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sales hit a record high in august! tesla has no off-season, and model y has no rivals?

2024-09-04

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recently, the china passenger car association announced the latest sales data of tesla's shanghai super factory. according to the data, tesla's shanghai super factory delivered a total of 86,697 new cars in august, a month-on-month increase of 17%. among them, the domestic market sales exceeded 63,000 vehicles, a month-on-month increase of 37%, setting a record for tesla's highest monthly sales in china this year.

in the traditional off-season, tesla was able to set a new monthly sales record, and such market performance is indeed worthy of recognition. so in the coming "golden september and silver october", will tesla continue to make efforts to set new sales figures again?

model y "made great contributions"

specifically, tesla's domestic sales in august were 63,000 vehicles, an increase of about 17,000 vehicles from july, making it the best month for sales in china this year. in terms of sales of specific models, model y has become the biggest "contributor" to tesla's sharp sales growth, with domestic sales of 45,000 vehicles in august, which is close to tesla's total sales in the domestic market in july.

as for model 3, its sales in august were 18,000 units. although model 3's performance in august was inferior to model y, it still increased by about 9,000 units compared with july.

obviously, in the face of the fierce competition in the new energy market, tesla can still achieve "king"-level performance, especially in the traditional off-season, it can still achieve a huge month-on-month growth and set a new monthly sales record. in the face of the "golden september and silver october" sales peak season that has already begun, will tesla still break the monthly sales record of 63,000 vehicles?

competition intensifies during the “golden september and silver october”

from the perspective of the traditional auto market, "golden september and silver october" is an important season for automakers to boost year-end sales. the market will be on the rise as a whole, driving sales of various models. as a representative automaker in the new energy market, tesla should achieve better monthly sales under such a market rhythm.

however, during the "golden september and silver october" period, tesla has a very obvious shortcoming, that is, there are no new cars to stimulate more consumers to place orders. looking at the current new energy market, especially after the opening of the chengdu auto show, various brands have unveiled, pre-sold, and launched new cars, including xiaopeng mona m03, zeekr 7x, lynk & co z10, and jiyue 07. the influx of these new cars will eat into tesla's existing market. especially for young consumers who pursue cutting-edge products, these new cars that have just been launched are bound to be more attractive.

can you withstand the pressure?

in the view of cheyiquan: considering the situation of "golden september and silver october", tesla still has more advantages than pressures. although the concentrated explosion of new cars on the market will inevitably take away some consumers, the domestic new energy market is already big enough. after all, there are "top players" such as byd in the market, whose sales in august exceeded 370,000 vehicles, and "golden september and silver october" will also boost market demand in a short period of time.

so i think tesla's sales will continue to grow, but the growth rate will not be too rapid. it should not be a problem for monthly sales to exceed 70,000. so what do you think will be the highest monthly sales of tesla this year? welcome to discuss in the comments section.