XPeng’s Strategic Momentum: From Mobile Charging to Robotics and Record‑Breaking Deliveries
XPeng Inc. (09868.HK) has intensified its bid to solidify its standing in China’s fiercely competitive electric‑vehicle (EV) arena. The company’s recent initiatives span multiple fronts—expanding charging infrastructure, advancing autonomous robotics, and achieving unprecedented delivery volumes for its flagship X9 model—all while maintaining a clear view of the 2026 transition year highlighted by analysts.
Mobile Charging Station Initiative for the X9
In a move that underscores its commitment to customer convenience, XPeng announced a “Mobile Charging Station” program tailored for the hybrid X9. The program leverages mobile units capable of rapid deployment, ensuring that owners can access charging points even in less densely serviced locales. By extending charging coverage to more customers, XPeng aims to mitigate range anxiety—a persistent hurdle for EV adoption in China.
Robotics: Automotive‑Grade AI Platforms
XPeng has also entered the robotics domain with a first‑in‑class humanoid robot built to “Automotive‑Grade Standards.” This prototype, unveiled through multiple coverage outlets, demonstrates the company’s ambition to merge automotive hardware with sophisticated AI. By aligning robotics development with automotive safety and reliability benchmarks, XPeng signals its intention to become a key player in the broader AI ecosystem, a perspective that aligns with Jefferies’ view of upside potential from a “Physical AI” pivot.
Delivery Performance: X9 Sets New Record
December 2025 saw the X9 achieve a monthly delivery volume of 5,424 units—an increase of 289.1 % year‑over‑year and 67.7 % quarter‑over‑quarter—establishing a new historical monthly record for the model. This surge reflects XPeng’s execution on production scaling and market penetration strategies. The figure also illustrates the company’s ability to capitalize on the 2025 EV growth surge highlighted by Zacks, where China’s EV exports set unprecedented records ahead of a projected 2026 slowdown.
Endurance Benchmarking: Xiaomi SU7 vs. XPeng P7
While XPeng’s P7 previously set a 24‑hour endurance record, the updated Xiaomi SU7 surpassed it with 4,264 km in a single day. Though the record does not directly involve XPeng vehicles, it serves as a benchmark for the industry and illustrates the rapid technological progression among domestic EV manufacturers. XPeng’s focus remains on integrating high‑performance battery technology and efficient powertrains, ensuring its models remain competitive on endurance and range.
Analyst Outlook
Eugene Hsiao of Macquarie reiterated a Buy rating, emphasizing that 2026 will be a transition year for XPeng as it expands beyond its core product lines into AI and robotics. The analyst’s stance, coupled with Jefferies’ endorsement of XPeng’s physical AI strategy, points to a broader acceptance of XPeng’s diversified roadmap. The company’s negative P/E ratio of –39.02 underscores the valuation pressure exerted by high growth expectations; however, the market cap of 151.8 billion HKD and recent delivery momentum suggest that investors may view the current pricing as an entry point.
Forward Look
XPeng’s integrated approach—expanding charging infrastructure, pioneering automotive‑grade robotics, and scaling production—positions it well for the anticipated transition into a more diversified automotive and technology company. With the 2025 market boom serving as a launchpad, XPeng’s next moves will likely focus on solidifying its supply chain, enhancing battery performance, and accelerating AI integration across its product portfolio. The company’s recent achievements provide a solid foundation for sustained growth, while analyst sentiment indicates growing confidence in XPeng’s long‑term strategic trajectory.
