Gasgoo Munich- On June 26, He Xiaopeng announced that XPENG's second-generation VLA is officially launching globally.Image Source: He Xiaopeng's WeiboHe noted that the DCAS UNR 171 series 02, approved by WP.29, will become mandatory EU regulation in six months. This effectively means autonomous driving can legally enter the EU and other global markets starting in late 2026."Stay tuned for the arrival and experience of XPENG's VLA and VLM overseas in 2027," He added, hinting at features such as mixed Chinese and local language voice commands for vehicle control.Previously, XPENG played a key role in the World Forum for Harmonization of Vehicle Regulations (WP.29) working group on Automated Driving Systems (ADS), helping to establish the world's first regulation for autonomous driving technology.XPENG's first-quarter financial report for 2026 shows total deliveries of 62,682 vehicles and revenue of 13.03 billion CNY. Vehicle sales revenue reached 11.0 billion CNY, while service and other revenue reached 2.03 billion CNY — a 41.2% year-over-year increase. The company's overall gross margin for the quarter stood at 20.6%, up 5 percentage points from the same period in 2025. Cash on hand totaled 42.09 billion CNY by the end of the quarter.In the earnings report, He outlined that following the GX launch, four new models will enter the delivery cycle in 2026. He also confirmed mass production timelines for both robotaxis and humanoid robots, aiming to complete production within the year and drive the commercialization of physical AI technology.XPENG Vice Chairman Brian Gu noted that the first-quarter gross margin remained above 20%, driven largely by cost controls from proprietary technology and growing overseas revenue. The company has prioritized the large-scale commercialization of physical AI applications as a key strategic focus.
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