[Micele]

55% van de Tesla verkoop wereldwijd zijn gemaakt in China.

(55% = 133.238 wagens van 241.300 wereldwijd)

Enkel in september 56.006 stuk waarvan ~4000 geëxporteerd werden, dus 52.133 werden in China zelf verkocht. Een absoluut record aldaar.

https://electrek.co/2021/10/12/tesla...delivery-beat/

But now we have the official numbers confirming Tesla’s performance in China.

The China Passenger Car Association (CPCA) confirmed on Tuesday that Tesla China sold 56,006 electric vehicles in September.

That’s a new record – beating the one achieved just the month prior.

Just short of 4,000 of those 56,000 made-in-China Tesla vehicles were exported.

In August, Tesla China achieved sales of 44,264 electric vehicles, and in July, the automaker sold 32,968 electric cars from China.

However, most of those sales from August and July were for exportations to other markets.

In total, 133,238 vehicles or 55% of Tesla’s entire global quarterly deliveries came from China, based on the registration data from CPCA.

Tesla’s growth in China last month was achieved while the broader auto market in the country was down 17%.

Zelfs in China trekt Tesla duidelijk de EV-kar.

Europese merken maken nochtans ook EV-modellen terplaatse in China.
Daar hoort men heel weinig van in China...

Terwijl de Chinese merken binnenkort ook hun EVs in Europa proberen te slijten... ik ben benieuwd (het zullen maar kleine aantallen zijn)

Xpeng, Nio and BYD have begun selling EVs in ##Norway, kicking off their European expansion

## De BYD Tang staat voorlopig op de 10e plaats - verkoop oktober - in Noorwegen. XPeng en NIO vallen nog net buiten de top 50.
https://elbilstatistikk.no/

https://www.investors.com/news/tesla...hina-ev-sales/

Tesla Stock Rises In Buy Range On Strong China Sales

10/12/2021

The China Passenger Car Association reported strong September electric vehicle sales in China Tuesday, with Tesla (TSLA) posting booming local sales. Tesla stock edged higher early Tuesday, still within buy range.

Tesla sales wholesales were 56,006, signaling another big jump in overall production as well That includes 52,133 local, retail sales and 3,853 vehicles for export.

Local sales included 33,033 made-in-China Model Y crossovers. In July, Tesla unveiled a cheaper, lower-range made-in-China Model Y. Its lower price makes the vehicle eligible for government subsidies, which brings the price down to $42,600. That's about 20% less than the longer-range Model Y.

In August, Tesla Shanghai's monthly sales were 44,264 units - the first time it surpassed 40,000 in a single month. But exports hit a record high of 31,379, with local sales of just 12,885.

Tesla now exports the bulk of its Shanghai production in the first two months of the quarter, mostly to Europe, sending the Model Y to Europe for the first time. That limits local sales. September production was largely delivered to local customers.

Typically, registration and insured vehicle data released by the China Automotive Technology & Research Center are considered the more robust figures. CPCA's wholesale sales and CATARC's insurance registration figures usually match fairly closely, but in August, Tesla sales were roughly 10,000 lower by CATARC's count than CPCA's. That discrepancy may get balanced out in September's data, but CATARC will come later in the month.

China Production Surges

Tesla's Shanghai factory makes the Model 3 sedans and Model Y sport-utility vehicles for domestic and international markets.

Tesla Q3 Deliveries

Tesla reported record third-quarter deliveries earlier this month, racing past estimates, despite chip shortages.

It delivered 241,300 electric vehicles in Q3, up from 201,250 in Q2 and 184,800 in Q1. The Q3 total beat FactSet analyst consensus of 232,000.

The EV giant delivered 232,025 Model 3 and Y vehicles in the third quarter, as well as 9,275 Model S and X vehicles.

Tesla Stock: Berlin Factory Impact

Wedbush analyst Daniel Ives says the Berlin factory should start producing cars over the next month.

Right now, many Model 3 and Model Y vehicles produced in China are exported to Europe, including a significant number in September, Ives wrote in an Oct. 10 note to clients.

Ives says this is "a logistical nightmare that is not sustainable and thus pushing back delivery times for customers throughout the region with Berlin alleviating this issue once the factory is ready to roll."

Ives believes China demand rebounded in the quarter and will be a focus for investors heading into Tesla earnings in a few weeks.

China EV Sales

Total China EV sales jumped 165% vs. a year earlier to 281,000. New energy vehicles (NEV), which also include plug-in hybrids and fuel-cell vehicles, surged 148% to 357,000.

Tesla's China-based rivals already reported September and third-quarter sales. China's Nio (NIO) doubled EV sales in the third quarter, beating its own guidance. Meanwhile, Xpeng (XPEV) and Li Auto (LI) nearly tripled Q3 sales and also beat estimates. China EV and battery giant BYD (BYDDF) also nearly tripled EV sales.

Xpeng, Nio and BYD have begun selling EVs in Norway, kicking off their European expansion.