Core Viewpoint - Li Auto reported a year-on-year decline of 7.5% in new vehicle deliveries for January 2026, with a total of 27,668 vehicles delivered [1]. Group 1: Delivery Performance - As of January 31, 2026, Li Auto's cumulative delivery volume reached 1.5679 million vehicles [1]. - The January 2026 delivery figures represent a decrease compared to the same month in the previous year [1]. Group 2: Product Updates - In January, Li Auto rolled out the OTA 8.2 system update, introducing 40 new features and 25 experience optimizations [1]. - The enhanced VLA driver model shows significant improvement in understanding and responding to complex urban driving conditions, approaching human driving capabilities [1]. Group 3: Infrastructure Expansion - Li Auto has established 547 retail centers across 159 cities and an equal number of after-sales service and authorized service centers covering 221 cities [1]. - The company has deployed 3,966 Li Auto supercharging stations, equipped with 21,945 charging piles nationwide [1].

Core Viewpoint - Li Auto delivered 27,668 new vehicles in January 2026, bringing the total cumulative delivery to 1,567,883 vehicles as of January 31, 2026 [1] Group 1: Vehicle Deliveries - In January 2026, Li Auto delivered 27,668 new vehicles [1] - As of January 31, 2026, the total cumulative delivery reached 1,567,883 vehicles [1] Group 2: Software Updates - In January, Li Auto pushed an OTA 8.2 system update, introducing 40 new features and 25 experience optimizations [1] - The enhanced VLA driver model significantly improved its understanding of the physical world, performing closer to human driving levels in complex urban conditions [1] Group 3: Retail and Service Network - As of January 31, 2026, Li Auto has established 547 retail centers across 159 cities [1] - The company operates 547 after-sales service and authorized service centers, covering 221 cities [1] - Li Auto has deployed 3,966 Li Auto Supercharging stations, with a total of 21,945 charging piles in use nationwide [1]

理想汽車是中國新能源汽車市場的領導者。本公司設計、研發、製造和銷售豪華 智能電動車。理想汽車的使命是「主動積極，改變世界」。通過產品、技術和業務 模式的創新，本公司為家庭用戶提供安全、便捷、舒適的產品與服務。在中國， 理想汽車是成功將增程式電動車商業化的先驅，並在堅持此技術路線的同時打造 純電動平台。本公司運用科技為用戶創造價值，自主研發工作主要集中在其特有 的增程系統，創新的電動汽車技術以及智能汽車解決方案。理想汽車於2019年 11月開始量產。現有車型包括一款家庭科技旗艦MPV、四款理想L系列增程電動 SUV、兩款理想i系列純電動SUV。本公司將持續擴展產品線，進而拓寬用戶群 體。 有關更多資料，請瀏覽： https://ir.lixiang.com 。 理想汽車 （於開曼群島註冊成立以不同投票權控制的有限責任公司） （股份代號：2015） 自願公告 2026年1月交付更新資料 於2026年2月1日，中國新能源汽車市場的領導者理想汽車（「理想汽車」或「本公 司」）（納斯達克：LI；香港交易所：2015）宣佈，2026年1月，理想汽車交付新車 27,668輛。截至2026年1月31日，理想汽車歷史累計交付量 ...

Group 1 - Xiaomi Auto delivered over 39,000 vehicles in January 2026 [1] - Li Auto delivered 27,668 vehicles in January 2026 [1] - Leap Motor achieved total deliveries of 32,059 vehicles in January, a year-on-year increase of 27% [1] Group 2 - AITO delivered 40,016 vehicles in January, marking a year-on-year growth of 83% [1] - Lantu delivered 10,515 vehicles in January, with a year-on-year increase of 31% [1] - GAC Toyota sold 63,648 vehicles in January [1] Group 3 - GAC Trumpchi's terminal sales in January reached 26,937 vehicles, a year-on-year increase of 2.06% [1] - Great Wall Motors achieved total sales of 90,312 vehicles in January, reflecting a year-on-year growth of 11.59% [1] - Geely's brand cumulative deliveries reached 1,028 vehicles in January, with an almost 100% year-on-year increase [1]

记者丨朱芷葵 编辑丨曾静娇 2月1日，多家车企陆续公布1月新能源汽车交付数据，绝大多数实现销量同比增长。其中鸿蒙 智行以近5.8万辆的交付量目前暂居榜首，零跑、小米等也交出超过3万辆的成绩。 详情如下： 鸿蒙智行：1月累计交付57915台，同比增长65.6%。其中，问界汽车1月交付40016辆，同比增 长83%。 小米汽车：1月交付量超过39000台。 昊铂埃安：1月销量23591辆，同比增长63.9%。 奕派科技：1月销量21269辆，同比增长145%。 岚图汽车：1月交付10515辆，同比增长31%。 SFC 出品丨21财经客户端 21世纪经济报道 21君荐读 官方明确个人每次挣钱低于1000元不用交增值税 腾讯元宝开撒10亿红包，网友：一大早就被刷屏了 深圳首个安居房项目开盘当天售罄 零跑汽车：1月全系交付达32059台，同比增长27%。 理想汽车：1月交付新车27668辆。 广汽传祺：1月份全系销量达到26937辆，环比增长25.07%，同比增长2.06%。 ...

Core Insights - Li Auto is undergoing a significant organizational restructuring, focusing on developing embodied intelligence with three core teams: base model team, software entity team, and hardware entity team [2][4] - The CEO, Li Xiang, confirmed the company's strategic intent to create embodied intelligent products, marking a shift from merely selling cars to integrating AI with the physical world [2][3] Group 1: Strategic Shift - Li Auto is redefining its brand positioning to emphasize "embodied intelligence," moving beyond the concept of "creating a mobile home" [3][4] - The company aims to compete in the same arena as Tesla and other competitors, indicating a long-term strategic vision for the next decade [4][5] Group 2: Investment and Development - Li Xiang believes that the future of valuable products lies in embodied intelligence, which can significantly alter user experiences [5][6] - Despite facing sales pressures, Li Auto is maintaining a substantial R&D investment, with nearly half of its resources directed towards AI development [5][6] Group 3: Organizational Changes - Li Auto has initiated a new round of organizational adjustments, particularly within its autonomous driving team, which will now be divided into three specialized teams [6][7] - The company is actively recruiting for humanoid robot development positions, indicating a commitment to advancing its capabilities in this area [6][7] Group 4: Challenges Ahead - Transitioning from automotive manufacturing to robotics presents significant challenges, including the need for a unique AI system tailored for embodied intelligence [6][7] - The complexity of developing components for humanoid robots differs from those used in electric vehicles, requiring specialized supply chains and technology [7]

Core Viewpoint - Li Auto's vehicle deliveries have significantly declined in January 2026, indicating challenges in its transition to pure electric vehicles and raising concerns about its product strategy and operational efficiency [1][2][3] Group 1: Delivery and Sales Performance - In January 2026, Li Auto delivered 27,668 new vehicles, a year-on-year decrease of 7.55% and a month-on-month drop of 37.46% [1] - Cumulative deliveries reached 1.5678 million vehicles as of January 31, 2026 [1] - In 2025, Li Auto sold 406,300 vehicles, down 18.81% year-on-year, achieving only 58.05% of its initial target of 700,000 vehicles [2] Group 2: Retail and Service Network - As of January 31, 2026, Li Auto has 547 retail centers and 547 after-sales service centers across 159 and 221 cities, respectively [1] - The company has deployed 3,966 charging stations and 21,945 charging piles nationwide [1] Group 3: Challenges and Strategic Shifts - Li Auto's shift towards pure electric models has faced difficulties, with mixed market feedback on new products like MEGA HOME, i8, and i6 [2] - The company plans to close 100 underperforming stores in 2026, although it refuted claims of mass closures [3] - The chairman acknowledged that 2025 was challenging due to product cycles, public relations issues, supply chain constraints, and policy changes affecting deliveries and operations [3] Group 4: Market Performance - Li Auto's stock has underperformed, with a 36% decline in 2024 and a further 31% drop in 2025, although it has seen a slight increase of 1.7% in the current year [3]

北京商报讯（记者 刘晓梦）2月1日，理想汽车发布的数据显示，2026年1月，理想汽车交付新车27668 辆。 ...

每经AI快讯，2月1日，据理想汽车官方微博，截至2026年1月31日，理想汽车在全国已有547家零售中 心，覆盖159个城市；售后维修中心及授权服务中心547家，覆盖221个城市。理想汽车在全国已投入使 用3966座理想超充站，拥有21,945个充电桩。 ...

Core Insights - Li Auto delivered 27,668 new vehicles in January 2026, marking a significant milestone in its delivery performance [1] - As of January 31, 2026, the total cumulative delivery of Li Auto reached 1,567,883 vehicles, indicating strong growth in the company's market presence [1] Company Expansion - Li Auto has established 547 retail centers across 159 cities, enhancing its accessibility to customers nationwide [1] - The company has also set up 547 after-sales service and authorized service centers, covering 221 cities, which supports its customer service capabilities [1] Charging Infrastructure - Li Auto has deployed 3,966 Li Supercharging stations, equipped with a total of 21,945 charging piles, to facilitate electric vehicle charging for its customers [1]