XPeng 2026: From EV Maker to Full-Stack AI Tech

SG Visual Research 图解研报

$小鹏汽车(XPEV)$

$小鹏汽车-W(09868)$

XPeng may be entering its strongest transformation phase yet — shifting from a pure EV manufacturer to a full-stack AI technology company.

🔥 EREV strategy is working

The new X9 delivers 1602 km range, leading the global 7-seater segment and driving XPeng’s return to strong monthly deliveries.

🔥 Robotaxi commercialization in 2026

XPeng will launch three mass-produced Robotaxi models, powered by its VLA 2.0 model with 260 km/disengagement, one of the best in China.

🔥 Partnership with Volkswagen deepens

VW will use XPeng’s architecture beginning 2026, and XPeng’s self-developed Turing AI chip has already been officially adopted — a major milestone.

🔥 Humanoid robots + flying cars

IRON humanoid robot enters pre-mass production, while the A868 flying car has completed test flights with 7,000+ pre-orders.

Bottom line:

XPeng is no longer just competing in the EV market — it’s building an ecosystem across cars, AI agents, Robotaxi, robots, and flying vehicles.

Is XPeng setting up for a multi-year rerating?

How do you see the 2026 runway?

小鹏汽车计划量产飞行汽车

小鹏汽车董事长何小鹏在2025可持续全球领导者大会上表示，计划明年量产飞行汽车，预计飞行汽车市场份额将超过传统汽车。

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and driving XPeng’s return to strong monthly deliveries. 🔥 Robotaxi commercialization in 2026 XPeng will launch three mass-produced Robotaxi models, powered by its VLA 2.0 model with 260 km/disengagement, one of the best in China. 🔥 Partnership with Volkswagen deepens VW will use XPeng’s architecture beginning 2026, and XPeng’s self-developed Turing AI chip has already been officially adopted — a major milestone. 🔥 Humanoid robots + flying cars IRON humanoid robot enters pre-mass production, while the A868 flying car has completed test flights with 7,000+ pre-orders. Bottom line: XPeng is no longer just competing in the EV market — it’s building an ecosystem across cars, AI agents, Robotaxi, robots, and flying vehicles. Is XPeng setting up for a multi-year rerating? How do you see the 2026 runway? @小鹏汽车","highlighted":1,"essential":1,"paper":2,"likeSize":2,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/508771927622232","repostId":0,"isVote":1,"tweetType":1,"viewCount":533,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["XPEV","09868"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":928,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/508771927622232"}