XPeng's July deliveries surged 229% to 36,717 units, while Xiaomi crossed 30,000 for the first time, fueled by demand for SU7 and new YU7. Price cuts undercut Tesla models, intensifying China's EV price war. Li Auto and Nio July sales are due next. Sentiment is bullish on XPeng and Nio, bearish on Xiaomi, and neutral on Li Auto.