On May 10, the author learned from the "April 2022 National Passenger Car Market Analysis" released by the Association of Passenger Vehicles that Tesla China only produced 10,757 vehicles in the past April, while sales were 1,512, and the new cars were not exported to overseas markets. For comparison, Tesla China sold 25,845 units in April 2021, of which 14,174 were exported.
Because Tesla adopts a direct operation model, the vehicle will be delivered to the user quickly after the normal off-line, and it will not pile up a large number of inventory cars like traditional manufacturers. The disparity between the two ends of production and sales also shows that after Tesla resumed production in April, logistics and transportation were still severely restricted.
At present, Tesla only has one factory in Shanghai, but in order to cooperate with the local epidemic prevention policy, Tesla's Shanghai factory began to stop production at the end of March and did not resume work until April 19. According to previous Reuters news, Tesla's Shanghai factory stopped production for 22 days, which is the longest shutdown since it was completed and put into operation at the end of 2019, and lost more than 50,000 vehicles.
It is worth mentioning that there were media reports a few days ago, and sources revealed that due to the impact of parts supply problems, Tesla's Shanghai factory once again suspended production, and it is not clear when the supply chain problem will be solved and production will resume. However, in response to this rumor, Tesla quickly responded, saying that it had not yet received news about the suspension of production at the Shanghai factory.
As Tesla's first overseas factory, the Shanghai factory has now developed into the brand's largest source of sales and a "global export hub". According to the data, Tesla China's cumulative sales reached 183686 vehicles from January to April this year, reaching 37.9% of the delivery volume in 2021.
From the current market situation, tesla model 3 is expected to deliver up to 24 weeks, and consumers order Tesla Model Y also need to wait at least 10 weeks to pick up the car, it can be seen that Tesla's current domestic heat is still at a high level, the overall sales are not worried. With the epidemic being further controlled, it is expected that the supply chain and transportation of Tesla's Shanghai factory will gradually return to the previous level, and it is possible to usher in a wave of explosive growth in the next step.