China EV insurance registrations for week ending Sept 7: Nio Inc 6,270, Tesla 14,300, Xiaomi 6,200

The headline is directly from [cnevpost.com](http://cnevpost.com/) where they list weekly sales of multiple brands in China. I post these articles primarily to measure Tesla's sales versus the same period last year to determine if they're growing or declining. I could care less about pissing contests between brands, given that what truly matters for Tesla's stock is their total year over year sales growth. (I should say that vehicle sales *should* matter, but clearly they don't matter much since their sales have been shit this year as the stock has risen versus last year and continued floating sideways all year. I'm of the impression that cars and battery storage only account for about 10% of Tesla's total valuation, with robot and robotaxi vaporware accounting for the other 90%... and last I checked, the vaporware wasn't going all that well.) That said, there could be some importance when other Chinese companies' sales are spiking while Tesla's sales are flat or declining, to give an indication about the state of the Chinese vehicle market and economy; such as whether there's a general market lull in China, or if Tesla's just losing market share versus competitors. This could be helpful in predicting future sales. Note that a lot of Tesla stans will come up with every excuse in the book for this lull in sales. Earlier this year they **insisted** that the lull in global sales was due to the simultaneous global model Y production line shutdowns for the refreshed version, and that once the lines were ramped, sales would grow. Clearly that hasn't happened. People like me were pointing out that Tesla had already built up loads of model Y inventory prior to the model Y assembly shutdown , and in many cases, deeply discounted that inventory to sell it off. Thus the shutdowns had minimal impact on total sales. We also noted that in Q1, when the shutdowns occurred, Tesla still managed to add tens of thousands of additional vehicles to their inventory. For the Tesla stan synopsis to be correct, I'd have expected a drop in inventories as a result of significantly constrained model Y supply... given that the model Y accounts for as much as 70% of Tesla's global sales. (It is strange that they had multiple plants shutdown production, but still saw a large increase in inventories, no? Maybe something worth looking into... did they cook the books?) We've also recently had people insisting that the release of the Model Y L would boost sales in China. They're only about 1-2 weeks in now for Model YL deliveries, but this new trim seems to have had minimal impact on growing sales. Once again, people like me pointed out that China has plenty of 3 row EVs, many with better appointments than Teslas. My suggestion has been that there may have been some big initial orders for model Y L, likely from Tesla investors, thus quickly selling out September availability, but with delivery estimates currently still expected in October, the demand hasn't been exceptionally high; certainly not as high as some Tesla fans have been claiming. (ie. 130k orders through October.

Way too high, whats wrong with chinese people buying american crap? WTF

Thanks but ur silly comment won't move even but on TSLA stock

Why are there no numbers mentioned for BYD? Aren't they the big player in the Chinese market right now? A quick search showed that despite a drop in sales for July they sold ~340k vehicles that month, which puts them way above the other players mentioned here with Tesla.

In the bottom of the article it mentions 52K registrations for BYD

Do you mean in the headline? They seem to pick a few brands to put in the headline each week. The numbers are in the article. Also, like I said, given that this is a Tesla related sub, I'm posting it primarily to show Tesla's weekly sales numbers versus the same week last year... and have been doing that for multiple weeks to get a general trend of their sales in China.

BYD sold 52k