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According to the Federation of passengers, sales of new energy vehicles in May 2021 were 185000, an increase of 177.2% over the same period last year and 17.4% month-on-month. The cumulative sales from January to May of 2021 were 776000, an increase of 235.7% over the same period last year.

The one that attracts the most attention among the new energy car companies is Tesla. According to the FIFA data, Tesla's wholesale sales in China in May 2021 were 33463, of which 11527 were exported, 21936 were retail in China, and the cumulative sales from January to May were 128588. In terms of models, domestic Model Y delivered from January 18 sold 12728 vehicles in May, doubling from 5407 in April. Domestic delivery of Model 3 was 9209, an increase of about 50 per cent from 6264 in April.

April was the month in which Tesla performed poorly since it was localized. According to the Federation of passengers, Tesla's wholesale sales in China were 35478 in March 2021 and 25845 in April 2021, down 27.2% from the previous month. At that time, some people in the industry believed that the sharp decline in Tesla's sales in China in April may have something to do with the recent negative public opinion of Tesla, but whether there is a correlation between the two needs to be verified by sales in May and June. According to the May data, Tesla's wholesale sales in China were 33463, up 29.47% from the previous month. Tesla's retail sales in China were 21936, up 88.0% from the previous month. Exports this month were 11527, down 18.7% from the previous month.

Here we need to pay attention to two concepts, one is wholesale sales, the other is retail volume. Wholesale sales refers to the total amount of goods supplied by automobile manufacturers to dealers in bulk, and retail sales refers to the total amount of cars sold by dealers. In contrast, retail sales data are more referential than wholesale sales and better reflect the performance of automotive products in the market. However, because Tesla uses a direct marketing approach, its wholesale sales include retail sales in China and overseas exports.

Tesla accidents have occurred frequently in the past month, whether it is Tesla's problem or the car owner's problem, it is impossible to come to a conclusion, but there is no doubt that frequent accidents do cause consumers to worry about Tesla's products. Due to the negative effects such as frequent accidents and protecting the rights of auto shows, Tesla encountered the biggest public opinion crisis in China. Earlier, foreign media reported that Tesla's car order in China fell from 18000 in April to 9800 in May, almost halving the order volume. However, judging from the latest data, far from a sharp decline in sales in China in May, Tesla achieved a substantial increase, and recalls, rights incidents, and car crashes do not seem to pose a threat to Tesla's market performance. Cui Dongshu, secretary general of the Federation of passengers, said that as a mode of order sales, Tesla's sales will not be negatively affected in the short term.

Learned from Tesla China's official website, the current delivery date of Model Y, Model 3 is 1-3 weeks, according to the previous delivery cycle is about 4-7 weeks. From this point of view, the current supply of Tesla factory is still very sufficient, of course, do not rule out the signal that the market demand is gradually weakening.

Although Tesla's sales in China increased sharply in May, whether he was influenced by public opinion or not was viewed conservatively. Some industry insiders believe that Tesla's sales in China may fluctuate in June. "the response cycle of order production is often longer, and the sales data will be delayed by a month or two." According to the data, Tesla's exports in China accounted for about 34 per cent of wholesale sales in May. Products produced by Tesla's Shanghai factory will be sold to Europe, Japan and other countries, and will be exported to Southeast Asia in the future. Industry insiders said that Tesla's overseas exports are constantly changing, and Tesla's sales structure may change. "the total amount of overseas exports may exceed domestic sales in the future." Tesla officials have also said that exports will also be a major sales growth point for Tesla.

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