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Today, according to Tesla's official news, Tesla's new car sales in September were 56006, up 27% from the previous month and 394% from the same period last year. Among them, the number of new cars delivered in China was 52153. Specifically, Tesla's domestic sales in September, Model Y sold a total of 33033, Tesla is currently the best-selling model in the country.

On July 8th, Tesla launched the Model Y standard continued model online, and the price of the new car is 276000 yuan after subsidy. Compared with the long-term service, the price of the standard continued version is 70, 000 lower, and many car owners have changed their orders due to the listing of Tesla products with lower prices. In addition to the listing of the domestic standard Model Y, Tesla also reduced the price of the domestic standard Model 3 by 15000 yuan to 235900 yuan on July 30. The domestic standard Model Y is expected to start delivery in August, and the domestic standard Model 3 is expected to have a delivery period of 4-6 weeks. In other words, due to the launch and price reduction of new products, Tesla must have a large number of orders, and all his sales must be released in August and September.

According to earlier data, Tesla's wholesale sales in China in July 2021 were 32968 (including exports of 24347). Excluding exports, Tesla's retail sales in China in July were only 8621, of which 6477 for Model 3 and 2144 for Model Y. In response to this situation, Tesla CEO Musk also responded on Weibo: "the new cars produced by Tesla in the first half of this quarter are mainly for export, while more in the second half will be put into the local market." Tesla's Shanghai factory sold 44264 cars in August, including 31379 for export. Tesla sold 12885 vehicles in China in August, up 49.5% from July. At Tesla's annual shareholders' meeting on October 7th, Tesla CEO Musk said he was confident he could maintain a delivery growth rate of at least 50 per cent. The goal is to achieve annual sales of 20 million vehicles by 2030, with more than 100000 employees worldwide.

Judging from Tesla Model Y9 domestic sales of 33033 vehicles, Model Y may be just the beginning. If Tesla wants to continue to expand the sales of electric cars, he must occupy a large share of the mass market, which sells for less than 200000 yuan. With the passage of time, Tesla models may also cover the car market segment. In addition, from the perspective of market development, although Tesla's domestic sales rose 394% in September, from the domestic new energy vehicle market, Tesla's competitive pressure is not small. In September's new energy vehicle sales list, BYD sold 70432 new energy vehicles in September, while SAIC GM Wuling sold 38850 vehicles, ranking third behind Tesla with a gap of 17156 vehicles. Under the pressure of BYD and SAIC GM Wuling, Tesla, once known as the "price butcher", can only accelerate cost reduction. Musk revealed at a company meeting that Tesla plans to release a new electric vehicle priced at $25000 (about 160000 yuan) in 2023, according to foreign media Electrek. It said the model would be manufactured at a plant in Shanghai, China, and exported to the world. If Tesla's models and prices continue to sink, it will also bring great pressure on electric vehicles around the world.

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