. In this comment, aside from references to EV sales standings for the year to date, José discusses Tesla’s dropping Model 3 sales in China.
José also noted that Tesla had 10% of Chinese plugin vehicle sales in the first 8 months of 2021 but 7% of Chinese plugin vehicle sales in the first 8 months of 2022. The longest wait times for its models are the Model Y AWD Long Range and Model Y Performance, each with an estimated delivery ranging from 1 to 10 weeks — down from as much as 14 weeks earlier this week.
, and bulls are likely to debate that the drop represents this production increase and not a drop in demand — especially with Tesla’s impressive August delivery numbers. Additionally, Tesla’s Giga Shanghai became less strained with the ramp-up of production at Gigafactory Berlin-Brandenburg, since that factory can now accommodate European orders.
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