Xpeng consolidates product lines, merging four into two | 36Kr Exclusive

According to multiple industry sources, Xpeng recently consolidated its product lineup. Previously comprising the F, D, I, and G lines, Xpeng will now operate only the G and D lines, with the I and F lines merged into G. The G line focuses on large SUVs like the GX and G9L; the F line produced P-series sedans; the D line includes the MONA series; and the I line handled overseas products. Now, the MONA series remains under the D line while other models join the G line. This consolidation accompanies personnel adjustments: the former head of the F line retains their role in product definition for G, while the former I line head now oversees overseas affairs (excluding sales). By reducing from four to two lines, Xpeng aims to focus R&D resources, cut costs, and avoid internal competition between products. Amidst industry-wide challenges like weak sales growth and rising material costs, Xpeng's revenue has not significantly increased despite a larger 2026 product lineup. Q1 sales dropped from 94,000 to 62,700 units, while Q2 remained flat at 103,300 units against last year's 103,200. With R&D spending high but returns lagging, the consolidation is a strategic response. Xpeng's Q2 financial report showed a narrowing loss from 1.7 billion to 1.3 billion yuan and a gross margin of 20.7%, partly supported by high-margin tech services but weighed down by low-margin MONA M03 sales, which contributed roughly 40% of Q2 volume. This move mirrors strategies by Li Auto and Geely to improve efficiency and financial health.