Li Auto i6 Production Cut by 4,000 Units Due to Headlight Supply Volatility

[Supply Chain Volatility] Li Auto reduced production of the i6 by approximately 4,000 units in July due to a headlight supply issue. The company stated that production has since resumed.

Core Development: Deliveries Unaffected, Production Ramping Up to Catch Up

Li Xinyang revealed that a temporary disruption in front headlight supply during mid-to-late July led to a reduction of about 4,000 units in Li Auto i6 output. Both the supply chain and vehicle production have now returned to normal, and the company is working closely with suppliers to accelerate progress and ensure no change to customer delivery schedules.

Key Metrics: Hit-Product Model Sells Over 20,000 Units for Four Consecutive Months

As of July 21, cumulative production of the Li Auto i6 reached 160,000 units, with monthly sales exceeding 20,000 units for four consecutive months. Deliveries of the vehicle began on September 27, 2025, with a starting price of RMB 249,800, a maximum CLTC range of 720 km, and a full-series architecture based on an 800V high-voltage platform.

Strategic Foundation: Core Pillar of BEV Transition Pressing Forward Amid Challenges

As the core sales pillar of Li Auto’s pure electric vehicle (BEV) strategy, the i6 features the MindGPT large AI model, three high-definition displays, and 5C ultra-fast charging technology. Its stable delivery is critical to the brand’s electrification transformation.