tesla (tsla) sales and export in china are down, but factory upgrade is to blame

Tesla’s (TSLA) sales in China are down more than 60% month-to-month in July, but Gigafactory Shanghai’s planned upgrade is to blame.

After a tough Q2 in China due to the restrictions in the city of Shanghai forcing Tesla to shut down its factory, the automaker started to ramp production back up again with 78,906 vehicles and exported 968 in June 2022.

Today, the China Passenger Car Association (CPCA) released its July numbers and confirmed that Tesla sold 28,217 Chinese-made vehicles and exported 19,756 vehicles in July 2022.

Those numbers are down significantly month-to-month, but it is understandable considering Tesla had another shutdown at Gigafactory Shanghai in July – though this time it was planned.

At the end of July and through the first week of August, Tesla shut down its most productive factory in order to perform upgrades that it believes will increase capacity to about 21,000 vehicles per week or 1 million vehicles per year.

This factory upgrade is likely also going to affect Tesla’s results in August, but the automaker should be able to catch up going forward with the new capacity.

In recent years, Gigafactory Shanghai has become Tesla’s most productive factory, and the automaker turned it into its “export hub” – exporting many Model 3 and Model Y vehicles to European and Asia-Pacific markets.

But it also supplies the Chinese market with Tesla vehicles, and it remains the most important market for Tesla and other EV automakers.

China’s overall passenger car sales in July jumped 20.1% year-over-year to 1.84 million units, and electric vehicles accounted for an impressive 26.4% of the total sales. That number also includes plug-in hybrids.

BYD is leading the dance with a record 163,042 electric vehicles delivered in July, but more than half are plug-in hybrids.

When it comes to all-electric vehicles other than Tesla’s, Nio and Xpeng respectively delivered 10,052 and 11,524 units in the market in July.

Electrek’s Take

Based on the timing of the factory upgrade, I think August and September might not be the best months to look at since Tesla could still be ramping up the new capacity during that time.

But Q4 could be really interesting. I can see Tesla delivering 250,000 vehicles out of Gigafactory Shanghai alone in Q4.

Likely 150,000 from Fremont factory. That would already be a record of 400,000 units and then Gigafactory Berlin and Texas are hard to predict, but they would hopefully start to contribute significant outputs by then.


TECH NEWS RELATED

Jalan Raya Di Malaysia Ke-12 Terburuk Tidak Tepat – Kementerian Kerja Raya

Menurut kenyataan Kementerian Kerja Raya (KKR), laporan akhbar tempatan baru-baru ini yang menyatakan bahawa Malaysia ke-12 terbawah memiliki jalan raya yang paling buruk di dunia adalah tidak tepat. Laporan tersebut dipercayai telah diambil daripada laporan Worst and Best Roads – US and International Ranking yang dijalankan oleh sebuah firma pendidikan ...

View more: Jalan Raya Di Malaysia Ke-12 Terburuk Tidak Tepat – Kementerian Kerja Raya

Tumpahan Minyak Di Tapak Pembinaan Lebuhraya SUKE, Kos Cuci Dan Gilap Akan Ditanggung

Kecoh baru-baru ini apabila minyak tar daripada Lebuhraya Sungai Besi Ulu Klang (SUKE) yang masih dalam pembinaan telah meleleh dan menitik ke atas kereta orang awam yang menggunakan MRR2. Walaupun lebuh raya ini telah dibuka pada 16 September lalu, namun hanya fasa pertama sejauh 16.6 kilometer bermula dari persimpangan Cheras-Kajang ...

View more: Tumpahan Minyak Di Tapak Pembinaan Lebuhraya SUKE, Kos Cuci Dan Gilap Akan Ditanggung

2 Kali Gagal Ujian JPJ, Tunang Dedah Mahu Tinggalkan Lelaki Jika Gagal Lagi

Tidak dinafikan, kegagalan untuk lulus ujian JPJ ketika mengambil lesen memang memedihkan, namun ia tidaklah sedebar sepedih ditinggalkan oleh teman wanita hanya kerana tidak lulus ujian JPJ. Mereka yang pernah menduduki ujian lesen memandu pasti tahu bahawa ujian JPJ adalah sesuatu yang mendebarkan tidak kiralah bagaimana hebat sekalipun anda mengemudikan ...

View more: 2 Kali Gagal Ujian JPJ, Tunang Dedah Mahu Tinggalkan Lelaki Jika Gagal Lagi

Rare 1990 Nissan Pulsar GTI-R Nismo appears for auction

Photo / Supplied A rare 1990 Nissan Pulsar GTI-R, modified by Nissan Motorsports International (NISMO), has appeared for auction. The Pulsar GTI-R was developed as a road-going model, built and approved for WRC Group A competition. This specific car is number 13 of just 21 examples and was apparently ...

View more: Rare 1990 Nissan Pulsar GTI-R Nismo appears for auction

2022 Mazda CX-3 launched - New 1.5L and 2.0L variants, from RM108k

Buyers now have more options to choose from Bermaz Motor Sdn Bhd, the sole distributor of Mazda vehicles in Malaysia has updated the Mazda CX-3 compact SUV for 2022 with two new variants – the CX-3 Skyactiv-G 1.5L 2WD Core and CX-3 Skyactiv-G 2.0L 2WD Core. Priced at RM 107,870 ...

View more: 2022 Mazda CX-3 launched - New 1.5L and 2.0L variants, from RM108k

October 2022 COE Results 1st Bidding: All Categories See A Drop In Price Except For Cat D, Which Continues Its Rise

In the 1st COE bidding exercise for October 2022, Cat A closed at $80,501, Cat B at $95,856, Cat C at $65,991, Cat D at $11,751, and Cat E at $105,001. Cat A (Cars up to 1600CC & 97KW) received 724 bids and saw a $3,499 decrease from the ...

View more: October 2022 COE Results 1st Bidding: All Categories See A Drop In Price Except For Cat D, Which Continues Its Rise

Battery management: Vitesco Technologies advances key function of electric driving

Basis for further profitable growth in the e-mobility business: battery management orders worth more than 2 billion euros

View more: Battery management: Vitesco Technologies advances key function of electric driving

EU Parliament wants a charger every 60 kilometres

The EU Parliament’s Transport Committee has presented its proposals for accelerating the expansion of the charging and H2 refuelling infrastructure. In some cases, the committee’s demands go beyond the plans of the EU Commission. The proposals – or officially the draft for a regulation – are not yet legally ...

View more: EU Parliament wants a charger every 60 kilometres

Look out Tesla Model Y! Look who has turned up at Sydney Airport

Ford Needs ‘Insanely Great’ EVs Because People Don’t Care About Going Green

Opel Corsa vs Peugeot 208 vs Renault Clio: Which is the best value for money in 2022?

MG4 takes on Kia Niro EV in this week’s Auto Express

Suzuki Celerio GL

Pics: Installed the VW MIB-2 head unit in my VW Polo GTI

Porsche Configurator Now Allows You To Spec Your Car And Order It Online

Mahindra XUV300 Sportz Turbo 130 Hp – Gold Colour, Red Accents

Toyota, Honda and Nissan get Greenpeace thumbs-down for decarbonisation

Sales launch for the electrified GV70 in Europe

‘Another five years’ – Wolff hints at Hamilton’s F1 future

Tesla celebrates 10,000 Superchargers in Europe

OTHER TECH NEWS

Top Car News Car News