Li Auto Inc. January 2026 Delivery Update
Rhea-AI Summary
Li Auto (Nasdaq: LI) reported January 2026 deliveries of 27,668 vehicles, bringing cumulative deliveries to 1,567,883 as of January 31, 2026. The company deployed OTA version 8.2 with 40 new features and 25 optimizations, plus a reinforced VLA Driver large model upgrade.
Li Auto operates 547 retail stores in 159 cities, servicing presence in 221 cities, and 3,966 super charging stations with 21,945 charging stalls across China.
Positive
- January deliveries of 27,668 vehicles reported
- Cumulative deliveries reached 1,567,883 as of Jan 31, 2026
- OTA v8.2 launched with 40 new features and 25 optimizations
- Charging network of 3,966 stations and 21,945 stalls in China
Negative
- None.
Key Figures
Market Reality Check
Peers on Argus
While LI was down 3.65%, several auto peers also traded lower: XPEV -1.75%, RIVN -2.32%, NIO -4.67%, GM -2.34%, with STLA slightly up 0.2%. Scanner data did not flag a coordinated sector move.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Dec 31 | Delivery update | Positive | +1.9% | Strong December deliveries and milestone of over 1.5 million cumulative vehicles. |
| Dec 01 | Delivery update | Positive | -2.5% | Solid November deliveries and capacity plans plus OTA 8.1 timeline. |
| Nov 26 | Earnings release | Negative | +0.6% | Q3 2025 revenue and deliveries declined with losses and negative free cash flow. |
| Nov 14 | Earnings date | Neutral | -0.8% | Announcement of upcoming Q3 2025 results and conference call logistics. |
| Oct 31 | Delivery update | Positive | -1.8% | October deliveries and expansion of retail, service, and charging networks. |
Recent delivery updates have shown mixed price reactions, with several instances of negative or muted moves despite operational growth metrics.
Over the past few months, Li Auto has regularly reported robust delivery data and network expansion. October and November 2025 updates highlighted deliveries above 31,000 units and growing store and charging footprints, yet price reactions often diverged. December 2025 deliveries of 44,246 vehicles and surpassing 1.5 million cumulative deliveries drew a modest positive move. Today’s January 2026 delivery and software upgrade update continues this operational growth narrative against a weaker share price backdrop.
Market Pulse Summary
This announcement underscores Li Auto’s emphasis on scale and software. January 2026 deliveries reached 27,668 vehicles, bringing cumulative deliveries to 1,567,883. OTA update 8.2 added 40 features and 25 optimizations, while the network expanded to 547 retail stores and 3,966 super charging stations. Against prior quarters of financial pressure, investors may watch future delivery trends, software adoption, and utilization of the 21,945 charging stalls.
Key Terms
ota technical
super charging stations technical
AI-generated analysis. Not financial advice.
BEIJING, China, Feb. 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 27,668 vehicles in January 2026. As of January 31, 2026, Li Auto’s cumulative deliveries reached 1,567,883.
In January, Li Auto rolled out OTA update version 8.2 to users, introducing 40 new features and 25 experience optimizations, delivering comprehensive upgrades to its assisted driving, smart space, and smart electric experiences. The reinforced VLA Driver large model launched alongside the system update has significantly improved its ability to reason about and understand the physical world, enabling more human-like navigation through complex urban traffic.
As of January 31, 2026, the Company had 547 retail stores in 159 cities, 547 servicing centers and Li Auto-authorized servicing shops operating in 221 cities. The Company also had 3,966 super charging stations in operation equipped with 21,945 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: Be Proactive, Change the World (主动积极,改变世界). 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 January 2026?
What does Li Auto's OTA v8.2 update include and when was it released?
How extensive is Li Auto's retail and service footprint as of Jan 31, 2026?
What is the size of Li Auto's charging network (LI) in China?
How did the reinforced VLA Driver model affect Li Auto's driving capabilities?
