XPENG’s VLA 2.0 Drives 118% Ultra Series Order Growth and Accelerates Shift to Intelligent Driving
Order Growth Surges as VLA 2.0 Becomes a Core Purchase Driver
At Auto China 2026, XPENG drew attention by unveiling a robust lineup of smart vehicles and next-generation physical AI technologies. The star of the show was XPENG’s VLA 2.0 intelligent driving system, which has rapidly become a focal point for buyers in the Chinese EV market. According to the company’s newly released report, customer orders for the Ultra series soared by 118% month-over-month following the system’s launch. This dramatic rise underscores how advanced intelligent driving features are no longer an optional add-on but are now central to the EV purchase decision process.
Customer Satisfaction Hits 98% as Adoption Accelerates
XPENG’s data suggests that VLA 2.0’s accessibility and intuitive operation are driving widespread acceptance. Nearly 100,000 consumers participated in VLA 2.0 in-store test drive demonstrations, leading to a 98% satisfaction rate. The data also reveals that 98.52% of new owners used intelligent driving features daily within their first week. Notably, the time from test drive to order placement fell by 44.7%, showing that VLA 2.0 is transforming intelligent driving from a “nice-to-have” feature into a crucial factor in sales conversion.
| Metric | Result |
|---|---|
| Ultra Series Orders Growth | +118% (MoM) |
| In-store VLA 2.0 Demonstrations | ~100,000 Consumers |
| Customer Satisfaction | 98% |
| Order Cycle Reduction (Test Drive to Purchase) | -44.7% |
| Daily Usage in First Week | 98.52% |
New Features Set to Raise the Bar for Autonomous Experiences
The VLA 2.0 intelligent driving system is set for further expansion, with features tailored for complex scenarios—such as campus navigation and underground parking—to be released soon. These upgrades are engineered to tackle low-light, poor weather, and unstructured roadway conditions, marking another leap toward practical, end-to-end autonomous mobility.
XPENG’s GX Robotaxi Sets a Benchmark for L4 Autonomy
The all-new XPENG GX was introduced as China’s first factory-integrated Robotaxi prototype designed for mass production. Featuring four Turing chips and up to 3,000 TOPS (trillion operations per second) of computing power—paired with the VLA 2.0 stack—the GX signals XPENG’s ambitions to lead the transition to L4 autonomous driving in commercially viable electric vehicles.
Strong Overseas Momentum and Industry Leadership
XPENG’s technological advances coincide with impressive export performance: overseas deliveries in 2025 exceeded 45,000 units, a 96% year-over-year increase, cementing its status as the top Chinese NEV startup in overseas pure-electric sales. The convergence of advanced AI, robotics, and flying car prototypes spotlight XPENG’s commitment to scaling its Physical AI vision well beyond the traditional auto market.
Key Takeaway: Intelligent Mobility Is Becoming Mainstream
The breakthrough adoption figures for VLA 2.0, coupled with surging Ultra series orders and new benchmarks in autonomous vehicle technology, highlight a fundamental shift. XPENG’s success at Auto China 2026 demonstrates that intelligent driving and integrated AI ecosystems aren’t just futuristic dreams—they are quickly becoming mainstream expectations among EV buyers.
As XPENG continues to expand into robotics and flying vehicles, competitors and investors may do well to watch how swiftly new technology can reshape both consumer behavior and industry standards.
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