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XPeng L03 at the IFA Berlin event
Image Credit: XPeng

XPeng Exports Ease in August as Germany Becomes Its Top Market Abroad

XPeng has passed 10,000 cumulative deliveries in three markets outside China: Israel, Norway and Denmark. Germany is set to become the fourth as demand in Europe’s most competitive market surges.

The country was XPeng’s largest international market of 2026 as of the last day of August.

XPeng registered 5,773 vehicles in Germany in the first eight months, up 258%, according to KBA data. July’s 1,253 was a record and August brought 1,163.

Norway follows at 4,317 and Israel at 4,011. France, at 3,288 in the first half, is in Germany’s size class and led the second quarter with it.

The overseas business is now the company’s growth engine.

XPeng exported 8,125 vehicles and kits in August, up 169.2% from a year earlier, according to China Passenger Car Association (CPCA) data released on Tuesday.

Exports reached 31,599 in the first half and a record 9,700 in July. The eight-month total of about 49,400 is already past 2025’s 45,008 and about a fifth of deliveries, against a target of more than 90,000.

The home market is shrinking.

XPeng’s worldwide deliveries fell 10.5% to 243,111 in January–August, and its China deliveries dropped about a quarter in the first half to an estimated 134,400.

Founder and CEO He Xiaopeng named five priority markets for 2026 in February: Israel, Germany, Norway, Thailand and France. The data through August sort them into two groups.

What Went Abroad in August

The G6 remains the export model. It shipped 3,606 units in August, 44.4% of the total, and is assembled in Guangzhou, at Magna Steyr in Graz and at EP Manufacturing in Melaka.

The Mona L03 was the new element.

The compact SUV, revealed in Munich on July 16 and in Chinese showrooms since July 22, exported 1,244 units in its first month at scale, 15.3% of the total. XPeng is launching it in 65 countries this year.

Deutsche Bank has modelled about 15,000 a month globally.

The G9 shipped 1,406, the P7+ 717, the X9 637 and the GX 336. The Mona M03 sedan added 124, the G7 48 and the P7 7. The three models built at Graz, the G6, G9 and P7+, were 70.5% of the month.

The CPCA counts vehicles and kits leaving China. Graz assembles from semi-knockdown kits, so European retail lags the export print.

Israel

Israel was the first overseas market to pass 10,000 cumulative deliveries, by the end of June, as EV reported. It is the only country outside China where XPeng has led the EV market for a sustained period.

XPeng sold 3,503 vehicles in Israel in January–July, ahead of Tesla’s 3,162 and Changan’s 2,318, according to Israel Vehicle Importers Association data reported by Xinhua.

It had led through May as well, with 2,385 against Tesla’s 1,843. August registrations compiled from the same monthly tables were 508, taking the year to 4,011.

Chinese brands hold more than 70% of Israeli EV sales. XPeng’s lineup there runs to the G6, G9, P7 and X9.

Norway

Norway was XPeng’s first market outside China. It began selling the G3 there in December 2020 and passed 10,000 cumulative deliveries in May after doubling the total in about a year.

In July XPeng registered 843 cars, third among all brands behind Toyota and Volkswagen and ahead of Tesla, up 161% on a year earlier.

“Xpeng has gone from thirteenth to third place” in a year, said Geir Inge Stokke, Director of the Norwegian Road Federation, OFV.

In August it registered 795, sixth among brands with 5.9% of the market and up 248.7% from 228 a year earlier, according to OFV’s registration statistics.

Year to date it stands at 4,317, up 94.6%, against 4,466 for all of 2025 and a target of more than 7,000.

Tesla is still the year-to-date leader at 15,040. OFV said XPeng and Toyota showed the strongest growth of any large brand in August. XPeng and BYD together took 11.4% of the market, from 4.9% a year earlier.

The two months ahead of Tesla need a qualification. Tesla’s Norwegian registrations fell 97% in July and 79% in August.

The base was inflated by buyers rushing to complete purchases ahead of a fiscal change at the end of 2025, Schmidt Automotive’s Matthias Schmidt told Reuters.

In the same months Tesla’s registrations rose 86% and then 279% in France and 52% and 104% in Denmark. France offers eligible households a leasing subsidy of up to €7,000, Tesla added its own €5,000 trade-in bonus there in July, and Germany reintroduced a purchase subsidy of up to €6,000 from January 1.

Tesla has a record of directing Giga Berlin output toward markets with open incentive windows.

France has become its largest European market this year, with more than 20,000 sales.

XPeng’s Norwegian gains are therefore registrations won while Tesla shipped elsewhere and lapped a distorted base. They are not evidence that XPeng has overtaken Tesla on Norwegian demand.

Norway sits outside the European Union and its countervailing duties on China-built EVs. That is one reason the X9 starts there at NOK 581,688, against €77,600 in Germany.

Denmark

Denmark reached its 10,000th XPeng on August 21, the third market to do so. XPeng entered in 2022–23.

The first 5,000 took roughly three years and the second about 13 months. XPeng sold 610 cars there in July, eighth among all brands, and 3,177 in the year to July, more than double a year earlier.

Fully electric cars were 79.9% of Danish sales in the first half.

Germany and France

Germany has become XPeng’s largest market outside China by a clear margin.

KBA registrations ran 327, 331 and 549 in the first quarter and 595, 633 and 922 in the second. July brought 1,253 and August 1,163. The eight-month total of 5,773 compares with 1,614 a year earlier and 2,991 in all of 2025.

The P7+ has been on sale since April.

It is built at Graz to sidestep the EU’s countervailing duties on China-built EVs and accounted for one in eight of XPeng’s own German registrations by June. The X9 arrived in June.

XPeng is targeting about 8,000 German registrations this year and 110 dealers by December. Cumulatively Germany stood at 7,994 from its May 2024 entry through July, as EV reported, and passed 9,000 in August.

It is on course to be the fourth market past 10,000 before year-end.

France registered 3,288 XPengs in the first half, within 70 of Germany, according to CCFA data cited by Automobile Propre.

XPeng passed 6,000 cumulative deliveries there on August 18 with a P7+ and has more than 70 stores. In the second quarter France matched Germany at 2,138.

Thailand was at 1,822 units, ranking third for the quarter, ahead of Norway at 1,791, Israel at 1,733 and Denmark at 1,625. Indonesia, Spain, Portugal and Belgium each fell between 600 and 750.

About 6,000 were spread across the rest of XPeng’s markets, which the company put at 68 countries and regions as of August 31. The table is a quarterly ranking, not a year-to-date one.

Overseas revenue exceeded 25% of XPeng’s total in the first half. He Xiaopeng’s stated targets are one million overseas sales a year and 70% of profits from outside China by 2030.

Cláudio Afonso founded CARBA in early 2021 and launched the news blog EV later that year.