Li Auto September 2026 Deliveries Fall 6.29% YoY

Li Auto September 2026 deliveries totaled 31,817 vehicles, marking a 6.29% year-over-year decline and a 15.56% decrease from August. The result reversed the year-over-year growth recorded in August, when the Chinese automaker delivered 37,679 vehicles. Despite the September decline, cumulative deliveries reached 1,833,651 vehicles as of September 30. The company’s third-quarter deliveries totaled 99,964 vehicles, representing a 7.24% increase from the same period a year earlier and a 1.66% increase compared with the second quarter. The latest figures show a mixed delivery picture as Li Auto balances near-term volume pressure with an expanding product portfolio.

September Deliveries Reverse August Growth

Li Auto’s September performance marked a return to year-over-year decline after August produced a 32.07% annual increase and ended three consecutive months of year-over-year decreases. The September total of 31,817 vehicles was also materially below August’s 37,679 units, resulting in a 15.56% month-over-month decline. For the first nine months of the year, Li Auto delivered 293,436 vehicles, down 1.25% from the same period a year earlier. That decline widened from the 0.60% year-over-year decrease recorded through the first eight months, indicating that September’s weaker volume affected the company’s year-to-date delivery trend.

Li L6 Remains an Important Delivery Contributor

The new Li L6 remained a significant contributor to deliveries, with more than 10,000 units delivered during September. The extended-range SUV received a generational update in July, strengthening its position within the company’s lineup of extended-range vehicles. At the same time, Li Auto expanded its battery-electric offerings during September with the launch of the new Li Mega Home and Li i9 Home. The next-generation Li Mega Home electric MPV debuted on September 2 at 509,800 yuan, representing a 50,000-yuan reduction from the previous Home version. The Li i9 Home followed on September 16 as a flagship electric SUV priced at 369,800 yuan.

New Products and Driver Assistance Expansion

Li Auto also expanded its software and driver-assistance capabilities during September. The company rolled out its Mach VLA 2.0 driver-assistance system through an over-the-air update to nearly 1 million Li AD Max vehicles equipped with Orin-X and Thor chips. In addition, the company confirmed that the updated Li i6 will launch in October. The five-seat electric SUV has already become a major contributor to deliveries, and the revised model will feature an in-house-developed 5C battery and Mach driver-assistance chip. Li Auto said the revised launch timing is intended to shorten the period between customer ordering and vehicle delivery, while deliveries remain scheduled to begin in early November.

Li i6 Supports European Expansion

The updated Li i6 is also central to Li Auto’s European expansion plans. The company will make its European debut at the Paris Motor Show in October and introduce the Li i6 to the local market as it expands beyond China. Under previously announced plans, the European version will be marketed as the Li 6, with sales scheduled to begin during the fourth quarter. Li Auto has not yet disclosed the initial European countries targeted for sales or local pricing. The European launch therefore represents an additional growth opportunity for the company while it continues developing its battery-electric lineup and preparing the Li i6 for international market entry.

Retail and Charging Network Continues to Expand

As of the end of September, Li Auto operated 485 retail stores across 160 cities, supported by 532 service centers and authorized service shops spanning 217 cities. Its charging infrastructure in China included 4,188 supercharging stations with 23,077 charging stalls. The network provides charging support for the company’s expanding battery-electric lineup, including newer models such as the Li Mega Home, Li i9 Home, and updated Li i6. The combination of retail coverage, service capacity, and charging infrastructure gives Li Auto an established operating base as it increases its battery-electric product mix and prepares for broader international expansion.

Industry Impact & Outlook

Li Auto’s September decline highlights the near-term challenge of sustaining delivery growth while the company transitions toward a broader battery-electric lineup and prepares for European expansion. The strong third-quarter increase shows that annual volume remained positive for the period despite September’s reversal, while the updated Li i6, newer electric models, software upgrades, and charging infrastructure could influence future demand. The European launch adds another potential growth channel, although the company still needs to disclose its initial target markets and pricing. For the competitive automotive market, Li Auto’s next delivery results will provide an important indication of how effectively its refreshed product strategy converts new launches and technology investments into sustained vehicle volume.

Frequently Asked Questions

What were Li Auto’s September 2026 deliveries?
Li Auto delivered 31,817 vehicles in September 2026, representing a 6.29% decline from the same month a year earlier and a 15.56% decrease from August. The company’s third-quarter deliveries reached 99,964 vehicles, up 7.24% year-over-year and 1.66% from the second quarter. For the first nine months, deliveries totaled 293,436 vehicles, down 1.25% year-over-year. The company also reported more than 10,000 Li L6 deliveries during September and continued expanding its battery-electric lineup with the Li Mega Home and Li i9 Home.