Lei 𝕏ing邢磊

Elon's interview with China State medias CGTN and People's Daily now circulating on socials right before Chinese President Xi Jinping lands in America later today for the State visit to meet President Trump is a great PR move on China's side. Refreshing perspectives unlike U.S. politicians (even if it's PR). Nowhere is this "conjoined twins" analogy more evident than Tesla itself. Without China, there's no Tesla today. But on the flip side, without Tesla, there might not be the China EV of today. #competenotprotect

"China itself restricts the areas where Tesla drivers can travel" True that Tesla was specifically restricted from some Chinese military facilities in 2021, by 2024 Tesla became the first foreign automaker to receive China's automotive data-security clearance, Model Y was then added to the government procurement list, so those previous restrictions have been lifted. Individual sensitive military installations can still prohibit unauthorized vehicles, but that rule applies broadly to any vehicle, not specifically to Tesla.

Tesla has 52% of the U.S. EV market through to August, up from 43% a year ago, according to Motor Intelligence, in an overall market that is down (including Tesla). FSD is the only capable all-scenario door-to-door intelligent driving solution on the market. It's unfathomable to think any brand having that high of a market share in China. Or any intelligent solution dominating like FSD.

Here we go again. Tesla China offering RMB5000 discount on the 3 and RMB10000 on the Y for inventory vehicles if ordered and taken delivery by end of September. On top of current financing incentives. Same old same old. Price war ain’t over. Making way for the cheaper 3? #bloodbath $TSLA

Here we go again. Tesla offering RMB5000 discount on the 3 and RMB10000 on the Y for inventory vehicles if ordered and taken delivery by end of September. On top of current financing incentives. Same old same old. Price war ain’t over. Making way for the cheaper 3? #bloodbath $TSLA

Regarding Tesla China sale/spinoff/closure rumor via WSJ, my two cents: 1) Nothing comes out of the blue 2) the simple question to ask is, is Tesla willing to give up Giga Shanghai which ships half of Teslas shipped globally every year? Without China, there is no Tesla of today. And vice versa, without Tesla, there's no China EVs of today.

@k1llroy @electricfelix @elonmusk @xiaopenghexpeng the fact that the Model Y/3 is often compared in product launches in China even to this date says something about the model's resilience, but obviously Tesla does not have the same geopolitical restrictions in some markets outside China as the Chinese do

Catching up on June #ChinaNEVSales Putting the competition into four buckets: "The Big 5" these are your biggest exporters in addition to leading the NEV sales rankings. "The Pseudo-100K Duo" of LeapMotor and Tesla, the former has emerged from the smart EV startup camp and stands alone at the top, the latter remaining relatively resilient. "The 30K Club" the second-tier automotive groups plus smart EV startups, contrasting momentums among WeiXiaoLi. "The Rest" still relevant for now...

That's over 100,000 units bump from first quarter deliveries of roughly 358,000, giving Tesla just under 840,000 deliveries for H1 2026. Maybe returning to possible growth this year? Pretty good on paper. The street probably puts an asterisk on that Q2 deliveries jump due to external factors more than organic growth, so let's see how Q3 and Q4 perform and if any of those quarters can get past the half million mark. Shipments out of Shanghai Giga still accounts for more than 55% of the 840,000 total based on CPCA numbers so China remains the lynchpin. The recently introduced Model Y L in the U.S. probably will not add meaningful numbers to the deliveries this year. $TSLA

Well. Contributed one. 🤣 $TSLA https://t.co/U1kvZWeaWl