Li Auto (LI) reported January 2026 deliveries of 27,668 vehicles, extending a multi-month losing streak. This performance highlights intensifying competitive pressure within China’s new energy vehicle market.
The company’s total shareholder return has declined 25.80% over the past year. This significant share price drop has prompted increased investor scrutiny regarding the company's current valuation and growth prospects.
CEO Li Xiang recently previewed the next-generation Li L9 to showcase a strategic focus on artificial intelligence. The company is positioning the upcoming model as an intelligent agent and an embodied intelligence robot. This AI-driven strategy now faces market skepticism as investors weigh long-term goals against immediate sales headwinds.