商业 · Tesla China salesTesla China sales fall 66% to their lowest since July 2022播出 2026年11月10日 UTC 19:06观看文字实录0:00Tesla China sales fall sixty six percent to their lowest since July two thousand and0:04twenty two point0:07Tesla sold sixty six percent fewer cars to buyers in China.0:10Its Shanghai operations still increase total wholesale deliveries because most cars0:15went overseas.0:16That leaves a growing gap between exports and local sales.0:19The test now is whether domestic deliveries recover later in the quarter or keep0:23shrinking.0:23Shanghai has already shipped more Teslas abroad than the company has sold inside0:27China this year.0:28Exports reached four hundred and twenty nine hundred and eighty four vehicles0:31through October, up one hundred and one percent.0:33A year earlier, domestic sales had exceeded exports by more than two to one.0:37That reversal changes how to read the factory's delivery totals.0:40Wholesale counts vehicles delivered for both domestic customers and export.0:44To understand Tesla's business inside China, those destinations have to be0:48separated.0:49October's figures show just how far apart they've moved.0:52Exports took eighty-seven percent of October's wholesale deliveries.0:56Of sixty-seven eight hundred twenty-nine vehicles, fifty-nine twelve went overseas.1:00Subtract those exports and eight eight hundred seventeen remain for buyers inside1:03China.1:03The larger total and the much smaller domestic figure describe the same month's1:07deliveries.1:08Wholesale deliveries increased ten point three percent from a year earlier, while1:11exports rose about sixty-six percent.1:13Overseas shipments more than offset the fall in domestic deliveries.1:16Those figures measure deliveries, so they don't tell us how many vehicles the1:20factory produced during October.1:22Domestic sales fell from forty four hundred eighty five in October two thousand and1:25twenty four to twenty-six, six ampers year later, then to eight eight hundred1:29seventeen.1:29Exports moved the other way, rising from twenty-seven seven hundred ninety five to1:33thirty-five four hundred ninety-one and then fifty-nine twelve year later hundred1:35and ninety-one and then fifty-nine twelve.1:37Comparing the same month across years still shows a deepening domestic decline.1:40October was Tesla's weakest domestic month since July two thousand and twenty two.1:45Back then, the Shanghai factory was partly shut for production.1:48Line upgrades.1:49This October, it operated normally.1:51That makes the latest low different from a month when a partial shutdown limited the1:54factory's activity.1:56Model Y accounted for seven eight hundred seven of October's domestic sales.2:00Model three contributed just one, ten.2:02Together, those two models make up the eight eight hundred and seventeen total,2:06showing how heavily Tesla's remaining deliveries to Chinese buyers were concentrated2:10in the Model Y.2:11September's domestic total was sixty four eight hundred thirty-seven vehicles.2:16October's eight eight hundred and seventeen represented a drop of about eighty-six2:19percent, but September closed a quarter while October opened one.2:23Tesla typically emphasizes exports early in a quarter and deliveries inside China2:27toward its end.2:28January brought eighteen four hundred and eighty five domestic sales.2:32April recorded twenty-five nine hundred and fifty-six, and July reached twenty-seven2:37two hundred forty-nine.2:38October's eight, eight hundred and seventeen was less than half the previous low2:41among those quarter opening months.2:43The usual delivery rhythm alone doesn't explain the size of this decline.2:47September also included promotions and a quarter, and delivery push.2:51Moving a delivery between months can change a monthly total without an equal change2:54in customers' willingness to buy.2:56But the longer comparison shows that Tesla's domestic shortfall had already built up3:00before October.3:01Tesla sold three hundred and eighty nine nine hundred five vehicles inside China3:05through October, down fifteen percent from four hundred fifty eight seven hundred3:08ten ampers year earlier.3:09The corresponding totals were four hundred and sixty two three hundred fifty five in3:13two thousand and twenty-three and five hundred six hundred eighty-eight in two3:15thousand and twenty-four.3:16The latest result is the lowest in that four-year comparison.3:19The annual shortfall widened from eleven point nine percent through September to3:23fifteen percent through October.3:24Sales are now about twenty two percent below the same period in two thousand and3:28twenty-four, or roughly one hundred and ten zero vehicles lower.3:31The earlier trend had turned from eight point three percent growth in two thousand3:34and twenty-four to an eight point four percent decline in two thousand and3:37twenty-five.3:37Tesla delivered seventy-three one hundred forty five vehicles inside China in3:42November last year, followed by ninety-three eight hundred forty-three in December.3:45Those historical totals show the scale of the late quarter rebound a year earlier.3:50November and December two thousand and twenty six will show how much domestic sales3:53recover this time.3:54China also plans to reduce its electric vehicle export rebate from thirteen percent3:58to nine percent on April first, two thousand twenty-seven.4:01The applicable rate depends on the customs declaration date.4:04That creates a deadline for overseas shipments, but it doesn't tell us why Tesla4:08allocated October's deliveries this way.4:10We don't yet know how much of the domestic fall reflects weaker demand or a decision4:14to prioritize exports.4:15Later deliveries will help separate a temporary trough from a continuing4:18contraction.4:19October's wholesale growth still left Tesla's January through October sales to4:23Chinese buyers down fifteen percent.事件时间线HeyDex
