Li Auto shares are higher today after the company’s March 2026 delivery update showed a rebound in unit volumes and improving production throughput. Li Auto said it delivered 41,053 vehicles in March 2026 and that cumulative deliveries reached 1,635,357 as of March 31, 2026, reinforcing confidence that near-term demand and supply are stabilizing after recent volatility.

A key incremental positive in the release was the commentary that production constraints have eased: Li Auto said the Li i6 surpassed 24,000 deliveries in March as bottlenecks were resolved. The company also reiterated that the all-new Li L9 is expected to launch in the second quarter of 2026, which investors are treating as a potential catalyst for order momentum and an improved mix if the refreshed flagship model attracts higher-end buyers.

Beyond deliveries, Li Auto highlighted progress on advanced driver-assistance and autonomy, pointing to the unveiling of its next-generation autonomous-driving foundation model, MindVLA, at NVIDIA GTC 2026. The combination of stronger monthly deliveries and a renewed technology narrative is helping drive risk-on sentiment in the name today, alongside broader interest in China EV delivery headlines.