Li Auto (HKEX:2015) saw June deliveries fall 15% to 30,895 amid softer domestic EV demand, yet shares rose ~3.4% as the company rolls out the new Li L8 flagship SUV in July and reshuffles R&D—moving EV product teams under Liu Liguo and assisted‑driving work into Zhan Kun’s foundation model unit.
Previous Week Recap
- Li Auto June Deliveries Drop 15%: Li Auto (2015) delivered 30,895 vehicles in June, down 15% year‑over‑year. Company cited softer domestic EV demand. Shares rose about 3.4% the following trading day.
- Li L8 Flagship SUV Unveiled: Li Auto began unveiling the all-new Li L8 five-seat flagship SUV on June 23; rollout starts in July as the company aims to boost slowing monthly deliveries.
- EV R&D Reorganization Announced: Li Auto moved EV product-definition teams to vehicle R&D under Liu Liguo and merged assisted-driving terminal product team into the foundation model R&D led by Zhan Kun; change announced internally.
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