Monitor next quarterly earnings (20-F or 6-K with financials) for revenue per vehicle, margins, and guidance. The delivery number alone does not signal a change in fundamentals — watch for sequential delivery trends and any pricing or incentive changes in upcoming months.
Price Chart
Executive Summary
Li Auto reported July 2026 deliveries of 30,468 vehicles, with cumulative deliveries reaching 1,764,155. The company launched the new Li L6, surpassed 300,000 cumulative Li L9 deliveries, expanded into Kazakhstan with localized production, and upgraded intelligent driving via OTA. This is a routine monthly operational update with no financial data — delivery figures alone are directionally neutral without revenue or margin context.
Key Facts
- Delivered 30,468 vehicles in July 2026
- Cumulative deliveries reached 1,764,155 as of July 31, 2026
- Launched new Li L6 in July 2026
- Cumulative Li L9 deliveries surpassed 300,000 units
- Introduced all-new Li L9 to Kazakhstan and commenced localized production on July 15
- Late-July OTA update upgraded intelligent assisted driving capabilities for 2026 models
- 490 retail stores in 159 cities as of July 31, 2026
- 536 servicing centers and authorized shops in 219 cities
- 4,141 super charging stations with 22,841 charging stalls in operation
Financial Impact
No financial data reported — delivery volume only
Risk Factors
- No revenue, margin, or profitability data in this filing — delivery volume alone is insufficient for valuation
- China EV market remains highly competitive with ongoing price pressure
- Geopolitical and regulatory risks related to US-China trade and ADR listing status
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 6-K Filing (Primary) | 0001104659-26-089452 |
| Document: tm2621849d2_ex99-1.htm | 0001104659-26-089452 |
| Document: 0001104659-26-089452-index-headers.html | 0001104659-26-089452 |
| Document: 0001104659-26-089452-index.html | 0001104659-26-089452 |
| Document: 0001104659-26-089452.txt | 0001104659-26-089452 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 14, 2026 18d ago | 6-K | $12.17 $11.52 | ▼ −5.34% | ▼ −5.45% | $10.69 (−12.16%) |
Sep 8, 2026 24d ago | 6-K | $12.46 $11.76 | ▼ −5.62% | ▼ −4.50% | $10.69 (−14.21%) |
Sep 1, 2026 4w ago | 6-K | $11.90 $11.91 | ▲ +0.08% | ▲ +0.00% | $10.69 (−10.17%) |
Aug 26, 2026 5w ago | 6-K | $12.14 $12.01 | ▲ +1.07% | ▲ +0.95% | $10.69 (+11.94%) |
Aug 26, 2026 5w ago | Press Release | $12.14 $12.01 | ▲ +1.07% | ▲ +0.95% | $10.69 (+11.94%) |
Aug 24, 2026 5w ago | 6-K | $12.48 $12.10 | ▼ −3.04% | ▼ −3.51% | $10.69 (−14.34%) |
Aug 17, 2026 6w ago | 6-K | $12.41 $12.48 | ▲ +0.56% | ▲ +1.75% | $10.69 (−13.86%) |
Aug 11, 2026 7w ago | 6-K | $12.47 $12.71 | ▲ +1.92% | ▲ +2.37% | $10.69 (−14.27%) |
Aug 11, 2026 7w ago | Press Release | $12.68 $12.12 | ▼ −4.42% | ▼ −4.01% | $10.69 (−15.69%) |
Aug 10, 2026 7w ago | 6-K | $12.84 $12.41 | ▼ −3.35% | ▼ −3.30% | $10.69 (−16.74%) |
US Market Status
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