XPeng Inc.

XPEVcustomer

XPeng is a Chinese smart electric vehicle company that differentiates through in-house autonomous driving technology. Its XNGP navigation guided pilot system is among the most advanced in China, and the company is pushing boundaries with its AeroHT flying car subsidiary.

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Products & Revenue

Product Revenue Share

Revenue Breakdown ($4.8B)

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Vehicle Sales (90%)

Services & Others (10%)

Segment Breakdown & Key Customers

Product Details

G6/G9 SUVs45%

Smart electric SUVs with advanced XNGP autonomous driving

P7/P5 Sedans35%

Tech-forward electric sedans with LiDAR-based ADAS

Flying Car (AeroHT)20%

eVTOL and modular flying car development division

Supply Chain Relationships

Key Suppliers

NVIDIA Corporation

DRIVE Orin for XNGP autonomous stack

Impact: Critical ADAS supplier

CATL (Contemporary Amperex Technology)

LFP and ternary battery packs

Impact: Primary battery supplier

Competitors

NIO Inc.

Chinese premium EV market

Impact: Direct domestic rival

Macro & Market Context

EV / 배터리Sector News

리튬 가격 바닥권 — 기관 역발상 매집, 중장기 반등 베팅

리튬 탄산 현물가

$11.5/kg

글로벌 EV 보급률

18% → 25% (2026E)

배터리 팩 가격

$112/kWh

중국 EV 수출 성장

+42% YoY

Upcoming Catalysts

◆ALB Q1 실적 및 리튬 생산 가이던스 (2026.05)◆Tesla 배터리 데이 2026◆IRA 보조금 검토 결과 발표

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AI Analysis

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Company Info

Headquarters

Guangzhou, China

Founded

2014

Employees

16,000+

Website

xpeng.com

Sector Overview — EV / 배터리

Sector News