LI remains a Great Deep-Value Buy here, thanks to the overly discounted valuations, the oversold technical indicators, and the established 5Y trading floor at $17s. The automaker's near-term recovery is likely to be lumpy, attributed to the supply chain bottlenecks, the higher Li Mega-related recall costs, and the policy-driven demand headwinds. Despite the potentially impacted bottom lines, LI...
China's EV market remains dominant globally in 2025, but growth is shifting to newer brands like Xiaomi, XPENG, and Leapmotor. Xiaomi, Geely, and Leapmotor are the top three buy recommendations, driven by exceptional sales growth and market share gains. BYD, Tesla, and Li-Auto are losing market share as consumers favor pure BEVs and innovative new entrants.
Li Auto faced Q3 delivery declines and margin pressure due to a MEGA MPV recall, but I see long-term value. Despite a 39% Y/Y delivery drop and a swing to a loss in Q3, LI's underlying margins remain industry-leading, even without adjusting for recall costs. Li Auto's November delivery performance was also sub-par, but there are reasons to remain optimistic.
BEIJING, China, Dec. 01, 2025 (GLOBE NEWSWIRE) -- Li Auto Inc. (“Li Auto” or the “Company”) (Nasdaq: LI; HKEX: 2015), a leader in China's new energy vehicle market, today announced that it delivered 33,181 vehicles in November 2025. As of November 30, 2025, Li Auto's cumulative deliveries reached 1,495,969.
Li Auto Inc. ( LI ) Q3 2025 Earnings Call November 26, 2025 7:00 AM EST Company Participants Janet Chang - Director of Investor Relations Xiang Li - Founder, Executive Chairman & CEO Tie Li - CFO & Executive Director Conference Call Participants Yingbo Xu - Citic Securities Co., Ltd., Research Division Tim Hsiao - Morgan Stanley, Research Division Ming-Hsun Lee - BofA Securities, Research Divis...
Quarterly total revenues reached RMB27.4 billion (US$3.8 billion)1 Quarterly deliveries reached 93,211 vehicles BEIJING, China, Nov. 26, 2025 (GLOBE NEWSWIRE) -- Li Auto Inc. (“Li Auto” or the “Company”) (Nasdaq: LI; HKEX: 2015), a leader in China's new energy vehicle market, today announced its unaudited financial results for the quarter ended September 30, 2025. Operating Highlights for the T...
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