On July 8, 2026, global automotive safety leader Autoliv and XPENG Group formally signed a strategic cooperation framework agreement in Guangzhou. The two parties will deepen collaboration across active safety, passive safety, intelligent cockpit, and sustainable development.
Chuhang Technology's overseas production base in Kuala Lumpur, Malaysia has officially commenced operations, signaling Chinese auto parts makers' transition from export trade to overseas capacity deployment. Meanwhile, Autoliv signed a strategic cooperation framework with XPeng Group, focusing on technology synergy, digitalization, and sustainable development. The two events reflect that Chinese parts supply chain globalization has entered a new phase combining capacity落地 and ecosystem binding.
China's NEV startup delivery data for the first half of 2026 is out, with Leapmotor securing the top spot with 352,000 units, followed by Li Auto at 186,000 and XPeng at 158,000. NIO and Xiaomi ranked fourth and fifth with 129,000 and 105,000 units respectively. Leapmotor has maintained its delivery championship for three consecutive months while accelerating overseas expansion into Europe, the Middle East, and Southeast Asia. This delivery landscape reflects not only domestic competition dynamics but also signals the reshaping of Chinese NEV brands' global footprint.
In July 2026, Malaysia further tightened CBU electric vehicle import policies, effectively blocking new entry for non-premium imported models. Beyond BYD, popular Chinese vehicles like Zeekr 7X and Chery OMODA E5 face import restrictions. Leapmotor and XPeng are pivoting to CKD local assembly, while domestic brand Proton has reclaimed market leadership through its e.MAS lineup.
Xpeng launched pre-sales for the MONA L03 SUV in China on July 2, priced at 143,800-165,800 yuan with pure-electric ranges of 525km and 625km and a range-extender version delivering 1,330km combined. The model features the Turing AI chip as standard. A global debut at Munich follows on July 16. Meanwhile, Xpeng's partnership with Shenzhou Rental deepens with cumulative orders exceeding 5,000 units and another 5,000 planned for the coming year.
XPeng MONA L03 receives a configuration upgrade while smart brand maintains steady global delivery growth. This article analyzes the MONA L03 upgrade highlights and smart's global delivery data, examining their differentiated strategies in intelligence and globalization.
In June 2026, Chinese EV startup delivery figures were released. Leapmotor set a new all-time record with 93,376 deliveries. Nio delivered 40,597 vehicles and Xpeng delivered 40,126, both achieving their best monthly performance of the year. Tesla China's wholesale volume reached 89,091 units, up 24.43% year-on-year, marking the eighth consecutive month of growth. Meanwhile, Li Auto and Huawei-backed HIMA faced stiffer competition in the premium segment, with year-on-year delivery declines. June data clearly shows China's NEV market is undergoing structural differentiation.
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.
In 2026, Chinese automakers have launched an overseas factory acquisition wave. Xpeng acquired an Indonesian West Java plant, Geely purchased Ford's Valencia facility in Spain, and BYD is negotiating to take over Stellantis's idle European capacity. This marks a strategic shift from pure export to localized production, representing a new chapter in China's automotive globalization.
Leapmotor delivered 81,569 units in May 2026, up 81% year-over-year, setting a new record and securing the top spot among NEV startups. NIO, XPeng, Li Auto, Zeekr, and AITO all achieved strong growth. Chairman Zhu Jiangming and shareholder Fu Liquan increased their holdings by approximately HK$490 million on June 4, raising their combined stake to 24.71%.
Xpeng GX officially launched in early June 2026 and has seen sustained order growth within two weeks. Within 12 hours of launch, firm orders exceeded 24,863 units, with the Ultra flagship variant accounting for over 80% of orders. Due to production capacity constraints, the longest delivery lead time for some configurations has reached 35 weeks. Xpeng has officially denied rumors of queue-jumping for a fee and recommended the Ultra SE variant for buyers needing quicker delivery.
XPeng's Q1 2026 revenue reached ¥13.03 billion, down 17.6% year-over-year, with deliveries of 62,700 units falling 33.3%—underperforming the NEV passenger vehicle market's 21.1% decline. Service and other revenue surged 41.2% to ¥2.03 billion, driven by the Volkswagen tech platform partnership. Three new models are scheduled for launch, with GX production ramping up.
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