On January 11th, the China Association of Automobile Manufacturers announced the sales data for December. In December, Tesla delivered an astonishing 70,847 vehicles, and the total production for the year at the Shanghai factory reached 484,130 units, up 235% YoY. As a new factory that has only been in operation for two years, the Shanghai factory has already delivered more than half of Tesla’s total delivery of 936,172 vehicles in 2021.
Moreover, in December, Tesla sold more than the planned production capacity of 70,000 cars per month. In 2021, Tesla delivered more than 160,000 vehicles overseas from the Shanghai factory, including over 130,000 Model 3s. The Model Y also achieved a delivery volume of 200,000 in China in just one year.
In December 2021, the wholesale sales of new energy vehicles in China reached 505,000 units, up 138.9% YoY and 17.8% MoM. The annual wholesale sales of new energy passenger vehicles reached 3,312,000 units, up 181% YoY, and the annual wholesale penetration rate was 15.7%. In December 2021, 14 companies sold more than 10,000 new energy vehicles, with Tesla ranking second, following BYD with 93,338 units. The retail penetration rate of new energy vehicles in December also reached 22.6%.
Looking ahead to 2022, Tesla’s Shanghai factory is currently optimizing its production line to further expand its capacity, with completion expected in April. Due to the delay in the start of production at the German Berlin factory, Tesla’s Shanghai factory has been supplying Europe for several consecutive months. When the production line expansion is completed and production and delivery begin at the Berlin factory, Tesla’s delivery capacity in China will further increase. In addition, 2022 is the last year for new energy vehicle subsidies in China, with the subsidy scale adjusted from the originally expected 2 million units to an unlimited number, which will stimulate the new energy vehicle market.
Source: Tesla Official
This article is a translation by ChatGPT of a Chinese report from 42HOW. If you have any questions about it, please email bd@42how.com.