Management
What executives say
23 on file- Vice-president 托马斯电火车The G9L is in Paris: it debuts at the motor show next week and starts its overseas launch.
- XPeng official accountMONA L03 deliveries passed 14,000 in September; over 90% of orders are Max or Ultra SE.
- Vice-president 托马斯电火车Confirms that only XPeng and Tesla were invited to demonstrate driver assistance at the Paris show.
- Wu AnfeiThe GX topped 7,000 deliveries for a third straight month; Middle East orders have passed 3,000.
- XPeng statementXPeng rejects a Douyin user's claims about a parts line, saying checks found normal yields.
Earlier statements (18)
September 2026
- Gu JieSEB chairman Marcus Wallenberg drove the G9L; several new models launch globally at Paris.
- XPeng official accountThe X9 wins German Car of the Year 2027's luxury class, a first for an MPV and for a Chinese model.
- Vice-president 托马斯电火车Confirms carbon-credit deals worth over RMB1bn, with more than RMB500m expected in 2026.
- He XiaopengThe second-generation VLA is being tested in the Netherlands and is adapting well to a new region.
- Zhao Deli (ARIDGE)ARIDGE flew two aircraft in formation at the palace in Abu Dhabi and signed a UAE agreement.
- Gu JieSays the X9 has taken first place in electric MPV sales in Malaysia, Thailand and Indonesia.
- He XiaopengPresident Wang Fengying handed the first G9Ls to their owners herself.
- XPeng Robotics accountIRON's interaction test shows four abilities, among them identity memory and language switching.
- He XiaopengXOS 6.3.0, the new version of the second-generation VLA, and VLA Lite start rolling out today.
- He XiaopengAfter a Tsinghua talk on physical AI: XPeng is hiring, with no pay cap for exceptional people.
- He XiaopengThe GX completed five off-road tests: woodland, hills, wild slopes, gravel and mud.
- Zhao Deli (ARIDGE)ARIDGE signed a strategic agreement with Ras Al Khaimah on a UAE air-mobility regulatory sandbox.
- He XiaopengThe GX gets a new silver paint colour across the range, after owners asked for it.
- He XiaopengJournalists set off on a 1,200 km drive in the G9L range-extender with no refuelling or charging.
- He XiaopengThe G9L goes on sale from RMB231,800, fully equipped from the base version.
- Yuan TingtingXOS 6.3.0 starts its first rollout tonight; Turing Max cars get VLA 2.0 Lite.
- He XiaopengXPeng's first megawatt flash-charging station is in operation.
- Gu JieExplains fast charging: the G9L's 800V 5C battery adds 450 km in nine minutes, managed by its BMS.
Added automatically, not reviewed item by item. Weibo posts, unless a line names XPeng's forum or another source. Each line opens its source; times are UTC.
Management Tracker
16 statementsWhat XPeng's management said it would do, and where each statement stands. Open a row for the wording and its sources.
Outcome on file
Deliveries to more than double2025429,445, 126% more
· He Xiaopeng · Q4 2024 earnings call
“XPeng's total sales in 2025 will more than double those of 2024.”
小鹏汽车在2025的总销量会相比2024实现翻倍以上的增长
Chinese original · XPulse's translation · 21st Century Business Herald
A quarterly profitQ4 2025Net profit of RMB383m
· He Xiaopeng · Q4 2024 earnings call
“We believe with great confidence that, while we keep up heavy investment in AI research and development, XPeng will move steadily to a profit in the fourth quarter of this year.”
我们非常有底气地相信，在我们坚持AI研发大投入的同时，会稳步走向小鹏在今年四季度的盈利
Chinese original · XPulse's translation · 21st Century Business Herald
Outcome
A net profit of RMB383m in the fourth quarter of 2025, XPeng's first profitable quarter. The quarters since: Q1 2026, a loss of RMB1.78bn; Q2 2026, a loss of RMB1.34bn.
Quarterly guidanceQ3 2026118,390, within the range
· XPeng · results release
Q3 2026: deliveries of 115,000–121,000 and revenue of RMB21.70–23.40bn.
XPeng's published guidance · XPeng results release
Outcome
Q3 2026: 118,390 delivered, within the range. Revenue arrives with the Q3 2026 results. The four quarters before it: Q2 2026, 103,295 against 100,000–106,000 (within the range); Q1 2026, 62,682 against 61,000–66,000 (within the range); Q4 2025, 116,249 against 125,000–132,000 (below the range); Q3 2025, 116,007 against 113,000–118,000 (within the range).
A major VLA upgradeEnd of Aug 2026Rollout began 21–22 September
· He Xiaopeng · Q2 2026 earnings call
“Starting from end of August, we will roll out a major upgrade to VLA 2.0…”
English interpretation on the call · The Motley Fool, call transcript
Outcome
Unveiled on 27 August. The full rollout, as XOS 6.3.0, began on 21–22 September after staged testing the week before, an XPeng vice-president said.
Robotaxi demonstration serviceQ3 2026No public start on record
· He Xiaopeng · Q4 2025 earnings call
“The plan is to begin passenger demonstration operations in the second half of the year, to prove out the technology, the customer side and the business.”
计划下半年开启载客示范运营，跑通技术、客户与商业的验证
As reported in Chinese · XPulse's translation · Red Star Capital, via cnfol
· He Xiaopeng · at the first production Robotaxi's roll-off
“In the coming months, XPeng's Robotaxi will begin demonstration operations in Guangzhou.”
未来几个月，小鹏 Robotaxi 会在广州开启示范运营
As reported in Chinese · XPulse's translation · IT之家
· He Xiaopeng · Q1 2026 earnings call
“XPeng aims to start a passenger Robotaxi demonstration service in Guangzhou in the third quarter of this year.”
小鹏目标今年三季度在广州启动载客的Robotaxi示范运营服务
As reported in Chinese · XPulse's translation · Leidi, via Sina Finance
Outcome
The third quarter ended with no public start on XPulse's record. None of XPeng's news posts from 24 August to 1 October announces one, nor does any Weibo post by He Xiaopeng or the head of XPeng's Robotaxi business, and no report of a start was found. On 1 September XPeng said demonstration operations were “counting down” (距离示范运营已进入倒计时), after more than 2,000 internal test rides since June and a permit for tests with no safety operator in the driver's seat. The March wording, the second half of the year, runs to 31 December.
The flying car on sale2026No deliveries this year, its maker says
· He Xiaopeng · China Development Forum
“In 2026 XPeng will launch the world's first mass-produced modular flying car, and sell it in China and some other countries.”
小鹏将在2026年推出全球首款量产分体式飞行汽车，并在中国和世界部分国家销售
As reported in Chinese · XPulse's translation · Ofweek, via Sina Finance
Outcome
The aircraft has been in batch trial production since March 2026 and joined the aviation regulator's fast-track certification list in July; it has no type certificate yet. On 27 August 2026 its maker's founder, Zhao Deli, said: “We cannot deliver this year… our plan is to try to deliver next year” (今年交付不了…我們計劃明年爭取能夠交付出去).
The flying car is made by ARIDGE, an affiliate of He Xiaopeng in which XPeng holds a minority stake. It is not an XPeng business; the statement is here because it was his.
· Sina Hong Kong, 27 August 2026 · ARIDGE and its certification →
Due by the end of 2026
A single month above 60,000Q4 2026September was 41,256
· He Xiaopeng · Q2 2026 earnings call
“The company will challenge itself to pass 60,000 sales in a single month.”
公司将挑战单月销量突破6万
As reported in Chinese · XPulse's translation · Xinhua Finance, via 21st Century Business Herald
The call's English interpretation said “monthly deliveries targeting more than 60,000 units”. The Chinese stands: a challenge for one month.
So far
No fourth-quarter month is on file yet; October's figure is due at the start of November. September was 41,256; the busiest month on record is October 2025, 42,013.
Deliveries up every quarter2026Q3 118,390; Q4 to come
· He Xiaopeng · Q1 2026 earnings call
“I'm very confident that deliveries will grow substantially quarter-over-quarter in each of the remaining quarters this year.”
English interpretation on the call · The Motley Fool, call transcript
So far
Q1 62,682 → Q2 103,295 → Q3 118,390. The fourth quarter needs more than 118,390.
Four new models2026Three launched; the L05 to come
· He Xiaopeng · Q4 2025 earnings call
“In 2026 XPeng plans to launch four all-new models, adding large and compact vehicles to the range.”
2026年，小鹏汽车计划推出4款全新车型，补充大型车和紧凑型车品类
As reported in Chinese · XPulse's translation · Red Star Capital, via cnfol
· He Xiaopeng · Q1 2026 earnings call
“Starting with the GX, we plan to launch and begin deliveries of all new SUV models within the next 6 months.”
English interpretation on the call · The Motley Fool, call transcript
· He Xiaopeng · Q2 2026 earnings call
“The MONA L05 will also launch in China in the fourth quarter.”
English interpretation on the call · The Motley Fool, call transcript
So far
Three are on sale: the GX (May), the MONA L03 (16 July) and the G9L (17 September). The MONA L05 is the fourth.
Overseas deliveries to double2026Double is 90,016; no 2026 count yet
· He Xiaopeng · Q4 2025 earnings call
“This year four new models enter international markets and our overseas store network will grow to 680. The overall goal is to double overseas sales year on year and lift overseas revenue to more than 20% of the total.”
我们今年有四款新车进入国际市场，海外的门店网络也会拓展至680家，整体目标是今年海外市场销量实现同比翻倍的增长，海外的收入贡献提升至20%以上
Chinese original · XPulse's translation · National Business Daily
· He Xiaopeng · Q1 2026 earnings call
“Our target is to achieve sustained monthly overseas deliveries of over 10,000 units in the fourth quarter and to more than double full year overseas deliveries.”
English interpretation on the call · The Motley Fool, call transcript
· He Xiaopeng · Q2 2026 earnings call
“Overseas deliveries of the L03 will begin in the fourth quarter and are expected to take quarterly overseas sales past 40,000.”
L03海外交付将于四季度启动，预计将带动海外季度销量突破4万台
As reported in Chinese · XPulse's translation · Xinhua Finance, via 21st Century Business Herald
So far
Measured against XPeng's own count for 2025, 45,008: double is 90,016. XPeng has reported more than 20,000 overseas deliveries in the second quarter, 81% more than a year earlier, and overseas revenue at 25% of the first half's total. It has not published a nine-month overseas count.
IRON in mass productionEnd of 2026Production line opened 8 September
· He Xiaopeng · Q4 2025 earnings call
“The XPeng IRON robot will formally enter mass production at the end of this year, with a monthly capacity target of more than a thousand.”
小鹏IRON机器人将于今年年底正式量产，月产能目标突破千台
Chinese original · XPulse's translation · National Business Daily
· He Xiaopeng · Q2 2026 earnings call
“XPeng's robot will enter scaled mass production at the end of this year and begin serving in XPeng's stores and campuses.”
小鹏机器人将于今年底进入规模量产阶段，并开始服务于小鹏的门店和园区
As reported in Chinese · XPulse's translation · Xinhua Finance, via 21st Century Business Herald
So far
The production line opened on 8 September. XPeng's 1 October release repeats the plan: scaled mass production at the end of this year, first in its own stores and campuses.
Licensing revenue level with 20252026Not reported on its own
· Charles Zhang · Q1 2026 earnings call
“…we continue to maintain the guidance that the total revenue generated from the technology and services and IP licensing revenue in 2026 is comparable to that of 2025.”
In English · The Motley Fool, call transcript
So far
XPeng does not publish this revenue on its own. The line it reports, services and other, was RMB8.34bn in 2025 and RMB4.73bn in the first two quarters of 2026. The first half of 2026 includes RMB680m recognised for work done in earlier periods.
Over RMB500m from carbon credits2026None booked in the first quarter
· XPeng · Securities Times report, confirmed by a vice-president
“Within 2026 XPeng expects to receive more than RMB500 million.”
2026年内小鹏预计将获得超5亿元
As reported in Chinese · XPulse's translation · Securities Times
So far
XPeng booked no carbon-credit revenue in the first quarter, its finance vice-president said on 28 May. The figure is not yet in a filing.
2027 and later
VLA 2.0 abroadH1 2027No approval on file
· He Xiaopeng · Q4 2025 earnings call
“We expect, from the end of this year into next year, to begin the staged release and delivery of the second-generation VLA region by region.”
我们预计，在今年年底到明年会逐步在不同区域开启第二代VLA的相关灰度和交付
Chinese original · XPulse's translation · Sina Tech, record of the call
· Brian Gu · Q4 2025 earnings call
“We also plan, once the relevant regulations are in place (expected at the end of this year or early next year), to launch our driver-assistance technology in Europe and some South-East Asian markets.”
我们还计划在相关法规落地后（预计在今年年底或明年初），在欧洲及部分东南亚市场推出我们的智能驾驶技术
As reported in Chinese · XPulse's translation · Sina Tech, record of the call
· He Xiaopeng · Q1 2026 earnings call
“…we hope to receive regulatory approval in multiple countries next year…”
English interpretation on the call · The Motley Fool, call transcript
· He Xiaopeng · Q2 2026 earnings call
“The company's goal is to obtain regulatory approval in Europe first, in the first half of next year, and begin overseas deliveries.”
公司的目标是在明年上半年率先在欧洲获监管许可并开启海外交付
As reported in Chinese · XPulse's translation · Xinhua Finance, via 21st Century Business Herald
So far
XPeng says it has validated VLA 2.0 on German roads. No approval is on file.
Robotaxi with no safety operator2027Driver's seat empty in tests since August
· He Xiaopeng · Q4 2025 earnings call
“In the second half of this year we will begin passenger tests with a safety operator; at the start of next year we hope to do without one.”
今年下半年我们会展开有安全员的载客测试；在明年年初我们希望做到无安全员
Chinese original · XPulse's translation · Sina Tech, record of the call
· XPeng · release on the first production Robotaxi
“The company aims to achieve fully autonomous operations without on-site safety officer by early 2027.”
In English · XPeng
· He Xiaopeng · Q2 2026 earnings call
“The goal is passenger operations with no safety operator in 2027.”
目标是在2027年实现无安全员载客运营
As reported in Chinese · XPulse's translation · Xinhua Finance, via 21st Century Business Herald
So far
Road tests with no safety operator in the driver's seat have been permitted on designated Guangzhou roads since August.
IRON delivered to outside customers2027Production line opened 8 September
· He Xiaopeng · Q2 2026 earnings call
“In 2027 XPeng IRON will formally go on public sale worldwide; monthly production in 2027 can reach several thousand.”
2027年，小鹏IRON将正式于全球公开上市，2027年的月产规模可达到数千台
As reported in Chinese · XPulse's translation · Xinhua Finance, via 21st Century Business Herald
· Brian Gu · Q2 2026 earnings call
“…start deploying first in our internal scenarios and gradually offer to external customers starting, I would say, the first half of next year.”
In English · The Motley Fool, call transcript
So far
The production line opened on 8 September; mass production is planned for the end of 2026.
Statements reviewed · delivery and financial figures follow XPulse's own records
How this works
Each row is something XPeng's management said it would do, with a date or a period that can be checked. Behind the row is the wording itself. Where XPeng's Chinese and English differ, the Chinese stands, and the English shown is XPulse's translation. A statement that was restated keeps every dated version.
Outcomes come from XPeng's releases and filings and from XPulse's delivery and financial records. They are stated as facts and left there: no score, and no view on the shares.