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Xpeng July Deliveries Rise 3.6% YoY but Slip From June as New SUV Supply Lags小鹏7月交付同比增3.6%但环比下滑，新款SUV供应滞后拖累增长
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- Xpeng delivered 38,027 vehicles globally in July, up 3.57% year-on-year but down 5.23% from June, coming in below the dealer expectations cited by Deutsche Bank in a July 21 research note.
- Cumulative deliveries for the first seven months of 2026 remained down 12.8% year-on-year, with limited supply of Xpeng's new low-priced SUV, the Mona L03, cited as the main constraint on growth.
- The month-on-month decline signals that production ramp-up of Xpeng's new low-priced SUV has yet to fully kick in, constraining delivery growth.
- 小鹏7月全球交付38,027辆，同比增长3.57%，但环比下降5.23%，低于德意志银行7月21日研报中提到的经销商预期。
- 小鹏2026年前七个月累计交付同比仍下降12.8%，新款低价SUV车型Mona L03供应不足被列为增长的主要制约因素。
- 环比下滑表明新款低价SUV的产能爬坡尚未完全到位，制约了交付增长。