AutoBeta(AutoBeta.net)10/13 Report--

According to data from the Federation of passengers, retail sales of passenger cars in September 2021 were 1.582 million, down 17.3 percent from the same period last year, of which the retail volume of new energy passenger vehicles was 334000, up 202.1 percent from the same period last year and 33.2 percent from the previous month.

New energy vehicles are growing against the market, and a number of car companies have sold more than 10,000 cars. It is understood that car companies that sold more than 10,000 new energy vehicles wholesale in September include BYD, Tesla China, SAIC General Motors Wuling, SAIC passenger cars, Guangzhou Automobile Eian, Great Wall Motor, Lulai Motor, and Xiaopeng Motor. Among them, BYD, Tesla, Lulai, Xiaopeng and other car companies are outstanding.

According to FIFA data, Tesla's wholesale sales in China in September 2021 were 56006 (including exports of 3853), which means Tesla's retail sales in China reached 53153 in September, an increase of more than 300% compared with the same month and the previous month. It is worth mentioning that Tesla China's performance in the past two months is not good. Tesla sold 32968 vehicles in China in July, including 24347 for exports and 8621 for domestic sales, according to the Federation of passengers. Tesla sold 44264 cars in China in August, including 31379 for exports and 12885 for domestic sales. It is not difficult to see from the data that in July and August, Tesla exported most of his products overseas, leaving only a small portion of his products for domestic sales, but in September, Tesla exported only 3853 vehicles overseas, while 5Jing 3153 vehicles were supplied to domestic consumers.

Why did this happen? In fact, Tesla has two major vehicle manufacturing plants in the world, one is located in Texas in the United States, and the other is located in Shanghai, China. Both the United States and China are Tesla's main markets, but Tesla's products will also be sold to Germany, Canada, Japan and many other companies, and a large part of the task of exporting to overseas markets will be given to the Shanghai factory. Therefore, there is a saying in the industry that most of Tesla's products will be sold overseas in the first two months of each quarter, and the domestic market will only be sold in the third month. Although this statement has not been officially confirmed by Tesla, this is indeed the case according to Tesla's data. In addition, it is precisely because of hot sales in overseas markets that Tesla's factory in Berlin, Germany plans to start production by the end of the year.

Judging from the data, Tesla's retail volume in China in September was 53153, of which 19120 were for Model 3 and 33033 for Model Y, especially Model Y, which has surpassed Model 3 to become Tesla's main selling product. According to the list of new energy vehicles released by the Federation, Hongguang MINIEV sold 35169 vehicles, while Model Y and Model 3 ranked second and third only to Hongguang MINIEV. Earlier, a Beijing Tesla owner said on the social platform that "after arriving at the DMV, I found that the scene was full of Tesla models that had come to be licensed, and I was very much looking forward to the travel moment to accompany Tesla in the future." Another Beijing owner recorded the license plate through VLOG. He arrived at the DMV before 08:30, but still found dozens of cars in line in front, and almost all of them were Tesla Model Y. he couldn't help sighing: "Model Y sales are simply so hot."

According to the overall data, Tesla's cumulative sales in China in the third quarter were 133238 vehicles, compared with 294981 in the first three quarters. According to global data released by Tesla, 241300 electric vehicles were delivered worldwide in the third quarter, with a total of 627427 electric vehicles delivered in the first three quarters. As a result, the Chinese market accounted for 55.22% of Tesla's total global sales in the third quarter and 47.01% in the first three quarters. In other words, the Chinese market has become Tesla's largest market in the third quarter, while the first three quarters are only one step away from becoming the first market. To this end, Tesla CEO Musk also praised the Shanghai factory at the shareholders' meeting, saying that "the Shanghai Super Factory has done a great job with amazing vehicle quality and operational efficiency."

It is worth mentioning that in the context of global auto companies experiencing chip shortage, Tesla sales far from obvious malaise, but to achieve skyrocketing. As sales soared again, Tesla shares also broke through the historical barrier. When American stocks closed on Oct. 12, Tesla rose 1.74% to close at $805.72, with a total market capitalization of $807.1 billion. However, Musk also admitted that the main reason hindering Tesla's sales growth is the shortage of chips and poor shipping. Based on this, Tesla has made many price adjustments in the American market, but due to the improvement of localization, the frequency of price adjustment of Tesla models in China is not high.

What is Tesla's sales limit? Musk said the goal is to achieve annual sales of 20 million vehicles by 2030. When asked whether this goal could be achieved, Liu Yang, head of product communication for Tesla in China, replied, "I think we can use the words of Hu Shi, the former president of Peking University, that success does not have to be on me, and my skills must not be donated."

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