Do we like them?

Do we like Xpeng?

Electric cars, driver-assist software and robots, plus robotaxi and flying-car work. Based in Guangzhou, China.

Our score: 6 out of 10. A mostly clean, fast-growing EV maker with a few consumer-protection black marks. We'd back it with a small stake, not a big one: it sells a product that cuts emissions, but it has a patchy record on privacy and recalls.

XPeng started in Guangzhou in 2014. Former GAC engineers Xia Heng and He Tao set it up with Yang Chunlei. He Xiaopeng, who co-founded the browser firm UCWeb and sold it to Alibaba, backed it and later ran it. He is now chairman and CEO.

It's big now. XPeng said it delivered 50,237 vehicles in October, a monthly record, with overseas deliveries up 166% on last year. It's pushing into robotaxis, humanoid robots and Europe, and is about to enter South Korea.

Not all clean. In 2021 Shanghai market regulators fined its Shanghai unit 100,000 yuan for collecting over 430,000 customer face photos in showrooms without consent. XPeng apologised and said the data was deleted.

In 2025 the Xinhua-run Economic Information Daily reported that XPeng was accused of quietly fixing P7+ steering problems without an official recall. In July 2025, after new rules, the company said it was moving suppliers to payment within 60 days.

Our score is a 6. The product helps cut tailpipe emissions, and the company has changed some practices when regulators pushed. But it has privacy and quality-handling black marks, and it sits in a cutthroat price war that squeezes the supply chain.