Li Auto September deliveries fall 6.29% to 31,817

Li Auto monthly deliveries
2024 2025 2026
  • Li Auto delivered 99,964 vehicles in the third quarter, up 7.24% year-on-year and 1.66% from the second quarter.
  • The new Li L6 delivered more than 10,000 units in September, while the updated Li i6 will launch in late October.

Li Auto (NASDAQ: LI) delivered 31,817 vehicles in September, down 6.29% year-on-year and 15.56% from August, returning to a year-on-year decline after a rebound in August.

The Chinese automaker released the figures on Thursday. Its cumulative deliveries reached 1,833,651 as of September 30.

Li Auto delivered 37,679 vehicles in August, up 32.07% year-on-year, ending 3 consecutive months of year-on-year declines. That growth failed to carry into September.

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The company delivered 99,964 vehicles in the third quarter, up 7.24% year-on-year and 1.66% from the second quarter, according to calculations based on data compiled by CnEVPost.

Li Auto quarterly deliveries
2024 2025 2026

In the first 9 months of the year, Li Auto delivered 293,436 vehicles, down 1.25% year-on-year, widening from a 0.60% decline in the first 8 months.

Li Auto said the new Li L6 delivered more than 10,000 units in September. The extended-range SUV, which received a generational update in July, remained an important contributor to the company's deliveries.

The company also launched the new Li Mega Home and Li i9 Home in September, expanding its battery electric lineup alongside updates to its extended-range models.

The new-generation Li Mega Home electric MPV (multi-purpose vehicle) launched on September 2 at 509,800 yuan ($75,690), a reduction of 50,000 yuan from the previous Home version.

The Li i9 Home, launched on September 16, is the company's new flagship electric SUV. Priced at 369,800 yuan, it brings the Home version's living room experience to the SUV lineup.

Li Auto also rolled out its Mach VLA 2.0 driver-assistance system in September through an over-the-air (OTA) update to nearly 1 million Li AD Max vehicles equipped with Orin-X and Thor chips.

The company confirmed in its latest announcement that it will launch the updated Li i6 in October. The 5-seat electric SUV has already become a major contributor to Li Auto's deliveries.

Li Auto said on September 23 that the 2026 Li i6 would launch in late October, while its plan to begin deliveries in early November remained unchanged. It had previously planned to open reservations in late September.

The updated Li i6 will feature an in-house developed 5C battery and Mach driver-assistance chip. The company said the revised launch schedule was intended to shorten the wait between ordering and delivery.

Meanwhile, Li Auto will make its European debut at the Paris Motor Show in October, introducing the Li i6 to the local market as it advances its European expansion.

Under previously announced plans, the European version of the Li i6 will be called the Li 6, with sales scheduled to begin in the fourth quarter. The company has yet to disclose its initial target countries or local pricing.

As of the end of September, Li Auto had 485 retail stores across 160 cities, as well as 532 service centers and authorized service shops across 217 cities.

The company operated 4,188 supercharging stations with 23,077 charging stalls in China, providing charging support for its expanding battery electric lineup.

Li Auto plans to raise several billion yuan for its chip business at a pre-money valuation of about 15 billion yuan ($2.22 billion).
Sept 21, 2026

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