Li Auto Delivers Over 44,000 Vehicles in December, Cumulative Deliveries Exceed 1.54 Million
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 01 2026
0mins
Should l Buy LI?
Source: Globenewswire
- Delivery Milestone: Li Auto delivered 44,246 vehicles in December 2025, bringing total fourth-quarter deliveries to 109,194, which underscores the company's robust growth in the new energy vehicle market and solidifies its market leadership.
- Cumulative Achievement: As of December 31, 2025, Li Auto surpassed 1.54 million cumulative vehicle deliveries, reflecting the sustained popularity of its electric vehicles and enhancing brand recognition and consumer trust in the competitive landscape.
- International Expansion: The company introduced its Li L9, Li L7, and Li L6 models to Egypt, Kazakhstan, and Azerbaijan, marking the beginning of its market presence in Central Asia, the Caucasus, and Africa, which demonstrates its proactive global strategy.
- Infrastructure Development: By December 31, 2025, Li Auto operated 548 retail stores and 561 service centers across 159 cities, along with 3,907 supercharging stations and 21,651 charging stalls, significantly enhancing customer service capabilities and market coverage.
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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: 18.320
Low
15.00
Averages
20.51
High
32.00
Current: 18.320
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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- 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.
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- Rising Industry Costs: J.P. Morgan anticipates that rising spot prices for lithium, copper, and storage chips, which have surged by 30% to 50%, will exert widespread pressure on EV industry profits, affecting earnings estimates for Li Auto and other OEMs.
- Negative Market Reaction: The downgrade of Li Auto has resulted in a 3% drop in its share price on Monday, reflecting investor concerns about the company's future profitability and potential impact on its competitive position.
See More
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- Humanoid Robot Production: Over 50 companies are developing humanoid robot platforms, with shipments expected to grow from tens of thousands today to millions annually over the next decade, driven by labor shortages and falling component costs, which will transform operations in manufacturing and logistics.
- Autonomous Driving Adoption: Robotaxis are operational in multiple cities, and advanced driver-assistance systems are set to achieve mass adoption in China by 2030, with hardware cost reductions significantly lowering ride-hailing and freight costs, thus transforming mobility into a software-defined, AI-driven platform.
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See More
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- 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 growth and market share expansion in the EV sector.
- Ongoing Technology Investment: Nio continues to invest heavily in smart EV technologies, planning to launch an upgraded NIO World model in January 2026 to enhance assisted driving, smart parking, and safety features, further improving user experience and competitive positioning.
- Stock Price Surge: Following the positive profit alert, Nio's stock rose 9.23% to $4.84 in premarket trading on Thursday, reflecting market optimism regarding the company's future profitability.
See More
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- Policy Impact: The reinstatement of a 5% purchase tax on new energy vehicles starting January 1 ends over a decade of exemptions, likely further suppressing consumer purchasing intentions and affecting overall sales.
- Intensifying Competition: Brands like Xiaomi and Nio reported year-on-year delivery increases in January, with Xiaomi exceeding 39,000 deliveries, highlighting intensified market competition that may pressure BYD's sales.
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See More
