- Xpeng aims to achieve breakeven in the fourth quarter.
- Xpeng will offer seven models with dual powertrain options next year, significantly expanding its market reach.
Xpeng (NYSE: XPEV) today reported third-quarter 2025 financial results and held an analyst call afterwards.
Here are the key takeaways from the call, with the most recent placed at the top.
Xpeng expects its European facility in Austria to produce tens of thousands of vehicles annually.
Xpeng believes that the cost of humanoid robots will eventually be comparable to that of automobiles, and their prices will also be similar.
Xpeng's current generation robot is the seventh generation, and the company will achieve mass production in the eighth generation.
Xpeng aims to achieve cross-domain integration innovation for humanoid robots in the second quarter, realizing comprehensive and enriched capability integration.
The company expects to mass-produce advanced humanoid robots at scale by the end of 2026.
Xpeng hopes to see Iron humanoid robots operating in its stores, campuses, and factories within the next year.
From a long-term perspective, Xpeng believes that the market potential for robots is greater than that for automobiles. Once a generation of robots crosses the tipping point, it will experience explosive growth similar to China's EV industry.
Xpeng expects to reach annual robot sales exceeding one million units by 2030.
Xpeng believes humanoid robots could enter families within five years.
Xpeng's Turing AI chip has secured orders from Volkswagen, with the first jointly developed model set for mass production early next year.
Xpeng plans to launch at least three new models for overseas markets in 2026, including a compact-to-midsize SUV highly anticipated by global consumers.
Xpeng plans to roll out its second-generation VLA model for European models in the first quarter of 2026.
Xpeng plans to launch three extended-range electric vehicle (EREV) models in the first quarter of 2026 and introduce four all-new models throughout 2026, offering both battery electric vehicle (BEV) and EREV variants.
Xpeng will offer seven models with dual powertrain options next year, significantly expanding its market reach and driving substantial sales growth.
Among the seven models Xpeng plans to launch by 2026, at least three will enter overseas markets.
The Xpeng X9 EREV will be officially launched on November 20 and begin deliveries immediately after that. The company expects December sales to set a new record.
Xpeng's gross margin surpassed 20 percent for the first time in the third quarter, while its net loss narrowed further.
The company aims to achieve breakeven in the fourth quarter.
Continuous operational improvements have bolstered Xpeng's confidence to invest in physical AI R&D, accelerating the development of its second-generation VA model, robotaxis, and humanoid robots.
