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Tesla has made a significant bet on the Chinese market, exemplified by its Gigafactory in Shanghai, which contributes approximately 40% of the company's deliveries. This local presence not only ensures robust sales but also insulates Tesla from potential supply disruptions stemming from trade restrictions.
The Chinese market is pivotal to Tesla’s growth thesis, supporting a $2 to $3 trillion valuation outlook that hinges heavily on China’s continued economic strength and consumer demand. The company’s strong delivery figures in China indicate a rebound and resilience, reinforcing the importance of this market in Tesla’s broader strategy.