Li Auto L-series EREV orders halted ahead of next-gen Li L9 launch

Li Auto L-series EREV orders halt signals a strategic transition as the company prepares to introduce upgraded models across its extended-range electric vehicle portfolio. The automaker has reportedly stopped accepting new bookings for several L-series variants, particularly the flagship Li L9, while limiting configurations for other models. This move aligns with the company’s broader effort to refresh its lineup and strengthen competitiveness in an increasingly challenging electric vehicle market.

Order Suspension Ahead of Model Transition

The flagship Li L9 sport utility vehicle is no longer open for new orders, while availability for the Li L7 and Li L8 has been reduced to select configurations. This controlled phase-out reflects a planned shift toward updated versions expected to enter the market soon. The transition strategy suggests that Li Auto is clearing the pipeline ahead of new product introductions, ensuring a smoother shift between outgoing and next-generation vehicles.

Next-Generation Li L9 and Technology Focus

The upcoming Li L9 upgrade is expected to play a critical role in redefining the brand’s technological positioning. The newly introduced Livis variant integrates dual in-house developed 5-nanometer M100 chips, delivering computing performance of 2,560 TOPS. This level of processing capability significantly enhances intelligent driving and in-vehicle computing, positioning the model as a technology flagship within the lineup.

Enhanced Computing and Competitive Edge

The integration of advanced semiconductor architecture highlights Li Auto’s push toward vertical integration and software-driven vehicle capabilities. The company’s leadership has emphasized that the next-generation Li L9 will establish strong technological differentiation. This approach reflects a broader industry shift where computing power and software ecosystems are becoming key competitive factors in electric mobility.

Product Portfolio Expansion Strategy

Alongside updates to the L-series, Li Auto is expanding both its extended-range and battery electric vehicle offerings. The current portfolio includes models such as the Li L6, Li L7, Li L8, and Li L9, complemented by BEV models like the Li i6, Li i8, and Li Mega. The planned launch of the Li i9, a larger pure-electric SUV expected later this year, will further strengthen the company’s presence in the premium EV segment.

Performance Decline and Recovery Targets

The product refresh comes after a challenging year marked by declining financial and operational performance. Revenue dropped significantly, accompanied by a notable decrease in annual vehicle deliveries. However, recent monthly delivery data indicates early signs of stabilization, with slight year-on-year growth breaking a prolonged downward trend.

2026 Growth Ambitions

To reverse the decline, Li Auto aims to achieve approximately 20% sales growth in 2026, targeting nearly 490,000 vehicle deliveries. This goal is supported by the introduction of new models, improved sales system management, and enhanced operational efficiency.

“3+2” Growth Strategy Implementation

The company has introduced a “3+2” growth framework focused on optimizing sales channels and ensuring a seamless generational transition of its L-series lineup. This strategy emphasizes operational discipline, product innovation, and execution efficiency. By aligning product upgrades with internal process improvements, Li Auto aims to rebuild momentum and strengthen its market position.

The coordinated rollout of next-generation vehicles and expansion into pure-electric segments reflects a long-term commitment to innovation and scalability. As competition intensifies, Li Auto’s ability to execute this transition effectively will determine its success in regaining growth and maintaining relevance in the evolving electric vehicle landscape.