Part 5/11:
James, a prominent analyst, expected around 16,000 deliveries in line with the current data, predicting that Tesla could even surpass 130,000 units for the quarter, which would firmly establish a new record. He anticipates that overall demand might already be sufficient for Tesla to deliver all these vehicles domestically, thus avoiding the need for extensive exports.
Interestingly, Tesla has been actively recruiting sales personnel in China on an unprecedented scale. This aggressive hiring effort underscores Tesla’s confidence in sustained demand and strategic market positioning, possibly tied to the anticipated launch of the refreshed Model 3 in the near future—a move that could significantly boost demand.