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Li Auto: Li Auto Launches Upgraded “L8” SUV as 5-seat SUV at Competitive Price
研报英文原文证据摘录
Li Auto: Li Auto Launches Upgraded “L8” SUV as 5-seat SUV at Competitive Price
23 June 2026
Li Auto
To Refresh “i8” / “MEGA” in September Along with Falling “i6” SUV Delivery
According to dealer estimates, Li Auto's "i6" SUV is projected to receive ~16,000
new nationwide orders in June, with a reduced waiting time of 3-5 weeks
currently (compared to 4-6 weeks in May). This is expected to translate into a
delivery volume of ~20,000 units / ~16,000 units for the "i6" SUV in June / July.
Concurrently, Li Auto is strategically preparing for facelifts of its "i8" SUV and
"MEGA" MPV, scheduled for September, by clearing existing inventory with
enhanced discounts. The "i8" SUV now benefits from an additional RMB 10,000
cash discount, effective June 15, supplementing its existing RMB 10,000 auto
insurance subsidy. Furthermore, Li Auto intends to introduce a single e-motor
version of the "i8," likely to be priced below the current RMB 340k mark. For the
"MEGA" MPV, a RMB 40,000 cash subsidy has replaced its prior RMB 25,000
auto insurance subsidy. Looking ahead, Li Auto is also gearing up to launch the
new-generation "L6" SUV in July 2026, which is anticipated to become a
significant volume driver for the company.
Extensive 2026-2027 Product Strategy: EREV Updates and Aggressive EV
Expansion
Dealers have disclosed Li Auto's forward-looking product roadmap, which
includes comprehensive plans for both its Extended-Range Electric Vehicle
(EREV) and pure electric vehicle (EV) offerings. In 2026, Li Auto aims to refresh
all four of its current EREV models—the L9, L8, L7, and L6. This will be followed
in 2027 by the introduction of an even larger SUV, designated as the "LX."
Concurrently, the company is set for aggressive expansion in the pure electric
segment.
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