Q3 1st week sales dropped significantly in China after almost record sales in the previous week... Where they playing with numbers? Or the data for that week incomplete? Or what el

Crooks everywhere

There are many weird things, like in Europe daily update (https://eu-evs.com/bestSellers/ALL\_DAILY/Brands/Month/2025/6) that had 20k cars sold in June and just 800 so far in July.

It was the exact same pattern with Q1. And almost the exact same volumes. 20,700 vehicles reportedly sold the very last week of Q1 (around 2x average weekly sales), then a huge drop the very next week. Chinese govt reportedly brought in all the Chinese EV manufacturers to tell them to stop the practice of dumping vehicles on used car dealers to juice their sales numbers. Looks like Tesla didn't get the memo.

yeah this is reported to be a huge problem "zero-mile used car" market created by these manufacturers.

> Chinese govt reportedly brought in all the Chinese EV manufacturers to tell them to stop the practice of dumping vehicles on used car dealers to juice their sales numbers. Looks like Tesla didn't get the memo. Does that really apply to Tesla if they dump theirs at shopping malls? ^/s

There was a whistleblower report last year that they will do anything to make quotas, including making up sales.

Not a car company 🤡

Tesla always worked that way, for years - they deliver on quarter end, or with high demand as ships arrive. So you can’t really judge anything looking at a single week/month. Other manufacturers have similar patterns, just faaaaar less pronounced.

LOL Chinese vendors are pulling off that crap even in Finland. MG used to sell almost exclusively that way. The cars were registered first in Sweden and then sold to Finland as “used”.

Tesla is a house of cards.

This has always been the case for Tesla, see 2024: https://i.imgur.com/572MeXm.png 2025 will have the same delivery waves: https://i.imgur.com/CGqYOeq.png

> Chinese govt reportedly brought in all the Chinese EV manufacturers to tell them to stop the practice of dumping vehicles on used car dealers to juice their sales numbers. Looks like Tesla didn't get the memo. How does that work anyway. Do they sell them significantly cheaper or something?

I guess they'd have to. Can't see anyone wanting to buy increasingly unpopular cars by the thousands any other way.

I'd be interested in seeing what happens in Turkey this month. They went from ~200 cars a month to suddenly 7200 sales in June.

Tesla always did it like that. nothing to see here. they wait with deliveries until the last month of the quarter. so that they can always have a positive trend before earnings. in general nothing fraudulent if the deliveries really are deliveries to a customer. i doubt that this is the case with tesla. they really fucking try everything to pump that fucking stock. and the people, markets, funds are to stupid to call bs on that behaviour. it will fail eventually with a big bang. nobody knows when, but i bet everything i have on it happening at some point. 1 month, 1 year, ten years, no idea. but it will collapse

It's deliveries, not sales. It's the same in Norway. I don't know exactly why they do it this way, but they always deliver most cars in the end of a month or quarter. Then it drops off immediately.

They do it so they can boast record numbers. Overall numbers are down? Just stack every delivery into one week and presto, new record!

End of quarter channel stuffing is pretty normal for Tesla.

Channel stuffing. It's a fraudulent practice for manipulating sales numbers, and it's approximately as old as sales itself is. It's getting close to the end of the quarter and you haven't made your numbers. Not making your numbers isn't good for your career as a sales person. You're not going to make your bonus. It's the last week and somehow you still need two or three weeks worth of sales. So you contact all of your sales channels, and ask him to buy a head. Tell them you'll give them an exceptionally good discount if they buy three week's worth of products instead of one week. Tell them if they buy 2 weeks worth of product and then declare that they made a mistake and return half of it next week, you'll give them a better deal at the next negotiation. Or even just "accidentally" ship more than they ordered, so I order will get entered this week and you'll make your bonus, before it gets discovered next weekend returned. Channel stuffing. Stuffing product into your sales channel, clogging it all up for the future, so it'll look good this week. I don't understand automotive sales channels well enough to know exactly where they're stuffing this product too. But the pattern is completely obvious.

Interesting. Tesla sold about 12k vehicles in 2023 and 2024 in Turkey (I think there was a 5% drop in 2024). Until April, the numbers for Turkey looked ok. I didn't check after that.

Not sure about your numbers there. From what I've read, in the entire 2024 Q1 they sold 400 vehicles. Everything I've come across puts them at a couple hundred units sold sold month. That said, from the sounds of it, there's nothing excessively fishy about the Tesla surge in Turkey. Apparently EV sales in Turkey almost doubled this year so far, and Tesla dropped the price of their vehicles by a few thousand dollars US in order to qualify for a gov incentive. https://www.hurriyetdailynews.com/teslas-sales-surge-in-turkiye-amid-declines-in-other-markets-209592