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Tesla sold 28217 cars in China in July, down 64.2 percent from 78906 in June, according to figures released by the Federation of crew members today. From the data, it is not difficult to see that Tesla's July sales in China halved.

The reason why Tesla halved in July may have something to do with the upgrading of the Shanghai factory. As early as June 23, the media revealed that Tesla Shanghai Super Factory had a holiday from July 1 to 4, due to a power outage in line with the plant's production increase and transformation. The vehicle production workshop of Tesla's Model 3 factory will also stop production from July 18, and workers will have a holiday of more than 15 days. The production workshop of Model Y will also transform the production line and increase production capacity in July. In addition, in November 2021, according to the official website of the environmental assessment of Shanghai construction projects, Tesla will "optimize" the production line of the second phase of the Shanghai Super Factory (Phase I). The production line of stamping, car body, painting and final assembly workshops will be transformed to increase production.

It is understood that the second phase of the production line of Model Y was completed on July 16, while the first phase of the production line of Model 3 began on July 17 and was completed on August 7. Tesla has said that the Shanghai Super Factory is currently one of the most efficient electric vehicle factories in the world, and its annual production capacity is expected to increase from 450000 to 750000 after this upgrade.

According to media reports, after the transformation of the production line of Tesla Shanghai Super Factory, Tesla Shanghai Super Factory will continue to adopt three-shift production mode, and the daily output of Model 3 will reach 1000-1200 vehicles. The Model Y production line, which completed the transformation, has climbed to 2000 vehicles per day in a week, and production will stabilize at about 2200 vehicles per day in August. If calculated according to the daily output after the completion of the transformation, the annual production capacity of the Shanghai super factory will also be greatly increased, or it may mean that the delivery of orders for vehicles will be faster and the waiting time for car owners will be shortened.

At present, according to Tesla, the waiting time for Model 3 is about 16-20 weeks, and it is expected that the waiting time for Model 3 may be reduced to 12-16 weeks after the completion of the production line transformation. The shortest Model Y model waits for delivery in 8-12 weeks, while the longest model waits in 20-24 weeks.

According to relevant data, Tesla Shanghai Factory, as one of Tesla's most important automobile production bases, mainly produces Model 3 and SUV Model Y cars. For the whole of 2021, Tesla Shanghai factory delivered 484000 vehicles, an increase of 235% over the same period last year, accounting for 51.7% of Tesla's total global delivery volume. In the Chinese market, there will be 169853 Model Y retail vehicles and 150890 Model 3 retail vehicles in 2021. Take Tesla's global delivery volume in 2021 as an example. Of its global delivery volume of 936000 vehicles in 2021, the Shanghai factory delivered 484000 vehicles, accounting for more than half of Tesla's global sales.

Some industry insiders pointed out that on the one hand, Tesla's sales decline in July was affected by the upgrading and transformation of Shanghai factories, on the other hand, under the background of the collective efforts of independent car companies, major car companies produced new products one after another, which also had an impact on the market segment occupied by Tesla to a certain extent. According to data released by the Federation of passengers, the domestic retail penetration rate of new energy vehicles was 26.7% in July, an increase of 11.9 percentage points compared with July 2021. Among them, in July, the penetration rate of new energy vehicles in independent brands, luxury cars and mainstream joint venture brands reached 51.7%, 8.7% and 4.9% respectively. Among them, the retail share of mainstream independent brands of new energy vehicles in July was 73%, up 9% from the same period last year, while the share of joint venture brand new energy vehicles was 6.5%, down 0.9% from the same period last year, and 16.5% from the same period last year. Tesla's share fell by 4.6%, 1.7% and 2.2% respectively.

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