Part 6/10:
This policy shift could be acting as a filter—reducing impulsive orders from "just-in-case" buyers and potentially leading to more accurate demand signals in the future. Additionally, recent price cuts in China, the US, and Europe suggest Tesla is actively trying to stimulate demand amid rising production capacity.
Production ramp-up and Forward Outlook
Tesla's recent 30% quarter-over-quarter increase in China manufacturing underscores a significant boost in supply, aligning with the company's strategy to ramp up production rather than signal demand downturns. This increased output, coupled with ongoing factory expansions in Berlin and Texas, points toward a bullish outlook emphasizing supply-side growth.