--- title: "Xpeng secures VW as first customer for VLA 2.0; targets 1 million overseas EV sales by 2030" description: "Xpeng has secured Volkswagen as the first customer for its VLA 2.0 smart driving solution, marking a significant partnership expansion into AI software. Xpeng aims for 1 million overseas EV sales by 2" type: "news" locale: "en" url: "https://longbridge.com/en/news/276683583.md" published_at: "2026-02-24T04:33:38.000Z" --- # Xpeng secures VW as first customer for VLA 2.0; targets 1 million overseas EV sales by 2030 > Xpeng has secured Volkswagen as the first customer for its VLA 2.0 smart driving solution, marking a significant partnership expansion into AI software. Xpeng aims for 1 million overseas EV sales by 2030, with international operations projected to contribute over 70% of profits. The VLA 2.0 supports Level 4 autonomous driving and adapts to global traffic conditions. Xpeng plans to launch new models and humanoid robots by 2026, with a focus on mass production and delivery of innovative technologies. The company reported a 125.94% increase in vehicle deliveries in 2025, with significant growth expected in overseas markets. > - Volkswagen's adoption of Xpeng's VLA 2.0 as its smart driving solution signifies the partnership's expansion into AI software capabilities. > - Xpeng has set a target of 1 million overseas sales by 2030, with overseas operations expected to contribute over 70% of its profits by that time. Volkswagen will become the first commercial customer for Xpeng's (NYSE: XPEV, HKG: 9868) second-generation Vision-Language-Action (VLA 2.0) smart driving solution, marking the first large-scale export of a Chinese EV maker's core AI technology to a global top-tier traditional automaker. He Xiaopeng, chairman and CEO of Xpeng, disclosed this development in an internal memo dated February 24 — the first working day of the Year of the Horse in China, according to the full text obtained by CnEVPost. "For a leading global automaker to choose China's AI technology carries meaning far beyond the cooperation itself," Mr. He wrote. "It validates one essential point: we are not only leading in products but at the core technology level we now possess globally competitive capabilities that are scalable and generizable." Join us on Telegram or Google News Volkswagen and Xpeng's strategic partnership began in July 2023 when the German automaker announced a $700 million investment in Xpeng and joint development of electric vehicles. Volkswagen's adoption of VLA 2.0 as its smart driving solution signifies the partnership's expansion into AI software. VLA 2.0 is Xpeng's large-scale end-to-end model built upon understanding the physical world. It supports entry-level Level 4 autonomous driving capabilities, covering complex scenarios like narrow roads and campuses without relying on high-definition maps, while adapting to diverse global traffic habits. In January this year, Xpeng announced that its VLA 2.0-equipped robotaxis had completed third-party closed-course testing and would soon commence public road trials. The company said at the time that it would roll out VLA 2.0 software to its regular production models in March, enabling ordinary consumers to experience near-Level 4 smart driving capabilities. In his internal memo, Mr. He said that he extensively tested VLA 2.0 during the just-ended Spring Festival, experiencing smooth operations and precise predictions in complex road conditions. The Xpeng CEO said that he clearly sees the inflection point for fully autonomous driving has arrived, stating that the "DeepSeek moment" of autonomous driving has begun. In early February, Xpeng merged its autonomous driving and intelligent cockpit centers into a unified "General Intelligence Center," enabling shared AI foundation models for both driving decisions and human-machine interaction. Mr. He envisioned future interactions where users could directly instruct the vehicle: "Bring me to Starbucks for a coffee" or "Take the small road ahead and avoid the next few traffic lights." Mr. He set an ambitious goal for 2026: achieving mass production and delivery of humanoid robots, flying cars, and robotaxis within the same year. In its automotive business, Xpeng plans to launch multiple new models this year covering key segments, including three extended-range electric vehicles in the first quarter. In 2026, at least four Xpeng models will enter overseas markets. The Xpeng P7+ sedan has completed trial production in Austria and will soon be delivered across 25 European countries, with plans to expand to over 60 countries and regions globally. For emerging businesses, mass production of the new Iron humanoid robot will commence by the end of 2026. Xpeng aims to become the world's first company to mass-produce advanced humanoid robots at scale and will open its SDK (software development kit) to global developers. Musk on Xpeng's Iron humanoid robot: 'Tesla and China companies will dominate the market' "Other companies in the West are weak," Musk said. The company's flying car division, Aridge, has produced its modular flying car, the Land Aircraft Carrier, on a pilot production line and plans to achieve mass production within this year. Its robotaxi service will launch pilot operations for ride-hailing models this year, with rapid growth anticipated between 2027 and 2028. Mr. He said that Xpeng expects to double its overseas sales in 2026. The company has set an overseas sales target of 1 million units by 2030, with overseas operations expected to contribute over 70% of profits by that time, according to the Xpeng CEO. In 2025, Xpeng delivered 429,445 vehicles, marking a 125.94% year-on-year increase. Xpeng monthly deliveries 2024 2025 2026 The company delivered 45,008 units in overseas markets in 2025, a 96% year-on-year increase, according to data compiled by CnEVPost. Xpeng monthly exports 2024 2025 2026 Xpeng plans to double its overseas sales network to 680 outlets this year, focusing on deepening its presence in five key markets: Israel, Germany, Norway, Thailand, and France. The company will add 8,000 employees globally in 2026, with 5,000 positions filled through campus recruitment. Xpeng files for flagship GX SUV, set for launch in coming months The Xpeng GX will offer BEV and EREV options, continuing the company's dual-power strategy. ### Related Stocks - [159872.CN - Penghua CSI Internet Of Vehicles Theme ETF](https://longbridge.com/en/quote/159872.CN.md) - [516380.CN - Hwabao WP CSI Intelligent Electric Vehicle ETF](https://longbridge.com/en/quote/516380.CN.md) - [515030.CN - Hua Xia CSI New Energy Vehicles ETF](https://longbridge.com/en/quote/515030.CN.md) - [516110.CN - Guotai CSI 800 Automobile and Parts ETF](https://longbridge.com/en/quote/516110.CN.md) - [520720.CN - Guotai CSI Hong Kong Connect Automobile Industry Thematic ETF](https://longbridge.com/en/quote/520720.CN.md) - [515700.CN - Ping An CSI New Energy Vehicles Industry ETF](https://longbridge.com/en/quote/515700.CN.md) - [VWAPY.US - Volkswagen](https://longbridge.com/en/quote/VWAPY.US.md) - [09868.HK - XPENG-W](https://longbridge.com/en/quote/09868.HK.md) - [VWAGY.US - Volkswagen](https://longbridge.com/en/quote/VWAGY.US.md) - [XPEV.US - XPeng](https://longbridge.com/en/quote/XPEV.US.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | 这款豪华电动超级跑车还未面世就已夭折 | 兰博基尼已正式取消其首款电动超级跑车 Lanzador 的计划，转而专注于插电式混合动力汽车（PHEVs）。首席执行官 Stephan Winkelmann 表示，开发电动汽车的成本很高，公司将在可预见的未来继续生产内燃机汽车 | [Link](https://longbridge.com/en/news/276622270.md) | | 兰博基尼电动车 Lanzador 化为尘土，因电动超级跑车的需求几乎为零 | 兰博基尼已暂停其电动车 Lanzador 的计划，原因是豪华车买家对电动车的需求大幅下降。首席执行官 Stephan Winkelmann 表示，客户更喜欢传统发动机的声音，这导致了对插电式混合动力车的转向。这一趋势在整个汽车行业中得到了印 | [Link](https://longbridge.com/en/news/276728369.md) | | 雷诺的 Ampere 电动车部门与西班牙公司 Basquevolt 签署了锂电池协议 | 雷诺的 Ampere 电动车部门与西班牙公司 Basquevolt 签署了一项协议，以加速开发未来电动车所需的锂金属电池，双方于周二表示。Basquevolt 表示，其技术可以比其他地方更简单、更便宜地制造这些电池单元。锂电池对于电动车的动 | [Link](https://longbridge.com/en/news/276714028.md) | | 兰博基尼取消了 ‘Lanzadore’ 电动跑车的计划 | 兰博基尼已取消其兰扎多电动跑车的计划，转而选择插电式混合动力车。首席执行官斯蒂芬·温克尔曼表示，开发电池电动汽车可能会变成一种 “昂贵的爱好”，并强调内燃机所提供的情感体验的重要性。该决定是在经过一年的内部讨论和市场分析后做出的，兰博基尼计 | [Link](https://longbridge.com/en/news/276623538.md) | | 理想汽车加入欧盟游说组织，寄希望于欧洲市场的扩张 | 理想汽车已作为正式成员加入中国欧盟商会（CCCEU），参与其汽车工作组。此举与理想汽车在欧洲扩展的战略相一致，此前该公司在慕尼黑建立了研发中心。CCCEU 最近在解决中欧电动车关税争端中发挥了关键作用，强调了中国电动车的竞争优势。理想汽车旨 | [Link](https://longbridge.com/en/news/276674239.md) | --- > **Disclaimer**: This article is for reference only and does not constitute any investment advice.