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Due to the rising market demand for new energy vehicles, the expected domestic Tesla Model 3 should have maintained a strong advantage in January this year, but according to the latest sales data, Tesla plunged 35% month-on-month in January. According to outside speculation, we finally found the reason.

According to the latest data from the Federation of passengers, Tesla sold 15484 vehicles in China in January 2021. Although the total number of domestic models reached 461.4% year on year, it plummeted 35% from 23804 in December, an overall decrease of 8320 vehicles, and Model 3 sales fell 42% to 13843 vehicles.

Prior to this, Tesla also launched a new model of the domestic Model 3, in which the price of the upgraded version of the standard rear wheel drive remains at 249900 yuan. In addition to the details, the mileage has also been slightly improved. At the same time, the price of Performance high-performance all-wheel drive version has also been reduced by 79900 yuan to 339900 yuan, which should promote higher sales of Tesla's domestic models, but this is not the case from the above performance.

In contrast, in January 2021, domestic wholesale sales of new energy passenger vehicles reached 168000, an increase of 290.6% over the same period last year, down 20.5% from December. Thus it can be seen that the month-on-month decline of Tesla is higher than that of the market, which to a certain extent reflects the slowdown of Tesla brand growth in China.

In this regard, the outside world has spread that "Tesla's sales in China have plummeted and can no longer be sold." In view of this, there are industry analysts who do not have a comprehensive understanding of Tesla's market performance. In fact, the decline in Tesla's sales in January was mainly affected by legal holidays such as New Year's Day. Fine-tuning of data such as turnover and profit is a common phenomenon in the industry. This kind of situation also occurs in other car companies, not Tesla. Another reason is that Tesla increased the export volume of European models in January, while the Chinese market is still hot, or even waiting for cars.

According to Tesla's official website, the delivery cycle of domestic Model 3 has been extended from the previous 2-3 weeks to 3-5 weeks, which means that domestic Model 3 is still popular and in short supply, but the specific reason is unknown whether it is at home or abroad. According to the analysis of some people in the industry, the export volume of new cars at Tesla Shanghai Super Factory exceeded 10,000 in January this year, which is also an important reason for the decline in January sales. It can be seen that Tesla Shanghai Super Factory gives priority to exporting Tesla models to ensure that consumers in overseas markets have cars to hand in. If the export volume is transferred to the domestic market, it is obvious that the sales volume remains above 20, 000.

It is understood that Tesla chose exports to expand exports in the European market because sales in the European market increased more rapidly, but because Tesla's factory in Europe is still under construction, it can only be exported through China and the United States.

Undeniably, Tesla was reported earlier that due to the sharp price reduction of the second domestic model, there may be diversion to Tesla Model 3, and it has been exposed one after another that quality problems, reduced distribution problems, and even the frequent quality problems of Tesla were interviewed by five departments and other factors have a certain impact on Tesla sales, but these effects are still less than consumers' favor for the Tesla brand. Therefore, it is believed that with the gradual opening up of the production of Model Y models, it will work with Model 3 to boost Tesla's sales in China. According to previous news, it was reported that within a few days after Tesla went on the market, orders had reached 100000, making it one of the records in China's automobile history.

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