JPLIAUT@EP2610A

LI Auto officially joins the EU-China Chamber of Commerce

Li Auto to Implement Store Partnership Plan and Consider Closing Low-Efficiency Stores

JPMorgan Downgrades Li Auto's Rating and Target Price, Predicts Chinese Auto Market Trends

UBS Report Finds Li Auto's Valuation Attractive

Citibank Raises Li Auto's Target Price to $18.9

Li Auto Achieves Milestone of 4,000 Super Charging Stations and Plans to Launch New Model

JPMorgan Reduces Stake in Li Auto-WR

Canada Announces New Electric Vehicle Strategy Cooperation with China

Li Auto Unveils Next-Gen L9 with Advanced Specs

Li Xiang Announces the Launch of New Ideal L9 in 2026

Li Auto Delivered 27,668 Vehicles in January 2026 and Released OTA Update 8.2

Li Auto Delivered 27,668 Vehicles in January 2026

Li Xiang Announces Xioami's Full AI Deployment in 2026

LI CEO's VP Moves to Humanoid Robots from Autonomous Driving

LI Auto Delays Delivery of i6 SUV Due to Battery Supply and Offers Customers Incentives

Li Auto Delivered 30,000 Ideal MEGA

Li Xiang of Xideal Car Emphasizes AI Focus to Tackle Sales Slump

LI Auto Clarifies Rumors of Store Closures and Layoffs

CICC Maintains Buy Rating on Li Auto with a Target Price of HKD 100

Xiaomi's New L9 to Debut Self-developed ADAS Chip M100

KEEN OCEAN

FULUM GP HLDG

CCOE

MS CONCEPT

SUMMI

PUTIAN COMM

SIWI SCI & TECH

REGAL PARTNERS

EPI (HOLDINGS)

NANFANG COMM

VIPS

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02015

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The NASDAQ Golden Dragon China Index preliminarily closed down 0.4%. Among popular Chinese concept stocks, CSI Solar fell 5.3%, New Oriental fell 5.1%, Daqo New Energy fell 2.9%, XPeng fell 2.7%, and GDS fell 2.4%. NetEase and Li Auto fell over 1%, while Alibaba and Tencent fell about 0.5%. Vipshop rose 1.9%, Atour rose 2.5%, Beike rose 3%, and Tiger Brokers rose 4.2%

Wallstreetcn

Vipshops

Tencent Holdings Limited

CSI Solar

NETEASE MUSIC

LI AUTO-W

XPENG-W

Tencent

XPeng

Daqo New Energy

Daqo Energy

NASDAQ Golden Dragon China Index

Invesco Golden Dragon China

iShares MSCI China

Roundhill China Dragons ETF

KraneShares 2x Long BABA Daily ETF

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NetEase

159306

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CARU

CARZ

515030

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Hyundai Motor President Sung Kim has urged South Korea to pass a $350 billion U.S. investment package quickly, warning that the Trump administration may escalate tariff pressures on the auto sector despite a recent Supreme Court ruling. Hyundai and Kia suffered a $5 billion financial hit from tariffs last year, and Kim cautioned that increased tariffs could weaken the competitiveness of Korean companies amid industry transitions. The Korean government plans to adhere to the trade deal, but concerns remain about potential sector-specific tariffs.

- Hyundai Motor President Sung Kim urged South Korea to quickly pass legislation for a $350 billion U.S. investment package to mitigate tariff pressures from the Trump administration.  
- Hyundai and Kia experienced a financial hit of approximately $5 billion due to tariffs last year, and increasing tariffs could further weaken their competitiveness in the U.S. market.  
- The South Korean auto industry is in crisis amid potential sector-specific tariffs, emphasizing the urgent need for legislative action to adhere to the trade deal with the U.S.

Reuters

Ping An CSI Auto Components Thematic ETF

HFT CSI Auto Components Thematic ETF

Guotai CSI 800 Automobile and Parts ETF

Max Auto Industry 3X Leveraged ETN

First Trust S-Network Future Vehicles & Tech ETF

ZHENGTONGAUTO

Hua Xia CSI New Energy Vehicles ETF

ChinaAMC CSI Hong Kong Connect Automobile Industry Thematic ETF

Hwabao WP CSI Intelligent Electric Vehicle ETF

Global X Autonomous & Electric V

ChinaAMC CSI Auto Components Thematic ETF

E Fund CSI Auto Components Thematic ETF

Li Auto

LEAPMOTOR

South Korea's Hyundai Motor warns US tariff pressure may intensify despite Supreme Court ruling

Li Auto has joined the China Chamber of Commerce to the EU (CCCEU) as a full member, participating in its automotive working group. This move aligns with Li Auto's strategy to expand in Europe, following the establishment of its R&D center in Munich. The CCCEU recently played a key role in resolving the China-EU EV tariff dispute, emphasizing the competitive edge of Chinese EVs. Li Auto aims to strengthen its international presence, having opened its first overseas retail center in Uzbekistan and planning further expansions into Egypt, Kazakhstan, and Azerbaijan.

- Li Auto has joined the China Chamber of Commerce to the EU (CCCEU) as a full member, aiming to strengthen its influence in Europe.  
- This membership aligns with its European strategy, including the establishment of an R&D center in Munich and participation in the automotive working group amid a soft resolution of the China-EU EV tariff dispute.  
- The CCCEU represents over 100 members, and while Li Auto has shown strong domestic growth, its European market entry remains pending.

CnEVPost

Li Auto joins EU lobbying body, betting on European market expansion

The powerful IONIQ 5 N is equipped with an impressive 641 horsepower and features enhanced suspension and cooling systems for optimal track performance. The N Active Sound+ and N e-Shift technologies offer a unique and immersive driving experience not found in other electric vehicles. In 2026, the IONIQ 5 N will come with a new NACS port, making charging even more convenient. Hyundai's IONIQ model continues to push the boundaries of electric vehicle technology.

Unusual Whales

Hyundai IONIQ 5 N named Best Performance EV - up to 641 horsepower, track-ready, new NACS port for easier charging.

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As the Spring Festival holiday approaches, the car rental market is heating up, especially with a 600% year-on-year increase in bookings for new energy vehicles. Family travel and the demand for returning home have driven the choice of self-driving trips, resulting in significant growth in both rental orders and user scale. Consumers are more inclined to choose intelligent and environmentally friendly new energy vehicles, reflecting the market's preference for eco-friendly travel

SAIC Motor

BYD Company Limited

Guotai CSI New Energy Vehicles ETF

NIO Inc

Tesla

GAC GROUP

NIO-SW

BAIC BluePark

BYD COMPANY

BYD Company

CHANGAN AUTOMOBILE

GAC Group

Car rental has become popular, with a 600% surge in bookings for new energy vehicle rentals

MOTO

Li Auto's autonomous driving architect Lang Xianpeng is set to leave after a brief role leading the company's humanoid robot unit, which he transitioned to two weeks ago. His departure is seen as a loss for the company, as he was instrumental in advancing Li Auto's smart driving capabilities. Zhan Yifei, a senior expert in autonomous driving algorithms, will take over the humanoid robot unit. Lang's future plans remain undisclosed, and he has a history of significant contributions to Li Auto's autonomous driving division since joining in 2018.

- Li Auto's autonomous driving architect Lang Xianpeng will depart following a brief role leading the newly established humanoid robot unit.  
- He was instrumental in advancing Li Auto’s capabilities in smart driving, spearheading significant projects that transitioned the company to in-house development of autonomous technologies.  
- Zhan Yifei will now head the humanoid robot unit, marking a pivotal change as Lang's departure poses a loss for the company's autonomous driving division.

SmartETFs Smart Transportation & Tech ETF

Li Auto's self-driving head to leave after brief role in humanoid robot effort, report says

Li Auto's legal department collaborated with public security authorities and the market supervision administration to successfully dismantle a base for counterfeit Li Auto brand charging piles, seizing infringing products and counterfeit trademark labels. The individuals involved operated four online stores, selling counterfeit products totaling over 100,000 RMB, and are suspected of criminal offenses. The case is currently under investigation

AASTOCKS

Li Auto, in conjunction with the public security, dismantled a counterfeit company's charging pile base

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Goldman Sachs released a research report listing investment ratings and target prices for mainland automotive OEMs and suppliers. Companies such as BYD, Li Auto, XPeng, and FUYAO GLASS were all given a "Buy" rating, but target prices were adjusted downward. Specifically, BYD's target price was lowered from RMB 144 to RMB 137, Li Auto's target price was reduced from USD 27 to USD 24, XPeng's target price was decreased from USD 25 to USD 22, and FUYAO GLASS's target price was cut from RMB 77 to RMB 73

Guotai CSI Mainland transport theme ETF

FUYAO GLASS

FYG;FUYAO GLASS

ChinaAMC CSI All Share Transportation ETF

Goldman Sachs' Investment Ratings and Target Prices for Mainland Automobile OEMs and Suppliers (Table)

- Li Auto is set to launch its new flagship L9 model in Q2 2026, introducing a high-end version, L9Livis, priced at 559,800 yuan.  
- The new L9 aims to redefine user experience through advanced features, including an AI-driven "embodied intelligent" system and improvements in handling and battery performance.  
- With increasing competition in the large SUV segment, Li Auto seeks to regain market share and achieve sales targets by focusing on its strengths in extended-range vehicles.

Li Xiang hopes to win again

The Nasdaq Golden Dragon China Index preliminarily rose by 0.2%. Among popular Chinese concept stocks, Century Internet and Daqo Energy both rose by 5.8%, CSI Solar rose by 5.7%, and Atour rose by 5.6%. In contrast, Bilibili fell by 2.4%, Nio and Li Auto both fell by 3.1%, and New Oriental EDU & Tech fell by 4.4%

New Oriental EDU & Tech

Li Auto (LI) stock fell over 3% after JPMorgan downgraded it to Sell, citing a lack of new models amid fierce competition in the Chinese EV market. Analyst Nick Lai lowered the price target from $18 to $14 and projected a 10% sales decline to 366,000 units. He also downgraded Nio and XPeng, adjusting their price targets but maintaining Buy ratings, anticipating losses for both in 2026. Wall Street remains cautious on Li Auto while being optimistic about Nio and XPeng's growth potential.

- Li Auto's stock fell over 3% after JPMorgan downgraded it to Sell, citing a lack of new models and intense competition in the Chinese EV market.  
- Analyst Nick Lai expects Li Auto's sales to decline by about 10% this year, anticipating a possible loss due to price cuts and increased costs, while lowering Nio and XPeng's targets but keeping them rated as Buy.  
- Wall Street remains cautiously optimistic on Nio and XPeng, seeing greater potential in XPeng compared to Li Auto, which is viewed less favorably.

Tip Ranks

Li Auto Stock (LI) Falls as JPMorgan Turns Bearish, Cites 'Lack of Major New Models'

UBS released a research report, stating that Li Auto's current valuation is attractive, with the trading price being below 95% of the time since its listing, and net cash accounting for about two-thirds of its market value. The flagship SUV L9 is set to be relaunched in the second quarter, which is expected to drive growth. Despite facing challenges from rising costs, UBS believes the company is resilient and reiterates a "Buy" rating with a target price of $30

UBS: Li Auto L9 refresh imminent catalyzes revaluation, reiterates "Buy"

Today’s Key News Recap

Feb 6 | Dolphin Research focus: 🐬 Stock 1, $BABA-W(09988.HK) Alibaba's Qwen app launched a 'Spring Festival RMB 3bn free-order' campaign today. The first wave centers on AI one-line prompts to order milk tea for free.Notably, WeChat further blocked today the promo passwords for red-envelope campaigns run by both Alibaba Qwen and Tencent Yuanbao. As a result, those keywords can no longer be copied or recognized in private or group chats.The move aims to protect WeChat's platform ecosystem and curb over-marketing that disrupts user experience. It also helps defend its social-traffic moat...

TENCENT

TENCENT-R

BABA-W

BABA-WR

Alibaba

Amazon

Roblox

DingDong

NIO Inc. USD OV

Alibaba HK SDR 5to1

MEITUAN

MEITUAN-WR

Tencent HK SDR 10to1

Meituan HK SDR 5to1

Meituan

Alibaba Qwen's Lunar New Year free-order promo was blocked by WeChat; Nio surged after its first-ever quarterly profit | Daily News Recap

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$LI AUTO-W(02015.HK) A total of 30,000 shares, all cleared. Tired. The car is good, but Li Xiang, his brain is broken. Goodbye;

$LI AUTO-W(02015.HK)Li Auto's cars are not bad, but currently Li Xiang seems to have some issues. Planning to liquidate and cut losses on Li Auto, freeing up funds to fully invest in $Recursion Pharmaceuticals(RXRX.US) Execution planned for next week

Recursion Pharmaceuticals

0119 | Dolphin Research Watchlist: 🐬 Macro/Industry1) Per the National Bureau of Statistics, 2025 GDP was RMB 140.2tn, up 5.0% YoY in real terms, meeting the full-year target. Q4 growth eased, but the Dec PMI returned to expansion, pointing to improving production sentiment. Infra investment and net exports provided the key support, while consumption and property remained weak.2) Trump, seeking to 'buy Greenland', announced tariffs on eight European countries. The move targets Denmark, Germany and others...

Bio-Techne

Micron Tech

China GDP +5% for the year; TSLA AI5 chip design near completion | Daily News Recap

FSD, Musk is re-evaluating its valueElon just posted an X, the tweet was simple, but there's a lot to unpack behind it. 1. Financially, converting volatile hardware profits into stable, high-margin recurring revenue. Tesla is essentially an AI and robotics company, not a traditional manufacturer. A one-time purchase is a single transaction, while a subscription turns the vehicle into a terminal that continuously generates cash flow. A one-time purchase creates a psychological account where the value of FSD is fixed. Ending one-time purchases means no longer treating FSD as an &#34;accessory&#34; but defining it as a &#34;utility service&#34; or &#34;operating system license.&#34; 2. Lowering the barrier to accelerate the network effects of the &#34;data flywheel.&#34; The key to winning in autonomous driving isn’t the sophistication of the algorithm but the scale of training data. More subscribers → more miles driven → more edge-case data → stronger algorithms → attracting more subscribers. A single fatal edge case in autonomous driving could destroy a physical AI company. 3. Paving the way for Robotaxi. If cars can achieve true full self-driving, vehicle ownership will become less important—what matters is the car + FSD. Are taxis expensive, or are drivers expensive? If drivers are expensive, then FSD is expensive, meaning FSD brings you more income, making it more feasible to add your car to Robotaxi. More people using Robotaxi → owners/carmakers profit → more owners join → more FSD cars available → more people willing to hail Robotaxi.If you can buy it outright, just buy FSD!

SIASUN

XIAOMI-W

JPLIAUT@EP2610A(25126.HK)

South Korea's Hyundai Motor warns US tariff pressure may intensify despite Supreme Court ruling

Li Auto joins EU lobbying body, betting on European market expansion

Hyundai IONIQ 5 N named Best Performance EV - up to 641 horsepower, track-ready, new NACS port for easier charging.

Car rental has become popular, with a 600% surge in bookings for new energy vehicle rentals