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Deliveries
Tracks the number of vehicles delivered to customers, indicating demand strength, production efficiency, and overall market penetration for Li Auto.After rapid expansion in prior years, deliveries have moved from growth into a choppier, lower baseline; management’s Q2 guidance of 95k–100k signals stabilization rather than a fresh breakout. Strong early L9 demand is encouraging, but limited initial monthly ramp and some supply bottlenecks mean volume and ASP improvements will be gradual. Hitting the 20% sales-growth and margin-recovery targets depends on scaling L8/L9 production and shifting mix away from lower‑priced models—monitor monthly production cadence and wait‑time trends as the key catalysts and risks.
Date | Deliveries |
|---|---|
Jun 30, 2026 | 98.33K |
Mar 31, 2026 | 95.14K |
Dec 31, 2025 | 109.19K |
Sep 30, 2025 | 93.21K |
Jun 30, 2025 | 111.07K |
Mar 31, 2025 | 92.86K |
Dec 31, 2024 | 158.70K |
Sep 30, 2024 | 152.83K |
Jun 30, 2024 | 108.58K |
Mar 31, 2024 | 80.40K |