Tesla China Sales and Exports

N30
2022-10-12

We now have all $TSLA detail to complete our China volume table.

66% of the 22.1K difference between $TSLA 3Q production (365.9K) and delivs (343.8K) can be explained by China:

- 3Q diff between China production and delivs 9.1K (increased inventory)

- Sept China exports 5.5K

Normally during the 3rd mo of the qtr, there are almost no China exports - production fills local sales (in Mar and June, exports were <1K).

We expect 4Q China delivs (130K) and production (255K) to be records. Our $TSLA 4Q delivs are 430K. Our FY’22 delivs 1,340K (+43% YoY). $Tesla Motors(TSLA)$

Source: https://twitter.com/garyblack00/status/1580086163599085568?s=46&t=EQU0Qt8OhjKWlhRaOCA1GQ

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Comments

  • mingming88
    2022-10-13
    mingming88
    加油加油哦
  • Mungerism
    2022-10-13
    Mungerism
    Interesting… thanks for aharing
  • tradelaggard
    2022-10-13
    tradelaggard
    thx for sharing
  • highhand
    2022-10-17
    highhand
    no 50% delivery growth but maybe 50% production growth
  • faizfathi07
    2022-10-13
    faizfathi07
    ok
    • N30: 
      [Chuckle]
  • StayHome
    2022-10-13
    StayHome
    [Observation][Onlooker]
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