Xpeng’s Aggressive EV Targets Spark Investor Concerns Amid Production Scaling Challenges
Xpeng shares slid 2.2% as the Chinese EV Maker unveiled ambitious 2026 production targets that would require nearly doubling current output. The Guangzhou-based company aims to manufacture 550,000–600,000 vehicles next year—a 28–40% jump from 2025 levels—raising questions about supply chain readiness and execution risk.
The automaker's seven-model lineup, including four SUVs and the popular Mona M03 electric sedan, must achieve consistent monthly production of 46,000–50,000 units to meet targets. Expansion comes as Xpeng doubles down on overseas markets and invests heavily in autonomous driving technology, with robotaxi trials scheduled for 2026.
"These targets border on audacious," said Ming Lu, auto analyst at CSC Securities. "While their extended-range models show promise with competitive pricing and fast charging, scaling at this pace will test every operational muscle."
