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Tesla dominates China’s EV exports with 14,174 Model 3 on top of 25,845 local sales
Following a blockbuster March that saw Tesla China selling an impressive 35,478 vehicles domestically, the EV maker continued to hit its rhythm in April 2021. This was evident in Tesla’s total sales of 40,019 vehicles, comprised of 25,845 units sold domestically and 14,174 exported to other territories. With these results, Tesla China effectively dominated the country’s EV exports for April 2021.
The data, which was released recently by the China Passenger Car Association (CPCA), shows that Tesla could maintain its strength in the market despite a wave of controversies and negative media coverage. Tesla China was embroiled in a series of issues last month, the most notable of which was a high-profile protest at the Shanghai Auto Show and rumors that the company’s vehicles had faulty brakes. These rumors were later debunked by the real-world performance of Tesla’s brakes in multi-vehicle accidents.
Top 3 wholesale volumes of new energy passenger vehicles in April in China (data from CPCA):
1. SAIC-GM-Wuling: 30,602
2. #Tesla China: 25,845
3. BYD: 25,450Top 3 exporters:
1. $TSLA China: 14,174
2. SAIC Motors: 2,378
3. AIWAYS: 335 pic.twitter.com/wwP2vVYiap— 42HOW (@42how_) May 11, 2021
That being said, Tesla China’s domestic sales did drop 27% compared to March 2021, though this is likely not due to a lack of demand. Instead, the notable drop in Tesla’s domestic sales was most due to the 14,174 vehicles that were exported to other territories. Without the exported cars from March, Tesla China might have broken its domestic sales records in March.
But even with its 27% drop in domestic sales, Tesla China’s local numbers are still up 611% year-over-year. That’s impressive growth either way, especially considering that Gigafactory Shanghai has only just begun the production ramp of the Made-in-China Model Y. Considering that the Model Y is expected to outsell the already-formidable Model 3 due to its crossover design, there is a good chance that Tesla China’s numbers over the next few months would likely be even more impressive.
New Energy Vehicles seem to be hitting their stride in China. Just like Tesla, companies like NIO have seen strong year-over-year growth. Earlier this month, NIO reported that it had delivered 7,102 vehicles in April, a 125.1% increase YoY. Xpeng Motors, on the other hand, delivered 5,147 cars last month, an increase of 285% year-over-year. Li Auto, another up-and-coming player in China’s EV space, reported sales of 5,539 units in April, an increase of 111.3% YoY.
Exports-wise, however, the race was not even close. Tesla’s 14,174 vehicles sent to other countries stood unrivaled at the top. Its closest challenger was SAIC Motors, which exported 2,378 vehicles in April, and third place is Aichi Auto, which exported 335 EVs over the month.
The China Passenger Car Association’s April sales report could be viewed here.
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Armored Tesla Cybertruck “War Machine” debuts at Defense Expo 2025
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Tesla Megapacks chosen for 548 MWh energy storage project in Japan
Tesla plans to supply over 100 Megapack units to support a large stationary storage project in Japan, making it one of the country’s largest energy storage facilities.
Tesla’s Megapack grid-scale batteries have been selected to back an energy storage project in Japan, coming as the latest of the company’s continued deployment of the hardware.
As detailed in a report from Nikkei this week, Tesla plans to supply 142 Megapack units to support a 548 MWh storage project in Japan, set to become one of the country’s largest energy storage facilities. The project is being overseen by financial firm Orix, and it will be located at a facility Maibara in central Japan’s Shiga prefecture, and it aims to come online in early 2027.
The deal is just the latest of several Megapack deployments over the past few years, as the company continues to ramp production of the units. Tesla currently produces the Megapack at a facility in Lathrop, California, though the company also recently completed construction on its second so-called “Megafactory” in Shanghai China and is expected to begin production in the coming weeks.
READ MORE ON TESLA MEGAPACKS: Tesla Megapacks help power battery supplier Panasonic’s Kyoto test site
Tesla’s production of the Megapack has been ramping up at the Lathrop facility since initially opening in 2022, and both this site and the Shanghai Megafactory are aiming to eventually reach a volume production of 10,000 Megapack units per year. The company surpassed its 10,000th Megapack unit produced at Lathrop in November.
During Tesla’s Q4 earnings call last week, CEO Elon Musk also said that the company is looking to construct a third Megafactory, though he did not disclose where.
Last year, Tesla Energy also had record deployments of its Megapack and Powerwall home batteries with a total of 31.4 GWh of energy products deployed for a 114-percent increase from 2023.
Other recently deployed or announced Megapack projects include a massive 600 MW/1,600 MWh facility in Melbourne, a 75 MW/300 MWh energy storage site in Belgium, and a 228 MW/912 MWh storage project in Chile, along with many others still.
What are your thoughts? Let me know at zach@teslarati.com, find me on X at @zacharyvisconti, or send us tips at tips@teslarati.com.
Tesla highlights the Megapack site replacing Hawaii’s last coal plant
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Elon Musk responds to Ontario canceling $100M Starlink deal amid tariff drama
Ontario Premier Doug Ford said, opens new tab on February 3 that he was “ripping up” his province’s CA$100 million agreement with Starlink in response to the U.S. imposing tariffs on Canadian goods.
Elon Musk company SpaceX is set to lose a $100 million deal with the Canadian province of Ontario following a response to the Trump administration’s decision to apply 25 percent tariffs to the country.
Starlink, a satellite-based internet service launched by the Musk entity SpaceX, will lose a $100 million deal it had with Ontario, Premier Doug Ford announced today.
Starting today and until U.S. tariffs are removed, Ontario is banning American companies from provincial contracts.
Every year, the Ontario government and its agencies spend $30 billion on procurement, alongside our $200 billion plan to build Ontario. U.S.-based businesses will…
— Doug Ford (@fordnation) February 3, 2025
Ford said on X today that Ontario is banning American companies from provincial contracts:
“We’ll be ripping up the province’s contract with Starlink. Ontario won’t do business with people hellbent on destroying our economy. Canada didn’t start this fight with the U.S., but you better believe we’re ready to win it.”
It is a blow to the citizens of the province more than anything, as the Starlink internet constellation has provided people in rural areas across the globe stable and reliable access for several years.
Musk responded in simple terms, stating, “Oh well.”
Oh well https://t.co/1jpMu55T6s
— Elon Musk (@elonmusk) February 3, 2025
It seems Musk is less than enthused about the fact that Starlink is being eliminated from the province, but it does not seem like all that big of a blow either.
As previously mentioned, this impacts citizens more than Starlink itself, which has established itself as a main player in reliable internet access. Starlink has signed several contracts with various airlines and maritime companies.
It is also expanding to new territories across the globe on an almost daily basis.
With Mexico already working to avoid the tariff situation with the United States, it will be interesting to see if Canada does the same.
The two have shared a pleasant relationship, but President Trump is putting his foot down in terms of what comes across the border, which could impact Americans in the short term.
Armored Tesla Cybertruck “War Machine” debuts at Defense Expo 2025
Tesla Megapacks chosen for 548 MWh energy storage project in Japan
