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XPENG sets October delivery record at 50.2K vehicles

A Guangzhou license allows XPENG to conduct Level 4 Robotaxi demonstration operations and advance into real-world operational and business-model validation.

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Sentiment and the balance of points

Rhea-AI Sentiment reads the wording of the document, how positive or negative its language is on a 1 to 5 scale. The balance of points shown with the takes weighs what the document actually discloses, so the two can disagree, for example when a trial that missed its main goal is described in upbeat language.

Form Type
6-K

Rhea-AI Filing Summary

XPENG Inc. (XPEV) reported a record 50,237 vehicle deliveries in October 2026, up 22% month over month and 20% year over year. Overseas deliveries reached an all-time monthly high of 13,326 units, up 166% year over year.

The XPENG L05 launched in the Chinese mainland in October, with deliveries set to begin November 1, 2026. On October 26, 2026, XPENG obtained a demonstration operation license to conduct Level 4 Robotaxi services in Guangzhou. XPENG also received MSCI’s highest ESG AAA rating for the fourth consecutive year. The company said its EVs delivered from January through October 2026 are expected to reduce life-cycle greenhouse gas emissions by more than 5.77 million tons compared with internal combustion engine vehicles, equivalent to the carbon absorbed by 95.43 million young trees over 10 years.

2 points · 0 major

How this balance works

Rhea-AI gives every point it takes from this document a weight. Minor counts 1, Moderate 3 and Major 9, so one Major point outweighs several Minor ones. The bar adds up the weights on each side, and when neither side holds more than 65% of the total the balance reads Mixed.

It reads the document as published, with the same rules for every company, and it does not look at what the market expected or at how the stock traded, so a point can be objectively good on a day the stock falls.

Rhea-AI Sentiment measures something else, the tone of the wording.

0 major · 0 points

How the balance works

Positive

  • Moderate pointOctober deliveries set a record at 50,237 vehicles, up 20% year over year.
  • Minor pointOverseas deliveries reached 13,326 units, up 166% year over year.

Negative

  • None.
Vehicle deliveries 50,237 vehicles October 2026; a new monthly record
Month-over-month delivery growth 22% October 2026
Year-over-year delivery growth 20% October 2026
Overseas vehicle deliveries 13,326 units October 2026; an all-time monthly high
Year-over-year overseas delivery growth 166% October 2026
MSCI ESG AAA rating 4 consecutive years Rating achieved in October 2026
Expected life-cycle greenhouse gas emissions reduction More than 5.77 million tons XPENG EVs delivered from January through October 2026 compared with internal combustion engine vehicles
Equivalent carbon absorption 95.43 million young trees over 10 years XPENG’s comparison for the expected emissions reduction
Physical AI technical
"full-stack Physical AI architecture"
Physical AI combines artificial intelligence with physical devices or environments, enabling machines to interact with and adapt to the real world in a human-like way. It matters to investors because it can lead to smarter robots, autonomous vehicles, or advanced sensors that improve efficiency and open new markets, potentially creating significant business opportunities and competitive advantages.
demonstration operation license regulatory
"obtained a demonstration operation license to conduct Level 4 Robotaxi services"
Level 4 Robotaxi technical
"conduct Level 4 Robotaxi services in Guangzhou"
life-cycle greenhouse gas emissions technical
"reduce life-cycle greenhouse gas emissions by more than 5.77 million tons"
Total greenhouse gas emissions associated with a product, service, facility, or activity over its entire life—from raw material extraction and manufacturing, through transportation and use, to disposal or recycling. It measures the full climate footprint rather than a single stage. Investors use it to gauge exposure to future regulation, costs, and reputational issues, similar to comparing fuel-efficiency ratings to understand long-term operating consequences and risks.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

How many vehicles did XPENG (XPEV) deliver in October 2026?

XPENG delivered 50,237 vehicles in October 2026, a new monthly record. Deliveries were up 22% month over month and 20% year over year.

How many overseas vehicles did XPENG (XPEV) deliver in October 2026?

XPENG reported 13,326 overseas deliveries in October 2026, an all-time monthly high. Overseas deliveries were up 166% year over year.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON D.C. 20549

 

 

FORM 6-K

 

 

REPORT OF FOREIGN PRIVATE ISSUER

PURSUANT TO RULE 13a-16 OR 15d-16

OF THE SECURITIES EXCHANGE ACT OF 1934

November 2026

Commission File Number: 001-39466

 

 

XPENG INC.

 

 

No.10, Cencun Fengzhuang Avenue

Tianhe District, Guangzhou

Guangdong 510640

People’s Republic of China

(Address of principal executive offices)

 

 

Indicate by check mark whether the registrant files or will file annual reports under cover Form 20-F or Form 40-F.

Form 20-F ☒   Form 40-F ☐

 

 
 


TABLE OF CONTENTS

 

Exhibit 99.1    Press release: XPENG Announces Vehicle Delivery Results for October 2026


SIGNATURE

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.

 

XPENG INC.
By:   /s/ Xiaopeng He
Name:   Xiaopeng He
Title:   Chairman and Chief Executive Officer

Date: November 2, 2026

Exhibit 99.1

XPENG Announces Vehicle Delivery Results for October 2026

GUANGZHOU, China, Nov. 1, 2026 (PRNewswire) — XPeng Inc. (“XPENG” or the “Company,” NYSE: XPEV and HKEX: 9868), a leading global Physical AI company, today announced its vehicle delivery results for October 2026.

XPENG achieved a new monthly record with total deliveries of 50,237 vehicles in October, up 22% month-over-month and 20% year-over-year. Overseas deliveries also reached an all-time monthly high of 13,326 units, up 166% year-over-year.

In October 2026, the XPENG L05 was officially launched in the Chinese mainland, with deliveries set to begin on November 1.

On October 26, 2026, XPENG obtained a demonstration operation license to conduct Level 4 Robotaxi services in Guangzhou. The approval enables XPENG Robotaxi to advance from technology validation to real-world operational and business model validation, marking a key milestone toward the commercialization of XPENG’s Physical AI technologies.

In October, XPENG achieved MSCI’s highest ESG AAA rating for the fourth consecutive year.

XPENG’s electric vehicles delivered from January to October 2026 are expected to reduce life-cycle greenhouse gas emissions by more than 5.77 million tons compared to internal combustion engine vehicles, equivalent to the carbon absorbed by 95.43 million young trees over 10 years.

About XPENG

XPENG is a leading global Physical AI company, dedicated to bringing artificial intelligence into the physical world to reshape future mobility and smart living. Through in-house R&D, XPENG has developed a full-stack Physical AI architecture spanning Turing AI chips, world foundation models, and highly integrated software and hardware applications. This unified technology foundation of XPENG powers an expansive product portfolio of smart EVs, robotaxis, and humanoid robots, advancing the deployment of Physical AI at scale. Headquartered in Guangzhou, China, XPENG is dual-primary listed on the New York Stock Exchange and the Hong Kong Stock Exchange. With global capabilities across R&D, manufacturing, sales, and services, XPENG drives continuous technological innovation and fosters an open Physical AI ecosystem, making life smarter, safer, and better for users worldwide. For more information, please visit https://www.xpeng.com/.


Safe Harbor Statement

This announcement contains forward-looking statements. These statements are made under the “safe harbor” provisions of the United States Private Securities Litigation Reform Act of 1995. These forward-looking statements can be identified by terminology such as “will,” “expects,” “anticipates,” “future,” “intends,” “plans,” “believes,” “estimates” and similar statements. Statements that are not historical facts, including statements about XPENG’s beliefs and expectations, are forward-looking statements. Forward-looking statements involve inherent risks and uncertainties. A number of factors could cause actual results to differ materially from those contained in any forward-looking statement, including but not limited to the following: XPENG’s goal and strategies; XPENG’s expansion plans; XPENG’s future business development, financial condition and results of operations; the trends in, and size of, China’s EV market; XPENG’s expectations regarding demand for, and market acceptance of, its products and services; XPENG’s expectations regarding its relationships with customers, suppliers, third-party service providers, strategic partners and other stakeholders; general economic and business conditions; and assumptions underlying or related to any of the foregoing. Further information regarding these and other risks is included in XPENG’s filings with the United States Securities and Exchange Commission. All information provided in this announcement is as of the date of this announcement, and XPENG does not undertake any obligation to update any forward-looking statement, except as required under applicable law.

Contacts:

For Investor Enquiries:

IR Department

XPeng Inc.

Email: ir@xiaopeng.com

Helen Wu

Piacente Financial Communications

Tel: +1 212 481 2050 / +86 10 6508 0677

Email: ir@xiaopeng.com

For Media Enquiries:

PR Department

XPeng Inc.

Email: pr@xiaopeng.com

Source: XPeng Inc.

Filing Exhibits & Attachments

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