🇭🇰 港交所LI AUTO-WQwen · 实盘不做把握 3/10不做原因:无增量信息
北京时间·🕒 发布 12:00:00时区推断·⟳ 抓取 12:00:46·⚡ 决策 09-01 12:04:11 +3m25s·56.6 天前
理想汽车公布2026年8月交付37,679辆,属例行月度数据更新
理想汽车月度交付公告属每月1日例行披露,市场已通过周度上险量数据充分预期;37,679辆无明确超预期或不及预期证据;股价处于持续下行趋势(13周指数从100降至84,距52周高-54.6%),做多逆风明显;公告中提及的新车上市(MEGA、i9)和中东拓展均为已知计划,不构成新增催化。无正期望交易机会。
📄 原文LI AUTO-W↗ 原文
Hong Kong Exchanges and Clearing Limited and The Stock Exchange of Hong Kong Limited take no responsibility for the con…
不做 理想汽车(02015.HK)
例行月度交付数据无增量信息,无明确超预期/不及预期证据;股价处于13周持续下行趋势(距52周高-54.6%),做多逆风;市场已通过周度上险量充分预期月度数据,无正期望交易机会
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
结论摘要
理想汽车9月1日中午发布8月交付37,679辆的例行月度公告。该数据属于每月1日的常规披露,市场已通过周度保险注册数据形成预期,无明确超预期或不及预期证据。股价近13周持续下行(指数100→84),20日跌幅-7.77%,距52周高点-54.6%,反映市场对产品换代期间交付疲软的定价已较充分。竞争对手(零跑+80.7%、极氪+109.8%)增速远超理想,但这是已知的竞争格局而非新增利空。公告同时提及9月新车计划,均为已公布信息。综合判断:无增量事实、无预期差、趋势逆风,不构成可交易催化。
🔎 新鲜度:最早出现 2026-09-01 · 扩散 low · price-in 风险 high ↗
反向证据
- 做多前查反向 · 来源 kb_search · 日期 2026-09-01 · 影响 weakens
未找到任何证据表明37,679辆超出市场预期;同期竞争对手零跑(+80.7%)和极氪(+109.8%)增速远超理想,竞争格局不利
检索:理想汽车 交付 超预期 8月
先例如何影响了这次决策
对本次决策的影响:月度交付数据属极例行事件,历史上对股价影响极小,无需先例校准
方向:无可用先例
涨幅量级:无
形态:无
工具执行结果 · 成功 7 · 降级 3 · 失败 0 · 取消 0
- search_processed_events 成功 stock_tools HTTP · 271 ms
{"result": "search_processed_events:agent query=`li auto august 2026 delivery update | 理想汽车 2026年8月 交付 37679 | 理想汽车 8月交付量`;结构化索引覆盖完整 72 小时;旧记录兼容扫描近 71.8/72 小时、1513 条本臂决策(完整),返回 0 条候选。未命中只表示这些 agent query 表达式没有召回候选,不能据此证明消息首发或不是重复;按当前事件继续正常研判。"} - stock_quote 降级 stock_tools HTTP · 1,057 ms
取价失败: Futu returned no quote - kb_search 成功 stock_tools HTTP · 1,392 ms
{ - search_case_library 成功 stock_tools HTTP · 30 ms
{"result": "search_case_library「2015.HK」无历史决策命中(我们过去没在这些标的上决策过,或历史尚未回填)。\n◆ 2015.HK:相关历史决策 16 条 · 其中该标的 ENTER 0 条(0.0%) · 我们从没在这只票上 ENTER 过"} - kb_search 成功 stock_tools HTTP · 3,146 ms
{ - price_snapshot 成功 stock_tools HTTP · 384 ms
{ - kb_search 降级 stock_tools HTTP · 8,193 ms
{ - kb_search 成功 stock_tools HTTP · 4,666 ms
{ - kb_search 降级 stock_tools HTTP · 4,482 ms
{ - kb_search 成功 stock_tools HTTP · 3,723 ms
{
原文全文
展开原文 · 7,379 字
Hong Kong Exchanges and Clearing Limited and The Stock Exchange of Hong Kong Limited take no responsibility
for the contents of this announcement, make no representation as to its accuracy or completeness and expressly
disclaim any liability whatsoever for any loss howsoever arising from or in reliance upon the whole or any part of the
contents of this announcement.
Li Auto Inc.
理想汽車
(A company controlled through weighted voting rights and incorporated in the Cayman Islands with limited liability)
(Stock Code: 2015)
VOLUNTARY ANNOUNCEMENT
AUGUST 2026 DELIVERY UPDATE
On September 1, 2026, Li Auto Inc. ( “ Li Auto ” or the “ Company ” ) (Nasdaq: LI; HKEX:
2015), a leader in China’s new energy vehicle market, announced that the Company delivered
37,679 vehicles in August 2026. As of August 31, 2026, Li Auto’s cumulative deliveries reached
1,801,834.
Li Auto will launch the new Li MEGA, a flagship MPV, on September 2, featuring upgrades in
interior design, cabin experience, intelligent platform, and driving dynamics. In mid-September,
the Company will further expand its BEV lineup with the launch of Li i9, a pioneering flagship
family SUV. Also in September, MACH VLA will be rolled out to vehicles on the Thor and
Orin-X platforms, and the Company will host a product launch event in Dubai to commence sales
in the Middle East.
As of August 31, 2026, the Company had 487 retail stores in 160 cities, 533 servicing centers and
Li Auto-authorized servicing shops operating in 218 cities. The Company also had 4,162 super
charging stations in operation equipped with 22,939 charging stalls in China.
About Li Auto Inc.
Li Auto Inc. is a leader in China’s new energy vehicle market. The Company designs, develops,
manufactures, and sells premium smart electric vehicles. Its mission is: Be Proactive, Change the
World. Through innovations in product, technology, and business model, the Company provides
families with safe, convenient, and comfortable products and services. Li Auto is a pioneer in
successfully commercializing extended-range electric vehicles in China. While firmly advancing
along this technological route, it builds platforms for battery electric vehicles in parallel. The
Company leverages technology to create value for users. It concentrates its in-house development
efforts on proprietary range extension systems, innovative electric vehicle technologies, and smart
vehicle solutions. The Company started volume production in November 2019. It offers high-tech
flagship family MPVs, Li L series extended-range electric SUVs, and Li i series battery electric
SUVs. The Company will continue to expand its product lineup to target a broader user base.
For more information, please visit: https://ir.lixiang.com .
1
Shareholders and potential investors are advised to exercise caution when dealing in the
securities of the Company.
By order of the Board
Li Auto Inc.
Li Xiang
Chairman
Hong Kong, September 1, 2026
This announcement contains statements that may constitute “forward-looking ” statements pursuant
to the “safe harbor ” provisions of the U.S. Private Securities Litigation Reform Act of 1995.
These forward-looking statements can be identified by terminology such as “will, ” “expects, ”
“anticipates, ” “aims, ” “future, ” “intends, ” “plans, ” “believes, ” “estimates, ” “targets, ” “likely to, ”
“challenges, ” and similar statements. Li Auto may also make written or oral forward-looking
statements in its periodic reports to the U.S. Securities and Exchange Commission (the “SEC ”) and
The Stock Exchange of Hong Kong Limited (the “HKEX ”), in its annual report to shareholders,
in press releases and other written materials, and in oral statements made by its officers, directors,
or employees to third parties. Statements that are not historical facts, including statements about
Li Auto ’s beliefs, plans, and expectations, are forward-looking statements. Forward-looking
statements involve inherent risks and uncertainties. A number of factors could cause actual results
to differ materially from those contained in any forward-looking statement, including but not
limited to the following: Li Auto ’s strategies, future business development, and financial condition
and results of operations; Li Auto ’s limited operating history; risks associated with extendedrange electric vehicles and high-power charging battery electric vehicles; Li Auto ’s ability to
develop, manufacture, and deliver vehicles of high quality and appeal to customers; Li Auto ’s
ability to generate positive cash flow and profits; product defects or any other failure of vehicles
to perform as expected; Li Auto ’s ability to compete successfully; Li Auto ’s ability to build its
brand and withstand negative publicity; cancellation of orders for Li Auto ’s vehicles; Li Auto ’s
ability to develop new vehicles; and changes in consumer demand and government incentives,
subsidies, or other favorable government policies. Further information regarding these and other
risks is included in Li Auto ’s filings with the SEC and the HKEX. All information provided in
this announcement is as of the date of this announcement, and Li Auto does not undertake any
obligation to update any forward-looking statement, except as required under applicable law.
As of the date of this announcement, the board of directors of the Company comprises Mr. Li
Xiang, Mr. Ma Donghui, and Mr. Li Tie as executive directors, Mr. Wang Xing and Mr. Fan Zheng
as non-executive directors, and Prof. Xiao Xing, Mr. Zhao Hongqiang and Mr. Jiang Zhenyu as
independent non-executive directors.
2
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責,對其準確性
或完整性亦不發表任何聲明,並明確表示概不會就本公告全部或任何部分內容而產生或因倚賴
該等內容而引致的任何損失承擔任何責任。
Li Auto Inc.
理想汽車
(於開曼群島註冊成立以不同投票權控制的有限責任公司)
(股份代號:2015)
自願公告
2026年8月交付更新資料
於2026年9月1日,中國新能源汽車市場的領導者理想汽車(「理想汽車」或「本公
司」)
(納斯達克:LI;香港交易所:2015)宣佈,2026年8月,理想汽車交付新車
37,679輛。截至2026年8月31日,理想汽車歷史累計交付量為1,801,834輛。
9月2日,新一代旗艦MPV理想MEGA將正式上市,帶來內飾設計、空間體驗、智
能平台和駕駛質感的升級;新形態家庭旗艦SUV理想i9將於9月中旬上市,進一步
完善公司純電產品矩陣。9月內,馬赫VLA將推送至Thor和Orin-X平台用戶,此
外,理想汽車將在迪拜舉辦新產品上市活動,陸續開啟中東市場銷售。
截至2026年8月31日,理想汽車在全國已有487家零售中心,覆蓋160個城市;售
後維修中心及授權服務中心533家,覆蓋218個城市。理想汽車在全國已投入使用
4,162座理想超充站,擁有22,939個充電樁。
關於理想汽車
理想汽車是中國新能源汽車市場的領導者。本公司設計、研發、製造和銷售豪華
智能電動車。理想汽車的使命是「主動積極,改變世界」。通過產品、技術和業務
模式的創新,本公司為家庭用戶提供安全、便捷、舒適的產品與服務。在中國,
理想汽車是成功將增程式電動車商業化的先驅,並在堅持此技術路線的同時打造
純電動平台。本公司運用科技為用戶創造價值,自主研發工作主要集中在其特有
的增程系統,創新的電動汽車技術以及智能汽車解決方案。理想汽車於2019年11
月開始量產,旗下產品包括家庭科技旗艦MPV、理想L系列增程電動SUV、理想i
系列純電動SUV。本公司將持續擴展產品線,進而拓寬用戶群體。
有關更多資料,請瀏覽:https://ir.lixiang.com 。
1
股東及潛在投資者於買賣本公司證券時,務請謹慎行事。
承董事會命
理想汽車
董事長
李想
香港,2026年9月1日
本公告包含「前瞻性」陳述。該等陳述是根據《1995 年美國私人證券訴訟改革法
案》
(U.S. Private Securities Litigation Reform Act of 1995)中的「安全港」條文作
出。該等前瞻性陳述可以通過諸如「將」、「期望」、「預期」、「旨在」、「未來」、
「擬」、「計劃」、「相信」、「預計」、「目標」、「可能」、「挑戰」等術語及類似陳述來
識別。理想汽車亦可能在其向美國證券交易委員會(「美國證交會」)及香港聯合交
易所有限公司(「香港聯交所」)提交的定期報告中、在其提交給股東的年度報告、
新聞稿和其他書面材料以及其高級職員、董事或僱員向第三方所作的口頭陳述中
作出書面或口頭前瞻性陳述。非歷史事實性陳述,包括關於理想汽車的信念、計
劃和期望的陳述,均為前瞻性陳述。前瞻性陳述涉及固有風險和不確定因素。許
多因素可能導致實際結果與任何前瞻性陳述中的結果產生重大差異,包括但不限
於以下風險:理想汽車的策略、未來業務發展、財務狀況及經營業績;理想汽車
有限的經營歷史;與增程式電動汽車和高壓純電動汽車有關的風險;理想汽車研
發、製造及交付優質且吸引客戶的車輛的能力;理想汽車產生正現金流及利潤的
能力;使車輛性能不及預期的產品缺陷或任何其他故障;理想汽車成功競爭的能
力;理想汽車建立品牌及承受負面報道的能力;理想汽車的車輛訂單被取消;理
想汽車研發新汽車的能力;及消費者需求及政府獎勵、補貼或其他有利的政府政
策變化。有關以上及其他風險的更多資料載於理想汽車向美國證交會及香港聯交
所提交的文件中。本公告中提供的所有資料均截至本公告發佈之日,除適用法律
要求外,理想汽車不承擔任何更新任何前瞻性陳述的義務。
於本公告日期,本公司董事會成員包括執行董事李想先生、馬東輝先生及李鐵先
生,非執行董事王興先生及樊錚先生以及獨立非執行董事肖星教授、趙宏強先生
及姜震宇先生。
2
for the contents of this announcement, make no representation as to its accuracy or completeness and expressly
disclaim any liability whatsoever for any loss howsoever arising from or in reliance upon the whole or any part of the
contents of this announcement.
Li Auto Inc.
理想汽車
(A company controlled through weighted voting rights and incorporated in the Cayman Islands with limited liability)
(Stock Code: 2015)
VOLUNTARY ANNOUNCEMENT
AUGUST 2026 DELIVERY UPDATE
On September 1, 2026, Li Auto Inc. ( “ Li Auto ” or the “ Company ” ) (Nasdaq: LI; HKEX:
2015), a leader in China’s new energy vehicle market, announced that the Company delivered
37,679 vehicles in August 2026. As of August 31, 2026, Li Auto’s cumulative deliveries reached
1,801,834.
Li Auto will launch the new Li MEGA, a flagship MPV, on September 2, featuring upgrades in
interior design, cabin experience, intelligent platform, and driving dynamics. In mid-September,
the Company will further expand its BEV lineup with the launch of Li i9, a pioneering flagship
family SUV. Also in September, MACH VLA will be rolled out to vehicles on the Thor and
Orin-X platforms, and the Company will host a product launch event in Dubai to commence sales
in the Middle East.
As of August 31, 2026, the Company had 487 retail stores in 160 cities, 533 servicing centers and
Li Auto-authorized servicing shops operating in 218 cities. The Company also had 4,162 super
charging stations in operation equipped with 22,939 charging stalls in China.
About Li Auto Inc.
Li Auto Inc. is a leader in China’s new energy vehicle market. The Company designs, develops,
manufactures, and sells premium smart electric vehicles. Its mission is: Be Proactive, Change the
World. Through innovations in product, technology, and business model, the Company provides
families with safe, convenient, and comfortable products and services. Li Auto is a pioneer in
successfully commercializing extended-range electric vehicles in China. While firmly advancing
along this technological route, it builds platforms for battery electric vehicles in parallel. The
Company leverages technology to create value for users. It concentrates its in-house development
efforts on proprietary range extension systems, innovative electric vehicle technologies, and smart
vehicle solutions. The Company started volume production in November 2019. It offers high-tech
flagship family MPVs, Li L series extended-range electric SUVs, and Li i series battery electric
SUVs. The Company will continue to expand its product lineup to target a broader user base.
For more information, please visit: https://ir.lixiang.com .
1
Shareholders and potential investors are advised to exercise caution when dealing in the
securities of the Company.
By order of the Board
Li Auto Inc.
Li Xiang
Chairman
Hong Kong, September 1, 2026
This announcement contains statements that may constitute “forward-looking ” statements pursuant
to the “safe harbor ” provisions of the U.S. Private Securities Litigation Reform Act of 1995.
These forward-looking statements can be identified by terminology such as “will, ” “expects, ”
“anticipates, ” “aims, ” “future, ” “intends, ” “plans, ” “believes, ” “estimates, ” “targets, ” “likely to, ”
“challenges, ” and similar statements. Li Auto may also make written or oral forward-looking
statements in its periodic reports to the U.S. Securities and Exchange Commission (the “SEC ”) and
The Stock Exchange of Hong Kong Limited (the “HKEX ”), in its annual report to shareholders,
in press releases and other written materials, and in oral statements made by its officers, directors,
or employees to third parties. Statements that are not historical facts, including statements about
Li Auto ’s beliefs, plans, and expectations, are forward-looking statements. Forward-looking
statements involve inherent risks and uncertainties. A number of factors could cause actual results
to differ materially from those contained in any forward-looking statement, including but not
limited to the following: Li Auto ’s strategies, future business development, and financial condition
and results of operations; Li Auto ’s limited operating history; risks associated with extendedrange electric vehicles and high-power charging battery electric vehicles; Li Auto ’s ability to
develop, manufacture, and deliver vehicles of high quality and appeal to customers; Li Auto ’s
ability to generate positive cash flow and profits; product defects or any other failure of vehicles
to perform as expected; Li Auto ’s ability to compete successfully; Li Auto ’s ability to build its
brand and withstand negative publicity; cancellation of orders for Li Auto ’s vehicles; Li Auto ’s
ability to develop new vehicles; and changes in consumer demand and government incentives,
subsidies, or other favorable government policies. Further information regarding these and other
risks is included in Li Auto ’s filings with the SEC and the HKEX. All information provided in
this announcement is as of the date of this announcement, and Li Auto does not undertake any
obligation to update any forward-looking statement, except as required under applicable law.
As of the date of this announcement, the board of directors of the Company comprises Mr. Li
Xiang, Mr. Ma Donghui, and Mr. Li Tie as executive directors, Mr. Wang Xing and Mr. Fan Zheng
as non-executive directors, and Prof. Xiao Xing, Mr. Zhao Hongqiang and Mr. Jiang Zhenyu as
independent non-executive directors.
2
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責,對其準確性
或完整性亦不發表任何聲明,並明確表示概不會就本公告全部或任何部分內容而產生或因倚賴
該等內容而引致的任何損失承擔任何責任。
Li Auto Inc.
理想汽車
(於開曼群島註冊成立以不同投票權控制的有限責任公司)
(股份代號:2015)
自願公告
2026年8月交付更新資料
於2026年9月1日,中國新能源汽車市場的領導者理想汽車(「理想汽車」或「本公
司」)
(納斯達克:LI;香港交易所:2015)宣佈,2026年8月,理想汽車交付新車
37,679輛。截至2026年8月31日,理想汽車歷史累計交付量為1,801,834輛。
9月2日,新一代旗艦MPV理想MEGA將正式上市,帶來內飾設計、空間體驗、智
能平台和駕駛質感的升級;新形態家庭旗艦SUV理想i9將於9月中旬上市,進一步
完善公司純電產品矩陣。9月內,馬赫VLA將推送至Thor和Orin-X平台用戶,此
外,理想汽車將在迪拜舉辦新產品上市活動,陸續開啟中東市場銷售。
截至2026年8月31日,理想汽車在全國已有487家零售中心,覆蓋160個城市;售
後維修中心及授權服務中心533家,覆蓋218個城市。理想汽車在全國已投入使用
4,162座理想超充站,擁有22,939個充電樁。
關於理想汽車
理想汽車是中國新能源汽車市場的領導者。本公司設計、研發、製造和銷售豪華
智能電動車。理想汽車的使命是「主動積極,改變世界」。通過產品、技術和業務
模式的創新,本公司為家庭用戶提供安全、便捷、舒適的產品與服務。在中國,
理想汽車是成功將增程式電動車商業化的先驅,並在堅持此技術路線的同時打造
純電動平台。本公司運用科技為用戶創造價值,自主研發工作主要集中在其特有
的增程系統,創新的電動汽車技術以及智能汽車解決方案。理想汽車於2019年11
月開始量產,旗下產品包括家庭科技旗艦MPV、理想L系列增程電動SUV、理想i
系列純電動SUV。本公司將持續擴展產品線,進而拓寬用戶群體。
有關更多資料,請瀏覽:https://ir.lixiang.com 。
1
股東及潛在投資者於買賣本公司證券時,務請謹慎行事。
承董事會命
理想汽車
董事長
李想
香港,2026年9月1日
本公告包含「前瞻性」陳述。該等陳述是根據《1995 年美國私人證券訴訟改革法
案》
(U.S. Private Securities Litigation Reform Act of 1995)中的「安全港」條文作
出。該等前瞻性陳述可以通過諸如「將」、「期望」、「預期」、「旨在」、「未來」、
「擬」、「計劃」、「相信」、「預計」、「目標」、「可能」、「挑戰」等術語及類似陳述來
識別。理想汽車亦可能在其向美國證券交易委員會(「美國證交會」)及香港聯合交
易所有限公司(「香港聯交所」)提交的定期報告中、在其提交給股東的年度報告、
新聞稿和其他書面材料以及其高級職員、董事或僱員向第三方所作的口頭陳述中
作出書面或口頭前瞻性陳述。非歷史事實性陳述,包括關於理想汽車的信念、計
劃和期望的陳述,均為前瞻性陳述。前瞻性陳述涉及固有風險和不確定因素。許
多因素可能導致實際結果與任何前瞻性陳述中的結果產生重大差異,包括但不限
於以下風險:理想汽車的策略、未來業務發展、財務狀況及經營業績;理想汽車
有限的經營歷史;與增程式電動汽車和高壓純電動汽車有關的風險;理想汽車研
發、製造及交付優質且吸引客戶的車輛的能力;理想汽車產生正現金流及利潤的
能力;使車輛性能不及預期的產品缺陷或任何其他故障;理想汽車成功競爭的能
力;理想汽車建立品牌及承受負面報道的能力;理想汽車的車輛訂單被取消;理
想汽車研發新汽車的能力;及消費者需求及政府獎勵、補貼或其他有利的政府政
策變化。有關以上及其他風險的更多資料載於理想汽車向美國證交會及香港聯交
所提交的文件中。本公告中提供的所有資料均截至本公告發佈之日,除適用法律
要求外,理想汽車不承擔任何更新任何前瞻性陳述的義務。
於本公告日期,本公司董事會成員包括執行董事李想先生、馬東輝先生及李鐵先
生,非執行董事王興先生及樊錚先生以及獨立非執行董事肖星教授、趙宏強先生
及姜震宇先生。
2
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