Research analysts who have asked questions during Li Auto earnings calls.
PG
Paul Gong
UBS
9 questions for LI
Also covers: NIO, WRD, ZK
TH
Tim Hsiao
Morgan Stanley
8 questions for LI
Also covers: HSAI, NIO, WRD +2 more
TH
Tina Hou
Goldman Sachs Group, Inc.
8 questions for LI
Also covers: HSAI, NIO, RAAS +3 more
BW
Bin Wang
Deutsche Bank
6 questions for LI
Also covers: ECX, NIO, PONY +2 more
YX
Yingbo Xu
CITIC Securities Company Limited
6 questions for LI
JC
Jing Chang
CICC
5 questions for LI
Also covers: NIO
MH
Ming Hsun Lee
Bank of America
3 questions for LI
Also covers: NIO, PONY, WRD +2 more
TH
Tina Hu
Goldman Sachs
2 questions for LI
YZ
Yingbo Zhu
Citigroup
2 questions for LI
YD
Yuqian Ding
HSBC
1 question for LI
Also covers: NIO
Recent press releases and 8-K filings for LI.
Li Auto Inc. announces January 2026 delivery update
LI
Product Launch
New Projects/Investments
- Li Auto Inc. reported 27,668 vehicle deliveries in January 2026.
- As of January 31, 2026, the company's cumulative deliveries reached 1,567,883.
- Li Auto rolled out OTA update version 8.2, which includes 40 new features, 25 experience optimizations, and a reinforced VLA Driver large model.
- As of January 31, 2026, the company's network included 547 retail stores in 159 cities, 547 servicing centers in 221 cities, and 3,966 super charging stations with 21,945 charging stalls in China.
5 days ago
Li Auto Announces January 2026 Deliveries and Operational Updates
LI
Product Launch
New Projects/Investments
Revenue Acceleration/Inflection
- Li Auto delivered 27,668 vehicles in January 2026, bringing cumulative deliveries to 1,567,883 as of January 31, 2026.
- The company rolled out OTA update version 8.2, introducing 40 new features and 25 experience optimizations, including a reinforced VLA Driver large model.
- As of January 31, 2026, Li Auto operated 547 retail stores in 159 cities, 547 servicing centers in 221 cities, and 3,966 super charging stations with 21,945 charging stalls in China.
6 days ago
QCraft Launches Next-Gen Autonomous Driving Solution and Expands Deployment
LI
Product Launch
New Projects/Investments
Guidance Update
- QCraft launched its new 500+ TOPS QPilot 2.0 intelligent driving solution, featuring Vision-Language-Action (VLA) and World Model architecture for L2 and L4 support.
- The QPilot intelligent driving system has been deployed in over one million passenger vehicles across 23 car models from nearly 10 mainstream automakers, including Li Auto, with expectations for over 50 new car models in 2026.
- QCraft's industry-first single-chip urban NOA solution, based on Horizon Robotics Journey™ 6M, began mass production and delivery in January 2026, starting with Li Auto's 2025 L6 Pro, L7 Pro, L8 Pro, and L9 Pro models.
- The company announced its 2026 global strategy, including global expansion and entry into the unmanned logistics industry through a strategic cooperation with Chery Commercial Vehicles.
Jan 26, 2026, 2:53 PM
QCraft Launches New Autonomous Driving Solution and Expands Deployment
LI
Product Launch
New Projects/Investments
- QCraft launched its next-generation 500+ TOPS QPilot 2.0 intelligent driving solution and announced that its one-chip end-to-end Urban Navigation on Autopilot (NOA) solution has achieved large-scale mass production and delivery.
- The QPilot intelligent driving system has been installed in over 1 million passenger vehicles across 23 models from nearly 10 leading OEMs, including Li Auto, GAC Group, and Chery.
- The one-chip Urban NOA solution debuts on Li Auto 2025 L6 Pro, L7 Pro, L8 Pro, and L9 Pro vehicle models.
- QCraft expects more than 50 new models to be equipped with its system in 2026.
- QCraft's 2026 global strategy includes international expansion and a new phase of commercialization, with plans to establish more outposts in European, Asian, and Middle Eastern markets.
Jan 26, 2026, 6:37 AM
Li Auto Inc. Announces December and Q4 2025 Delivery Update and Strategic Expansions
LI
Product Launch
Revenue Acceleration/Inflection
New Projects/Investments
- Li Auto Inc. reported 44,246 vehicle deliveries in December 2025, bringing its fourth-quarter deliveries to 109,194.
- As of December 31, 2025, the company's cumulative deliveries reached 1,540,215 vehicles, surpassing the 1.5 million milestone.
- Li Auto expanded its global footprint by introducing its Li L9, Li L7, and Li L6 models to Egypt, Kazakhstan, and Azerbaijan.
- The company also officially launched its Li AI glasses, Livis.
Jan 2, 2026, 11:02 AM
Li Auto Announces December 2025 Delivery Update and Business Milestones
LI
Product Launch
New Projects/Investments
Revenue Acceleration/Inflection
- Li Auto delivered 44,246 vehicles in December 2025, bringing its fourth-quarter deliveries to 109,194.
- As of December 31, 2025, the company's cumulative deliveries reached 1,540,215, surpassing the 1.5 million milestone.
- The company expanded its global footprint by introducing Li L9, Li L7, and Li L6 to Egypt, Kazakhstan, and Azerbaijan, and launched its Li AI glasses, Livis.
- As of December 31, 2025, Li Auto had 548 retail stores in 159 cities, 561 servicing centers in 224 cities, and 3,907 super charging stations with 21,651 charging stalls in China.
Jan 1, 2026, 2:00 AM
Li Auto Inc. November 2025 Delivery Update
LI
Product Launch
Revenue Acceleration/Inflection
New Projects/Investments
- Li Auto Inc. delivered 33,181 vehicles in November 2025.
- As of November 30, 2025, Li Auto's cumulative deliveries reached 1,495,969.
- The company expects the monthly production capacity for Li i6 to reach 20,000 units by early next year and plans to release OTA 8.1 in early December 2025.
- As of November 30, 2025, Li Auto operated 544 retail stores in 157 cities, 556 servicing centers and Li Auto-authorized body and paint shops in 227 cities, and 3,614 super charging stations equipped with 20,027 charging stalls in China.
Dec 1, 2025, 11:00 AM
Li Auto announces November 2025 deliveries and operational updates
LI
Guidance Update
Revenue Acceleration/Inflection
- Li Auto delivered 33,181 vehicles in November 2025, with cumulative deliveries reaching 1,495,969 as of November 30, 2025.
- The company expects the monthly production capacity for Li i6 to increase to 20,000 units by early next year.
- As of November 30, 2025, Li Auto operated 544 retail stores in 157 cities and 3,614 super charging stations with 20,027 charging stalls in China.
Dec 1, 2025, 8:30 AM
Li Auto Inc. Announces Third Quarter 2025 Financial Results
LI
Earnings
Guidance Update
Product Launch
- Li Auto Inc. reported total revenues of RMB27.4 billion (US$3.8 billion) for the third quarter of 2025, representing a 36.2% year-over-year decrease, and a net loss of RMB624.4 million (US$87.7 million), compared to net income in the third quarter of 2024 and the second quarter of 2025.
- Vehicle deliveries for the third quarter of 2025 were 93,211 vehicles, marking a 39.0% year-over-year decrease. The vehicle margin for the quarter was 15.5%, down from 20.9% in the third quarter of 2024, primarily due to estimated costs related to the recall of Li MEGA.
- In September 2025, the company launched the Li i6, a new five-seat battery electric SUV, with deliveries beginning on September 27, 2025. Orders for the Li i8 and Li i6 have exceeded 100,000 in aggregate.
- For the fourth quarter of 2025, Li Auto expects deliveries to be between 100,000 and 110,000 vehicles and anticipates total revenues to range from RMB26.5 billion to RMB29.2 billion (US$3.7 billion to US$4.1 billion).
Nov 26, 2025, 10:00 PM
Li Auto Reports Q3 2025 Financials and Announces Strategic Shift
LI
Earnings
New Projects/Investments
Demand Weakening
- Li Auto reported a net loss of RMB 624.4 million and a negative operating margin of 4.3% for Q3 2025, with total revenues decreasing 36.2% year over year to RMB 27.4 billion.
- Starting Q4 2025, the company will revert to an entrepreneurial management model and focus on embodied AI and car robots, aiming to become a leader in this field within three to five years.
- In 2026, Li Auto plans to launch an AI system based on internally developed M100 chips and begin mass production of 5C ultra-fast charging batteries.
- The company expects a substantial dip in deliveries in Q1 2026 due to the phase-out of purchase tax policies, but anticipates the NEV penetration rate in China to reach 55-60% by 2026.
- A major generational upgrade for the L series is scheduled for 2026, incorporating 5C standard supercharging across all models to reclaim leadership in the EREV market.
Nov 26, 2025, 12:00 PM
Quarterly earnings call transcripts for Li Auto.
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