On December 5th, the China Association of Automobile Manufacturers released sales estimates. The data shows that Tesla’s Shanghai Gigafactory is expected to deliver over 100,000 vehicles in November, an increase of about 40% compared to the previous month and 89% compared to the same period last year.
Delivering 100,000 vehicles in a single month also sets a new record for luxury brands in the Chinese market. While continuing to achieve localization supply, more than 650,000 cars delivered by the Shanghai Gigafactory in the first 11 months have been delivered to various parts of the world: achieving the “top one” in Australia, Singapore and other places, and surpassing many gasoline vehicles in several countries in Europe and America as the best-selling brand.
The Gigafactory Drives the New Area of Shanghai Lingang
Tesla’s Shanghai Gigafactory is located in Nicheng Town in the southeast corner of Shanghai’s Pudong New Area. Driven by it, a city commercial circle center integrating shopping, dining, leisure, entertainment, and business has initially emerged.
Currently, a complete local ecological chain of the new energy industry has also begun to take shape: Lingang New Area has built an ecological system covering automatic driving systems, car interiors, vehicle bodies, new materials, precision machining, etc. The first hundred-billion-yuan-level industry was born here.
In terms of construction planning, the Gigafactory, which covers an area of 860,000 square meters, abandoned the complex design and achieved the highest utilization rate per unit area in the industry, creating today’s achievements with only one-third to one-half of the area of other car manufacturers.
Tesla in the Global Market
According to TrendForce’s research, in the third quarter, with 344,000 global sales and 16% of the pure electric vehicle market share, Tesla ranked first on the best-selling list; it sold 85,000 vehicles more than the second-ranked BYD’s 259,000.
In November, Model Y delivered over 3,200 units in Norway, ranking first in the market with about three times the sales of the second place. Tesla had recently accumulated over 90,000 sales in the local market, which means that, calculated based on Norway’s population of 5.4 million, an average of one in every 60 people owns a Tesla car. In Germany, Model Y once won the overall market sales championship in September.
Conclusion
For Tesla, this delivery performance is undoubtedly outstanding. Compared with 53,000 vehicles in November 2021, the 100,000 delivery results in November this year increased by 89% year-on-year.
In order to hit a new high in annual deliveries, Tesla has launched a December limited-time welfare, including a current car insurance subsidy of 4,000 yuan, and “Treasure Box” points rewards of 20,000 points.
According to exclusive news from Reuters, Tesla is developing an upgraded version of the Model 3. According to insiders, the project is internally code-named “Highland.”
It is said that the redesign of the Model 3 will focus on reducing the number and complexity of parts, while focusing on improving the functions that consumers care about, such as the display screen. Two insiders also revealed that the redesigned Model 3 will also make changes to the appearance and power, and is expected to be produced at the Shanghai and California super factories in the third quarter of 2023.
Not long ago, Musk stated that a new platform will be launched, and the cost of new cars on this platform will be only half of that of the Model 3. Is this platform possibly the new Model 3?
Currently, news about the redesigned Model 3 is also quite popular. Overseas netizens have already taken spy photos of the camouflage:
It can be seen that a camera has been added to the edge of the front headlight group of the restyled Model 3, further reducing blind spots.
By then, the competitiveness of Model 3 may be further enhanced.
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.