Li Auto Delivers Over 26,000 Vehicles in February 2026
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Should l Buy LI?
Source: Newsfilter
- Record Deliveries: Li Auto delivered 26,421 vehicles in February 2026, bringing its cumulative deliveries to 1,594,304, reflecting strong growth momentum in China's new energy vehicle market and solidifying its leadership position.
- OTA Update Launch: The company rolled out OTA update version 8.3 ahead of the Spring Festival, featuring comprehensive upgrades in VLA Driver large model, smart cockpit, and smart electric functionalities, enhancing user experience and product competitiveness.
- Charging Service Enhancement: During the Spring Festival peak travel period, Li Auto provided a stable and convenient charging experience through its network of over 4,000 supercharging stations, completing over 1.45 million charging sessions with a total charging volume exceeding 42 million kWh, significantly boosting user satisfaction.
- Retail Network Expansion: As of February 28, 2026, Li Auto operated 539 retail stores and 548 service centers across 160 cities, further enhancing its market coverage and service capabilities, laying a solid foundation for future business growth.
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Analyst Views on LI
Wall Street analysts forecast LI stock price to rise
12 Analyst Rating
2 Buy
9 Hold
1 Sell
Hold
Current: 17.900
Low
15.00
Averages
20.51
High
32.00
Current: 17.900
Low
15.00
Averages
20.51
High
32.00
About LI
Li Auto Inc is a holding company primarily engaged in the design, development, manufacturing, and sales of smart electric vehicles. The Company’s main products include the Li L9, Li L8, Li L7, Li L6, and Li MEGA, encompassing six-seat sport utility vehicles (SUVs), five-seat SUVs, and multi-purpose vehicles (MPVs). The Company is also engaged in research and development activities relating to intelligent vehicle technologies, the design, development and manufacturing of various components and systems for new energy vehicles, and the provision of value-added services such as charging, vehicle maintenance and repair. The Company mainly conducts its businesses within domestic market.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Earnings Report Schedule: Li Auto will announce its unaudited financial results for Q4 and full year 2025 before the U.S. market opens on March 12, 2026, which is expected to provide investors with critical performance data and market outlook.
- Conference Call Timing: The company's management will hold an earnings conference call at 8:00 A.M. U.S. Eastern Time on the same day, discussing financial results and addressing investor questions to enhance transparency and investor confidence.
- Participation Details: Investors wishing to join the call must register online in advance, receiving dial-in numbers, passcode, and unique access PIN to ensure smooth participation in the conference.
- Replay Information: After the call, investors can access a replay by dialing specified numbers, available until March 19, 2026, allowing those unable to attend live to obtain important information.
See More
Li Auto Delivers Over 26,000 Vehicles in February 2026
- Record Deliveries: Li Auto delivered 26,421 vehicles in February 2026, bringing its cumulative deliveries to 1,594,304, reflecting strong growth momentum in China's new energy vehicle market and solidifying its leadership position.
- OTA Update Launch: The company rolled out OTA update version 8.3 ahead of the Spring Festival, featuring comprehensive upgrades in VLA Driver large model, smart cockpit, and smart electric functionalities, enhancing user experience and product competitiveness.
- Charging Service Enhancement: During the Spring Festival peak travel period, Li Auto provided a stable and convenient charging experience through its network of over 4,000 supercharging stations, completing over 1.45 million charging sessions with a total charging volume exceeding 42 million kWh, significantly boosting user satisfaction.
- Retail Network Expansion: As of February 28, 2026, Li Auto operated 539 retail stores and 548 service centers across 160 cities, further enhancing its market coverage and service capabilities, laying a solid foundation for future business growth.
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- Earnings Report Schedule: Li Auto will announce its unaudited financial results for Q4 and full year 2025 before the U.S. market opens on March 12, 2026, which is expected to provide investors with critical performance data and market outlook.
- Conference Call Timing: The company's management will hold an earnings conference call at 8:00 A.M. U.S. Eastern Time on the same day, discussing financial results and addressing investor questions to enhance transparency and investor confidence.
- Participation Details: Investors wishing to join the call must register online in advance, receiving dial-in numbers, passcode, and unique access PIN to ensure smooth participation in the conference.
- Replay Information: After the call, investors can access a replay by dialing specified numbers, available until March 19, 2026, allowing those unable to attend live to obtain important information.
See More
Li Auto Delivers Over 26,000 Vehicles in February 2026
- Record Deliveries: Li Auto delivered 26,421 vehicles in February 2026, bringing its cumulative deliveries to 1,594,304, reflecting strong growth momentum in China's new energy vehicle market and solidifying its leadership position.
- OTA Update Launch: The company rolled out OTA update version 8.3 ahead of the Spring Festival, featuring comprehensive upgrades in VLA Driver large model, smart cockpit, and smart electric functionalities, enhancing user experience and product competitiveness.
- Charging Service Enhancement: During the Spring Festival peak travel period, Li Auto provided a stable and convenient charging experience through its network of over 4,000 supercharging stations, completing over 1.45 million charging sessions with a total charging volume exceeding 42 million kWh, significantly boosting user satisfaction.
- Retail Network Expansion: As of February 28, 2026, Li Auto operated 539 retail stores and 548 service centers across 160 cities, further enhancing its market coverage and service capabilities, laying a solid foundation for future business growth.
See More
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- Flagship SUV Plans: Nio will host a dedicated product and technology showcase on April 10 for its ES9 SUV, with management expecting showroom availability in May and pricing revealed during the launch, which will enhance its competitiveness in the premium SUV market.
- Onvo Sub-Brand Launch: Nio's Onvo division plans to introduce the new L80 vehicle in Q2, with full specifications expected by the end of April and pricing and initial deliveries in mid-May, marking the second anniversary of the sub-brand and enriching Nio's product ecosystem.
- Record Battery-Swap Activity: During the 2026 Spring Festival, Nio set a single-day record of 177,627 battery swaps, indicating robust demand for its swap infrastructure, and marking the sixth time in February that it broke its historical record, reflecting strong market acceptance of its services.
- Stock Price Movement: As of Tuesday, Nio shares were down 1.71% at $5.19, and despite short-term fluctuations, the company's focus on product innovation and service expansion may lay the groundwork for future stock price recovery.
See More
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- Market Volatility: Alibaba, Baidu, and other Chinese stocks experienced significant fluctuations upon returning to trading after the Lunar New Year break.
- Future Expectations: Analysts suggest that further volatility may occur in the stock market throughout the week.
See More
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- Market Potential: Barclays analysts predict that the physical AI market, including robots and robotaxis, could reach $1 trillion by 2035, significantly boosting CEO Elon Musk's billionaire ambitions.
- Driving Technological Advances: The report highlights that large-scale advances in 'brains, brawn, and batteries' will push physical AI to an 'inflection point', creating new applications in autonomous driving and manufacturing sectors.
- Intensifying Competition: Musk warned during Tesla's earnings call that potential competitors for the Optimus robot from China could pose significant threats, indicating the fierce competition in the robotics market.
- Stock Price Fluctuations: Tesla's stock slid 1.63% to $410.63 at market close on Tuesday but gained 0.80% to $413.92 during premarket trading on Wednesday, reflecting varying market expectations for future growth.
See More
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- Record Recall: Nio Inc is recalling 246,229 vehicles, including ES8, ES6, and EC6 models, due to a software issue, representing about 75% of its projected 2025 sales volume, which could negatively impact the company's short-term performance.
- Software Issue Impact: The recall affects vehicles manufactured between March 16, 2018, and January 16, 2023, with the software problem potentially causing brief blackouts of the instrument cluster and central control screen; Nio plans to address this through remote software updates and service center upgrades, demonstrating its commitment to customer safety.
- Positive Profit Outlook: Despite the recall, Nio expects an adjusted operational profit of approximately 700 million to 1.2 billion yuan (around $100 million to $172 million) for Q4 2025, contrasting sharply with a 5.54 billion yuan loss in Q4 2024, indicating potential recovery for the company.
- Significant Delivery Growth: In January, Nio reported a 96.1% year-over-year increase in deliveries, reaching 27,182 vehicles, with the third-generation ES8 SUV accounting for nearly two-thirds of total deliveries, highlighting the company's ongoing investment in smart EV technologies and its competitive market position.
See More
