RMB139,800 (about US$21,000) to RMB171,800.
- PrimaryHow the MONA L05 launch unfolded
XPulse's running coverage of the MONA L05's China launch in Guangzhou on 29 October: six trims from RMB139,800 on orders by 15 December, with a new 560 Plus, the specs and launch offers, and He Xiaopeng on L03…
- PrimaryXPeng says MONA deliveries pass 360,000 cars
Cumulative deliveries of XPeng’s MONA range have exceeded 360,000 cars, its official MONA account said on 29 October.
- PrimaryMONA L03 orders still exceed deliveries, Yu Tao says
Daily new orders for the MONA L03 still exceed daily deliveries three months after launch, XPeng Group vice-president Yu Tao wrote on 28 October.
- PrimaryGu Jie says IRON’s solid-state batteries enter small-batch production
XPeng’s solid-state battery for its IRON humanoid robot is coming off the line in small batches, vice-president Gu Jie wrote on Weibo on 28 October, confirming what he told the yearly congress of the China Society of…
- PrimaryXPeng details MONA L05 orders for cars already built
XPeng will open a MONA L05 ordering channel for cars already built after the model’s China launch event on 29 October.
- PrimaryXPeng builds 5,000 MONA L05s ahead of China launch
XPeng says the first 5,000 MONA L05 SUVs have come off a new, dedicated production line ahead of the model’s Chinese launch on 29 October.
- PrimaryXPeng’s Robotaxi cleared to run a passenger service across Guangzhou
Guangzhou has approved XPeng’s Robotaxi, XPENG YOYO, for demonstration operations: under the city’s rules, a passenger service run as a business, valid in every district.
- PrimaryXPeng says the MONA L05 can run on Brazil’s petrol
XPeng says the range-extender MONA L05 can run on Brazilian petrol with 22%, 27% or 30% ethanol, and lists Brazil’s PL8 standard beside two European ones.
- PrimaryHe Xiaopeng sees Level 4 driving technology arriving in late 2028
He Xiaopeng, XPeng’s chairman and chief executive, expects Level 4 self-driving technology to be ready around the second half of 2028.
- PrimaryXPeng hands over its 30,000th GX in Beijing
XPeng handed over its 30,000th GX SUV at its Beijing Yizhuang delivery centre on 21 October, the company said on Weibo; chairman and chief executive He Xiaopeng presented the car.
- PrimaryRas Al Khaimah’s ruler receives ARIDGE’s first test-zone aircraft
ARIDGE’s founder, Zhao Deli, wrote on 20 October that the ruler of Ras Al Khaimah, Sheikh Saud bin Saqr Al Qasimi, had come to ARIDGE’s mass-production plant in China and signed for the first flying car for test flights…
- PrimaryARIDGE says its flying car finished China’s certification test flights
ARIDGE’s chief financial officer, Michael Du, told Khaleej Times that the Land Aircraft Carrier’s aircraft has completed the Chinese aviation regulator’s test flights and is waiting for its final type certificate, the…
- MediaARIDGE executive sees flying road cars 10–15 years away
ARIDGE vice-president Wang Tan says a vehicle able to drive on roads and then take off may still be 10–15 years away, mainly because of how much energy batteries can store for their weight, according to Auto Tecnica’s…
- PrimaryXPeng’s CEO and ARIDGE’s founder praise Tesla’s flying Roadster
XPeng’s chief executive He Xiaopeng and Zhao Deli, founder of the flying-car maker ARIDGE, both praised Tesla’s new Roadster on 16 October, after Tesla showed a version of it briefly flying at its unveiling.
- PrimaryThe third MONA is here, and MONA stores may come next
XPeng opened pre-sales for the MONA L05 on 15 October, at RMB169,800 to RMB191,800 in five trims.
- PrimaryCiti expects XPeng and Leapmotor to stand out in China in October
In Citi’s regular checks with about 20–30 car dealers in China, XPeng’s new orders in China in the first 11 days of October were 7% above September’s pace, while the industry’s electric-car orders fell 8%, AASTOCKS…
- The L03 sells 12,000 in China in its third month — XPulse China Monthly
The MONA L03 sold 12,000 cars in China in September, up 42% on August, in its third month on sale.
- PrimaryXPeng unveils the MONA L05; pre-sales open 15 October
XPeng unveiled the MONA L05 on 12 October, the third model in its lower-priced MONA range after the M03 sedan and the L03 SUV.
- PrimaryChina cuts its export tax rebate on electric cars from April 2027
On 1 April 2027 China will lower the value-added tax it refunds on exported new-energy vehicles from 13% to 9%, the finance ministry and the tax administration announced on 12 October.
- PrimaryChina proposes tougher car testing and design rules
China's industry ministry and three other regulators have proposed tougher testing and design requirements for vehicle approvals, which would apply to XPeng's cars built in China.
- PrimaryXPeng’s Robotaxi, now XPENG YOYO, opens to invited riders
XPeng’s Robotaxi opened to riders outside the company on 8 October, eleven months after it was unveiled.
- MediaXPeng folds four product lines into two, 36Kr reports
XPeng has merged its four product lines into two, 36Kr reported on 28 September, citing several industry sources.
- PrimaryVLA 2.0 gets its first major upgrade and a Lite version
XPeng officially began rolling out XOS 6.3.0, the first major upgrade of its second-generation VLA driving model (VLA 2.0), on 22 September, after a first batch the week before.
- PrimaryXPeng launches the G9L flagship SUV in China
XPeng launched the G9L, a 5,120 mm five-seat flagship SUV, at an event in China on 17 September, in both battery-electric and extended-range versions.
- PrimaryXPeng opens its IRON humanoid robot production line in Guangzhou
XPeng commissioned its humanoid robot production lines on 8 September, and the first IRON robot built on them walked off the line on its own.
- PrimaryXPeng Robotaxi cleared for Guangzhou road tests with no safety operator in the driver's seat
XPeng said on 27 August that its Robotaxi had received a Guangzhou permit for remote testing of intelligent connected vehicles, allowing road tests with no safety operator in the driver's seat on designated Level 1, 2…
- MediaHe Xiaopeng challenges XPeng to pass 60,000 sales in a single month in the fourth quarter
On XPeng's second-quarter earnings call on 24 August, chairman and chief executive He Xiaopeng said he expected sales to rise sharply in the fourth quarter and set the company the challenge of passing 60,000 in a single…
- PrimaryXPeng recalls 264,842 cars over emergency door handles
China's market regulator announced on 21 August that XPeng had filed a recall covering 264,842 cars, starting on 22 August.
- MediaXPeng recalls 33,473 X9s over front air springs
China's market regulator published XPeng's recall of 33,473 X9s on 24 July.
- PrimaryARIDGE is among four makers on China's first fast-track list for manned eVTOL certification
On 22 July China's aviation regulator put out for public notice its first register of manned eVTOL makers eligible for streamlined airworthiness certification, and ARIDGE — the flying-car company formerly called XPeng…
- PrimaryFirst mass-produced XPeng Robotaxi comes off the line in Guangzhou
XPeng said its first mass-produced Robotaxi rolled off the production line in Guangzhou on 18 May, which it described as the first robotaxi in China mass-produced by a carmaker with its own full-stack technology.
- MediaXPeng opens pre-sales for the GX, its six-seat flagship SUV
XPeng opened pre-sales for the GX, a full-size six-seat SUV, on 15 April at RMB399,800, with showroom cars due in stores nationwide from 18 April.
Nothing tracked at that source tier.