Li Auto Delivers 41,053 Vehicles in March, Q1 Deliveries Reach 95,142 Units

On April 1, Li Auto announced its March 2026 delivery results: 41,053 vehicles. First-quarter deliveries reached 95,142 units, with cumulative deliveries totaling 1,635,357 vehicles. Li Auto Chairman and CEO Li Xiang stated that with production capacity bottlenecks resolved after the Lunar New Year, the Li i6's deliveries continued to climb, surpassing 24,000 units in March, ranking among the top in the 200,000-300,000 RMB pure electric SUV segment.

Orders for the Li i8 grew steadily, with a month-on-month increase of over 100% in March. The all-new Li L9 will launch in the second quarter, featuring the self-developed Mach 100 chip, the world's first mass-produced full steer-by-wire chassis, and an 800V fully active suspension system.

Strong Deliveries Driven by i6 and i8

March deliveries of 41,053 vehicles represent a strong performance. The Li i6 exceeded 24,000 units, a notable achievement in the competitive 200,000-300,000 RMB EV segment. The Li i8 saw orders more than double month-on-month, reflecting positive user口碑. First-quarter deliveries of 95,142 units bring cumulative deliveries to over 1.63 million, making Li Auto the first Chinese EV startup to cross the one-million delivery mark.

Embodied Intelligence Flagship: The All-New Li L9

The all-new Li L9, launching in Q2, represents Li Auto's technological flagship. It features the self-developed Mach 100 chip (two 5nm chips delivering three times the computing power of NVIDIA Thor-U), the world's first mass-produced full steer-by-wire chassis (with steer-by-wire, four-wheel steering, and the world's first fully electric mechanical braking system), and an 800V fully active suspension system. These technologies enable the vehicle to perceive, think, and act, marking a shift toward "embodied intelligence."

Technological Breakthrough: MindVLA Foundation Model

At NVIDIA GTC 2026, Li Auto unveiled MindVLA, its next-generation autonomous driving foundation model, along with a breakthrough 3D ViT visual encoder. This system directly perceives the 3D physical world, unifying geometric and semantic understanding. Li Xiang emphasized that this foundation model will eventually power a wider range of physical world intelligent agents, extending beyond autonomous driving.

Charging Network: 4,057 Ultra-Fast Charging Stations

As of March 31, Li Auto operates 517 retail centers across 160 cities and 552 service centers across 223 cities. The company has deployed 4,057 ultra-fast charging stations with 22,439 charging posts, supporting the growing fleet.

Hong Kong Perspective

For Hong Kong users, Li Auto's strong mainland performance builds brand recognition. The all-new L9 could strengthen its position in Hong Kong's premium SUV market. The i6's success in the entry-level EV segment suggests potential appeal for younger Hong Kong buyers. Advanced technologies like the self-developed chip, steer-by-chassis, and MindVLA are key differentiators. The expanding ultra-fast charging network also benefits Hong Kong drivers traveling north.

Personal Opinion: From Family Needs to Embodied Intelligence

Li Auto's evolution from addressing family needs to advancing embodied intelligence is striking. While its products have always focused on family users, its technological roadmap now encompasses self-developed chips, full steer-by-wire, active suspension, and foundation models for physical world intelligence.

 For Hong Kong users, this represents a compelling blend of family-oriented practicality and cutting-edge technology. The all-new L9, launching this quarter, is a date worth watching. When embodied intelligence arrives on the road, it may redefine expectations for what a car can be. Li Auto's trajectory shows that the future of mobility lies in vehicles that not only transport but also perceive, think, and act. For Hong Kong, this represents an exciting development in the premium EV segment.