Tesla set two records in August, with monthly sales surpassing 40,000 units

Recently, according to China's auto sales data released by the Passenger Car Association, Tesla’s wholesale sales in August achieved a record high of 44,264 vehicles, marking a 34% increase from the previous month and a 275% year-on-year growth. As of August, Tesla's cumulative sales in 2021 have exceeded 250,000 vehicles, with domestic sales alone reaching 152,531 units, surpassing last year’s total annual sales.

After Tesla announced at the end of July that it would transform its Shanghai Gigafactory into a primary vehicle export hub, Tesla's export volume has soared. Following a breakthrough of over 20,000 units in July, Tesla set an export record of 31,379 vehicles in August, reflecting a robust 29% growth compared to July. The Passenger Car Association noted: 'New energy vehicles (NEVs) are showing strongly differentiated trends compared to traditional fuel vehicles, achieving a substitution effect on the fuel vehicle market and accelerating the transformation of the auto industry towards electrification.'

According to a previous tweet by Tesla CEO Elon Musk, Tesla primarily allocates vehicles produced in the first half of the month for export, while the second half is focused on the domestic market. Currently, Tesla's Shanghai Gigafactory has an annual production capacity planned to exceed 450,000 vehicles, with a projected monthly capacity of around 40,000 units. Judging by sales figures, Tesla is experiencing strong demand both domestically and internationally, leading to supply shortages.

Product + Service, the timeless winning formula

In August, Tesla's performance in terms of both overall sales and individual models thrilled the entire new energy vehicle industry. Why is Tesla increasingly gaining consumer favor and achieving breakthrough after breakthrough? In my opinion, it is inextricably linked to its outstanding product strength and comprehensive service ecosystem.

As is well-known, Tesla vehicles are leaders in intelligent cars whether in terms of range, handling performance, or advanced technologies like automatic assisted driving functions. They represent the pinnacle of performance and technological excellence for electric vehicles. Moreover, Tesla integrates safety as a top priority from the initial design stage, continuously enhancing its safety features throughout the manufacturing process and lifecycle with smart protection measures.

Tesla, with such 'charm,' continues to pass benefits on to consumers under the guidance of its 'Secret Master Plan,' allowing more innovation- and eco-friendly-minded individuals to experience cutting-edge technology through Tesla—another major reason for its widespread popularity.

Notably, Tesla’s ever-expanding charging network also provides car owners with peace of mind for carefree travel. Whether owners wish to see the aurora in Mohe or revisit the Ancient Tea Horse Road from Yunnan into Tibet, they can recharge at ease and set off without worries. Currently, Tesla has built and opened over 900 Supercharger stations and more than 1,730 Destination Charger stations, covering over 330 cities across China. Additionally, since 2020, Tesla has been installing Supercharger stations at highway service areas on the Chinese mainland, with more than 25 such stations now operational, covering over 10 cities.

At the same time, Tesla, through services combining 24-hour hotlines, online remote diagnostics, and physical stores, has created a responsive, efficient, and convenient service network for car owners.

Of course, Tesla's growing 'Chinese flavor' has undoubtedly won it much goodwill. Just recently, an OTA update tailored for Chinese consumers, led by Tesla’s local R&D team, has gained widespread praise for genuinely aligning with Chinese owners’ usage habits.

The Making of 'Internal Circulation,' the Catalyst for 'Dual Circulation'

Since entering China in 2013 and becoming the first 'wholly foreign-owned' enterprise to establish itself in the country, Tesla has continuously advanced its 'localization' efforts over the past eight years to better fulfill its commitment to deepening its presence in China. To date, Tesla has open-sourced over 300 patents, bringing fresh momentum and ideas to the development of China’s new energy and intelligent transportation industries. Meanwhile, Tesla’s Gigafactory Shanghai boasts an 86% localization rate for components, spurring rapid layout and substantial growth of upstream and downstream industries in the new energy sector.

From establishing a technology innovation center in Beijing to setting up an R&D center in Shanghai, Tesla has continuously nurtured a localized technical team in China while accumulating talent reserves across the entire new energy industry chain. In recent years, this talent pool has even extended beyond Tesla itself, becoming a driving force for the broader new energy field.

Now, Tesla has once again embarked on a stable path of exports. Tesla vehicles made in China have become the 'star' products in more than 10 countries and regions including Europe, the United States, Australia, Singapore, and Japan. Following an export figure surpassing 20,000 units in July, Tesla hit a new high in August with 31,379 units.

Sales data for the U.S. auto market in August, released by American media, showed that Tesla's monthly sales reached over 23,000 units, while the combined sales of all other pure electric vehicles on sale in the U.S. totaled 9,585 units—making Tesla’s monthly sales nearly 2.4 times the total of other EVs. Additionally, Tesla Model Y hit its peak right from its debut in Norway. Recent data published by the Norwegian Road Traffic Information Council (OFV) revealed that in August, the Model Y secured the top spot for monthly sales in its first month in the Norwegian market with over 1,300 units sold. Notably, new energy vehicles account for 88% of the Norwegian market.

Not only that, but according to media reports, Tesla remained the best-selling electric vehicle brand in Israel, the UK, France, Australia, and South Korea in August, and ranked among the top three in overall sales, including internal combustion engine vehicles, in many regions.

It can be said that Tesla's exports from China not only allow markets such as Europe and the U.S. to experience the high standards and quality of Chinese manufacturing, but also set a good example for other Chinese-made products to go global, contributing directly to China's 'dual circulation' strategy with tangible economic benefits.

Cutting-edge changes in transportation methods are accelerating the achievement of a dual-carbon future.

Whether considering Tesla’s market strategy, product lineup, or direction of technological innovation, it’s clear that everything Tesla does consistently fulfills its mission of 'accelerating the world's transition to sustainable energy.' This mission aligns perfectly with China’s strategic goals of 'carbon peak and carbon neutrality' and energy transition.

In 2020 alone, Tesla vehicles saved 5.637 billion liters of gasoline and reduced carbon dioxide emissions by 16.96 million tons, equivalent to 90% of the total transportation emissions of a major energy country in 2018. Currently, the energy efficiency of the Tesla Model 3 Standard Range Plus has surpassed that of any other electric vehicle model in history.

In terms of production-related emission reductions, Tesla also excels, achieving a waste recycling rate of up to 96% during the manufacturing process at its Shanghai Gigafactory, setting an environmental benchmark for similar factories looking to improve.

A series of innovative technologies recently unveiled by Tesla indicate that in the future, Tesla will enhance product energy efficiency and accelerate energy reform. The intelligent transportation system built around Tesla electric vehicles will achieve optimal energy efficiency ratios, minimizing the carbon footprint per kilometer driven as much as possible.

The top-level design of China’s 'dual carbon' goals has illuminated a clear path for the development of China's new energy vehicle industry, and public perception and support for electric vehicles seem to be at an unprecedented turning point. The ability to embrace innovative technology will determine the future of new energy vehicle development. Tesla will continue to contribute its expertise in the clean energy sector, making greater contributions to exploring energy structure transformation and achieving China’s dual carbon goals.

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