Li Auto October deliveries fall to 29,025, lowest since February

October deliveries fell 8.63% year-on-year, marking a second consecutive month of annual declines.

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Li Auto October deliveries fall to 29,025, lowest since February
Li Auto monthly deliveries 2024 2025 2026
  • October deliveries fell 8.63% year-on-year, marking a second consecutive month of annual declines.
  • The new Mega MPV delivered more than 3,000 units in October, while deliveries of the updated i6 SUV have begun.

Li Auto (NASDAQ: LI) delivered 29,025 vehicles in October, down 8.63% year-on-year, marking a second consecutive month of annual declines as the company accelerates updates to its battery electric models and the adoption of in-house technologies.

The Chinese automaker released the figures on Sunday. October deliveries fell 8.78% from September's 31,817 units to their lowest level since February, when it delivered 26,421 vehicles.

In the first 10 months of the year, Li Auto delivered 322,461 vehicles, down 1.96% year-on-year, according to data compiled by CnEVPost. The decline widened from 1.25% in the first 9 months.

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As of October 31, the company's cumulative deliveries since inception reached 1,862,676 vehicles.

Li Auto said it delivered more than 3,000 units of the new Li Mega in October. The latest generation of the flagship battery electric MPV (multi-purpose vehicle) was launched on September 2, with a price cut and hardware upgrades aimed at boosting demand.

The company also launched the 2026 Li i6 on October 28 and began deliveries the following day, upgrading the 5-seat battery electric SUV with an in-house assisted-driving chip, a new battery and enhanced cabin features.

The updated Li i6's official starting price remains unchanged at 249,800 yuan ($37,210). Customers purchasing on or before November 30 can receive introductory benefits that bring the price to 239,800 yuan.

The model comes standard with the Mach M100 assisted-driving chip and a 96-kWh Lianshan 5C lithium iron phosphate battery, increasing the rear-wheel-drive version's CLTC range to 780 kilometers (about 485 miles).

Li Auto product line head Li Xinyang said on October 30 that cumulative Li i6 production had reached 200,000 units. The company plans to raise its monthly production capacity to 20,000 units in November, with a further increase in December.

The wait time for a new Li i6 order was 7 to 8 weeks, he said at the time. Deliveries of the updated model and the production ramp-up will be key developments to watch in the company's battery electric vehicle business.

Li Auto also introduced its Lianshan battery, Lianshan electric drive system and battery warranty program in October, expanding the use of core components developed in-house.

The company plans to begin rolling out its OTA 9.2 update in November, featuring the upgraded Mach VLA 2.5 and several refined cockpit AI agent features.

As of the end of October, Li Auto had 481 retail stores across 159 cities, as well as 527 service centers and authorized service shops across 217 cities.

The company also operated 4,206 supercharging stations with 23,163 charging stalls in China, up by 18 stations and 86 stalls from the end of September.

Li Auto's i6 production reaches 200,000 as November capacity targets 20,000 - CnEVPostDeliveries of the 2026 i6 began on October 29, with current wait times of 7 to 8 weeks.

($1 = 6.7138 yuan)

Li Auto's i6 production reaches 200,000 as November capacity targets 20,000

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