LI Auto up 3.93% in regular session, +0.06% in after-hours trading on Chinese EV policy boost

Li Auto (LI) shares climbed 3.93% following the announcement of Beijing's new, tighter Energy Consumption Limits for EVs, a policy expected to significantly boost margins and market share for efficient Chinese automakers.

• The new standards, effective January 1, 2026, impose an 11% tighter efficiency limit, setting a 15.1 kWh/100km cap for typical SUVs.
• While the policy is expected to benefit the entire sector, analysts specifically highlighted XPeng and Nio as being among the best positioned alongside LI.
• LI closed the day at $17.44, trading slightly higher in after-hours at $17.45.