Li Auto has experienced year-on-year delivery declines for two consecutive months, with total deliveries this year now trailing last year’s pace for the first time.
On August 1, Li Auto released its July delivery data.
According to the figures, 30,731 vehicles were delivered in July, marking a 39.74% year-on-year decrease and a 15.29% month-on-month decline. This is the second consecutive month of year-on-year delivery contraction for Li Auto, and for the first time in 2025, its cumulative deliveries have fallen behind the same period in 2024.
From January to July this year, Li Auto delivered a total of 234,669 vehicles, down 2.21% year-on-year. In May, the company lowered its full-year sales target from 700,000 to 640,000 units. As of now, it has achieved less than 40% of the revised goal.
Sales of Li Auto in H1 2025
| Month | Sales | MoM Growth |
|---|---|---|
| June 2025 | 36,279 | -24.1% |
| May 2025 | 40,856 | 16.7% |
| April 2025 | 33,939 | 31.6% |
| March 2025 | 36,674 | 26.5% |
| February 2025 | 26,264 | 29.7% |
| January 2025 | 29,927 | -4.0% |
Since its founding, Li Auto has delivered a cumulative total of 1,368,541 vehicles as of the end of July 2025.
Just before the release of this data, on July 29, Li Auto unveiled its first all-electric SUV — the Li Auto i8. This six-seater family SUV starts at ¥320,000 ($44,800) and will begin deliveries on August 20.
However, the launch of the i8 failed to boost market confidence and instead triggered stock volatility: Li Auto’s Hong Kong-listed shares dropped over 10% the day after the launch, and its U.S.-listed shares fell by 6.2% overnight. These fluctuations reflect concerns about the i8’s sales prospects and the company’s broader outlook.
Meanwhile, on July 31, Li Auto’s key domestic rival NIO launched the L90—a large all-electric SUV under its sub-brand ONVO—which began deliveries today. The L90 is priced between ¥265,800 and ¥299,800 ($37,212–$41,972) and is positioned as a direct competitor to the Li Auto i8.
As of July 31, 2025, Li Auto operates 535 retail centers across 153 cities in China. It also runs 527 after-sales service and authorized body & paint centers in 222 cities. The company has deployed 3,028 Li Auto Supercharging stations nationwide, with a total of 16,671 charging piles.
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