Li Auto October Deliveries Fall to 29,025, Lowest Since February

Li Auto delivered 29,025 vehicles in October 2026, down 8.63 percent year over year and 8.78 percent from September 31,817 units, the company announced November 1. It is the lowest monthly total since February, when the company delivered 26,421 vehicles, and the second consecutive month of annual declines. Cumulative deliveries reached 1,862,676 as of October 31. The new Li MEGA delivered more than 3,000 units in October, while deliveries of the updated i6 SUV have begun.

The product story is a technology swap. The 2026 Li i6, launched October 28, is equipped with the proprietary Lianshan Battery and MACH M100 assisted-driving chip plus more than 20 additional upgrades, and the company also introduced its Lianshan Motor alongside a Lianshan Battery Warranty Program. The updated i6 keeps its official starting price of 249,800 yuan (about $37,210), with introductory benefits through November 30 bringing the price to 239,800 yuan for early buyers. The rear-wheel-drive version uses a 96-kWh Lianshan 5C lithium iron phosphate battery for a CLTC range of 780 kilometers, about 485 miles.

The operational plan is aggressive: Li Auto said cumulative Li i6 production reached 200,000 units as of October 30, and it plans to raise monthly production capacity to 20,000 units in November with a further increase in December, while current i6 wait times run 7 to 8 weeks. In November the company will begin rolling out OTA 9.2, featuring the upgraded MACH VLA 2.5 and refined cockpit agent features. The bet is that in-house batteries, motors and chips — and the cost control they promise — matter more than one soft month. The delivery count in November will be the first test.