Gasgoo Munich- According to figures released on June 1, 2026, Li Auto delivered 33,350 new vehicles in May — an 18.37% drop from a year ago and a slight 2.16% decline from April. While the company's cumulative deliveries have surpassed the 1.7 million milestone, reaching 1,702,792 units, the deceleration in monthly growth is drawing industry scrutiny.
Image source: Li Auto
In sharp contrast, the landscape for EV startups is fragmenting. Leapmotor led the charge with 81,569 deliveries, surging 81% annually. HIMA (Harmony Intelligent Mobility Alliance) delivered 46,122 units across its lineup, achieving growth in both year-on-year and month-on-month terms. NIO delivered 37,705 vehicles, jumping 62.3% to overtake Li Auto for the first time and secure a position at the front of the second tier. Meanwhile, Xiaomi EV held firm above the 30,000-delivery threshold for a second straight month.
Amid fierce competition, Li Auto must accelerate its breakthroughs in pure-electric model deployment and intelligent technology iteration. As the new product cycle begins in Q3, the ability to regain growth momentum will serve as a critical test of the company's systemic capabilities.
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