UBLIAUT@EC2604A

Li Auto's February Deliveries Up Year-over-Year But Down Month-over-Month

Li Auto Delivered 26,421 Vehicles in February and Rolled Out OTA Update 8.3

Li Auto Launches Profit Sharing Plan to Enhance Store Profitability

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LI Auto officially joins the EU-China Chamber of Commerce

Li Auto to Implement Store Partnership Plan and Consider Closing Low-Efficiency Stores

JPMorgan Downgrades Li Auto's Rating and Target Price, Predicts Chinese Auto Market Trends

UBS Report Finds Li Auto's Valuation Attractive

Citibank Raises Li Auto's Target Price to $18.9

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Canada Announces New Electric Vehicle Strategy Cooperation with China

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Li Xiang Announces the Launch of New Ideal L9 in 2026

Li Auto Delivered 27,668 Vehicles in January 2026 and Released OTA Update 8.2

Li Auto Delivered 27,668 Vehicles in January 2026

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LI CEO's VP Moves to Humanoid Robots from Autonomous Driving

LI Auto Delays Delivery of i6 SUV Due to Battery Supply and Offers Customers Incentives

Li Auto Delivered 30,000 Ideal MEGA

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The delivery volume of the Chinese electric vehicle market generally declined in February. Leapmotor delivered 28,067 vehicles, an increase of 11% year-on-year; Xiaomi delivered over 20,000 vehicles, a decrease of 48% month-on-month. Li Auto delivered 26,421 vehicles, a slight increase of 0.6%; Nio delivered 20,797 vehicles, an increase of 57.6% year-on-year. XPeng delivered 15,256 vehicles, a decrease of 50% year-on-year. Geely's new energy vehicle sales reached 117,500 units, accounting for 57% of total sales. BYD delivered 190,000 vehicles, a significant drop of 41% year-on-year

- China electric vehicle companies reported February data with varying delivery numbers.  
- Leapmotor delivered 28,067 vehicles, an annual increase of 11%, while Xiaomi's deliveries dropped 48% month-over-month to over 20,000 units.  
- Overall, the market showed a monthly decline due to factors like the Chinese New Year holiday and the resumption of taxes on new energy vehicles.

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In February, China's electric vehicle deliveries saw Leapmotor leading with 28,000 units, while BYD's sales dropped by 40%

Li Auto delivered 26,421 vehicles in February, marking a 0.6% year-on-year increase, ending an eight-month decline in deliveries. Despite a 4.5% month-on-month drop due to the Spring Festival holiday, the company reported cumulative deliveries of 1,594,304 units. Li Auto is facing challenges in its battery electric vehicle transition and will release its financial results on March 12. To boost sales, it has introduced a profit-sharing program for store managers and plans to launch updated models, including the Li L9 flagship SUV, in the second quarter.

- Li Auto delivered 26,421 vehicles in February, achieving a slight 0.6% year-on-year increase after eight months of decline.  
- The Spring Festival holiday negatively affected month-on-month deliveries, which dropped 4.5%.  
- Facing competition in the electric vehicle market, Li Auto will launch new models and introduced a profit-sharing program to boost sales among store managers.

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Li Auto

Li Auto snaps 8-month sales decline as Feb deliveries hold steady despite holiday

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Li Auto Inc., a major player in China's new energy vehicle sector, disclosed that it successfully distributed 26,421 vehicles in February 2026, boosting its cumulative deliveries to 1,594,304 by February 28, 2026. The company is listed on Nasdaq under the symbol LI and on HKEX under the code 2015.

Unusual Whales

ChinaAMC CSI Hong Kong Connect Automobile Industry Thematic ETF

Li Auto delivered 26,421 vehicles in Feb 2026, totaling 1,594,304 deliveries as of that date.

Li Auto Inc. delivered 26,421 vehicles in February 2026, bringing cumulative deliveries to 1,594,304. The company launched OTA update version 8.3 and provided over 1.45 million charging sessions during the Spring Festival. Li Auto plans to launch the all-new Li L9 in Q2 2026 and operates 4,054 super charging stations across China. The company focuses on developing premium smart electric vehicles and aims to expand its product lineup. Forward-looking statements regarding future performance and risks are included in the press release.

- Li Auto Inc. delivered 26,421 vehicles in February 2026, bringing its cumulative deliveries to 1,594,304 by February 28, 2026.  
- The company introduced OTA update version 8.3, enhancing its smart vehicle functionalities, and supported over 1.45 million charging sessions during the Spring Festival with a network of over 4,000 charging stations.  
- Li Auto plans to launch the all-new Li L9 in the second quarter of 2026, while maintaining its focus on developing innovative electric vehicle technologies and expanding its product lineup.

StockTitan

Li Auto Inc. February 2026 Delivery Update | LI Stock News

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Li Auto has launched a store profit-sharing program to incentivize sales managers and enhance store profitability amid increasing domestic competition. This initiative, part of a major restructuring of its retail network, allows select managers greater operational autonomy and accountability for overall performance. Following a decline in deliveries, Li Auto aims to improve efficiency and redirect resources to high-potential areas while preparing for a new product cycle with a target of 550,000 units in 2026.

- Li Auto has launched a store profit-sharing program to motivate sales managers and enhance store profitability amidst rising competition in the domestic market.  
- The initiative grants select core store managers operational autonomy, enabling them to participate in profit sharing and transition into broader managerial roles.  
- Following a significant decline in deliveries and underperforming stores, this restructuring aims to improve operational efficiency while preparing for a new product cycle and ambitious sales targets.

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E Fund CSI Auto Components Thematic ETF

Li Auto rolls out profit-sharing for store managers to revive sales

Li Auto will report its Q4 2025 earnings on March 12, following a challenging period marked by a 31.19% year-on-year decline in vehicle deliveries, totaling 109,194 units. The company faced its first quarterly loss in three years in Q3 2025, attributed to declining sales and increased competition. Li Auto's revenue guidance for Q4 indicates a significant year-on-year decline. The automaker plans to refocus on its extended-range electric vehicle (EREV) business in 2026 and will address production challenges and competition during the upcoming earnings call.

- Li Auto delivered 109,194 vehicles in Q4 2025, a 31.19% year-on-year decline, facing challenges like eight months of declining sales and its first quarterly loss in three years.  
- The company attributed this performance to fierce competition, underperforming electric vehicle models, and production delays, leading to a net loss of RMB 624 million in Q3 2025.  
- Li Auto plans to refocus on its extended-range electric vehicle business in 2026, with a new flagship SUV set to launch in Q2, while investors await guidance on overcoming recent setbacks.

Li Auto to report Q4 earnings on Mar 12 following return to loss and BEV struggles

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Hyundai Motor Group has signed a deal to invest approximately $6.3 billion (9 trillion won) in South Korea to establish an AI data center, a robot manufacturing factory, and other developments. The investment includes 5.8 trillion won for the AI data center, 400 billion won for the robot factory, 1 trillion won for hydrogen production facilities, and 1.3 trillion won for solar generation. This initiative is part of a larger national land reclamation project aimed at boosting industrial growth in the region.

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ChinaAMC CSI Auto Components Thematic ETF

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Hyundai Motor Group to invest $6.3 billion in AI data centre, robot factory in South Korea

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The Hang Seng Index opened up 0.25%, and the Hang Seng TECH Index rose 0.15%. SenseTime increased by over 4%, Tencent Music rose by over 3%, and Trip.com, XPeng, and Li Auto all rose by over 1%

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Li Auto Inc. will report its unaudited financial results for Q4 and full year 2025 on March 12, 2026, before U.S. market opens. An earnings conference call will be held at 8:00 A.M. U.S. Eastern Time on the same day. Participants can register online for access details. A replay will be available until March 19, 2026. Li Auto is a leader in China's new energy vehicle market, focusing on smart electric vehicles and innovative technologies.

- Li Auto Inc. will report its unaudited financial results for Q4 and full year 2025 before U.S. markets open on March 12, 2026.  
- An earnings conference call will take place on the same day at 8:00 A.M. U.S. Eastern Time, with registration required for participants.  
- Li Auto is a leader in China's new energy vehicle market, known for its innovations in electric vehicle technology, with a focus on expanding its product lineup.

Li Auto Inc. to Report Fourth Quarter and Full Year 2025 Financial Results on March 12, 2026 | LI Stock News

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The NASDAQ Golden Dragon China Index preliminarily closed down 1.8%. Among popular Chinese concept stocks, Baidu fell 5.6%, BYD fell 4.2%, Meituan fell 3.2%, Li Auto fell 3%, Alibaba fell 2.8%, and Xiaomi, XPeng, WERIDE, and Nio all fell over 2%. Pony.ai rose 4.7%. In terms of ETFs, KWEB preliminarily closed down 2.4%, and CQQQ fell 1.9%

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The NASDAQ Golden Dragon China Index preliminarily closed down 0.4%. Among popular Chinese concept stocks, CSI Solar fell 5.3%, New Oriental fell 5.1%, Daqo New Energy fell 2.9%, XPeng fell 2.7%, and GDS fell 2.4%. NetEase and Li Auto fell over 1%, while Alibaba and Tencent fell about 0.5%. Vipshop rose 1.9%, Atour rose 2.5%, Beike rose 3%, and Tiger Brokers rose 4.2%

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Hyundai Motor President Sung Kim has urged South Korea to pass a $350 billion U.S. investment package quickly, warning that the Trump administration may escalate tariff pressures on the auto sector despite a recent Supreme Court ruling. Hyundai and Kia suffered a $5 billion financial hit from tariffs last year, and Kim cautioned that increased tariffs could weaken the competitiveness of Korean companies amid industry transitions. The Korean government plans to adhere to the trade deal, but concerns remain about potential sector-specific tariffs.

- Hyundai Motor President Sung Kim urged South Korea to quickly pass legislation for a $350 billion U.S. investment package to mitigate tariff pressures from the Trump administration.  
- Hyundai and Kia experienced a financial hit of approximately $5 billion due to tariffs last year, and increasing tariffs could further weaken their competitiveness in the U.S. market.  
- The South Korean auto industry is in crisis amid potential sector-specific tariffs, emphasizing the urgent need for legislative action to adhere to the trade deal with the U.S.

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ZHENGTONGAUTO

South Korea's Hyundai Motor warns US tariff pressure may intensify despite Supreme Court ruling

Li Auto has joined the China Chamber of Commerce to the EU (CCCEU) as a full member, participating in its automotive working group. This move aligns with Li Auto's strategy to expand in Europe, following the establishment of its R&D center in Munich. The CCCEU recently played a key role in resolving the China-EU EV tariff dispute, emphasizing the competitive edge of Chinese EVs. Li Auto aims to strengthen its international presence, having opened its first overseas retail center in Uzbekistan and planning further expansions into Egypt, Kazakhstan, and Azerbaijan.

- Li Auto has joined the China Chamber of Commerce to the EU (CCCEU) as a full member, aiming to strengthen its influence in Europe.  
- This membership aligns with its European strategy, including the establishment of an R&D center in Munich and participation in the automotive working group amid a soft resolution of the China-EU EV tariff dispute.  
- The CCCEU represents over 100 members, and while Li Auto has shown strong domestic growth, its European market entry remains pending.

Li Auto joins EU lobbying body, betting on European market expansion

Today’s Key News Recap

Feb 6 | Dolphin Research focus: 🐬 Stock 1, $BABA-W(09988.HK) Alibaba's Qwen app launched a 'Spring Festival RMB 3bn free-order' campaign today. The first wave centers on AI one-line prompts to order milk tea for free.Notably, WeChat further blocked today the promo passwords for red-envelope campaigns run by both Alibaba Qwen and Tencent Yuanbao. As a result, those keywords can no longer be copied or recognized in private or group chats.The move aims to protect WeChat's platform ecosystem and curb over-marketing that disrupts user experience. It also helps defend its social-traffic moat...

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Alibaba Qwen's Lunar New Year free-order promo was blocked by WeChat; Nio surged after its first-ever quarterly profit | Daily News Recap

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$LI AUTO-W(02015.HK) A total of 30,000 shares, all cleared. Tired. The car is good, but Li Xiang, his brain is broken. Goodbye;

$LI AUTO-W(02015.HK)Li Auto's cars are not bad, but currently Li Xiang seems to have some issues. Planning to liquidate and cut losses on Li Auto, freeing up funds to fully invest in $Recursion Pharmaceuticals(RXRX.US) Execution planned for next week

Recursion Pharmaceuticals

0119 | Dolphin Research Watchlist: 🐬 Macro/Industry1) Per the National Bureau of Statistics, 2025 GDP was RMB 140.2tn, up 5.0% YoY in real terms, meeting the full-year target. Q4 growth eased, but the Dec PMI returned to expansion, pointing to improving production sentiment. Infra investment and net exports provided the key support, while consumption and property remained weak.2) Trump, seeking to 'buy Greenland', announced tariffs on eight European countries. The move targets Denmark, Germany and others...

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China GDP +5% for the year; TSLA AI5 chip design near completion | Daily News Recap

FSD, Musk is re-evaluating its valueElon just posted an X, the tweet was simple, but there's a lot to unpack behind it. 1. Financially, converting volatile hardware profits into stable, high-margin recurring revenue. Tesla is essentially an AI and robotics company, not a traditional manufacturer. A one-time purchase is a single transaction, while a subscription turns the vehicle into a terminal that continuously generates cash flow. A one-time purchase creates a psychological account where the value of FSD is fixed. Ending one-time purchases means no longer treating FSD as an &#34;accessory&#34; but defining it as a &#34;utility service&#34; or &#34;operating system license.&#34; 2. Lowering the barrier to accelerate the network effects of the &#34;data flywheel.&#34; The key to winning in autonomous driving isn’t the sophistication of the algorithm but the scale of training data. More subscribers → more miles driven → more edge-case data → stronger algorithms → attracting more subscribers. A single fatal edge case in autonomous driving could destroy a physical AI company. 3. Paving the way for Robotaxi. If cars can achieve true full self-driving, vehicle ownership will become less important—what matters is the car + FSD. Are taxis expensive, or are drivers expensive? If drivers are expensive, then FSD is expensive, meaning FSD brings you more income, making it more feasible to add your car to Robotaxi. More people using Robotaxi → owners/carmakers profit → more owners join → more FSD cars available → more people willing to hail Robotaxi.If you can buy it outright, just buy FSD!

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UBLIAUT@EC2604A(27095.HK)

In February, China's electric vehicle deliveries saw Leapmotor leading with 28,000 units, while BYD's sales dropped by 40%

Li Auto snaps 8-month sales decline as Feb deliveries hold steady despite holiday

Li Auto delivered 26,421 vehicles in Feb 2026, totaling 1,594,304 deliveries as of that date.

Li Auto Inc. February 2026 Delivery Update | LI Stock News

Li Auto rolls out profit-sharing for store managers to revive sales