Xpeng posts 2026 monthly delivery high as first right-hand-drive G9Ls head for Australia

Record quarter built on best month of 2026

Xpeng delivered 41,256 vehicles in September, the highest monthly figure of 2026, though the result was 0.78 per cent below the 41,581 vehicles it delivered a year earlier, ending a run of three consecutive months of year-on-year growth from June through August. CnEVPost, which compiled the month-on-month and year-on-year comparisons, reported the figure was up 5.50 per cent on August's deliveries. ¹

The company's own announcement, distributed via PR Newswire and published in full by Yahoo Finance, confirmed 41,256 September deliveries and described the result as a 5 per cent increase over the prior month. Xpeng said third-quarter deliveries totalled 118,390 vehicles, a 15 per cent increase over the previous quarter. Investing.com carried the same press-release figures, noting the quarterly total of 118,390 and the September result. ³⁴⁵

CnEVPost's analysis adds context the company release did not: the 118,390 third-quarter figure was up 2.05 per cent year on year and 14.61 per cent on the second quarter, surpassing the previous quarterly record of 116,249 vehicles set in the fourth quarter of 2025. It also landed slightly above the midpoint of the 115,000 to 121,000-vehicle guidance range Xpeng issued with its second-quarter earnings on August 24. ¹

For the first nine months of 2026, CnEVPost reports Xpeng delivered 284,367 vehicles, down 9.20 per cent year on year, with the decline narrowing from 10.49 per cent across the first eight months. The publication notes the company has yet to make up the shortfall from weaker deliveries early in the year. ¹

L03 passes 10,000 as Australian deliveries begin; GX tops 7,000 again

Deliveries of the Mona L03 exceeded 10,000 vehicles in September, with Xpeng saying production capacity for the model continued to expand. CnEVPost reports the model has now launched in markets including Hong Kong, the Philippines, Australia and Indonesia, with deliveries getting underway in those markets. ¹

The GX flagship 6-seat SUV recorded 7,224 deliveries during September, exceeding 7,000 vehicles for three consecutive months, a result CnEVPost says is helping Xpeng expand sales of its premium models. ¹

The XPENG Australia news page lists the L03, new G6 and X9 as the models currently offered to Australian buyers, alongside news items on the X9's Australian launch in July 2026 and a broader Australia strategy unveiled in May 2026 covering five new models in 2026 and a growing sales and service network. ²

G9L launch and right-hand-drive shipments to Australia

Xpeng launched the G9L flagship 5-seat SUV in China on September 17, pairing it with the 6-seat GX to address demand from families seeking 5-seat and 6-seat vehicles, according to CnEVPost. The G9L launched with a limited-time starting price of 231,800 yuan (about $34,420 at the exchange rate CnEVPost cites) and offers battery-electric and extended-range powertrains. ¹

Xpeng's own delivery announcement, published via PR Newswire, confirmed the September 17 launch of the G9L premium flagship SUV in China and said the model's global launch will take place in Paris, France, in October. ³

On September 11, Xpeng announced that the first mass-produced right-hand-drive G9L vehicles had rolled off the production line and would soon be shipped to Australia, as the company advanced the model's overseas rollout. CnEVPost reports this as a company announcement; no Australian launch date or pricing for the G9L is given in the material published so far. ¹

He Xiaopeng, Xpeng's chairman and chief executive, said during the company's August earnings call that Xpeng would aim to exceed 60,000 monthly vehicle sales in the fourth quarter, supported by the launch of new models including the G9L and the Mona L05 SUV. CnEVPost notes that target is about 45 per cent above September's delivery level, and that the Mona L05 is scheduled to launch in China in the fourth quarter under plans announced in August. ¹

Software rollout and charging network milestones

Alongside its delivery results, Xpeng said it began rolling out XOS 6.3.0 in China on September 22, powered by the latest version of its VLA 2.0 model. The company also reported that, as of September 30, its self-operated charging network in China covered more than 430 cities and comprised over 4,000 stations, including more than 3,510 ultra-fast charging stations and more than 22,200 charging piles in total. ³⁴

On September 15, Xpeng opened its first X-Energy megawatt ultra-fast charging station in Hong Kong, according to the company's announcement. It also stated that electric vehicles delivered from January to September 2026 are expected to reduce life-cycle greenhouse gas emissions by more than 4.14 million tons compared with internal combustion engine vehicles — a company estimate rather than an independently verified figure. ³

What the Australian market is waiting on

The confirmed Australian connection in this round of announcements is the G9L: Xpeng says right-hand-drive units of the flagship 5-seat SUV have been built and are headed for shipment to Australia. Whether and when the G9L joins the L03, new G6 and X9 on Australian sale, at what price, remains to be detailed by the company. ¹²

The Mona L03 is the other thread relevant to Australian buyers: CnEVPost reports the model has launched in Australia with deliveries getting underway, and monthly L03 deliveries exceeded 10,000 units in September as Xpeng expanded its production capacity. ¹