XPeng Group announced June 2026 deliveries of 40,126 units, up 15.9% year-over-year. The MONA L03, the first SUV in the MONA series, will debut and begin pre-sales on July 2. The XPeng GX reached its 10,000th unit production milestone, and the XPeng X9 surpassed 60,000 global cumulative deliveries.
XPeng June Deliveries Steady with Growth
On July 1, XPeng released June delivery results. Monthly deliveries reached 40,126 units, up 15.9% year-over-year, with Q2 cumulative deliveries at 103,295 units. Among NEV startups, XPeng maintains first-tier delivery scale, but growth rate trails competitors like Leapmotor, NIO, and Zeekr, indicating the brand is in an adjustment period during product transition.
XPeng product line performance:
- MONA series: First SUV model L03 imminent pre-sales, carrying volume expectations
- GX: 6,739 June deliveries, 10,000th unit milestone on July 1
- X9: Global cumulative deliveries exceeded 60,000, flagship MPV established in premium market
- P7/G6/G9: Classic models continue contributing stable sales
MONA L03 Begins Pre-sales
The MONA L03, as XPeng MONA series' first SUV, will debut and begin pre-sales on July 2. Positioned as a compact pure electric SUV, expected pricing is 150,000 to 200,000 yuan, representing XPeng's important move into the mainstream market. The MONA series originally positioned for youth and value, and L03's launch means the series expands from sedans to SUVs.
MONA L03 expected core specifications:
- Based on SEPA 2.0 platform, supporting 800V high-voltage fast charging
- XPeng self-developed Turing chip, intelligent driving on par with flagship models
- Pure vision assisted driving solution, reducing hardware costs
- Tianji OS with AI large model interaction
- Expected range exceeding 500 km (CLTC)
XPeng Self-developed Chip Progress
XPeng's self-developed Turing chip first deployed in July 2025, and by April 2026, nearly all mainstream products completed the transition to self-developed chips. This gives XPeng advantages in chip supply autonomy and cost control. With BYD, NIO, and Li Auto all launching self-developed chips, XPeng's first-mover advantage is converting into product competitiveness.
XPeng intelligent technology layout:
- Turing chip: Mainstream models transitioned, approximately 700 TOPS computing power
- Tianji OS: AI large model-based intelligent cockpit system
- Pure vision solution: Reduced reliance on LiDAR, controlling costs
- City NOA: Covering major cities nationwide, leading industry rollout speed
GX and X9 Dual Flagship Drive
XPeng GX, as the brand's full-size SUV, delivered 6,739 units in June and reached its 10,000th production milestone on July 1. This model is XPeng's first full-size new energy SUV, tasked with brand elevation. XPeng X9, the world's first mass-produced flying car, exceeded 60,000 cumulative deliveries, establishing differentiated positioning in the premium MPV market.
Competitive Analysis
At the intersection of intelligence and value positioning, XPeng faces multi-faceted competition from Tesla, Huawei ecosystem, and Leapmotor.
| Brand | June Deliveries | Core AD Solution | Self-developed Chip | Price Range |
|---|---|---|---|---|
| XPeng | 40,126 | Pure vision + Turing | Turing | 150k-400k yuan |
| Tesla | — | Pure vision FSD | Self-developed FSD | 230k-350k yuan |
| Huawei | 50,624 | LiDAR + ADS | Kirin | 200k-500k yuan |
| Leapmotor | 93,376 | Vision + radar | None | 100k-300k yuan |
XPeng's core advantages lie in relatively early self-developed chip deployment and pure vision cost control, but absolute volume has been significantly surpassed by Leapmotor. MONA L03's market performance will be the key variable for whether XPeng can return to high-growth trajectory.
EX1000.COM believes XPeng's pure vision intelligent driving solution has cost advantages for Central Asia and Russian markets, as these regions have lower road environment complexity and HD map coverage, making pure vision easier to localize. However, XPeng needs to accelerate channel development and service network deployment in these markets.
