In the just-released June sales data of the China Association of Automobile Manufacturers (CAAM), Tesla’s domestic delivery volume reached a historical high of 77,938 vehicles, an increase of 177% year-on-year.
Despite the severe challenges posed by the epidemic, after the Shanghai Giga factory resumed work and production, it surpassed the pre-epidemic historical sales record. Model Y, with a delivery volume of 52,557 vehicles, became the best-selling single model in the country, with an impressive year-on-year growth of 2.5 times.
In the first half of 2022, Tesla’s Shanghai Giga factory produced nearly 300,000 vehicles, and half-year deliveries accounted for more than 60% of the full-year deliveries in 2021, including nearly 100,000 deliveries overseas. Although this year has been impacted by the epidemic and global supply chain crisis, Tesla still achieved a global delivery of 565,000 vehicles in the first half of 2022, an increase of 46.3% year-on-year.
Tesla’s entry into China has also promoted the improvement of the new energy industry ecology. So far, Tesla has achieved more than 90% localization of parts and components and established the Tesla “4-hour friends circle” in the Yangtze River Delta region. In addition, Tesla has opened more than 300 patents related to pure electric vehicles.
On the basis of a sound industrial chain, many automotive parts and components companies have also formed large-scale industrial clusters. Taking the Lingang New Area as an example, under the drive of Tesla, the Lingang New Area has built an industrial ecology covering automotive chips, autonomous driving systems, vehicle interiors, car bodies, new materials, precision machining, and other industries, becoming the first 100-billion-level industry.
By 2025, the Lingang New Area’s intelligent new energy vehicle industry is expected to exceed 300 billion yuan, becoming a globally influential smart new energy vehicle industry cluster.
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.