Gasgoo Munich- XPENG delivered 41,256 new vehicles in September 2026, up 5% from the previous month, according to the latest data released by the company. That brought cumulative third-quarter deliveries to 118,390 units — a 15% quarterly increase.Image source: XPENGA Multi-Model Drive Strengthens the PortfolioOn the product front, XPENG's flagship models demonstrated strong market traction in September. The XPENG G9L — positioned as a "premium five-seat tech flagship" — officially launched in China on September 17 with a limited-time starting price of 231,800 yuan. Sharing the same core architecture as the GX, the G9L comes standard with a chassis system rivaling million-yuan vehicles and over 100 premium tech features. It also marks the debut of XPENG's latest second-generation VLA system.Production for the XPENG MONA L03, another key model, continued to climb, with September deliveries topping 10,000 units. The vehicle has launched and begun deliveries across multiple markets, including Hong Kong, the Philippines, Australia, and Indonesia. Built as a global model from the ground up, the MONA L03 features XPENG's second-generation VLA driver-assistance system, a smart cockpit, and a "dual-energy" powertrain architecture.Meanwhile, the XPENG GX recorded 7,224 deliveries in September. This marks the third consecutive month of single-month sales exceeding 7,000 units since its launch, securing a spot among the top three large SUVs priced above 300,000 yuan for two months running.Smart Tech Iterates as Physical AI Takes ShapeOn the technology front, XPENG rolled out the new second-generation VLA update on September 22. The latest version expands on-device model parameters by 3.5 times, using architectural optimization and distillation to bring advanced capabilities to a wider range of vehicles. It also introduces a "Master Agent" for the entire vehicle, merging VLA and VLM capabilities. New features include voice-command navigation and vehicle control, alongside split-screen interaction and CarPlay support.In the realm of embodied intelligence, XPENG activated the world's first automated production line for advanced general-purpose humanoid robots on September 8. Later, on September 22, the company hosted its inaugural Robot Supply Chain Partner Conference, having already finalized designation agreements with suppliers and moved forward with production scheduling. XPENG robots are slated to enter mass production by the end of this year, with initial deployments planned for commercial scenarios such as company stores and industrial parks.On the charging front, XPENG operated over 4,000 proprietary charging stations as of September 30, including more than 3,510 super-fast stations. With over 22,200 charging piles, the network covers more than 430 cities. On September 15, the company put its first global X-Energy megawatt flash-charging station into operation in Hong Kong, open to drivers of all brands. Over the next three years, XPENG plans to deploy roughly 10,000 super-fast chargers across key international markets.Overall, XPENG Group is doubling down on its full-stack self-developed strategy. The goal: push more models into global markets while accelerating the large-scale deployment of physical AI across AI vehicles, Robotaxis, and humanoid robots.
