XPeng’s Global Product Blitz Lifts Shares, but Air Suspension Issue and Steep Year-to-Date Slide Temper the Rally
Published on 07/16/2026 at 17:37 | Redaktion boerse-global.de
The first fully autonomous robotaxi ride and the world premiere of a compact SUV in Munich have reignited interest in XPeng, pushing the stock higher for four consecutive sessions. Shares closed at €12.52 on Thursday, up 4.16%, adding to a 4.77% gain the previous day that left the weekly advance at more than 10%. The twin product events – the Level?4 robotaxi test by CEO He Xiaopeng and the launch of the Mona L03 in Bavaria – underscore the Chinese electric?vehicle maker’s accelerating global push, even as lingering operational and technical concerns keep the stock deep in negative territory for the year.
The Mona L03, designed by a team led by former Ferrari stylist Juanma López, arrives in six trims priced between around 143,800 and 165,800 yuan (€18,400–€21,200 at current rates). It will be offered as a pure EV with 525 or 625 kilometres of range and as a range?extender variant with a combined range of 1,330 kilometres. The top Ultra SE trim packs two Turing chips delivering 1,500 TOPS of processing power, while the Max version reaches 750 TOPS. A drag coefficient of 0.228 and a 0–100 km/h sprint of 6.6 seconds add to the model’s appeal. XPeng expects the L03 to generate 30–40% of its sales outside China, up from the group’s current overseas share of about 20%, with a long?term target of half of all deliveries coming from abroad. European registrations of XPeng vehicles tripled in June ahead of the launch, and He Xiaopeng personally completed localisation tests of the second?generation VLA software in Germany, enabling the system to recognise local traffic signs and rules without additional training.
On the autonomous?driving front, He Xiaopeng took the first complete ride in the purpose?built GX robotaxi on 15 July. The vehicle, which XPeng calls China’s first serial?production Level?4 model for robo?taxi services, relies on four Turing AI chips with roughly 3,000 TOPS of compute and VLA 2.0 software that reacts in under 80 milliseconds. Internal employee testing is already under way in Guangzhou, eight months after the project was first announced. A pilot operation is slated for the second half of 2026, with fully driverless service targeted for early 2027. Meanwhile, the company is exploring robotaxi partnerships in Europe, the Middle East and Southeast Asia. Beyond cars, XPeng plans a global launch of its IRON humanoid robot in 2027, aiming for monthly production capacity exceeding 1,000 units by the end of next year; the robot will first work as a shopping assistant in Chinese stores from the first quarter of 2027.
Should investors sell immediately? Or is it worth buying XPeng?
Wall Street analysts remain broadly constructive despite a weak first quarter. J.P. Morgan’s Nick Lai, who reiterated an overweight rating with a $27 price target, noted that XPeng posted revenue of $12.95 billion and a GAAP net loss of $1.77 billion in Q1, a sharp reversal from $15.81 billion in revenue and a $664 million loss a year earlier. The consensus on the stock stands at “Moderate Buy” with an average target of $22.31, while Seeking Alpha has a buy recommendation and a $26 target, citing an expected second?half recovery driven by new models. Bernstein holds a hold rating, and both Morgan Stanley and Goldman Sachs have reaffirmed positive views this year. Deliveries are providing some operational support: June saw 40,126 vehicles handed over, up 15.93% year on year and the highest monthly tally of 2026, snapping a five?month streak of declines. The second quarter as a whole topped guidance at 103,295 units, fuelled by strong Mona series and GX sales. The GX alone is now running at more than 6,700 units per month, with cumulative production reaching 10,000.
Despite the recent bounce, the stock remains nearly 49% below its 52?week high of €24.40 set in November 2025 and has lost 28.25% since the start of the year. It currently trades just below its 50?day moving average of €12.70 and a wide margin below the 200?day average of €16.17. The 14?day relative strength index stands at 56.9, signalling neither overbought nor oversold conditions, but the 30?day annualised volatility remains above 43%. The share price is 18% above the 52?week low of €10.18 touched in late June, reflecting the fragile nature of the recovery.
Not all the news has been positive. Owners of the flagship X9 SUV have reported recurring air?suspension failures, with air loss, body sag and drive?blocking occurring after only about ten minutes of driving following extended rest. XPeng’s customer service attributes the problem to an overheating protection mode in the compressor and promises an over?the?air fix, but affected vehicles have also shown leaking dampers and valves that require hardware replacement – a complete suspension set costs several thousand yuan at authorised workshops. Similar issues surfaced in the summers of 2024 and 2025, and software updates provided only temporary relief. XPeng has not issued an official statement on the latest cases. On a more positive legal note, a Chinese automotive blogger was convicted on 16 July for making defamatory statements about alleged braking problems and ordered to apologise and pay damages.
The combination of a long?awaited global SUV debut, real?world robotaxi progress and improving delivery figures has given XPeng’s shares a much?needed lift. Yet the deep year?to?date loss, persistent technical resistance and a fresh quality?control headache on the X9 suggest the market is still waiting for a more conclusive turnaround.
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