Deutsche Bank Forecasts Li Auto Sales Following Li L8 Upgrade

Key Facts

Amid intensifying competition in the Chinese EV market, Li Auto is pivoting its strategy to maintain market share through key product refreshes. According to reports from Deutsche Bank, the upgraded Li L8 SUV is expected to achieve average monthly sales of approximately 5,000 units. This forecast follows the company's implementation of aggressive pricing tactics designed to clear inventory and mitigate the impact of weakening demand for its flagship Li L9 model.

These projections arrive as the broader sector faces significant pricing pressure; for context, peer XPeng reported a 62.3% year-over-year revenue increase in Q1 per its latest earnings filing, highlighting the competitive hurdle for Li Auto. Market data indicates that while Li Auto previously prioritized higher margins, the current shift toward mid-range models like the L8 reflects a necessary adjustment to capture a broader consumer base as high-end demand softens.

In the markets, Li Auto (2015.HK) stood at 52.00 at close June 18, 2026, fluctuating between a high of 53.90 and a low of 51.75 during the session per market data. Traders should watch for upcoming monthly delivery reports as a primary catalyst, especially following the Fed's decision on June 17 to hold interest rates at 3.75%, which continues to influence global risk appetite for dual-listed Chinese growth stocks.