export is more of a function of European demand for Tesla, which is clearly down.
As for China sales, it's really not down all that much when you compare to 2024.
New Energy Vehicles (NEVs) in China
- Thread starter supercat
- Start date
As for China sales, it's really not down all that much when you compare to 2024.
Sales have fallen though, haven't they?
Tesla has factory in Germany, and the Europeans have imposed import tax on Chinese made tesla. How many Chinese made tesla are they still importing?
supercat
Major
I think Tesla spent a few weeks upgrading its Shanghai gigafactory for the revamped model Y last month, which affected its production rate. However, in terms of battery EV, Geely, after combining the sales of its divisions, now outsell Tesla consistently. Xpeng, on the other hand, is closing in on Tesla. For Tesla, the competition from Chinese NEV makers will only get stronger in the future.
Sea Lion 07 EV is doing really well and steady based on recent sales, well over 10000 in domestic + export in Febuary
Unitree G1 and Go2 playing around in Tai-3. Not sure why Unitree is so involved around Tai-3
Unitree G1 and Go2 playing around in Tai-3. Not sure why Unitree is so involved around Tai-3
Leapmotor setting some kind of record here by putting Lidar on B10 variant which is just 129.8k RMB
Lethe
Captain
Sealion 7 actually launched here in February too, with 157 sales recorded. I'm wondering if EVDirect is bottlenecked in their ability to prepare vehicles for delivery. There are currently tax incentives for PHEVs that , so EVDirect may be prioritising Shark and Sealion 6 orders to get as many as possible through before the cut-off date. Seal, Atto 3 and Dolphin sales are collectively down 83% across Jan-Feb 2025 compared to the same period last year, so hopefully it's as simple as that
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This week, the NEV market share for this week increased to 55.7%
Congo is doing an export ban on Cobalt, which will certainly speed up transition from NCM to LFP chemistry. Great for BYD
It has already started affecting oil prices.