
XPeng's Dogotix robotics segment, valued at $6.2B pre-revenue, targets commercial deployment by end-2026 and a global launch in 2027. EV deliveries surged to 103,295 units in Q2 '26 (+65% QoQ), with H2 '26 likely bringing forth improved delivery/export trends, given the robust demand for the MONA L03 SUV. Thanks to the meltdown, their EV/ADAS/robotaxi/flying car prospects have been overly discounted at an implied FY2026 EV/sales of 0.28x.










