There are reports that starting from September 11th, the production capacity of the new Model 3 will have reached 1200 units per day. This would be 108,000 per quarter.
This would mean Tesla could produce and sell more new Model 3’s in September than most of the prior months in China. There would be no monthly drop off in China production and sales because of the new Model 3 ramping. It would mean that new Tesla Model 3 Highland could sell 36,000 per month or more, which would be an increase of 30k-60k per quarter over most of the prior quarters. The average selling price and margin would also be substantially higher.
Starting from September 11th, the daily production capacity of the new Model 3 has reached 1200 units. $TSLA pic.twitter.com/ij54NYBH5F
— Tesla China Analyst (@teslashanghai) September 6, 2023
model y is 2400/one day now
— Tesla China Analyst (@teslashanghai) September 6, 2023
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Aren’t they getting ready to expand the Tesla shanghai factory even more, on top of this big boost in production rate?
sort of.. the megafactory is being built next door but its going to focus on building larger battery packs for things in their energy division as well as the charging tech needed for supercharger stations