Recently, several owners who had placed locked orders for the Li Auto (02015.HK) MEGA posted online stating that orders placed and locked before 3:00 PM on September 7, featuring CATL's (03750.HK) 5C ternary lithium batteries, could not be delivered as scheduled.
Sina Technology quoted Li Auto customer service as confirming the current situation. Due to the insufficient supply of CATL batteries, the factory is producing vehicles according to the order sequence. The group has been making every effort to secure additional CATL battery quotas to preserve the original CATL battery configuration as much as possible. However, constrained by the overall battery supply, a quota gap objectively exists. Of course, switching to Lianshan batteries for delivery is also an option. With Li Auto batteries and Li Auto's guarantee, customers can enjoy the Lianshan Battery Protection Plan.