JPMorgan downgraded Li Auto to Underweight from Neutral. The bank lowered its price target for the automaker to $14 from $18.

Analysts project that growth in China’s passenger vehicle market will turn negative in 2026. This industry-wide outlook led the firm to reduce its earnings forecast for the company.

The bank cited declining sales volumes and weakening margins as primary concerns. Analysts also highlighted a lack of upcoming new models as a factor in the more cautious stance.

JPMorgan simultaneously downgraded Li Auto’s Hong Kong-listed shares to Underweight.