Part 4/12:
One of the most positive news points is Tesla's performance in China, where delivery numbers have surpassed expectations. For Q1, Tesla reported roughly 133,000 to 137,000 deliveries, marking a record quarter and confirming China's status as a key growth driver. The data highlighted include:
Wholesale sales in China (including exports): approximately 89,000 units for March.
Local sales in China are also on the rise, with early indicators pointing toward continued momentum.
Given that China's domestic demand remains strong, Gigafactory Shanghai is likely to sustain its rapid ramp-up, fueling more aggressive growth in the coming months. The strong Chinese numbers also help dispel concerns that technological or logistical issues were hindering delivery volumes.