The former leader of the Nio-Xpeng-Li trio $NIO Inc (NIO.US)$ has finally reclaimed its position as the leader. In August, Nio delivered 10,677 vehicles, Xpeng delivered 9,578 vehicles, and Li Auto delivered 4,571 vehicles. I really didn’t expect Li Auto's delivery figures to be so disappointing. Could it be that last month’s axle-related incident affected deliveries? In theory, it shouldn’t have, since last month’s deliveries should have been based on orders placed earlier. It’s likely that many users transferred their Li Auto One orders to the Li Auto L9 instead. Now that the Li Auto L9 has started deliveries, we’ll just have to wait until October to see the September delivery numbers. $NIO-SW (09866.HK)$ $XPENG-W (09868.HK)$ $LI AUTO-W (02015.HK)$