Li Auto announces Q2 EPS of 19 cents, down from 20 cents a year ago.
Q2 Financial Performance: Li Auto reported Q2 revenue of $4.22 billion, a decrease from $4.36 billion the previous year, with total vehicle deliveries reaching 111,074, marking a 2.3% increase year-over-year.
Market Position: The company has solidified its status as China's leading domestic automotive brand in the RMB200,000 and above NEV market, driven by user-centric innovations.
Product Launches: In July, Li Auto launched the Li i8, a six-seat battery electric SUV, along with new technology initiatives, enhancing their product offerings and user experience.
Future Plans: Li Auto announced a brand upgrade aimed at providing high-quality spaces for diverse consumers and plans to launch the Li i6 in September to further strengthen its position in the premium BEV market.
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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.

- Chinese EV Sales: Electric vehicle sales in China are experiencing a sluggish start in 2026, indicating potential challenges for the market.
- Tesla's Strategy: In response to the slow sales, Tesla is focusing on a shift towards physical AI technology to enhance its competitive edge.
- Delivery Growth: Li Auto delivered 26,421 vehicles in February 2026, bringing its cumulative deliveries to 1.59 million as of February 28, indicating the company's sustained growth potential in the electric vehicle market.
- Charging Sessions Surge: From February 14 to 23, 2026, the company powered over 1.45 million charging sessions with a total charging volume exceeding 42 million kWh, reflecting a significant increase in the utilization of its charging infrastructure and enhancing user experience.
- Retail Network Expansion: As of February 28, 2026, Li Auto had 539 retail stores and 548 service centers across 160 cities, along with authorized service outlets in 223 cities, demonstrating its extensive market presence and service capabilities.
- Supercharging Station Deployment: The company operates 4,054 supercharging stations in China, equipped with 22,447 charging stalls, further solidifying its leading position in the electric vehicle charging network and providing robust support for future business growth.
- 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.
- 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.









