Connect with us

News

Tesla China sees strongest vehicle registrations year-to-date as Q2 nears end

Credit: Tesla Asia/X

Published

2 years ago

on

Tesla China ended the week of June 17-23, 2024 with 17,500 new vehicle registrations. This represents a 49% improvement from the 11,700 registrations that the electric car maker saw the previous week. It also represents the strongest week of new vehicle registrations for Tesla China year to date. 

Tesla China does not report its weekly sales figures, though a general idea of the company’s overall performance in the domestic Chinese auto market can be inferred through the number of new vehicle registrations. Fortunately, these registrations are tracked closely by industry watchers. Automakers such as Li Auto have even made a habit of sharing vehicle registration data on a weekly basis. 

And as per Li Auto’s recent data, Tesla China saw 17,500 new vehicle registrations in the week ending June 23, 2024. Considering Tesla China’s registrations last week, which are the strongest this year so far, the electric vehicle maker’s year-to-date sales this 2024 are lagging just about 4.6% compared to the same period in 2023. If Tesla China could end the second quarter on a strong note, this gap may prove even smaller by the end of the quarter. 

Estimates from industry watchers also suggest that among Tesla China’s 17,500 new vehicle registrations, 6,000 were reengineered Model 3 sedans. This bodes well for the all-electric sedan, particularly the new Tesla Model 3 Performance, which started its customer deliveries in China recently. 

Advertisement

Giga Shanghai serves as Tesla’s largest electric vehicle factory by volume, and it is also the company’s primary vehicle export hub. With this in mind, Tesla China typically allots a significant amount of its resources to vehicle exports in the first half of a quarter. This means that domestic vehicle orders from customers in China are typically delivered in the latter half of a quarter. 

Tesla China’s strong registrations in the week ending June 23 could then be an indication that such a strategy is still being adopted. The numbers could also suggest that Tesla China’s exports this June 2024 would likely be lower than May’s 17,358 vehicles, as noted in a CNEV Post report. Expectations are currently high that Tesla China’s domestic sales this June would reach about 55,000 units, as per Deutsche Bank analyst Wang Bin. 

Don’t hesitate to contact us with news tips. Just send a message to simon@teslarati.com to give us a heads up.

Advertisement
Related Topics:

Simon is an experienced automotive reporter with a passion for electric cars and clean energy. Fascinated by the world envisioned by Elon Musk, he hopes to make it to Mars (at least as a tourist) someday. For stories or tips--or even to just say a simple hello--send a message to his email, simon@teslarati.com or his handle on X, @ResidentSponge.

Advertisement
Comments

News

Tesla just told us twice that Model Y L is coming to the U.S.

Published

1 hour ago

on

July 2, 2026

By

Credit: Tesla

Tesla just told us twice that the Model Y L is coming to the U.S., and two social media posts definitely just tipped the company’s hand, as if they wanted it to be any other way.

The two social media posts basically confirm that the slightly longer version of the Model Y will be heading to the United States soon, and many have speculated that the company could launch the vehicle as soon as this weekend.

The first post was directly from Tesla, and it showed an incredibly long Dachshund, with words above that said, “Looking forward to the long weekend.”

Anyone who knows Tesla knows the company loves to troll its fans and have fun, and this is a perfect example of that. While not a direct acknowledgement, Tesla is very involved on social media, especially CEO Elon Musk’s platform X, and the company is well aware of what is being discussed within the community.

With recent sightings of Model Y L test mules in California, peeks of the vehicle at Giga Texas, and a large call for the car to come to the U.S., Tesla is simply stoking conversation with this.

However, the company also made another move that was recognized on social media. Tesla has a large gallery that includes photos of its products so media and others can use them. This gallery applies to the U.S. market specifically, unless otherwise specified.

Tesla uploaded a Model Y L to the Gallery last night:

This seems to be another indication that the Model Y L is coming to the United States.

Musk said last year that the Model Y L could make its way to the United States late this year, but it was not something that was set in stone by Tesla. The company definitely needs to establish something in the SUV market that is larger than the Model Y, and the Model Y L might be the answer.

Even still, there are consumers out there who would love Tesla to develop something even larger, like a competitor to the Tahoe or Expedition. Tesla has not really given much of an indication that it will go in that direction.

Continue Reading

News

Tesla is using vehicle microphones to improve build quality: here’s how

Published

3 hours ago

on

July 2, 2026

By

Credit: Tesla

Tesla is using the vehicles’ internal microphones to improve build quality, Vice President of Engineering Lars Moravy revealed recently.

It’s no secret that Tesla is always finding ways to make its manufacturing operations more efficient, accurate, and valuable. Constantly trying to make its cars better, the company has never placed any restrictions on what it will do to improve everything from panel gaps to paint.

As Teslas have been driving autonomously on the property of the Gigafactory Texas plant for a while now, Moravy revealed to Herbert Ong in a new interview that cars rolling off production lines now autonomously navigate themselves through a bumps, squeaks, and rattles (BSR) portion of the line. This helps to identify any loose or improperly installed internal parts.

The cabin’s microphones, which are used for a variety of things in ownership, simultaneously monitor any noises inside the vehicle while it rolls through the BSR portion of the production line. Moravy actually revealed that Tesla is trying to build “Full Self-Hearing,” an AI system that will detect minor imperfections so they can be corrected before delivery.

It’s no secret that build quality is something that Tesla struggled with as it scaled to a fully massive production operation that manufactures over 1.6 million vehicles per year. However, in recent years, especially, there have not been as many complaints. Tesla has truly improved upon its build quality and paint quality over the past several years, especially in the U.S.

Tesla’s ‘megacasts’ are key to massive build quality improvements

While those improvements have been evident, there are still some complaints; no automaker is perfect with this. But this step will now ensure that every single car that rolls off the production lines at Gigafactory Texas will be void of any creaks, squeaks, or squeals when it leaves the factory.

This measure is one of the most unique we’ve seen in terms of a strategy to avoid build quality issues, but it is not exclusive to Tesla.

Ford uses acoustic analysis AI to find abnormalities in seat motors, climate control units, and other components. Suppliers and OEMs will also use microphone arrays or particle velocity sensors in end-of-line stations.

The full interview with Lars Moravy is available below:

Continue Reading

Investor's Corner

Tesla crushes Wall Street expectations, beats delivery estimates by over 15 percent

Published

5 hours ago

on

July 2, 2026

By

Tesla (NASDAQ: TSLA) beat Wall Street expectations of 406,000 vehicles delivered in Q2 by reporting 480,126 deliveries for the three months ending in June.

Tesla reported it delivered 467,762  Model 3 and Model Y units, while 12,364 Model S, Model X, and Cybertrucks switched hands during the quarter. The Model S and Model X were officially sunset this past quarter and will no longer be part of the company’s Production & Delivery reports moving forward.

The quarter is a pleasant surprise and a good rebound from Q1, when Tesla slightly missed the Wall Street consensus of 365,645 cars by reporting 358,023 deliveries for the first three motnhs of the year.

Energy storage deployments also provided some strength in Tesla’s delivery report, hitting 13.5 GWh for Q2. This is a particular division of Tesla’s business that has been overwhelmingly robust over the past few years, truly being a strong point of the company’s overall model.

For the year, Tesla analysts still predict deliveries to trend in the 1.69 million unit region, a modest 3 to 5 percent increase from the 1.64 million cars the company delivered last year. Tesla will likely return to more sequential and noticeable year-over-year growth as the Cybercab project starts to ramp up considerably in the next few years.

Tesla has some other potential catalysts to spur vehicle deliveries, too. Not only is it expecting Cybercab to truly start making a change in the next few years, but other vehicles could be entering the company’s lineup.

Tesla sends production Cybercab with no steering wheel, pedals to on-road testing

The slightly longer Model Y L has been a highly speculated release candidate in the U.S. It has already done incredibly well in China, and U.S. buyers have been wanting slightly more interior space than the Model Y. Now that the Model X is gone, it is more needed than ever.

Q2 highlights a pretty stable automotive division within Tesla, and no true concerns arise from these figures, especially considering it managed to beat expectations convincingly.

Continue Reading