With an annual target of over 550,000 vehicles, XPeng's "life-or-death battle" in 2026 depends entirely on these four aces.
XPeng's actions are indeed faster than what Electric Vehicle Insights imagined.
At the beginning of the new year, while other new - energy vehicle startups were still summarizing their achievements of the past year, XPeng held a new - car launch event with four new models unveiled. Moreover, it was announced on - site that humanoid robots and flying cars would achieve large - scale mass production this year, and Robotaxi services would also start operating, fully demonstrating its ambition to transform into a "Physical AI Company".
Image source: Shot by Electric Vehicle Insights
However, putting aside these "new species", the automotive segment still attracts the most attention in the domestic market. Throughout 2025, XPeng sold 429,445 vehicles, setting a new historical record. According to a report by "36Kr Auto", XPeng has set its sales target for this year at the internal strategic meeting: 550,000 - 600,000 vehicles, a year - on - year increase of about 28% compared to the cumulative sales of last year.
This means that XPeng needs to sell at least 45,834 vehicles per month on average. It should be noted that in 2025, XPeng's average monthly sales were about 35,787 vehicles. This is equivalent to selling an additional 10,000 vehicles per month, and it cannot afford any slack.
The significance of this figure is self - evident. Looking at last year's market, apart from traditional giants like BYD and Geely, only Leapmotor and Hongmeng Smart Mobility achieved this scale. The common feature of these two automakers is that they both have a solid foundation built by at least three popular models.
In contrast, although the MONA M03 and P7+ have shown stable performance, and the "one - vehicle, dual - capabilities" strategy has broadened their customer base, it is obviously difficult for just these two models and the existing facelifted models to support monthly sales of over 45,000 vehicles.
To accomplish this "impossible task", XPeng is pinning all its hopes on this year. Four brand - new SUVs (G01, G02, and two new MONA models D02 and D03) are about to debut.
Double - pronged attack! Four brand - new SUVs are on the way
He Xiaopeng, the founder of XPeng Motors, clearly stated during the Guangzhou Auto Show last year that seven "one - vehicle, dual - capabilities" models would be launched in 2026. Currently, the 2026 XPeng P7+ and the XPeng G7 Super Extended - Range have been officially launched, and the XPeng G6 Super Extended - Range has also completed the declaration process. The remaining four extended - range models to be launched have become the core focus of the market.
Image source: Shot by Electric Vehicle Insights
There is currently no definite news on whether these four extended - range models exactly correspond to the four brand - new SUVs that XPeng is about to launch. However, Electric Vehicle Insights believes that the two flagship SUVs, XPeng G01 and G02, will most likely enter the extended - range vehicle market.
Spy shots of the XPeng G01 were exposed as early as last year. As the first model built on the new G platform, it is positioned higher than the current flagship SUV, the XPeng G9. Its body length is expected to exceed 5.1 meters, and the wheelbase is close to 3 meters. It features a luxurious six - seat layout, precisely targeting the high - end family user market.
The reason why Electric Vehicle Insights is certain that an extended - range version of the XPeng G01 will be launched is not only based on sales considerations but also on the "market survival rule".
In the large - sized household SUV market, although many pure - electric vehicles have ranked among the top in the segment, extended - range/plug - in hybrid power remains the mainstream power solution. Take the AITO M9 as an example. In December, its sales reached 9,208 vehicles, among which 8,174 were extended - range versions, accounting for over 88% and firmly holding the dominant position. Hybrid SUVs such as the Fangchengbao Leopard 7 and the AITO M7 Extended - Range version have continued to sell well, and Volkswagen has also officially announced that it will launch its first extended - range model, the ID.ERA 9X... These cases all confirm the strong market demand for the extended - range vehicle market.
Image source: Ministry of Industry and Information Technology
Therefore, as a key move for XPeng to enter the high - end extended - range SUV market, the XPeng G01 will most likely introduce the XPeng Super Extended - Range system while retaining the pure - electric version.
Referring to the product performance of the current XPeng X9 Super Extended - Range version, the CLTC pure - electric range of the G01 Extended - Range version is expected to exceed 430 km, and the comprehensive range is expected to break through the 1,500 - km mark. Its core goal is to completely eliminate the range anxiety of high - end family users through its extreme range capabilities.
Image source: Shot by Electric Vehicle Insights
By the same token, the full - size SUV XPeng G02, which is positioned higher than the G01, will most likely not miss out on the "one - vehicle, dual - capabilities" layout. It will form a two - vehicle synergy with the G01 in the high - end market, further improving XPeng's power matrix in the luxury household SUV segment.
However, the competition in the current high - end household SUV market has reached a white - hot stage, and the number of available models continues to increase. For the G01 and G02, whether they can deliver disruptive performance in terms of comfort features (such as luxury seats, noise reduction tuning, and intelligent cockpit interaction) and range performance, which are the core pain points for family users, will directly determine their market success or failure. Electric Vehicle Insights will continue to pay attention to the follow - up developments of these two SUVs.
In addition to its high - end market layout, XPeng has also taken new actions in the mainstream SUV segment. Electric Vehicle Insights learned from multiple automotive information service platforms that the D02 and D03 under the XPeng MONA brand are positioned as a mid - size SUV and a compact SUV respectively, and they will shoulder the heavy responsibility of the brand's penetration into the mainstream market.
Currently, there is still relatively limited information about these two SUVs on the market. However, it should be clear that compact SUVs and mid - size SUVs are the core growth segments in the new - energy vehicle market and also the most competitive sub - segments.
Image source: Spy News
Models such as the BYD Song Pro, Geely Galaxy E5, and BYD Sea Lion 06 have been in the market for many years, with a solid market foundation and mature brand reputation. Even the Zhijie/AITO series of models, which are backed by Huawei's technological support, still have to face fierce competition from brands like BYD and Leapmotor in the mid - size SUV market, and their living space is not abundant.
Fortunately, the MONA M03 has accumulated a solid market foundation, laying a good foundation for the launch of these two SUVs. Judging from the product strategy, the MONA D02 and D03 will most likely continue the brand's core route of "high - tech cost - effectiveness". Referring to the configuration logic of the MONA M03 Max version, the two new models are expected to introduce intelligent features such as the Turing AI intelligent driving system and the Tianji AIOS 6.0 system, which were originally only available in 200,000 - yuan - class models, to the 150,000 - yuan - class market. They will use the "intelligent equality" strategy to break through the competitive gap and precisely target the young consumer group.
As for whether the D02 and D03 will follow the "one - vehicle, dual - capabilities" strategy, Electric Vehicle Insights believes that there are still uncertainties. Although this strategy has achieved remarkable results in XPeng's main - brand models, and there are no technical difficulties in implementing extended - range power, the MONA M03 has successfully established a clear market label of "pure - electric, young, and intelligent". Introducing an extended - range version at this time may expand the customer base but could also lead to a blurred brand positioning, which might be a key point that XPeng needs to carefully consider.
After all, the Leapmotor B series, a mainstream new - energy brand, whether it is the sedan B01 or the SUV B10, adheres to the all - pure - electric power system across the board and has established a foothold in the market with a clear brand positioning.
It is precisely because of these four heavy - weight SUVs, the G01, G02, D02, and D03, that XPeng has the confidence to set an annual sales target of 550,000 - 600,000 vehicles.
In short, the core of achieving the goal is a "dual - track parallel" product strategy. On the one hand, rely on the G01 and G02 to make an upward breakthrough in the high - end household SUV market and build brand prestige. On the other hand, rely on the MONA series' D02 and D03 to tap into the mainstream household SUV market share and consolidate the sales foundation. The synergy of these two tracks forms the core support for XPeng to achieve its annual sales target.
Cost and differentiation remain the key to XPeng's breakthrough
Looking back at 2025, XPeng Motors successfully continued its growth momentum from 2024. Relying on the two popular models, the MONA M03 and the XPeng P7+, the loss in the third quarter was significantly narrowed to 381 million yuan, and the dawn of quarterly profitability was in sight. However, hidden concerns also emerged.
Electric Vehicle Insights noticed that the growth momentum of the XPeng MONA M03 is gradually weakening. According to the sales list in December last year, the competition in the 100,000 - yuan - class pure - electric vehicle market has reached a white - hot stage. The BYD Dolphin and MG4 have maintained their leading positions, and the Leapmotor Lafa 5 and B01 are closely following, showing great potential to overtake.
Image source: Leapmotor official
In the era of stock competition, relying on a single model is clearly not enough. Only through a continuous offensive of new products to create more blockbuster models can XPeng overcome the growth bottleneck.
Another variable that cannot be ignored is that XPeng's technological influence in the 100,000 - yuan - class market is diluting. Previously, the XPeng MONA M03 was able to gain a foothold in the market by introducing high - end intelligent features into this price range, which was its main selling point of "popularizing intelligent technology". However, now, automakers such as BYD, Leapmotor, and Chery are all following suit, stuffing high - end intelligent driving features and intelligent cockpits into 100,000 - yuan - class models without reservation.
As a result, the intelligent experience of different models is becoming more and more similar, and XPeng's original differentiation advantage is no longer obvious. For the upcoming MONA D02 and D03, how to play the "popularizing technology" card well in this red - ocean market where intelligent features are no longer rare will be the key to their sales success.
At the "XPeng Motors 2026 Spring Festival Launch Event" at the beginning of the year, He Xiaopeng said that multiple models are equipped with three self - developed Turing AI chips, with a total effective computing power of up to 2,250 TOPS. Moreover, XPeng's second - generation VLA, the first physical - world large - scale model in the industry with initial L4 - level capabilities, as well as technologies such as Tianji AIOS 6.0 and VLM, have all been installed in the vehicles.
However, it must be pointed out that although XPeng's intelligent technology is evolving, there is still an obvious "gap between different product tiers" in terms of product implementation:
Only the top - of - the - line Ultra version can fully utilize new technologies such as the AI Turing chip and the second - generation VLA; the Ultra SE version at least supports the second - generation VLA technology. However, the Max version, which actually bears the responsibility of high - volume sales, can only retain basic L2 - level assisted driving and Tianji AIOS 6.0. Core features that can reflect differentiation advantages, such as the second - generation VLA and VLM, are not available to Max - version users at all.
Intelligent technology is the weapon on which XPeng depends for survival. However, consumers in the 100,000 - yuan - class mainstream market value most the products that offer high - end configurations from the entry - level, preferably with fully - functional assisted driving and intelligent cockpits.
Image source: Shot by Electric Vehicle Insights
The starting price of the XPeng MONA M03 is less than 120,000 yuan, while the version with high - end assisted driving features is priced close to 130,0