Li Auto June deliveries fall 14.8% YoY to 30,895
Li Auto Inc. reported a 14.8% year-over-year decline in June 2026 deliveries to 30,895 vehicles, with a 7.4% drop from May, totaling 1,733,687 cumulative deliveries. The company launched the Li L8 SUV and noted the Li i6 production milestone, while expanding its retail and charging infrastructure. In contrast, NIO and XPeng posted significant year-over-year delivery growth for June.
*this image is generated using AI for illustrative purposes only.
Li Auto Inc. delivered 30,895 vehicles in June 2026, down 14.8% from a year earlier and 7.4% from May, signaling softer demand in China’s competitive electric vehicle market. As of June 30, 2026, the company’s cumulative deliveries reached 1,733,687 vehicles. The decline contrasts with peers NIO Inc. and XPeng Inc., which reported stronger year-over-year growth for the same period.
Operational Highlights
Li Auto announced that cumulative production of the Li i6 surpassed 150,000 units in June. The company launched the all-new Li L8 on June 23, a five-seat flagship SUV featuring connected zero-gravity seats, an 800V active suspension system, a fully drive-by-wire chassis, the MACH M100 chip, and a 5C range extension system. The new Li L6 is scheduled to launch in July 2026.
| Metric | Value |
|---|---|
| June 2026 Deliveries | 30,895 vehicles |
| YoY Change | -14.8% |
| MoM Change | -7.4% |
| Cumulative Deliveries (as of June 30, 2026) | 1,733,687 vehicles |
| Li i6 Cumulative Production (as of June 2026) | >150,000 units |
Retail and Charging Network
Li Auto continued expanding its retail and service footprint across China. As of June 30, the company operated 495 retail stores in 160 cities and 536 servicing centers and company-authorized servicing shops across 220 cities. Its charging infrastructure grew to 4,097 supercharging stations with 22,593 charging stalls in operation.
Peer Performance
NIO Inc. delivered 40,597 vehicles in June, up 62.9% from a year earlier, with second-quarter deliveries totaling 107,658 vehicles, a 49.4% increase. XPeng Inc. delivered 40,126 vehicles in June, up 16% year-over-year, though its second-quarter deliveries fell 48% to 103,295 vehicles.
Will the upcoming launch of the Li L6 in July 2026 be sufficient to reverse the recent downward trend in deliveries?
How will Li Auto's declining sales impact its market share relative to the strong growth reported by NIO and XPeng?
What specific factors are driving the divergence in demand between Li Auto and its competitors despite the expansion of its retail and charging network?
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