Beijing News Shell Finance News (Reporter Lin Zi) The China Automobile Sales Association released data on May 10, showing that Tesla sold 1,512 vehicles in April, all of which were delivered domestically, and there was no export sales throughout the month.
Tesla told reporters that in April, when the auto industry was in a downturn overall, the reasons behind Tesla’s delivery figures were also obvious.
Different from the way that traditional manufacturers accumulate a large number of inventory vehicles, Tesla's direct sales model allows vehicles to be directly delivered to users from the production line, and the auto industry has zero inventory.
Therefore, when Tesla's Shanghai Gigafactory was hit by the epidemic in April, the production side directly affected the delivery side.
Regarding the export situation, Tesla said that at present, Tesla has produced some export vehicles, some of which are being shipped to the Asia-Pacific region, and other large-scale products are also loaded in the near future and will be exported to Europe and other places.
After the resumption of work and production, especially when the efficiency of cross-border logistics is greatly reduced and transportation is hindered, these vehicles have not been recorded as completed exports.
For OEMs whose upstream and downstream enterprises in the industrial chain are complex and whose vehicles cannot be rolled off the assembly line due to the lack of one link, smooth supply chain and logistics guarantee are crucial, and they are also difficult points for industry recovery under the epidemic.
Tesla suppliers are all over the country, involving hundreds of suppliers, and even many overseas supply links.
The reporter learned from Tesla that the Lingang New Area and Tesla have established a working group to ensure that Tesla resumes work and production efficiently, thereby boosting the entire industrial chain such as key components and warehousing and logistics. Collaborative resumption of work and production.
According to reports, since the resumption of work and production on April 19, Tesla has rolled off 10,000 complete vehicles as of April 30 without fully recovering.
In the first four months of 2022, Tesla’s Shanghai Gigafactory has delivered 183,600 vehicles, exceeding the full-year delivery of 2020.Keywords: