Li Auto expects monthly production capacity for the Li Auto i6 to steadily increase to 20,000 units by early next year.
On December 1, Li Auto announced its delivery results for November 2025.
Li Auto delivered 33,181 vehicles in November 2025, down 31.92% year-on-year, marking the sixth consecutive month of annual delivery decline.
As of the end of November, Li Auto’s cumulative historical deliveries reached 1,495,969 units.
Li Auto said orders for its two pure-electric SUVs, Li Auto i6 and i8, have exceeded 100,000 units.
To address supply-side capacity ramp-up challenges, the Li Auto i6 battery supply chain has officially adopted a dual-supplier model, adding Sunwoda as a battery partner to ensure consistent battery performance and quality standards across both suppliers.
Some customers have reported that after choosing the Sunwoda battery configuration, delivery lead time has shortened from the earlier 3–5 weeks to 1–2 weeks.
Li Auto expects monthly production capacity for the Li Auto i6 to steadily increase to 20,000 units by early next year.
On the intelligent-driving front, Li Auto will roll out OTA 8.1 in early December. The VLA driver model will continue to enhance professional driving capability, along with more than 20 feature updates, including charging route planning and intelligent thermal management.
Financially, Li Auto’s Q3 earnings released on November 26 reported quarterly deliveries of 93,211 units, down 39.0% year-on-year and 16% quarter-on-quarter.
Total revenue reached RMB 27.4 billion ($3.84 billion), down 36.2% year-on-year and 9.5% quarter-on-quarter.
Net loss was RMB 620 million ($86.8 million), marking the company’s first quarterly loss since Q4 2022. Short-term pressure from supply adjustments and the shift toward pure EVs has begun to materialize.
During the earnings call, CEO Li Xiang disclosed that Li Auto’s self-developed automotive chip, the M100, has completed tape-out and returned for vehicle-level testing, with mass-production installation expected next year.
Li earlier shared strategic goals for pure-electric SUVs via Weibo: monthly sales for the Li L i8 stabilizing at 6,000 units, and Li L i6 at 9,000–10,000 units; together with the MEGA, pure-electric models are expected to stabilize at 18,000–20,000 units per month, aiming for a “top-three, at least top-five” market position by the end of next year.
In channel expansion, as of end-November, Li Auto operated 544 retail stores across 157 cities; 556 after-sales and body & paint centers covering 227 cities; and 3,614 Li Auto supercharging stations with 20,027 charging piles in operation.
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