WHAT IS GOING ON WITH TESLA CHINA SALES?

EV Channels Review

The video addresses the confusion surrounding Tesla's April sales figures in China, as reported by the China Passenger Car Association (CPCA). The primary conflict lies in whether the reported 25,845 wholesale sales figure includes the 14,174 exported vehicles. One interpretation, supported by some reports and the cumulative Q1 sales, suggests a total of around 40,000 units (domestic + export). However, a conflicting report from '42 how,' citing Tesla China PR and the CPCA, claims the export number is already included in the wholesale figure, resulting in approximately 26,000 total units. The reviewer leans towards the higher figure (around 40,000), citing the CPCA's separate reporting of wholesale and export numbers for other manufacturers like SAC Passenger Vehicles, where exports exceeded domestic sales, indicating they are distinct figures. The video also briefly touches on a Reuters report about Tesla halting land acquisition for Shanghai expansion due to US-China tensions, which is countered by other sources.