Li Auto September Deliveries Fall 15.6% MoM to 31,817; New i6 and European Debut Set for October
LI is trading near its 52-week low of $11.09 (2.7% above the low).
Summary
Li Auto's September deliveries fell 15.6% month-over-month to 31,817 vehicles, though cumulative deliveries reached 1.83 million. The company detailed new model launches and an October European debut, but the delivery decline adds to recent demand concerns.
Key Events · Earnings and Guidance · LI
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September Deliveries Decline 15.6% MoM
Li Auto delivered 31,817 vehicles in September 2026, down 15.56% from August's 37,679 and down 6.28% year-over-year. Cumulative deliveries reached 1,833,651 as of September 30.
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New Model Launches and BEV Expansion
The company delivered over 10,000 units of the new Li L6 in September and launched the new Li MEGA Home and Li i9 Home BEV models, expanding its battery-electric lineup.
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October Product and Market Milestones
Li Auto will launch the new Li i6 in October and make its European debut at the Paris Motor Show, introducing the Li i6 to the European market.
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Infrastructure Scale
As of September 30, Li Auto operated 485 retail stores in 160 cities, 532 servicing centers in 217 cities, and 4,188 super charging stations with 23,077 charging stalls.
Analysis · LI · Manufacturing
Li Auto delivered 31,817 vehicles in September, down 15.6% from August and 6.3% year-over-year, extending a volatile delivery trend that has seen monthly swings of over 20% in both directions. The decline comes despite the launch of new models and a broader BEV lineup expansion, raising questions about demand momentum heading into Q4. The company is countering with an aggressive product cadence — the new Li i6 launches in October alongside a European debut at the Paris Motor Show — but the near-term delivery softness, combined with the stock trading near its 52-week low, keeps pressure on the investment thesis.
How filings like this one have moved
In the 30 days to Oct 31, 2026, 31.4% of the 1757 measured filings Wiseek scored 7 moved their stock by 5% or more by the next session's close. The median move was 0.00%. These are measured outcomes after filings of this importance, not a forecast for this one.
Measured one observation per ticker per day, after exclusions. Current figures: Filing Impact Tracker · open dataset
At the time of this filing, LI was trading at $11.39 on NASDAQ in the Manufacturing sector, with a market capitalization of approximately $11.8B. The 52-week trading range was $11.09 to $26.50. This filing was assessed with negative market sentiment and an importance score of 7 out of 10.