Recently, the 2026 Fortune China 500 Forum was held in Chengdu. XPeng Group was included in the 2026 Fortune China 500 list, ranked 238th, rising 113 positions compared to 2025, and 214 positions compared to 2024. This is also the fourth consecutive year XPeng has ranked on the list. At the same time, XPeng was also included in the 2026 Fortune Future 120 (list of the top 120 companies with the greatest future growth potential globally) released jointly by Fortune and Boston Consulting Group (BCG).

China 500 Focuses on "Current Scale", XPeng Ranking Rises 113 Positions

The Fortune China 500 list is evaluated based on key financial data such as corporate operating revenue and net profit, covering listed and unlisted enterprises. In 2025, XPeng delivered 429,445 vehicles in total, with total revenue of 76.72 billion RMB (approximately 10.67 billion USD). In this year's list, XPeng ranked 238th, rising 113 positions compared to last year, and was the one among the 21 Guangzhou enterprises included in the list with the largest ranking increase.

Behind the ranking rise is the comprehensive effort in product delivery, technology iteration, and global layout. As a leading Physical AI technology company in China, XPeng focuses on a fully self-developed AI stack, with business coverage in intelligent electric vehicles, flying cars, humanoid robots, and AI chips. Currently, XPeng has established sales and service networks in over 82 countries and regions overseas, with main markets including Europe, Asia-Pacific, Middle East Africa, and Latin America; it has planned localization production projects in Indonesia, Austria, and Malaysia, and established R&D centers in Silicon Valley, USA, Munich, Germany, and other locations.

Future Growth 120: Only 11 Chinese Enterprises Selected

"Global Future Growth 120" is the 2026 Fortune Future 120 released by Fortune and BCG. The evaluation system revolves around three dimensions: "Growth Ambition, Talent Strength, Cultural Vitality", screening out the 120 enterprises with the greatest long-term growth capability from over 3,500 enterprises globally. This time, only 11 Chinese enterprises were selected, including UBTECH, Moore Threads, SenseTime, ByteDance, iFlytek, etc.; global listed enterprises also include tech giants such as NVIDIA, OpenAI, Apple, Tesla, Meta, etc.

Different from the Fortune China 500's focus on "current scale", the Future Growth 120 places more emphasis on "future growth". XPeng was selected凭借 its leading innovative technologies and industrialization implementation results in the field of intelligence, especially in intelligent driving and Physical AI.

Behind the Two Lists: R&D Investment and Accelerated Implementation of Physical AI

Currently, XPeng has over 31,600 employees globally, of which R&D personnel account for 44.79%. In 2025, XPeng's R&D investment exceeded 11 billion yuan; in the first half of 2026, R&D investment exceeded another 5.8 billion yuan. The company has accumulated over 4,243 R&D patents.

In terms of intelligent driving, XPeng Turing AI Driving, equipped with the second-generation VLA large model, has achieved capability integration from L2 assisted driving to L4 autonomous driving. XPeng NCP has been fully rolled out in China, and recently conducted its first large-scale public test in Europe; during the Paris Motor Show, the official AutonomousLab Driving Lab held an intelligent assisted driving open road experience event, with only XPeng and Tesla brands participating. Currently, XPeng NCP is undergoing field tests in Germany, Netherlands, and other places, and plans to gradually deliver to global customers starting from 2027.

In the Physical AI field, the XPeng Robot production line has been officially launched, planned to achieve mass production by the end of 2026, and start deliveries in the first half of 2027; the flying car business builds two flight systems named "Land Aircraft Carrier" and "A868", accumulating over 7,000 orders received, and has built the world's first flying car factory planned for an annual capacity of 10,000 units; the Robotaxi business adopts the Chinese name "XPeng Youyou", English name "XPENG YOYO", the ride-hailing mini-program went online simultaneously, gradually opening experience to the public.

During the Paris Motor Show, XPeng also announced the Intelligent Car Solutions Business "XPENG AI ENGINEERING", opening intelligent car technology cooperation to global partners, outputting one-stop capabilities covering vehicle R&D, production to after-sales, and opening technology cooperation plans covering the entire Physical AI ecosystem including humanoid robots, Robotaxi, flying cars, Turing AI chips, physical world foundation models, etc.

Ranking on the Fortune China 500 is the market's affirmation of XPeng's "current answer sheet"; being selected for the Fortune Global Future Growth 120 is the insight of international authoritative institutions into its "future growth power". Ranking for four consecutive years, holding both lists, XPeng's development path driven by technological innovation is continuously being verified by the market and authoritative institutions.

Author | Guo Yue

Editor | Zhi Hao

Car Daily reported on September 18, last night XPeng officially launched its flagship large 5-seater SUV XPeng G9L. The new car offers pure electric and extended range power options, with a limited-time price of 231,800 to 309,800 RMB.

▲ XPeng G9L Price

After the meeting, XPeng Group Chairman & CEO He Xiaopeng, XPeng Group Product Matrix GM Wu Anfei accepted interviews from domestic media including Car Daily.

At the interview site, He Xiaopeng and Wu Anfei had in-depth exchanges on flagship 5-seater SUV positioning and group targets, premiumization of Chinese brands, overseas layout progress, XPeng cooperation with Volkswagen and other car companies, robot planning, and other questions.

Compared to the product presentation at the launch event, XPeng official released clearer strategic information on new cars: G9L undertakes the task of brand premiumization and completing product matrix. Group target is for this car to be top 3 globally in sub-market. This model is the volume and profit contributor, and also bears the responsibility of expanding global scale. New car will be globally launched at Paris Motor Show on October 12.

Regarding Chinese car brands impacting premium, He Xiaopeng's view is, in the context of tech inclusivity, car price ceiling does not exist. Key point is satisfying which type user needs. In future Chinese cars will have products priced from 1 million to 10 million RMB. Competition will rise from function, performance, price to brand, quality, and software value.

He Xiaopeng also emphasized overseas tactics, No price war, tech gap competition. Next year overseas will focus on completing intelligent driving, offline voice, and super fast charging capabilities. 2027 to 2028 promote global charge network construction.

He also revealed, XPeng is negotiating tech and chip cooperation with more car and non-car companies.

Regarding robots, He Xiaopeng believes, Robot difficulty is about 20x of making cars. XPeng target is mass production end of December 2026, then global delivery. Intelligent driving, OrinX distilled version planned to roll out batch by batch from 4th quarter this year.

Notably, facing the question "Whether self-developing batteries", He Xiaopeng stated directly: "Starting this year XPeng batteries are all done by ourselves. Not battery cells, investing in cells ultimately others. We also invested in 3 cell companies, but batteries starting this year we do them all ourselves."

Overall, XPeng's group interview content has jumped out of single model launch itself, but systematically displayed Chinese car premiumization, robots, intelligent driving, etc. second growth curves and AI ecosystem, etc. layout aspects. This is not only XPeng's strategic goal, but also a microcosm of Chinese cars moving from local scale competition to global value competition.

Below is the core content of this group interview, Car Daily edited based on not changing original meaning.

One. New Car Launched Globally in October Targeting Top 3 in Global Sub-Market

Q1: G9L vs G9 are two cars, but named G9L, easy to think it's long version. Launch event emphasized 5-seater GX. Why name G9L? Why not directly make GX 5-seater?

Wu Anfei: Name was debated many times. G9 is hot selling globally, overseas selling well, we thought many times.

We think GX's X globally will be understood as number 10, and G9L car is bigger than G9, thinking back and forth, calling G9L is more suitable. Logic is very simple, discussed many times in middle.

▲ XPeng G9L

Recently encountered some strange things, Australia etc. already used some names, we are still discussing some small adjustments.

Second question, why not modify on GX 6-seater basis, change 6 seats to 5 seats? This is why today call it Gold Large 5-Seater.

If big modification, investment cost smaller, but can only realize seat count change, did not realize handling adaptation, handling might be sacrificed. How to realize space, handling and max axle ratio?

We initially hoped to design a car adapting global gold ratio. We gave up a very mature, simple, small investment model, hoped to design native, space and motion considering car, thus had G9L. We did not want to take shortcuts.

Q2: G9L price aggressive, launch event mentioned 100+ items 500k luxury config, achieving "9 Series config, 6 Series price". Industry many flagship config usually only high or top config, G9L large scale config release how consider behind?

Wu Anfei: G9L and GX same source, more than 3 years ago we hoped to design two flagship cars. Fundamental reason is customer needs: Users hope for 9 Series flagship experience, but family members not so many, only need one 5-seater car.

Therefore from design start we hoped to make a 9 Series large 5-seater car.

First, it is not simple shortening 6 seats or adjusting seats, but redesign, adopt new gold ratio native 5-seater car, reach 0.605 gold ratio.

▲ XPeng G9L Multiple Luxury Configs Ensure Driving and Riding Experience

Second, it positioned as global car from start, support left and right steering, 2WD and 4WD.

Third, energy forms provide pure electric and extended range multiple choices, because some countries charging facilities imperfect, extended range can also provide good experience. These 3 dimensions thought from 3 years ago when considering this car already considered.

He Xiaopeng: It is different from traditional 6 seats modified 5 seats, 5-seater car first must be easy to drive. Gold driving and riding is very cool. I many times use intelligent driving, excited I drive myself, G9L driving very cool.

Today G9L has 3 main configs: 702 Max 2WD, Ultra SE, Flagship, all fall into 250k to 300k this core price segment.

This price segment many users want to buy a car for oneself driving cool, occasionally take family friends, has face, intelligent driving strong, say out very cool car, this is what we very expect to make product.

Q3: XPeng this year product update rhythm very fast, management layer put 4th quarter monthly delivery 60k target entrusted on G9L. G9L in XPeng overall product layout undertake what role? Management layer more expect sales scale, or product structure and profit quality improvement?

Wu Anfei: G9L positioning clear, is flagship twin cars one. We hope brand continuous upward, GX responsible for large 6-seater, G9L complete large 5-seater map.

▲ XPeng G9L

Sales and profit we both hope to obtain, but more want is how to let large 5-seater flagship both get Chinese users like, also get global users like, and in sales, profit and overseas go out aspect bring company new growth point.

He Xiaopeng: XPeng now so big car must definitely pursue enough profit, but put in global angle, it will have very large scale. G9 globally sells very well, G9 plus G9L I believe will be better, this is my expectation.

Q4: Last time GX you said domestic target sales top 3, GX now sales not bad. G9L domestic sales target is what? Two cars 3 years ago same period R&D, except tech platform shared, core supply chain reuse share about how much?

He Xiaopeng: We did not discuss G9L sales target. If you must ask, I don't know short term or mid term, for me same is global top 3, in this category, this sub-market, I think very have opportunity.

XPeng car matrix breakthrough already opened, we very clear future in one price segment do what positioning car, this is 10 years, 20 years thinking logic. Some categories expect top 3, some categories expect top one or top two.

Including just now someone asked why not make GX into 5 seats, we found 6 modify 5 revision plan which side crowd not like, should do this segment customer well, do perfect, can sell best, not less spend money, less work, finally sales less.

We did dozens of countries test, now still someone outside repeatedly test, so expect long term stable high quality do it well.

Wu Anfei: Supply chain reuse aspect, G9L is a global car, bottom layer chassis craft 90% above is native shared, same platform.

Upper body is completely two forms, because posture different, appearance contour different, so upper body is like new designed gold ratio state, comprehensive reuse rate will be lower.

Middle back office like software, model, compute power, hardware all shared, of course will do certain adaptation.

Q5: G9L approximately when start global delivery? Global delivery quantity expectation how? Any North America sell car plan?

Wu Anfei: G9L in October 12 Paris Motor Show start global launch, launch after start delivery. Global sales target aspect, different countries, different markets have different target.

▲ XPeng G9L

We hope it in global big car market from top 3 start, gradually to better direction develop.

He Xiaopeng: If future have opportunity, I believe XPeng products will go to US. I hope XPeng products can let global users both like, this is my long term goal.

Q6: 300k mid-large SUV track competition fierce, G9L most move which type customer? If only say one core competitiveness, G9L most core competitiveness is what?

Wu Anfei: We hope to move have city gene family users, also have many luxury car replacement users. Core competitiveness summarize: Guard safety, constantly raise safety lower limit, put this type user max demand space do extreme.

G9L is an extreme space, many this size cars layout 6 seats, we only layout 5 seats. In addition, intelligent driving definitely is our car killer weapon.

Q7: G9L right steering version domestic rolled off line, future overseas launch specific plan how? Any production line overseas go plan? Overseas adaptation, compliance aspect did what adjustments? Why no in Middle East sell pure electric?

He Xiaopeng: Because no production capacity.

Wu Anfei: G9L in October 12 Paris Motor Show Europe sell. Except Paris, global now deploy 60-plus countries, continuously in October, November, December launch and start delivery.

Will it in local build production line? Today share passed, XPeng global have 3 manufacturing bases: Graz, Indonesia, Malaysia all have factories.

G9L first step firstly in Europe Graz factory produce, I also will go to Graz factory solve rest situation completely, complete mass production action. Overall overseas go out rhythm with domestic synchronize.

Global synchronize overseas go out must adapt how many laws, do how many change?

First manufacturing quality and supply chain is one body. Manufacturing with domestic supply chain, manufacturing craft, inspection craft global same root same source, one body design. Different countries will adapt laws, also Europe specific demands.

Today saw Russian arm source, that is Europe luggage rack have many demands, so we in luggage rack design, body stiffness strength spend many kung fu, strength very strong.

▲ XPeng G9L with Russian Arm on Stage

Actual life scene is Europe many users hope install bicycle and go out travel product. Verification aspect will do, also adapt energy, seat forms etc.

He Xiaopeng: I supplement. XPeng next year have 3 core capabilities, previously in overseas did not show, 2027 year all will show.

First is intelligent driving, previously did not have laws support, next year global up VLA.

Second is voice, overseas voice languages especially many, some places monthly collect 4,000 yuan traffic fee, pass 5 months only give bill, not like China operators next month give bill. So must do no traffic under voice dialogue.

Third is super fast charging, just completed first global storage super charge integrated device, currently overseas preliminary build, 2027 year, 2028 year XPeng super storage charging station will in global large range build.

These 3 capabilities XPeng domestic all have, domestic have intelligent driving, voice, charging, overseas all not, but next year start, XPeng in global tech differentiation will more and more.

Everyone will see, XPeng next year export is both sell expensive, also sell good, also growth fast enterprise one, I very have confidence.

Q8: G9L why consume time 3 years, cross 26 countries, complete 6.74 million km global verification? This long cycle massive mileage behind strategic consideration is what? Many car companies promote car interior large flat floor and life scene, G9L in attracting global young family users, most differentiated and max moat is what?

Wu Anfei: 3 years ago develop this car time, we from internal always hope improve durability, safety aspect lower limit, and design into global car, consider extreme cold, extreme hot various scene test.

Deploy vehicles compared normal car factories more many, left steering, right steering countries both do corresponding test. Company product matrix logic always hope develop reliability lower limit up lift, today also see safety upper limit raise.

Regarding development cycle, we put development verification do more sufficient. Compared ordinary Chinese car, max difference is verification more complete.

He Xiaopeng: Simply speak, expect future more cars with same logic face global. Face global then comply global standards, comply global standards, durability, reliability, stability need do better more comprehensive; do more comprehensive, must spend more time, more money, but benefit is whole car quality better.

Today have mentioned G9L quality good, stiffness, performance, space, this very important.

Differentiated aspect, First, same have space long board, G9L driving and riding capability very good, I think far beyond them.

▲ XPeng G9L Cockpit

Second, same have max config, and price very fragrant.

Third, safety standard is global safety standard, add several countries, many limit conditions safety standard. We on safety quality requirement more comprehensive, more comprehensive.

I always think a car need comprehensiveness, for luxury cars only then more safe, because various extreme conditions all have good experience, for high-end flagship car owners very important.

Q9: Wang Fengying said G9L "Global No Rivals", is she 30-year SUV career most like one car. You with Wang Fengying on G9L have what exchange details? From project start to now, which thing discuss longest time? Any dispute? Finally who persuade who?

He Xiaopeng: Although Wang Fengying do SUV origin, I do Internet origin, but we common characteristic is sincere.

▲ XPeng Official States New Car Has No Rivals in Global Same Price Range

G9L initially just a thought and target, process meet many difficulties and challenges.

I once with Wang Fengying, Wu Anfei discuss, G9L test time whether stick film tear off, because film will cover many details, also can not hear wind noise. They from various reasons persuade me, I also did retreat and compromise.

Second, G9L must up XPeng 2nd Gen VLA XOS 6.3.0 version. Wu Anfei and Wang Fengying than me more insist, they think this is a special good intelligent assist driving system.

2022 end year I pull Wang Fengying join XPeng time, she still think autonomous driving assist not important, but now her thought completely change, request 6.3.0 version must do well and mount to G9L. Including appearance, 4WD config, price etc, Wang Fengying and I in G9L spend very much energy.

Wu Anfei: I also participated many debate, finally everyone both can find good solution. Core goal is build this level without rival car, simultaneously it is a global car. Departure point consistent, debate last result will not bad.

He Xiaopeng: We often in meeting room debate, like G9L price, eating time then relax.

Q10: You with Yin Zheng partner complete product explanation, feel how? Yin Zheng on G9L propose what impression deep thought or suggestion? With Ouyang Nana stage cooperation have what difference?

He Xiaopeng: One handsome guy, one beauty.

Yin Zheng self say is "Suit Tyrant", Ouyang Nana is gentle intelligent.

▲ Actor Yin Zheng Introduces XPeng G9L

Yin Zheng very know cars, like drive performance cars, like for Russian arm modification; Ouyang Nana is new driver, first time see her time she just got driver license. From not know car to know car, is completely different two states.

One pursue driving and riding performance, one pursue interaction, experience, peace of mind and appearance. They common characteristic is both better than I can speak.

Two. He Xiaopeng Discusses Chinese Cars Price Ceiling Does Not Exist, Future Will See Million Level Models

Q11: XPeng October Paris Motor Show will globally launch G9L, foreign high-end flagship SUV competition fierce, brand cognition more solidified. This track overseas go out core competitiveness where? How persuade them accept China luxury flagship? Overseas high-end flagship track need rapidly complete what?

Wu Anfei: First share G9 overseas case. G9 is mature case, we in Germany etc many countries rank sub-market first. Can understand as, we already in Europe countries, originally auto industry very developed countries compete.

G9L such flagship car innate have many advantages: First, intelligent driving capability. G9L already mount 2nd Gen VLA, currently Europe test, laws complete test after can push out, this aspect lead most part enterprises.

Second, 9 Series flagship config. Europe luxury brand cars most either select option add money, either simply not have, we in config aspect global no rivals.

Third, provide double energy, have pure electric have extended range. Europe charging facilities developed, pure electric completely no problem; charging facilities not developed places, extended range can provide choice. Recently go Middle East etc, GX in Middle East already exceed 3,000 orders, mainly extended range.

He Xiaopeng: That because we not in Middle East sell pure electric, if sell pure electric more.

Wu Anfei: We in global flagship product aspect completely have very strong competitiveness. Another angle, Chinese cars overseas go out have so much competitiveness, Europe government also start intervene, also show they also see our competitiveness.

Q12: Fuel car era luxury brand core is engine and gearbox, EV era 3-electric flatten barriers, car price constantly drop. Many intelligent EV product power not lose 3 5 years ago 400-500k, 600-700k cars, but sell to before that high price more and more hard. You think domestic EV price ceiling where? Fuel car era Porsche maybe 1 million+, domestic EV about how much?

Wu Anfei: This really is tech inclusivity time. 10 years, 20 years ago spend 1 million can buy 9 Series product, now 300k price, including GX and G9L, all can buy original comparable million level ability.

First to consumer favorable, is good thing, also industry progress mark.

Also because this reason, Chinese cars export more and more rich, global look also is competitiveness.

Price ceiling does not exist, key is truly satisfy which class user demand. 500k level user have 500k level demand, we need realize demand change.

Before produce fridge, TV, big sofa, next will bring new tech demand, like higher level intelligent driving.

Before is L2 level assist driving, future will definitely realize L3 level or L4 level, give different stage user bring larger differentiation feel.

He Xiaopeng: Today enterprise competition if only in function, performance, price, still not high dimension competition.

Future competition in higher dimension, like brand value, quality value, up up besides scale value, most important is software value not yet dug.

Software later is SaaS, later is network effect, later is ant colony effect. Today car competition still only use hardware effect, software effect not fully dug, later will form new business change, very fast, in this 10 years will see.

Maybe today imagine not, like 2014 year imagine not 2025 year NEV penetration rate exceed 50%, this is dynamic change logic.

I think Chinese cars definitely will have 500k+, 1 million+, even 1 million to 10 million between product, don't know who is do.

Maybe different companies have different ideas, positioning, difference and level. Why plane can sell 10 million+, car most sell 500k-? This is tech bring difference.

This 10 years if car software capability stronger, I believe Chinese car industry also stronger, later will have larger change.

Q13: You once said overseas must do high-end, benchmark Audi etc high-end brand. Rely on what support mid-high-end positioning? Specific tactic is what? Any stage goal?

He Xiaopeng: Very simple, rely on tech difference. If everyone go Europe, ask Europe people know not know XPeng, definitely not few people know; ask them XPeng is what price car, many people think is mid-high-end and high-end.

G9 in Europe sell 80,000 to 100,000 Euro (approx RMB 615k-769k), and in many countries pure electric mid-large SUV category, XPeng G9 is number one, very interesting.

Although this category scale together not enough big, but we many years all very persist.

I also said, why G9L, MONA all have Euro spec version, directly go overseas, directly put tech difference do well. Europe, Southeast Asia, Mexico friends, all expect a different car.

We not walk price, not hit low config, but walk tech difference.

From this year end start, XPeng overseas product road just gradually pull up. I very firmly believe, we must put global brand, profit, tech difference both do well.

Three. Currently Negotiating Tech Cooperation with More Car Companies, VLA Distilled Version Push Out from 4th Quarter

Q14: Super extended range described as "No anxiety pure electric", how satisfy user "both want and also want" demand? You like which one car?

Wu Anfei: Super extended range in product think can understand as "Can refuel pure electric". This time extended range pure electric range reach 435 km, city daily use week charge once enough, even not charge also enough, because pure electric can use up then extended range refuel.

Long distance travel time, extended range range exceed 1,600 km, reach 1,602 km, completely satisfy cross province, go scenic spot etc travel demand.

In addition, we still standard equip 5C extended range battery, charging speed very fast. Extended range system adopt invisible extended range tech, pure electric switch extended range or low power time, experience almost no feel, because both have engine noise reduction ENC tech, also RNC tech.

We think in super extended range track, this set tech is whole industry leading.

He Xiaopeng: I late to 3 minutes, because Mexico ambassador in side ask me when time put G9L bring to Mexico.

Do extended range inspiration one origin is I go to Mexico, found local electricity supply not enough. China infra capability global best, but many countries lack electricity serious, equivalent 1990 year around China electricity level.

This year beginning Iran war also explain, some places lack oil.

Australia recently buy EV, also because no oil.

Future different region definitely need two energy forms, some places only electricity, some places only oil.

No matter China North, often go far away, or global partial regions, need no mileage anxiety pure electric.

As for what I like what car, previous like drive is P7, but recently often test G9, it than P7 high; from handling angle, P7 is very low lying sedan, handling very flexible. Recently drive more G9L, really very easy to drive, I very like.

Maybe 10 years later make out a dream car, but current tech not yet reach, next 10 years we will try best do, then tell you real answer.

Q15: XPeng with VW tech cooperation give XPeng bring what? Face Europe and global market, will with more car companies carry out tech cooperation?

He Xiaopeng: We with VW both harvest much, learn mutually, grow together. 3 people walk must have my teacher, German car companies and German industrial enterprises have many places worth us learn seriously, this is I very like thing.

Except VW, we also in communicate more cooperation, and with more car companies or non-car companies negotiate, involve tech and chip etc areas, suitable time share.

From next year angle, will see XPeng in open platform do very many things, because robot is open platform. We very expect XPeng future with China and global different industry, different demand companies have more depth win-win cooperation.

Q16: 2nd Gen VLA join time concept after performance amazing, some media take it with Tesla compare, both almost same dimension. UN autonomous driving laws currently landing, XPeng in global market advantage is what? Will be intelligent driving? Silicon Valley aspect progress how?

He Xiaopeng: XPeng 2nd Gen VLA XOS 6.3.0 version to user layer not necessarily huge jump, but from tech layer is huge jump. Big road effect with FSD consistent, small road effect obviously exceed FSD.

▲ XPeng G9L Equipped with 2nd Gen VLA 6.3.0 Version

We in multiple Europe countries and Australia have full blood version FSD, simply take 6.3 version go local run, find we than them good much. Interesting is, XPeng in overseas maybe take local small data do post training can do very well, this actually is foundation generalization capability.

I very have confidence, next year XPeng cars including G9L walk to global, software with VLA+VLM main, VLA responsible movement, VLM responsible brain, communication and interaction. Put these 2 capabilities combine together, will construct Chinese cars walk to global new core differentiation.

Before UN laws feedback not support L2, now L2, L3 both give definition.

I have confidence in 2027 year, 2028 year, everyone will see global most leading intelligent assist driving, definitely will have XPeng, this is we all out strength do thing.

Q17: Previously in Guangzhou experience OrinX distilled version VLA2.0, experience with XOS 6.3.0 Ultra version very close. Double OrinX have this big progress, why not early say? Many owners waiting, new version when push?

He Xiaopeng: Many OrinX owners both waiting distilled version.

Past progress not bad, but autonomous driving not only do well capability, also do well safety and comprehensive experience. Today these fields also many capabilities currently build.

We expect this year 4th quarter start, batch by batch to OrinX owners push. Not all cars, all versions one time push, but gradually batch. We expect all Double OrinX owners use up distilled version, this is we all out strength do thing.

Distilled very spend money, far beyond outside said A model to B model distilled, investment fee exceed my imagination.

We invest very big, hope put good distilled capability bring to everyone.

Why not early publicize? Because publicize earlier, someone will ask is whether day after tomorrow can upgrade. Actually it just R&D process, effect not bad, but also many work complete after can system upgrade.

We currently tight drum preparation, from 4th quarter start batch push.

Four. Robot Difficulty About 20 Times Car Making, Target End of 2026 Global Delivery

Q18: XPeng robot complete record financing and start auto production line, heat unprecedented. You previously said last year robot explode fire after don't want more exposure, now is one time amazing or enter new cycle? Humanoid robot players rare, parts supply will restrict cost?

He Xiaopeng: Robot R&D very hard, do a robot about 20 times do car difficulty. Hardware, software, design, supply chain, many supply chain we self-develop self-check.

Because large amount self-develop self-make, I believe robot true mass production after capacity pressure not big. Past I don't want put robot out, because difficulty too big, also don't know previous year or last year when can stable put.

Today outside have many robot videos, we past 2 years also can do, but through edit put out no meaning, because can not mass production, just demo capability.

Now global many do brain robot companies constantly say brain reach new level.

Why global no do autonomous driving companies go publish pure research progress? Because autonomous driving already mass production, only research, not scale mass production, value basically no.

Robot today still belong to many car companies not out first car level. XPeng think, this year about equivalent 2018 year XPeng G3. 2018 December end XPeng G3 release, 2019 April start delivery; 8 years later, is 2026 December end, we target robot mass production, after start global delivery.

XPeng robot from research to engineering, product, commodity mass production, walk into very painful but happy rhythm period. Now start gradually warm up, wait until 4th quarter, next year 1st quarter 2nd quarter, everyone will see robot capability have jump.

We robot with most robot companies different, they do hammer, production tools, find where have nail; We think robot is production tools, production power and production relation of 3-in-1, no need find scene, can in sales store sell itself, also in pass sell cars, is completely different product.

Hard to do, but very interesting, I believe it truly can sell, not only to everyone see, next year do other things.

Q19: XPeng announce humanoid robot auto production line and first robot off line. Past industry compete parameter and demo capability, now XPeng put robot bring into production system, to XPeng robot commercialization mean what? From "Make Robot" walk to "Use Robot Make Robot", Car field accumulation exert how big role? Car network level then?

He Xiaopeng: Robot special hard, hardware, software, design, make all hard. Every change might change many associated places, even don't think of places.

Like robot head mount camera, head camera angle, auto focus AF, look near ability etc, will influence layout, parameter and capability.

Previous years robot one big problem handshake, can handshake no need lower head; If eyes config not good, must slightly lower head, will limit hands, feet, waist movement. Most part do robot companies all seriously under-evaluate hardware complexity.

Like do auto assist driving, first must have OK cars, chassis, compute power, otherwise impossible do. XPeng past spend very long time think hardware, production line and supply chain.

We many thing is industry not have. Recently robot WRC World Robot Conference exhibition, many robotic hands, robotic arm elbow joint again thick, usually also 1 to 2 bare wires. To do both thin, both safe, both durable, both have force, all must re-self-develop, external supply chain basically not satisfy demand. This is why I say this is very hard step.

Today robot production line not open public, maybe next year certain time open, might be high beat production line.

Inside have people, have robots, beat very high, not like car production line, not like phone production line, is strange production line. We get one year plus, hand dry only half year, R&D and design dry one year plus, front want do more clear. Can mass production, how mass production, is robot vector to mass production road walk key step. I also expect future years, no matter commercial, industrial or family, both can see robot help to us.

Car network level, XPeng have 70% capability with robot overlap, but more overlap is back office or middle capability, front office have many different.

Today G9L release VLA+VLM, is we from last year end major modification start goal: Put robot and next generation car upgrade to same frequency, same source, same middle office. This time finish after, robot speaking capability in car after will all have.

▲ VLA+VLM Connects Robot and Car

The recent large five-seater new energy SUV market is also somewhat bustling.

From Onvo L80, new Li Auto L8, to Xiaomi Pengcheng N70, BYD Sealion 08 five-seater version and XPeng G9L, more and more brands choose to launch large five-seater new energy SUVs this year, or add large five-seater versions to existing models.

Compared to the six-seater and seven-seater SUVs that various brands clustered on in the past two years, large five-seater SUVs can balance the second-row experience while ensuring trunk space, while also controlling vehicle size so it's not too large. For many consumers without six/seven-person full-load needs, large five-seater SUVs are actually more practical.

So today, Dianchetong (ID: dianchetong233) will conduct an on-site visit to the new energy large five-seater SUV that puts effort into space and comfort—the XPeng G9L, to see how the experience of this car is in various aspects, and what competitiveness it has compared to competitors at the same price?

XPeng's high-volume flagship, known as XPeng GX Youth Edition

This XPeng G9L car, rather than saying it is a "long-wheelbase" version of XPeng G9, one might say it is more like a "Youth Edition" of GX.

Because on the G9L car, many configurations are actually sourced from GX, rather than upgraded on the basis of G9, for example the same SEPA 3.0 physical AI vehicle architecture, the same rear-wheel steering, as well as the same active and passive safety configurations...

So on the G9L, one can see intelligent and comfort experiences completely different from G9. For a car model in the 200,000 to 300,000 yuan price range, this experience is still very competitive.

The exhibition car experienced this time by Dianchetong (ID: dianchetong233) is a white color scheme. The paint texture is also quite good and doesn't look cheap due to the use of white paint. After all, in the 200,000 yuan class of models, being able to choose white as the exhibition car color indicates that the brand still has some confidence in this color scheme.

The appearance of the whole G9L car is a bit like a combination of GX and P7. While retaining the square and steady styling style of the SUV, it adds some futuristic and personalized elements of the P7, making the overall styling more youthful.

(Source image: Dianchetong photography)

In interior design, compared to regular home-use SUVs, G9L has added many personalized and youthful attributes, such as instrument screens identical to the P7, a relatively personalized ambient light strip layout, 1/4-inch threaded interfaces, etc. However, the interior atmosphere of the entire vehicle still retains a relatively comfortable style and is not too "sporty", achieving a balance between youthful personality and comfort.

(Source image: Dianchetong photography)

Rear seat experience is a part worth expanding on in XPeng G9L. Its various configurations in terms of comfort are all considered praiseworthy.

First is seat configuration. Both left and right seats in the rear row of G9L have seat ventilation, heating, massage functions, etc., and also equipped with leg rests. In addition, the rear right seat of G9L is a zero gravity seat, which is a relatively rare configuration among large five-seater models at the same price.

(Source image: Dianchetong photography)

Secondly, the rear legroom and headroom of G9L are also very sufficient. Sitting in the rear row feels completely no cramped feeling at all. For users with higher height, the rear space of G9L is also quite enough.

Furthermore, the interesting configuration in the rear row of G9L is the electric tray table supporting opening and closing. It is placed in the rear center armrest, can be manually adjusted to a suitable position after electric opening, for example, rear seat center or directly in front of rear passengers.

Compared to conventional tray tables integrated on the front seat backrest, the G9L electric tray table is closer to the rear passengers, more convenient and comfortable for scenarios such as working, dining, etc.; and the tray table position can also be freely adjusted, can be used to adapt to more travel scenarios, experience more free.

(Source image: Dianchetong photography)

But the part that is not perfect about this tray table lies in that there is a certain learning cost for the manual operation part during opening and closing. The first few operations might require multiple attempts to succeed.

Overall, G9L is a large five-seater SUV that has pulled up the rear seat space and comfort experience quite fully, and it also retains XPeng's long-standing advantages in intelligence and personality. It can be said to be a model that can well balance the needs of young users for large space SUVs.

200,000 yuan class large five-seater new energy SUV, has entered a fierce competition mode

As mentioned in the beginning, the large five-seater new energy SUV market this year, competition has quietly begun, many car companies choose to launch their flagship large five-seater models this year, and the "fierce competition" among each has already begun.

In this segmented field, the currently best-selling model is undoubtedly the Li Auto i6 launched last year, maintaining a sales volume between 15,000 to over 20,000 units a month, long-term steadily sitting at the forefront of the sales rankings.

Although its appearance form is quite different from regular SUVs, many people also see it as a competitor of YU7. But Li Auto is after all a brand positioned for family travel. i6 still emphasizes the comfort attribute in the creation of interior space. So i6 is still an important competitor among these newly launched large five-seater SUVs.

Another heavyweight model is the soon-to-be-released Xiaomi Pengcheng N70. Currently, Xiaomi has confirmed that N70 will have an entry-level Pro version. Currently, the pre-sale price of the top-spec Max version of N70 is 259,900 yuan. This means N70 may have a relatively competitive starting price.

(Source image: Dianchetong photography)

Compared to other 200,000 yuan class large five-seater SUVs on the market, the advantage of Xiaomi Pengcheng N70 lies in the flexibility of its space layout. Relying on the flat floor and ultra-long rails, N70 can achieve a free allocation of rear seat space and trunk space, thereby adapting to more usage scenarios. However, in terms of interior texture and seat comfort, it does not offer too leapfrog-level experience.

However, as Xiaomi which has fought in the mobile phone industry for over ten years and created two successful models SU7 and YU7 in the automotive industry, its brand influence is also an existence that cannot be ignored. It remains to be seen whether it can replicate the heat of SU7 and YU7 when they first launched.

Another influential competitor is BYD's third-generation Tang. After the Tang obtained success in initial sales, many consumers also turned their gaze to the third-generation Tang with slightly lower positioning and large five-seater version.

The relationship between the third-generation Tang and the Tang is similar to that between G9L and GX. The Tang is responsible for flagship positioning, focusing on multi-person travel, while the third-generation Tang is responsible for the higher volume market. Based on the information released so far, the third-generation Tang pays more attention to overall younger and more technological feel, and is expected to see a significant improvement in interior texture compared to the old Tang.

So, under such a "fierce competition" of large five-seater models, how XPeng G9L stands out is actually quite a test for XPeng itself. However, with a successful model like GX ahead, as long as G9L continues GX's strategy and adds a competitive pricing, it is believed it will also deliver good market performance.

Global Car, Selling Globally

For XPeng, the future of the G9L is not limited to the Chinese market. As XPeng's technology flagship SUV, it is developed according to global car standards, with road testing starting in 26 countries, and planned to land in 64 countries and regions. It is expected to become a heavyweight model for XPeng's global expansion in the future.

In recent years, XPeng's overseas pace has also continued to accelerate. XPeng has already planned markets such as Europe, North Africa, Southeast Asia, etc., and has also already set up production capacity in places like Indonesia and Malaysia.

At the recently opened IFA2026, XPeng also brought its first native model MONA L03, XPeng Huitian flying car, IRON robot, and other products to the exhibition, showcasing XPeng's technological strength to the European market.

It is believed that after the global launch of G9L, XPeng's overseas premium positioning will be further improved, and will drive further growth in its overseas market sales.

September 4-8, the world's largest home appliance and consumer electronics exhibition IFA2026 will be grandly held in Berlin.

As the "strongest new media for IFA reporting" praised by the global AI collective, Lei Tech dispatched the highest specification and largest scale exhibition tour team flying to Berlin this year, adopting a "2+N" (dual anchors + multiple on-site editors + multiple backend editors) mode to conduct on-site, three-dimensional, first-hand reporting on IFA2026. It focuses on the integration of AI Agents with home appliances and hardware, the fusion of robot technology with home scenarios, new trends in human-vehicle-home digital life, and the display of domestic brands on the world stage.

Members of the Lei Tech IFA2026 reporting team are currently conducting reporting at the Berlin site in a highly intensive manner. Please follow!