(Graphic by CnEVPost)

US-listed Chinese electric vehicle trio - Nio, Xpeng Motors, and Li Auto all recently posted much higher deliveries than a year ago, stoking investor excitement.

Li Pengcheng, vice president and general manager of brand PR for Xpeng, shared the three companies' delivery figures on Weibo on Monday, saying their combined deliveries exceeded 24,000, something one would not have dared to imagine three years ago.

It was only a matter of time before their monthly sales exceeded 10,000, and neither the Covid-19 nor the chip shortage could change that trend, Li said.

"The future is here because the minds of users are being changed, and even traditional car companies selling 200,000 a month can't ignore that," he said.

Li believes it's like the Chinese smartphone market of 2008-2010, where countless user habits were changed and new demand was stimulated.

"Sales figures are not the most important thing, what matters most is the growing number of people who understand the products," he said.

He believes that high-level autonomous driving will release users' energy and they will create new needs in the car. When in-car intelligence meets user needs well, non-smart cars are not far from being retired from the stage of history, he said.

Xpeng delivered a record 8,040 vehicles in July, its highest monthly delivery, up 228 percent year-over-year and up 22 percent from June.

The company's flagship sedan, the P7, delivered 6,054 units in July, its highest monthly delivery record since delivery, data released Monday showed.

Nio delivered 7,931 vehicles in July, up 124 percent from a year earlier and down about 2 percent from June.

"The floods in Germany this year affected the supply of air suspension dampers and therefore affected Nio's production capacity this month," local media cls.cn said Monday, citing Nio insiders.

Li Auto delivered 8,589 Li ONEs in July, the first time deliveries exceeded 8,000 units in a single month, up 251.3 percent year-on-year and up 11.4 percent from June.