XPeng shipped 9,700 vehicles overseas in July — a new monthly record and a 223.3% increase from the 3,000 units exported in July 2025 — according to data published by the China Passenger Car Association (CPCA).
The result also marked a 28.8% sequential gain over the 7,533 vehicles shipped in June and extended the automaker’s streak of consecutive monthly export records.
Overseas shipments accounted for roughly 25.5% of the brand’s 38,027 total wholesale deliveries in July, the highest ratio in the company’s history.
The share has risen sharply from 18.8% in June, 19.0% across the first half of 2026 and approximately 10% for the full year 2025, when XPeng shipped 45,008 units abroad.
Through the first seven months of the year, the company has exported an estimated 41,299 vehicles — approaching last year’s full-year total with five months remaining.
The CPCA counts vehicles and kits leaving China rather than retail sales in destination markets.
Magna Steyr assembles XPeng‘s three European-built models from semi-knockdown kits shipped from China, so a portion of each month’s export total represents components bound for an assembly line rather than finished cars reaching customers.
Portfolio Broadens
The G6 compact SUV remained XPeng‘s dominant export model at 5,538 units, up 19.0% from 4,654 in June and nearly triple the 1,936 shipped in July 2025.
The model accounted for 57.1% of July exports, though its share has declined from the 65.3% it held across the first half as newer models gain traction overseas.
XPeng‘s larger G9 SUV posted 1,545 exports, a 15.8% sequential increase from 1,334 and more than triple the 432 units shipped in July 2025.
The X9 MPV reached 1,408 units, up 25.9% from June and 154.6% year-on-year from 553.
The company launched X9 deliveries across seven European markets in mid-June, extending the model’s footprint beyond Southeast Asia.
Together, the G6, G9 and X9 accounted for 87.5% of July’s overseas shipments.
The seven models with disclosed figures sum to 9,577 units, leaving 123 spread across the rest of the range.
The P7+ sedan more than doubled its exports to 828 units from 368 in June, the month European customer deliveries began.
Vice Chairman and Co-President Brian Gu wrote on LinkedIn in early June that he had celebrated the handover of the first P7+ to a French customer during a Paris visit that also took in meetings with local partners.
The P7+ is the third XPeng model assembled at Magna Steyr’s plant in Graz, Austria, after the G6 and G9, which have been built there since September 2025.
The sedan completed trial production in January and entered series production in April.
Local assembly allows XPeng to sidestep the European Commission’s additional 20.7% countervailing duty on Chinese-built EVs.
L03 and GX
July marked the first meaningful exports for two models central to XPeng‘s second-half strategy.
The GX flagship SUV registered 124 export units, up from just two in June and the first 14 in May.
The Mona L03 compact coupe SUV recorded 14 units shipped overseas in its first month of availability.
XPeng globally launched the L03 on July 16 at a brand event in Munich, the company’s first formal global launch event, held in Germany because the auto industry was born there, founder and CEO He Xiaopeng said on Weibo.
The model starts at €35,600 in Europe and at 123,800 yuan in China, 20,000 yuan below its pre-sale price.
First customer deliveries began late in the month, with mass deliveries pushed into August, meaning the 14 export units capture only a partial initial contribution.
The model is slated for 64 countries and regions this year.
Deutsche Bank has forecast monthly L03 deliveries of about 15,000 units in 2026 on a global basis, against more than 50,000 non-cancellable orders in China alone, a figure that is not an overseas projection.
The Mona M03 sedan exported 120 units, up from 37 in June.
XPeng first shipped the M03 overseas in late 2025, when an initial batch departed for the Middle East and North Africa.
Domestically, M03 wholesale fell 27.0% month-on-month to 10,357 units in July, as the newly launched L03 — which recorded 2,884 wholesale units in its first partial month — begins to enter the same price segment.
Domestic Decline
The divergence between XPeng‘s export trajectory and domestic performance widened in July.
Total global deliveries fell 5.2% sequentially to 38,027, with seven of ten model lines posting month-on-month decline, despite the 3.6% growth year-over-year.
Only the G6, G9 and GX grew domestically alongside the newly introduced L03.
Exports provided a counterweight.
The pattern mirrors a dynamic visible since the first half, when exports doubled year-on-year to 31,599 units while domestic deliveries fell an estimated 24.7%.
Annual Targets
XPeng is targeting approximately 90,000 overseas deliveries in 2026 — roughly double the 45,008 shipped last year — according to local media reports citing an internal meeting first reported by 36Kr.
With an estimated 41,299 exports through July, the company needs roughly 48,700 more over the remaining five months, or an average of approximately 9,740 per month.
July’s 9,700 units matched the required run rate for the first time.
At the end of the first half, the company’s annualized pace of roughly 5,267 exports per month left it well short of the doubling target.
The June-July acceleration — averaging 8,617 units over the two months — has narrowed the gap.
Sustaining the pace will depend on the L03, GX and X9 ramp in new markets, continued G6 momentum and the capacity of Magna Steyr’s Graz plant, where XPeng‘s Managing Director for the UK and Eastern Europe Elvis Cheng has acknowledged capacity is insufficient to meet growing European demand.
A fourth model will join the Graz line before year-end, according to founder and CEO He Xiaopeng.
Across all markets, XPeng is targeting between 550,000 and 600,000 global deliveries in 2026.
The company must deliver between 345,996 and 395,996 more vehicles in the following five months to reach the guidance.
