On February 14, the Association officially released the January 2022 National Passenger Car Market Analysis Report. According to the content, Tesla China's wholesale sales reached 59,845 units in january just this past year, an increase of 286.5% year-on-year; of which the export volume was 40,499 vehicles. For comparison, Tesla China's wholesale sales in January 2021 were 15,484 units.
As of now, Tesla's China gigafactory in Shanghai only produces tesla Model 3 and Model Y models, and before Tesla's Berlin factory officially obtained production licenses, the Shanghai factory was responsible for supplying the European automotive market.
As a hot new energy brand in China, Tesla China has delivered (including exports) up to 484,130 vehicles in 2021, accounting for more than half of Tesla's global car deliveries. In the Chinese market, Tesla Model 3 in last year's cumulative sales of 150890 vehicles, an increase of 9.8% year-on-year; while the performance of the domestic Tesla Model Y is even better, this medium-sized SUV that was officially launched in January 2021, handed over the "report card" of 169853 vehicles in the first year, and successfully won the sales championship of the domestic high-end SUV in 2021.
From the information displayed on Tesla's official website, Tesla Model 3 and Model Y still have great pressure on delivery, and the expected delivery cycle of both models is 12 weeks to 16 weeks, that is, consumers need to wait at least 3 months to pick up the car after booking.
With the surge in overall sales, news that Tesla China will build a second factory has also continued to come out. A few days ago, there was network news that Tesla's second factory in China will be located in Shenyang, Liaoning, but officials quickly said that the news was untrue. From the current situation, Tesla China's shanghai factory alone is difficult to meet the needs of the market, so it is reasonable to build a new factory.