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Earlier this week, XPENG announced it had entered a partnership with Malaysia’s EP Manufacturing Berhad to begin localized EV production in Malacca, with mass production targeted for 2026 as part of a broader ecosystem spanning manufacturing, sales, charging, and user services across Europe and Asia-Pacific.
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This move highlights XPENG’s push to tailor its intelligent EVs to Malaysian and wider ASEAN customers by combining its software-centric platform with EPMB’s local manufacturing expertise and supportive green-industrial policies.
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Now we’ll examine how localized Malaysian production, aimed at serving ASEAN demand, could reshape XPENG’s international expansion-led investment narrative.
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To own XPeng, you need to believe its software-centric EV platform and international expansion can eventually translate rapid revenue growth into sustainable profitability. The Malaysia deal supports the near term catalyst of overseas scale and diversification, but it does not remove the key risks from ongoing net losses, high capital needs, and intense Chinese and global EV price competition.
Among recent developments, XPeng’s push into Level 3 autonomous driving and plans to open source its VLA 2.0 system are particularly relevant here, because they reinforce the idea that any payoff from Malaysia and wider APAC production will depend heavily on XPeng maintaining a genuine technology edge that can support higher margin software and services.
Yet even as XPeng broadens its footprint abroad, investors should be aware that persistent losses and potential dilution risks could still…
Read the full narrative on XPeng (it’s free!)
XPeng’s narrative projects CN¥137.4 billion revenue and CN¥6.4 billion earnings by 2028.
Uncover how XPeng’s forecasts yield a $28.24 fair value, a 56% upside to its current price.
Sixteen members of the Simply Wall St Community place XPeng’s fair value between US$9.86 and US$40.51, showing very different assumptions about its future. When you compare that dispersion with XPeng’s heavy investment needs and ongoing net losses, it underlines how important it is to weigh several independent views on the company’s long term execution and resilience.
Explore 16 other fair value estimates on XPeng – why the stock might be worth 45% less than the current price!
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