Li Auto Monthly Deliveries Rise 32.07% in August 2026

Li Auto Monthly Deliveries Rebound in August 2026

Li Auto delivered 37,679 vehicles in August 2026, representing a 32.07% increase from the same period last year and marking the company's highest year-over-year growth rate in two years, according to data released Tuesday. The result ended three consecutive months of year-over-year delivery declines and points to a potential sales rebound following a new round of product launches. Li Auto's August performance also came as the company refreshed its extended-range SUV models in the L series and prepared additional flagship launches, software upgrades, and international expansion initiatives aimed at sustaining the recovery through the remainder of 2026.

Li Auto Monthly Delivery Performance From 2024 to 2026

The monthly delivery data shows a mixed performance across the three-year period, with 2026 deliveries strengthening sharply in March and April before moderating through July and then recovering in August. Li Auto delivered 27,668 vehicles in January 2026, followed by 26,421 in February, 41,053 in March, 34,085 in April, 33,350 in May, 30,895 in June, 30,468 in July, and 37,679 in August. For comparison, August deliveries were 28,529 vehicles in 2025 and 48,122 vehicles in 2024. The 2026 figures for September through December were not provided in the source data, while the corresponding 2024 and 2025 monthly figures are shown below.

Li Auto Monthly Deliveries by Month, 2024-2026

The table highlights Li Auto's monthly delivery progression and the year-over-year changes visible through August 2026. The company recorded its strongest monthly delivery level in the provided 2026 data in March, when deliveries reached 41,053 vehicles, while August represented a significant recovery from the 30,468 vehicles delivered in July. The 2024 and 2025 figures provide additional context for the company's changing delivery pattern. September through December 2026 values remain unavailable in the provided data and therefore are intentionally left blank rather than estimated.

Third-Quarter Delivery Target Requires September Acceleration

In the first eight months of 2026, China-based Li Auto delivered 261,619 vehicles, down slightly by 0.6% year over year. The company previously guided for third-quarter deliveries of 95,000 to 100,000 vehicles. With 68,147 vehicles delivered across July and August, Li Auto would need to deliver between 26,853 and 31,853 vehicles in September to reach that quarterly guidance range. This requirement places September deliveries at an important point for the company's near-term performance, particularly after the improvement recorded in August.

Full-Year Target Creates Significant Delivery Pressure

Despite the August recovery, Li Auto still faces substantial pressure against its full-year sales objective. If the company's annual delivery target remains unchanged at approximately 490,000 vehicles, it would need to deliver another 228,381 vehicles during the final four months of the year. That translates into average monthly deliveries of about 57,100 vehicles from September through December, approximately 52% above the August level of 37,679 vehicles. Achieving that pace would require the recent improvement to continue while the company converts its refreshed product lineup and upcoming launches into sustained monthly demand.

New Models and Software Upgrades Support Sales Recovery

Li Auto has refreshed its extended-range SUV models in the L series over the past three months and is relying on new products and software upgrades to maintain its sales recovery. The company is scheduled to launch the new-generation Li Mega flagship electric MPV on September 2, with upgrades covering the interior, cabin experience, intelligent platform, and driving dynamics. Li Auto also plans to introduce the Li i9 flagship battery electric family SUV in mid-September. These launches expand the company's product activity beyond its refreshed extended-range SUV portfolio and provide additional products that could contribute to delivery growth during the final months of 2026.

Mach VLA and Middle East Expansion Add New Growth Initiatives

Li Auto plans to roll out Mach VLA to vehicles based on the Thor and Orin-X platforms in September, adding another software and intelligent-driving development to its product strategy. The company also plans to hold a product launch event in Dubai to officially begin sales in the Middle East, extending its commercial activity beyond its established domestic market. At the end of August, Li Auto operated 487 retail stores across 160 cities and had 533 service centers and authorized service shops across 218 cities. Its charging network in China included 4,162 supercharging stations with 22,939 charging stalls, providing substantial infrastructure support for its growing vehicle portfolio.

Frequently Asked Questions

What were Li Auto's August 2026 deliveries?
Li Auto delivered 37,679 vehicles in August 2026, representing a 32.07% increase from the same period last year and marking the company's highest year-over-year growth rate in two years. The result ended three consecutive months of year-over-year delivery declines and indicated a rebound following a new round of product launches. The August figure also exceeded the 30,468 vehicles delivered in July 2026, demonstrating a meaningful month-over-month recovery as refreshed L series models, upcoming flagship products, and software upgrades became increasingly important to the company's sales strategy.

How many vehicles did Li Auto deliver in the first eight months of 2026?
Li Auto delivered 261,619 vehicles during the first eight months of 2026, representing a slight 0.6% decline from the same period a year earlier. The company had guided for third-quarter deliveries of 95,000 to 100,000 vehicles, and its combined July and August deliveries totaled 68,147 vehicles. Based on that figure, Li Auto needed between 26,853 and 31,853 deliveries in September to meet its third-quarter guidance. The company also faced a larger full-year challenge if its approximately 490,000-vehicle annual delivery target remained unchanged.