XPeng Inc. (NYSE: XPEV) has issued a sales guidance range for the third quarter, projecting revenue between $3.196 billion and $3.446 billion. The forecast provides investors with a clear view of the company's expected commercial performance for the period.

The guidance reflects the company's operational outlook amid ongoing competition in the electric vehicle sector. By specifying a narrow band, XPeng signals confidence in its demand visibility and production planning for the quarter.

Guidance Details

The company disclosed the following revenue expectations:

This projection serves as a key benchmark for analysts evaluating XPeng's ability to scale its vehicle deliveries and maintain pricing discipline in a dynamic market environment.

XPeng Inc. (NYSE: XPEV) announced its robotics business raised over US$900 million at a post-money valuation exceeding US$6.3 billion. This marks the largest single-round private capital raise in China’s embodied AI industry to date.

Investment Structure and Strategic Backing

The round was initiated by global investors led by IDG Capital, with participation from Gaorong Ventures. Strategic investors Tencent and Alibaba also provided support. This capital injection establishes a clear market valuation for the robotics segment while strengthening long-term incentive mechanisms for senior executives and key talent.

The funding reflects strong investor confidence in XPeng’s leadership in Physical AI, technology roadmap, ability to scale production, and long-term commercial potential. It also brings valuable strategic resources to accelerate the development of XPeng’s robotics ecosystem and expand its real-world applications.

Upon closing, XPeng will retain controlling ownership of the robotics business. The unit will continue to be consolidated into the Group’s financial statements.

Technology and Production Roadmap

The funding targets software and hardware R&D for the XPENG IRON humanoid robot, Physical AI model training, and end-to-end mass production facilities. XPENG IRON features 76 degrees of freedom across the body and 21 in each hand, powered by three Turing AI chips delivering up to 2,250 TOPS of effective computing power.

As a key pillar of XPeng’s Physical AI strategy, the next-generation IRON is an advanced humanoid robot combining highly human-like form and movement with AI-driven intelligence. It is designed to meet the highest safety standards and is being developed as an advanced general-purpose humanoid robot platform. The platform supports a broad range of applications and continuously improves through self-reinforcement in the real world.

XPeng has built a fully integrated, in-house technology stack spanning both hardware and software. This covers every core layer of the robot, from its physical architecture and actuation systems to its AI and control systems.

What the Numbers Show

The US$900 million raise against a US$6.3 billion post-money valuation implies a pre-money valuation of approximately US$5.4 billion. This significant capital allocation underscores investor confidence in the transition from technical breakthroughs to scalable manufacturing, leveraging XPeng’s existing automotive-grade supply chain and manufacturing infrastructure.

Leadership Commentary

He Xiaopeng, Chairman and CEO of XPeng, stated the company remains committed to full-stack in-house R&D across physical world foundation models and AI infrastructure. He noted that strong capital backing provides resources to accelerate growth and attract world-class Physical AI talent.

IDG Capital highlighted XPeng’s comprehensive integrated full-stack capability across edge AI processors and robotic systems. Gaorong Ventures emphasized the shift toward reliable mass production and tangible value creation in real-world settings.