Part 5/11:
Significantly, the report indicates mass production of a 150,000 Yuan (~$21,700 USD) vehicle in China may be at least a year away, aligning with the timeline for Tesla to ensure supply chain readiness. This suggests that Tesla is not rushing to introduce these models in China ahead of Mexico and Europe. Instead, the company appears to prioritize the North American market, aiming to flood it with affordable EVs, leveraging incentives like the $7,500 EV tax credit in the US, which drastically reduces consumer prices and enhances margins.