Tesla China focuses on local deliveries as Q1 enters final month

"As of February 26, estimated delivery times for all variants of the Model 3 and Model Y in China were listed at just one to three weeks, as per observations of Tesla China's official webpages by CNEV Post. That marks a notable shift from the several-week or even two-month waits seen late last year."

"The one-to-three-week delivery window suggests that Giga Shanghai is likely focusing on the local market, at least for now as the company enters the final month of the first quarter. Tesla China typically spends the first half of the quarter catering to markets that import vehicles from Giga Shanghai."

"Historically, when Tesla's wait times in China compress to their shortest levels, the company often follows with fresh market actions. In past cycles, shortened delivery timelines were followed by promotional activity. After delivery windows narrowed to one to three weeks in early 2024, for example, Tesla later introduced an RMB 10,000 instant discount on Model Y final payments that year."

Tesla's delivery wait times in China have dropped to their shortest levels in years, signaling that Giga Shanghai has largely cleared its order backlog and maintains strong production capacity. As of February 26, all Model 3 and Model Y variants showed estimated delivery times of just one to three weeks, a significant improvement from the several-week or two-month waits experienced late last year. This compressed delivery window suggests Giga Shanghai is currently focusing on the local Chinese market as the company enters the final month of the first quarter. Historically, when Tesla's wait times in China compress to their shortest levels, the company typically follows with fresh market actions and promotional activities to stimulate demand.

Read at TESLARATI