Li Auto Inc. December 2025 Delivery Update
Rhea-AI Summary
Li Auto (Nasdaq: LI) reported 44,246 vehicle deliveries in December 2025, bringing Q4 deliveries to 109,194 and cumulative deliveries to 1,540,215 as of December 31, 2025.
The company surpassed the 1.5 million cumulative deliveries milestone, expanded retail and service coverage to 548 stores in 159 cities and 561 service centers, and operates 3,907 super charging stations with 21,651 charging stalls in China.
Li Auto also began introducing models Li L9, Li L7, and Li L6 to Egypt, Kazakhstan, and Azerbaijan and launched Li AI glasses, Livis, which received positive user feedback.
Positive
- December deliveries of 44,246 vehicles
- Q4 deliveries totalled 109,194 vehicles
- Cumulative deliveries reached 1,540,215, surpassing 1.5M
- Expanded model launches to Egypt, Kazakhstan, Azerbaijan
- Network scale: 548 retail stores in 159 cities
- 3,907 super charging stations with 21,651 charging stalls
Negative
- None.
Key Figures
Market Reality Check
Peers on Argus
Before this delivery update, LI was down 1.97%. Several auto peers were also lower (e.g., NIO -3.95%, GM -1.13%, XPEV -1.07%), while RIVN gained 0.46%, suggesting mixed but generally soft sentiment across auto manufacturers rather than a clean sector-wide momentum move.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Dec 01 | Monthly deliveries | Positive | -2.5% | November 2025 deliveries and updated store, service, and charging footprint. |
| Nov 26 | Earnings release | Negative | +0.6% | Q3 2025 revenue, deliveries and margins declined with net and operating losses. |
| Nov 14 | Earnings date notice | Neutral | -0.8% | Announcement of timing and access details for Q3 2025 earnings call. |
| Oct 31 | Monthly deliveries | Positive | -1.8% | October 2025 deliveries and expansion of retail, service and charging network. |
| Sep 30 | Monthly deliveries | Positive | +0.6% | September 2025 deliveries, Q3 2025 totals and infrastructure footprint in China. |
Recent monthly delivery and operational updates with seemingly positive content often coincided with negative next-day price reactions, while one strong delivery report and weak Q3 earnings both showed divergence between fundamentals and price.
Over the past few months, Li Auto has steadily expanded deliveries and infrastructure while facing market pressure. September 2025 saw 33,951 deliveries and cumulative units reaching 1,431,021. October and November updates reported 31,767 and 33,181 deliveries, with growing retail and charging networks. However, Q3 2025 financials on Nov 26, 2025 showed year-over-year declines in revenue and deliveries and a net loss. The latest December update continues the theme of strong operational scale against a backdrop of cautious share-price reactions.
Market Pulse Summary
This announcement details Li Auto’s continued scale-up, with December deliveries of 44,246, Q4 deliveries of 109,194, and cumulative deliveries reaching 1,540,215. It also underscores international expansion for Li L9, Li L7, and Li L6 and a growing ecosystem of 548 retail stores and 3,907 super charging stations in China. In light of earlier quarters’ financial pressure, investors may watch how sustained delivery growth, overseas expansion, and new products like Li AI glasses translate into future profitability metrics.
AI-generated analysis. Not financial advice.
BEIJING, China, Jan. 01, 2026 (GLOBE NEWSWIRE) -- Li Auto Inc. (“Li Auto” or the “Company”) (Nasdaq: LI; HKEX: 2015), a leader in China’s new energy vehicle market, today announced that it delivered 44,246 vehicles in December 2025. This brought the Company’s fourth-quarter deliveries to 109,194. As of December 31, 2025, Li Auto’s cumulative deliveries reached 1,540,215.
In December 2025, Li Auto surpassed the milestone of 1.5 million cumulative vehicle deliveries. The Company also expanded its global footprint by introducing Li L9, Li L7, and Li L6 to Egypt, Kazakhstan, and Azerbaijan, beginning to establish its market presence across Central Asia, the Caucasus, and Africa. Additionally, the Company officially launched its Li AI glasses, Livis, which received positive user feedback.
As of December 31, 2025, the Company had 548 retail stores in 159 cities, 561 servicing centers and Li Auto-authorized body and paint shops operating in 224 cities. The Company also had 3,907 super charging stations in operation equipped with 21,651 charging stalls in China.
About Li Auto Inc.
Li Auto Inc. is a leader in China’s new energy vehicle market. The Company designs, develops, manufactures, and sells premium smart electric vehicles. Its mission is: Create a Mobile Home, Create Happiness (创造移动的家,创造幸福的家). Through innovations in product, technology, and business model, the Company provides families with safe, convenient, and comfortable products and services. Li Auto is a pioneer in successfully commercializing extended-range electric vehicles in China. While firmly advancing along this technological route, it builds platforms for battery electric vehicles in parallel. The Company leverages technology to create value for users. It concentrates its in-house development efforts on proprietary range extension systems, innovative electric vehicle technologies, and smart vehicle solutions. The Company started volume production in November 2019. Its current model lineup includes a high-tech flagship family MPV, four Li L series extended-range electric SUVs, and two Li i series battery electric SUVs. The Company will continue to expand its product lineup to target a broader user base.
For more information, please visit: https://ir.lixiang.com.
Safe Harbor Statement
This press release contains statements that may constitute “forward-looking” statements pursuant to the “safe harbor” provisions of the U.S. Private Securities Litigation Reform Act of 1995. These forward-looking statements can be identified by terminology such as “will,” “expects,” “anticipates,” “aims,” “future,” “intends,” “plans,” “believes,” “estimates,” “targets,” “likely to,” “challenges,” and similar statements. Li Auto may also make written or oral forward-looking statements in its periodic reports to the U.S. Securities and Exchange Commission (the “SEC”) and The Stock Exchange of Hong Kong Limited (the “HKEX”), in its annual report to shareholders, in press releases and other written materials, and in oral statements made by its officers, directors, or employees to third parties. Statements that are not historical facts, including statements about Li Auto’s beliefs, plans, and expectations, are forward-looking statements. Forward-looking statements involve inherent risks and uncertainties. A number of factors could cause actual results to differ materially from those contained in any forward-looking statement, including but not limited to the following: Li Auto’s strategies, future business development, and financial condition and results of operations; Li Auto’s limited operating history; risks associated with extended-range electric vehicles and high-power charging battery electric vehicles; Li Auto’s ability to develop, manufacture, and deliver vehicles of high quality and appeal to customers; Li Auto’s ability to generate positive cash flow and profits; product defects or any other failure of vehicles to perform as expected; Li Auto’s ability to compete successfully; Li Auto’s ability to build its brand and withstand negative publicity; cancellation of orders for Li Auto’s vehicles; Li Auto’s ability to develop new vehicles; and changes in consumer demand and government incentives, subsidies, or other favorable government policies. Further information regarding these and other risks is included in Li Auto’s filings with the SEC and the HKEX. All information provided in this press release is as of the date of this press release, and Li Auto does not undertake any obligation to update any forward-looking statement, except as required under applicable law.
For investor and media inquiries, please contact:
Li Auto Inc.
Investor Relations
Email: ir@lixiang.com
Christensen Advisory
Roger Hu
Tel: +86-10-5900-1548
Email: Li@christensencomms.com
FAQ
How many vehicles did Li Auto (LI) deliver in December 2025?
What were Li Auto's total deliveries for Q4 2025 (LI)?
Has Li Auto (LI) reached 1.5 million cumulative deliveries and when?
Which new markets did Li Auto (LI) enter in December 2025?
What new consumer product did Li Auto (LI) launch in December 2025?
What is Li Auto's (LI) charging and retail network size as of Dec 31, 2025?
