News
Tesla China manufacturing shines as MIC Model 3 claims top spot in quality survey
A recent survey showed that Tesla’s Made in China Model 3 was ranked as the highest quality sedan in the second quarter of 2020 in the country, citing only .7 complaints per 10,000 vehicles. While the data shows the Model 3 is striking a chord with its Chinese consumers, it also shows the quality of the company’s products that are manufactured at Giga Shanghai.
Chinese quality complaint company CheZhiWang surveyed 38 total sedans that are available in the world’s largest automotive market. The survey included both foreign and domestic models.
The findings concluded that the Tesla Model 3 sedan that is manufactured at the company’s Chinese production facility located in Shanghai is the highest-quality sedan available to consumers in China. Owners of the all-electric vehicle indicated that complaints were nearly obsolete for the Model 3, stating that less than one complaint was registered per 10,000 cars sold.
JUST IN: CheZhiWang, 🚗 quality complaint data collecting site in 🇨🇳 , finds in Q2, Model 3 is the least complained car w/ 0.7 complaint/10k 🚗, topping all 37 other models foreign or domestic. This is the 1st time Model 3 ranks top spot in the findings. @elonmusk @teslacn pic.twitter.com/MTltHrNe2V
— Ray (@ray4tesla) August 2, 2020
The data also suggests that the average domestic car complaint sales ratio in the second quarter was 37.2 complaints per 10,000 vehicles, 12365 Auto reported. All 38 cars that appeared on the list showed lower complaint rates than the national average. However, only the Model 3 was able to keep its complaint rate under 4.2 per 10,000 vehicles.
Perhaps the most striking piece of information gathered from this data is the fact that the Made in China Model 3 is experiencing less criticism on a grand scale than other vehicles, despite the company only producing the car at its Shanghai factory since January 2020. Although Tesla’s workers in China have only been building electric cars for consumers for a short period, the quality of manufacturing is the highest based on the data.
The survey is a testament to the quality of Tesla’s vehicles in Shanghai and the improvements the company has made in manufacturing. When new cars are introduced to an automaker’s fleet, there are bound to be small errors in production that can be recognized as “build quality” issues. These include panel gaps, paint chips, misaligned headlights, faulty buttons and levers, and small cosmetic errors, among many other things.
Tesla, like many other car companies, has had issues in the past with the build quality of its new cars. When owners take delivery of their new electric vehicles, they are required to inspect the car to take notice of any issues there may be cosmetically or functionally. If a problem is spotted, Tesla will take care of the issue to ensure the customer is happy with their purchase. Unfortunately, there have been instances where owners have declined the delivery of their new car because of an excess of quality issues.
This issue isn’t exclusive to Tesla, however. Many automakers experience build quality complaints with their cars. It is a product of accelerated manufacturing to keep up with demand, and companies are bound to make mistakes sometimes.
However, less than one complaint per 10,000 vehicles is an impressive accomplishment for the Giga Shanghai team. To have such low numbers on a massive scale shows Tesla’s manufacturing efficiencies are improving, and the company’s quality is going up amidst demand that continues to increase in China.
The Made in China Model 3 was the most popular electric car in the world in June, registering over 35,000 units sold during the month, according to the EV Sales Blog.
That’s something to dance about.
H/t: @Ray4Tesla on Twitter
Investor's Corner
Mizuho keeps Tesla (TSLA) “Outperform” rating but lowers price target
As per the Mizuho analyst, upcoming changes to EV incentives in the U.S. and China could affect Tesla’s unit growth more than previously expected.
Mizuho analyst Vijay Rakesh lowered Tesla’s (NASDAQ:TSLA) price target to $475 from $485, citing potential 2026 EV subsidy cuts in the U.S. and China that could pressure deliveries. The firm maintained its Outperform rating for the electric vehicle maker, however.
As per the Mizuho analyst, upcoming changes to EV incentives in the U.S. and China could affect Tesla’s unit growth more than previously expected. The U.S. accounted for roughly 37% of Tesla’s third-quarter 2025 sales, while China represented about 34%, making both markets highly sensitive to policy shifts. Potential 50% cuts to Chinese subsidies and reduced U.S. incentives affected the firm’s outlook.
With those pressures factored in, the firm now expects Tesla to deliver 1.75 million vehicles in 2026 and 2 million in 2027, slightly below consensus estimates of 1.82 million and 2.15 million, respectively. The analyst was cautiously optimistic, as near-term pressure from subsidies is there, but the company’s long-term tech roadmap remains very compelling.
Despite the revised target, Mizuho remained optimistic on Tesla’s long-term technology roadmap. The firm highlighted three major growth drivers into 2027: the broader adoption of Full Self-Driving V14, the expansion of Tesla’s Robotaxi service, and the commercialization of Optimus, the company’s humanoid robot.
“We are lowering TSLA Ests/PT to $475 with Potential BEV headwinds in 2026E. We believe into 2026E, US (~37% of TSLA 3Q25 sales) EV subsidy cuts and China (34% of TSLA 3Q25 sales) potential 50% EV subsidy cuts could be a headwind to EV deliveries.
“We are now estimating TSLA deliveries for 2026/27E at 1.75M/2.00M (slightly below cons. 1.82M/2.15M). We see some LT drivers with FSD v14 adoption for autonomous, robotaxi launches, and humanoid robots into 2027 driving strength,” the analyst noted.
News
Tesla’s Elon Musk posts updated Robotaxi fleet ramp for Austin, TX
Musk posted his update on social media platform X.
Elon Musk says Tesla will “roughly double” its supervised Robotaxi fleet in Austin next month as riders report long wait times and limited availability across the pilot program in the Texas city. Musk posted his update on social media platform X.
The move comes as Waymo accelerates its U.S. expansion with its fully driverless freeway service, intensifying competition in autonomous mobility.
Tesla to increase Austin Robotaxi fleet size
Tesla’s Robotaxi service in Austin continues to operate under supervised conditions, requiring a safety monitor in the front seat even as the company seeks regulatory approval to begin testing without human oversight. The current fleet is estimated at about 30 vehicles, StockTwists noted, and Musk’s commitment to doubling that figure follows widespread rider complaints about limited access and “High Service Demand” notifications.
Influencers and early users of the Robotaxi service have observed repeated failures to secure a ride during peak times, highlighting a supply bottleneck in one of Tesla’s most visible autonomy pilots. The expansion aims to provide more consistent availability as the company scales and gathers more real-world driving data, an advantage analysts often cite as a differentiator versus rivals.
Broader rollout plans
Tesla’s Robotaxi service has so far only been rolled out to Austin and the Bay Area, though reports have indicated that the electric vehicle maker is putting in a lot of effort to expand the service to other cities across the United States. Waymo, the Robotaxi service’s biggest competitor, has ramped its service to areas like the San Francisco Bay Area, Los Angeles, and Phoenix.
Analysts continue to highlight Tesla’s long-term autonomy potential due to its global fleet size, vertically integrated design, and immense real-world data. ARK Invest has maintained that Tesla Robotaxis could represent up to 90% of the company’s enterprise value by 2029. BTIG analysts, on the other hand, added that upcoming Full Self-Driving upgrades will enhance reasoning, particularly parking decisions, while Tesla pushes toward expansions in Austin, the Bay Area, and potentially 8 to 10 metro regions by the end of 2025.
Tesla has finished construction at its biggest Supercharger ever in Lost Hills, California, and all 168 stalls are officially open as of today.
After several years of development, the company has officially announced that the Lost Hills Supercharger, known as Project Oasis, is officially open with 168 stalls active and available to drivers.
Tesla announced the completion of the Lost Hills Supercharger on Tuesday, showing off the site, which is powered by 10 Megapack batteries for storage and is completely independent of the grid, as it has 11 MW of solar panels bringing energy to the massive Battery Energy Storage System (BESS).
All 168 Stalls at the Tesla Supercharger in Lost Hills, California are officially open! pic.twitter.com/eo9xmZyUNB
— TESLARATI (@Teslarati) November 25, 2025
This is the largest Supercharger in the world and opens just in time for the Thanksgiving holiday, which is the most-traveled weekend of the year in the United States.
Spanning across 30 acres, it was partially opened back in July 2025 as Tesla opened just 84 of the 168 stalls at the site. However, Tesla finished certifying the site recently, which enabled the Supercharger to open up completely.
The site generates roughly 20 GWh of energy annually, which is enough to power roughly 1,700 homes. The launch of this site specifically is massive for the company as it plans to launch more Superchargers in more rural areas, making charging more available for cross-country rides that require stops in more remote regions of the United States.
This is perhaps the only weak point of Tesla’s massive charging infrastructure.
It has some features that are also extremely welcome for some owners, including things like pull-through stalls for those who tow, an idea that was extremely popular following the launch of the Cybertruck.
Tesla has over 70,000 active Superchargers across the world. The company has also made efforts to create unique experiences at some of the stops, most notably with its Tesla Diner, located on Santa Monica Boulevard in Los Angeles.
That Supercharger has two massive drive-in movie theaters and will soon transition to a full-service restaurant following the departure of its executive chef, Eric Greenspan.
Mizuho keeps Tesla (TSLA) “Outperform” rating but lowers price target
Tesla’s Elon Musk posts updated Robotaxi fleet ramp for Austin, TX
