According to the latest data released by the China Association of Automobile Manufacturers on September 3rd, Tesla's Shanghai Gigafactory delivered nearly 86700 vehicles in August, an increase of 17% compared to the previous month. Among them, domestic sales exceeded 63000 vehicles, an increase of 37% compared to the previous month. In terms of specific vehicle models, Model Y has sold over 45000 units domestically, while Model 3 has sold 18000 units.
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At present, Tesla's models for sale include Model 3, Model Y, Model S, Model X, and Cybertruck. The main models sold in China are Model Y and Model 3, with Model Y supporting Tesla's main sales in the Chinese market.
It is worth mentioning that informed sources recently revealed that Tesla plans to launch a seven seater version of the Model Y produced in China and Europe in October this year, and the Shanghai Gigafactory has already started producing this model. Tesla responded by saying, "The information is untrue
In addition, there have been constant reports since the beginning of this year that Tesla's FSD (fully autonomous driving) is about to land in China. During the Q2 earnings conference call in July this year, Tesla CEO Elon Musk stated that Tesla is expected to obtain FSD licenses in other markets, such as Europe and China, by the end of this year. But so far, Tesla China has not responded positively to the landing of FSD.
According to a recent report by AUTO, a person close to Tesla said that the progress of FSD in China is also behind Tesla's expectations. The official plan was to start a small-scale test of FSD in China in September this year, but the time for this test has been postponed. Based on the above situation, the Daily Economic News reporter attempted to contact Tesla China. The other party responded, "There is currently no relevant information disclosed
Regarding the current situation of Tesla FSD entering China, some industry insiders have expressed that, given that many Chinese car manufacturers are actively laying out urban NOAs, if Tesla's FSD function fails to gain a significant advantage over domestic brands in the market, there is no need to be too urgent in introducing FSD.