Li Auto reported improved monthly deliveries in December, although overall sales continued to decline on a year-on-year basis, reflecting ongoing pressure in China’s electric vehicle market.
The company said it delivered 44,246 vehicles in December, up 33.35 percent from November but down 24.38 percent compared with the same month a year earlier. The figure marked Li Auto’s highest monthly delivery total in 2025.
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For the fourth quarter, deliveries reached 109,194 units, representing a 31.19 percent year-on-year decline but a 17.15 percent increase from the previous quarter. Full-year deliveries totaled 406,343 vehicles, down 18.81 percent from 2024.
Li Auto said the softer performance reflects intensifying competition in China’s electric vehicle sector, particularly in the extended-range electric vehicle (EREV) segment, which remains the company’s core focus. At the same time, its battery-electric vehicle lineup is still in the early stages of production ramp-up.
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According to a report by Chinese outlet LatePost, Li Auto is preparing adjustments to its product strategy to improve competitiveness and reduce overlap between models. The company plans to refine its EREV lineup in the RMB 300,000 to 400,000 price range and may introduce a higher-end model priced above RMB 500,000. Its all-electric Li i8 SUV will continue to be developed, with further iterations planned.
Li Auto has also continued expanding its charging infrastructure. Earlier in December, the company announced it had brought its 20,000th fast-charging station into operation. The automaker also said it had delivered its 1.5 millionth vehicle to date, marking a milestone in its development as it navigates a more competitive and price-sensitive market environment.
