Tesla China delivered 28,217 vehicles in July, while Giga Shanghai made upgrades to improve Model 3 and Model Y performance.
Tesla exported 19,756 vehicles from Giga Shanghai in July. A number of Model Y and Model 3 vehicles have recently arrived in Australia and New Zealand. First deliveries of the Model Y have reportedly started in Australia, while deliveries in New Zealand are expected to begin soon.
The China Passenger Car Association (CPCA) reported that Tesla’s share of China’s new energy vehicle market was 1.7%, down 2.2% year-on-year. Overall China new energy sales in July were 26.7%, up 11.9% from July 2021.
Tesla Giga Shanghai upgrades
Tesla China’s July numbers fell as Giga Shanghai temporarily halted production to modernize its Model 3 and Model Y assembly lines. In mid-July, Giga Shanghai completed the modernization of the Model Y assembly line. The upgrade of the Model 3 assembly line should be completed by August 7th and production will resume on August 8th.
Tesla Giga Shanghai production has been hit by major challenges this year with shutdowns due to COVID outbreaks. However, Tesla China reported its highest EV sales in June. 78,000 units were sold in June, a 142% increase from the previous month. Tesla Giga Shanghai produced 33,544 vehicles in May and just 10,757 cars in April.
Tesla’s 2022 production target
Tesla Giga Shanghai production figures from April to June show that the factory can ramp up production quickly even after operations have been suspended for some time. With the upgrades presumably complete, it will be interesting to see Giga Shanghai’s August numbers.
In the first quarter of 2022, Tesla reported 310,048 deliveries, although Giga Shanghai’s production was hampered by shutdowns in the final critical weeks of the quarter. And Tesla China only operated with one shift in the second quarter.
Tesla reported 254,695 deliveries in the second quarter of 2022. In total, Tesla delivered 564,743 vehicles in the first half of 2022.
During the most recent conference call, Tesla reiterated its goal of growing over 50% by the end of the year. Elon Musk added that Tesla is targeting a run rate of 2 million vehicles by the end of the year. With the Fremont Factory, Giga Shanghai, Giga Berlin and the new headquarters in Austin, Tesla has a good chance of achieving its goal.
Tesla China delivers 28.2,000 vehicles in Giga Shanghai upgrades in July