Li Auto delivers 27,668 cars in Jan, marking 8th consecutive month of decline

CnEVPost02-01

Li Auto's January deliveries fell 7.55% year-on-year and dropped 37.47% month-on-month. Li Auto continues to face challenges as its L-series EREV models encounter intensifying competition, while its i...

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2024-2026\n\n\nMonth\n2024\n2025\n2026\n\n\n\n\nJanuary\n31,165\n29,927\n27,668\n\n\nFebruary\n20,251\n26,263\n\n\n\nMarch\n28,984\n36,674\n\n\n\nApril\n25,787\n33,939\n\n\n\nMay\n35,020\n40,856\n\n\n\nJune\n47,774\n36,279\n\n\n\nJuly\n51,000\n30,731\n\n\n\nAugust\n48,122\n28,529\n\n\n\nSeptember\n53,709\n33,951\n\n\n\nOctober\n51,443\n31,767\n\n\n\nNovember\n48,740\n33,181\n\n\n\nDecember\n58,513\n44,246\n\n\n\n\n\n\nLi Auto monthly deliveries\n\n\n\n                2024            \n\n\n                2025            \n\n\n                2026            \n\n\n\n\n\n\n\nSource: Company reports\n© CnEVPost\n\n\n\n    (function() {\n        function init() {\n            if (typeof CnEVPostCharts === 'undefined') {\n                setTimeout(init, 100);\n                return;\n            }\n            \n            CnEVPostCharts.createYearlyLineChart({\n                id: 'li-auto-chart-697ebbda2a4a8',\n                years: [2024,2025,2026],\n                data: {\"2024\":[31165,20251,28984,25787,35020,47774,51000,48122,53709,51443,48740,58513],\"2025\":[29927,26263,36674,33939,40856,36279,30731,28529,33951,31767,33181,44246],\"2026\":[27668]},\n                colors: {\"2024\":\"#999999\",\"2025\":\"#E8853F\",\"2026\":\"#6AAF3D\"},\n                months: [\"Jan\",\"Feb\",\"Mar\",\"Apr\",\"May\",\"Jun\",\"Jul\",\"Aug\",\"Sept\",\"Oct\",\"Nov\",\"Dec\"],\n                yMax: 60000,\n                yStep: 12000            });\n        }\n        \n        if (document.readyState === 'loading') {\n            document.addEventListener('DOMContentLoaded', init);\n        } else {\n            init();\n        }\n    })();\n    \nLi Auto (NASDAQ: LI, HKG: 2015) continued its delivery decline last month, extending its downtrend amid a weak overall market.\nThe Chinese automaker delivered 27,668 vehicles in January, down 7.55% year-on-year, according to data released on Sunday. This marks the eighth consecutive monthly decline and the lowest level since March 2025. Deliveries fell 37.47% compared to December.\nAs of January 31, 2026, Li Auto's cumulative deliveries totaled 1,567,883 units.\n\n\nJoin us on \nTelegram\n or \nGoogle News\n\n\nLi Auto's sales performance remained weak throughout 2025 as its L-series extended-range electric vehicles (EREVs) faced intensified competition, while its i-series battery electric vehicles (BEVs) were in the early stages of production ramp-up.\nThe company's EREVs received only minor updates in 2025, while competitors aggressively equipped their EREVs with battery packs as large as 80 kWh, delivering experiences comparable to battery electric vehicles (BEVs).\nLast month, 36Kr reported that Li Auto is refocusing on its most certain business, with an overall strategic direction to reclaim leadership in the EREV segment.\nAccording to 36Kr, the company would first prioritize upgrading the Li L9 in 2026, featuring a battery capacity exceeding 70 kWh and a single-charge range surpassing 400 kilometers.\nLi Auto's new i-series BEV models continue to show weak performance months after launch.\nEarlier this week, the Chinese automaker informed some Li i6 order holders that their vehicle deliveries would be delayed due to slower-than-expected production ramp-up for core components.\nLi Auto encouraged them to opt for the version equipped with Sunwoda (SHE: 300207) batteries for faster delivery or to switch to another of the company's models.\nThe Li i6 was launched on September 26, 2025, with battery suppliers including CATL (HKG: 3750, SHE: 300750) and Sunwoda.\nAs of January 31, 2026, Li Auto operates 547 retail stores across 159 cities and 547 service centers and authorized service shops in 221 cities.\nIt also operates 3,966 supercharging stations across China, equipped with 21,945 charging piles.\n\n\n\n\n\n\n\n\n\nLi Auto CEO reaffirms AI focus in internal meeting amid sluggish sales\nBut employees are more eager to hear about plans to reverse the sales slump.\n\n\nLi Auto\nJan 26, 2026","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2608400309","isCrawlerRequest":true}