<blockquote>
<ul>
<li>理想汽车在 2 月份交付了 26,421 辆汽车，尽管受到春节假期的影响，仍实现了同比增长 0.6%。</li>
<li>此前，理想汽车经历了连续八个月的交付同比下降。</li>
</ul>
</blockquote>
<p>理想汽车月度交付量</p>
<p>2024  2025  2026</p>
<p>理想汽车（NASDAQ: LI, HKG: 2015）在 2 月份交付的车辆数量几乎与去年同期持平，结束了近一年的同比下降，标志着其情况有所改善。</p>
<p>公司周日发布的数据表明，2 月份交付了 26,421 辆新车。受春节假期影响，2 月份后半月的交付量较上月下降 4.5%，但同比小幅增长 0.6%。</p>
<p>值得注意的是，理想汽车结束了连续八个月的同比交付下降，显示出销售势头的改善。</p>
<p>加入我们，关注 Telegram 或 Google News</p>
<p>2026 年春节假期在 2 月 15 日至 23 日之间，负面影响了工业生产和交付，而去年的假期主要发生在 1 月份。</p>
<p>截至 2 月底，公司累计历史交付量达到 1,594,304 辆。</p>
<p>理想汽车目前正处于关键的战略调整阶段，面临电池电动汽车（BEV）转型的重大挑战。</p>
<p>公司将于 3 月 12 日发布第四季度和全年财务业绩。市场关注其能否克服连续九个月的疲软销售和第三季度的亏损。</p>
<p>理想汽车的增程电动汽车（EREV）车型是其业务的基础，面临激烈的竞争。竞争对手通过积极配备更大电池组，缩小了与纯电动汽车的体验差距。</p>
<p>与此同时，备受期待的 i 系列电池电动汽车（BEV）车型近期表现疲软。由于核心组件的生产能力受限，理想汽车在 1 月份被迫推迟了一些 Li i6 车型的交付。</p>
<p>面对市场份额的侵蚀，理想汽车将在第二季度推出更新版的 Li L9 旗舰 SUV。其终极版 L9 Livis 也将首发，旨在重新夺回 EREV 市场的主导地位。</p>
<p>理想汽车今天表示，新车型的使命是开创具身智能时代的旗舰 SUV。公司设想该车辆能够主动学习人类规则，成为智能服务伙伴。</p>
<p>在基础设施方面，理想汽车目前运营 4,054 个超级充电站。这些设施在春节出行高峰期间提供了超过 145 万次充电服务。</p>
<p><img src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2026/02/2026022710112613-768x432.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="768" height="432" original-src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2026/02/2026022710112613-768x432.jpg"/></p>
<p>理想汽车推出门店经理利润分享计划以振兴销售</p>
<p>理想汽车推出了一项门店利润分享计划，以激励销售网点经理，并应对日益激烈的国内市场竞争。</p>

理想汽车

理想汽车-W

华宝智能电动汽车ETF

华夏中证新能源汽车ETF

国泰中证800汽车与零部件ETF

<p>理想汽车在二月份交付了 26,421 辆汽车，同比增长 0.6%，结束了连续八个月的交付下滑。尽管由于春节假期导致环比下降 4.5%，该公司报告的累计交付量为 1,594,304 辆。理想汽车在电池电动汽车转型方面面临挑战，并将在 3 月 12 日发布财务业绩。为了促进销售，公司推出了店经理的利润分享计划，并计划在第二季度推出更新型号，包括理想 L9 旗舰 SUV</p>

<blockquote>
<ul>
<li>Li Auto delivered 26,421 vehicles in February, marking a 0.6% year-on-year increase despite the impact of the Spring Festival holiday.</li>
<li>Previously, Li Auto had experienced eight consecutive months of year-on-year declines in deliveries.</li>
</ul>
</blockquote>
<div class="lb-trans"><blockquote>
<ul>
<li>理想汽车在 2 月份交付了 26,421 辆汽车，尽管受到春节假期的影响，仍实现了同比增长 0.6%。</li>
<li>此前，理想汽车经历了连续八个月的交付同比下降。</li>
</ul>
</blockquote>
</div><p>Li Auto monthly deliveries</p>
<div class="lb-trans"><p>理想汽车月度交付量</p>
</div><p>2024  2025  2026</p>
<div class="lb-trans"><p>2024  2025  2026</p>
</div><p>Li Auto (NASDAQ: LI, HKG: 2015) delivered nearly the same number of vehicles in February as it did a year earlier, ending nearly a year of year-on-year declines and signaling an improvement in its situation.</p>
<div class="lb-trans"><p>理想汽车（NASDAQ: LI, HKG: 2015）在 2 月份交付的车辆数量几乎与去年同期持平，结束了近一年的同比下降，标志着其情况有所改善。</p>
</div><p>Data released by the company on Sunday showed it delivered 26,421 new vehicles in February. Affected by the Spring Festival holiday in the latter half of February, this figure represents a 4.5% month-on-month decline but a slight 0.6% year-on-year increase.</p>
<div class="lb-trans"><p>公司周日发布的数据表明，2 月份交付了 26,421 辆新车。受春节假期影响，2 月份后半月的交付量较上月下降 4.5%，但同比小幅增长 0.6%。</p>
</div><p>Notably, Li Auto ended eight consecutive months of year-on-year delivery declines, signaling improved sales momentum.</p>
<div class="lb-trans"><p>值得注意的是，理想汽车结束了连续八个月的同比交付下降，显示出销售势头的改善。</p>
</div><p>Join us on  Telegram  or  Google News</p>
<div class="lb-trans"><p>加入我们，关注 Telegram 或 Google News</p>
</div><p>The 2026 Spring Festival holiday fell between February 15 and 23, negatively impacting industrial production and deliveries, whereas last year's holiday primarily occurred in January.</p>
<div class="lb-trans"><p>2026 年春节假期在 2 月 15 日至 23 日之间，负面影响了工业生产和交付，而去年的假期主要发生在 1 月份。</p>
</div><p>By the end of February, the company's cumulative historical deliveries reached 1,594,304 units.</p>
<div class="lb-trans"><p>截至 2 月底，公司累计历史交付量达到 1,594,304 辆。</p>
</div><p>Li Auto is currently navigating a critical strategic adjustment phase, facing significant setbacks in its battery electric vehicle (BEV) transition.</p>
<div class="lb-trans"><p>理想汽车目前正处于关键的战略调整阶段，面临电池电动汽车（BEV）转型的重大挑战。</p>
</div><p>The company will release its fourth-quarter and full-year financial results on March 12. Market attention is focused on whether it can overcome nine consecutive months of weak sales and third-quarter losses.</p>
<div class="lb-trans"><p>公司将于 3 月 12 日发布第四季度和全年财务业绩。市场关注其能否克服连续九个月的疲软销售和第三季度的亏损。</p>
</div><p>Li Auto's extended-range electric vehicle (EREV) models, the foundation of its business, face intense competition. Rivals are narrowing the experience gap with pure electric vehicles by aggressively equipping larger battery packs.</p>
<div class="lb-trans"><p>理想汽车的增程电动汽车（EREV）车型是其业务的基础，面临激烈的竞争。竞争对手通过积极配备更大电池组，缩小了与纯电动汽车的体验差距。</p>
</div><p>Meanwhile, the highly anticipated i-series battery electric vehicle (BEV) models have recently shown weak performance. Due to constrained production capacity for core components, Li Auto was forced to delay deliveries of some Li i6 models in January.</p>
<div class="lb-trans"><p>与此同时，备受期待的 i 系列电池电动汽车（BEV）车型近期表现疲软。由于核心组件的生产能力受限，理想汽车在 1 月份被迫推迟了一些 Li i6 车型的交付。</p>
</div><p>Facing market share erosion, Li Auto will launch the updated Li L9 flagship SUV in the second quarter. Its ultimate version, the L9 Livis, will also debut, aiming to reclaim dominance in the EREV segment.</p>
<div class="lb-trans"><p>面对市场份额的侵蚀，理想汽车将在第二季度推出更新版的 Li L9 旗舰 SUV。其终极版 L9 Livis 也将首发，旨在重新夺回 EREV 市场的主导地位。</p>
</div><p>Li Auto said today that the new model's mission is to pioneer the flagship SUV for the era of embodied intelligence. The company envisions the vehicle proactively learning human rules to become intelligent service partners.</p>
<div class="lb-trans"><p>理想汽车今天表示，新车型的使命是开创具身智能时代的旗舰 SUV。公司设想该车辆能够主动学习人类规则，成为智能服务伙伴。</p>
</div><p>Regarding infrastructure, Li Auto currently operates 4,054 supercharging stations. These facilities provided over 1.45 million charging sessions during the congested Spring Festival travel period.</p>
<div class="lb-trans"><p>在基础设施方面，理想汽车目前运营 4,054 个超级充电站。这些设施在春节出行高峰期间提供了超过 145 万次充电服务。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2026/02/2026022710112613-768x432.jpg" alt="" original-src="https://cdn.cnevpost.com/wp-content/uploads/2026/02/2026022710112613-768x432.jpg"/></p>
<p>Li Auto rolls out profit-sharing for store managers to revive sales</p>
<div class="lb-trans"><p>理想汽车推出门店经理利润分享计划以振兴销售</p>
</div><p>Li Auto has introduced a store profit-sharing program to incentivize sales outlet managers and address intensifying domestic market competition.</p>
<div class="lb-trans"><p>理想汽车推出了一项门店利润分享计划，以激励销售网点经理，并应对日益激烈的国内市场竞争。</p>
</div>

Li Auto snaps 8-month sales decline as Feb deliveries hold steady despite holiday

- 理想汽车 2 月交付 26,421 辆，年同比微增 0.6%，打破连续下降趋势。
- 春节假期对交付造成影响，2 月环比下降 4.5%。
- 公司将于 3 月 12 日发布财报，关注是否能逆转销量下滑。

尽管受到假期的影响，理想汽车 2 月份的交付量保持稳定，从而扭转了长达 8 个月的销售下滑趋势