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Li Auto Inc. September 2026 Delivery Update

The new Li L6 accounted for over 10,000 vehicle deliveries in September 2026.

(Neutral)

Sentiment and the balance of points

Rhea-AI Sentiment reads the wording of the document, how positive or negative its language is on a 1 to 5 scale. The balance of points shown with the takes weighs what the document actually discloses, so the two can disagree, for example when a trial that missed its main goal is described in upbeat language.

Tags

Li Auto (LI) delivered 31,817 vehicles in September 2026 and expanded its battery-electric vehicle lineup with two new model launches. Cumulative deliveries reached 1,833,651 as of September 30, 2026. September launches included the new Li MEGA Home and Li i9 Home. The company plans to launch the new Li i6 in October and make its European debut at the Paris Motor Show, where it will introduce Li i6 to the European market.

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1 point · 0 major

How this balance works

Rhea-AI gives every point it takes from this document a weight. Minor counts 1, Moderate 3 and Major 9, so one Major point outweighs several Minor ones. The bar adds up the weights on each side, and when neither side holds more than 65% of the total the balance reads Mixed.

It reads the document as published, with the same rules for every company, and it does not look at what the market expected or at how the stock traded, so a point can be objectively good on a day the stock falls.

Rhea-AI Sentiment measures something else, the tone of the wording.

0 major · 0 points

How the balance works

Positive

  • Moderate point31,817 vehicle deliveries in September 2026 added to Li Auto’s cumulative deliveries.

Negative

  • None.

News Explained

The company says it rolled out MACH VLA 2.0 via an over-the-air update to nearly one million Li AD Max vehicles powered by Orin-X and Thor chips.

Key Figures

September deliveries: 31,817 vehicles Cumulative deliveries: 1,833,651 vehicles Li L6 deliveries: Over 10,000 units +1 more
September deliveries
31,817 vehicles
September 2026
Cumulative deliveries
1,833,651 vehicles
As of September 30, 2026
Li L6 deliveries
Over 10,000 units
September 2026
OTA update rollout
Nearly one million vehicles
Li AD Max vehicles powered by Orin-X and Thor chips

Historical Context

1 past event · Latest: Sep 01
1 event
  1. Sep 01

    Delivery update

    24h Move
    -1.6%

    Reported 37,679 August deliveries, providing the prior monthly delivery figure for comparison.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Key Terms

bev, ota update
2 terms
bev technical
"expanded its BEV lineup with the launches"
Bev is a common shorthand for bevacizumab, a lab-made antibody drug that blocks blood vessel growth to tumors; think of it as cutting off the supply lines a growing city needs. Investors watch news about bev closely because trial results, regulatory decisions, or changes in use can materially affect sales forecasts, drug portfolios and a company’s valuation in the oncology market.
ota update technical
"via an OTA update to nearly one million Li AD Max vehicles"
An OTA update is a software change delivered wirelessly to devices—like cars, phones, or medical equipment—without needing physical access. Think of it as a remote patch or feature upgrade that arrives over the air like an app update on your phone. Investors care because these updates can fix security flaws, add features, reduce recall costs, or create ongoing revenue and lifecycle value, while failures can harm reputation, trigger regulatory scrutiny, or increase liability and expense.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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BEIJING, China, Oct. 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 31,817 vehicles in September 2026. As of September 30, 2026, Li Auto’s cumulative deliveries reached 1,833,651.

In September, Li Auto delivered over 10,000 units of the new Li L6 and expanded its BEV lineup with the launches of the new Li MEGA Home and Li i9 Home. The Company also rolled out MACH VLA 2.0 via an OTA update to nearly one million Li AD Max vehicles powered by the Orin-X and Thor chips. In October, Li Auto will launch the new Li i6 and will also make its debut in Europe at the Paris Motor Show, where it will introduce Li i6 to the European market.

As of September 30, 2026, the Company had 485 retail stores in 160 cities, 532 servicing centers and Li Auto-authorized servicing shops operating in 217 cities. The Company also had 4,188 super charging stations in operation equipped with 23,077 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. 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. It offers high-tech flagship family MPVs, Li L series extended-range electric SUVs, and 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
Tel: +86-10-5900-1548
Email: Li@christensencomms.com


FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

How many vehicles did Li Auto deliver in September 2026?

Li Auto delivered 31,817 vehicles in September 2026. Cumulative deliveries reached 1,833,651 as of September 30, 2026.

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