Li Auto Ramps i6 Production to 17,000 Units, Hits 26,421 February Deliveries
Li Auto ramped production of its i6 SUV to deliver 15,000 units in December, nearly 17,000 in January and about 16,000 in February. The automaker recorded 26,421 deliveries in February, boosting cumulative sales to 1.59 million units ahead of an expected Q4 EPS loss.
1. i6 Production Ramp-Up
After resolving supply chain constraints, Li Auto increased output of its i6 electric SUV to meet rising demand, producing 15,000 units in December, nearly 17,000 in January and approximately 16,000 in February.
2. Delivery Metrics
Total vehicle deliveries reached 26,421 in February 2026, up from 26,263 a year earlier, pushing cumulative sales at the end of the month to 1,594,304 units. The company operates over 539 retail stores across 160 cities and maintains 4,054 supercharging stations with 22,447 charging stalls nationwide.
3. Q4 Earnings Expectations
Analysts anticipate the company will report a Q4 EPS loss of $0.05 per share, down from a $0.52 profit in the prior year period, and sequential revenue shrinkage to $4.28 billion from $6.07 billion in Q4 2024.
4. Robotics Division Reshuffle
Li Auto reassigned Lang Xianpeng, previously head of its self-driving division, to lead Robotics R&D and hardware operations following an $836 million AI investment, signaling a strategic emphasis on autonomous and robotics technologies.