Tesla China domestic sales reach year-to-date high in September 2024


Tesla China’s domestic sales were their highest year-to-date in September 2024. This was hinted at in data recently released by the China Passenger Car Association (CPCA). 

CPCA data has revealed that Tesla China was able to sell 88,321 vehicles wholesale in September 2024. From this number, a total of 16,121 cars were exported to foreign markets. This suggests that over the course of September, Tesla was able to sell a total of 72,200 vehicles in the domestic Chinese market.

As noted in a report from CNEV Post, Tesla China’s domestic sales in September represent a 65.95% improvement over the 43,507 vehicles that were sold by the company in September 2023. They also represent a 13.78% improvement over the 63,456 vehicles that were sold domestically in August 2024. 

This also means that in the third quarter, Tesla sold a total of 181,883 vehicles in the domestic Chinese market. This represents a year-over-year improvement of 30.27% and a quarter-over-quarter improvement of 24.67%. This bodes well for Tesla China’s reach in China’s local EV market, and it highlights just how prolific the Model 3 and Model Y have become in the country. 

Overall, Tesla China’s domestic sales have reached 460,200 vehicles from January to September 2024, an increase of 6.1% year-over-year. This is especially impressive for the electric vehicle maker considering that 2024’s domestic sales lagged 2023’s figures for several months. 

Tesla China continues to be a growing presence in the company’s overall operations. At the end of September, Tesla China announced that it had successfully exported 1 million vehicles to foreign markets. And on the same day when Tesla North America unveiled the Cybercab and the Robovan in California, Tesla China announced that Gigafactory Shanghai had produced its 3 millionth vehicle

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Tesla China domestic sales reach year-to-date high in September 2024





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Court rules against Tesla Sweden in license plate withholding suit


A court in Sweden has ruled that Tesla can’t force a local post provider to resume deliveries of the company’s license plates, after the country’s largest postal service joined labor efforts last year by withholding all mail from the company.

PostNord, Sweden’s largest mail provider, joined strikes lodged against Tesla by union IF Metall last November, going on to halt the delivery of the company’s license plates. Tesla Sweden launched lawsuits against both PostNord and the Swedish Transport Agency, which issues plates but has refused requests to utilize a different mail carrier.

At this point, the labor efforts and the suit have been ongoing for nearly a year, forcing Tesla Sweden to deliver some of its vehicles without license plates altogether, and to later use temporary replacement plates.

On Friday, however, a district court in Sweden ruled that Tesla couldn’t force PostNord to resume the delivery of license plates, claiming that the country’s constitution forbids government agencies from intervening in labor efforts, as The New York Times reports.

“Parties in the labor market have the right to take action, and the state should not intervene,” said Patrik Alm, a Solna District Court senior judge.

RELATED:

New Tesla Superchargers blocked by union efforts in Sweden: report

The license plate withholding followed strikes in which Tesla service workers were asked by IF Metall to stop performing service on the company’s vehicles, though most service was able to resume earlier this year.

Currently, Tesla has new owners apply directly for license plates, and new tags are delivered straight to owners by the Transport Agency, without ever needing to go through the automaker’s stores. Tesla has also found other workaround solutions for related strikes, such as having units delivered by land to bypass a dockworker’s strike that ceased ship imports of the company’s electric vehicles (EVs).

PostNord workers are represented by the Swedish Union for Service and Communications Employees union, referred to as Seko. Meanwhile, around 70 percent of workers in Sweden are members of a union, and both Seko and IF Metall have noted that the company’s efforts against signing a collective bargaining agreement are in opposition to the country’s workforce culture of mutual cooperation between employees and employers.

“Now it’s probably time for Tesla to stop fooling around and respect the Swedish collective agreement model,” said Gabriella Lavecchia, Seko union president. “The fact that they spend so much time and energy trying to get around the game rules is just a signal that they have big problems.”

Tesla still has the option to appeal the ruling in a higher court within the next three weeks, and the labor efforts seemingly haven’t slowed the company’s sales too significantly in the EV-dense country. According to data from Mobility Sweden, Tesla sales in Sweden have increased by 1 percent to 16,478 vehicles delivered in the first nine months of the year.

Tesla Supercharger installations continue in Sweden despite Union opposition

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Court rules against Tesla Sweden in license plate withholding suit





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Tesla FSD transfers are back for Q4 following Cybertaxi, Robovan unveil


Tesla has once again re-launched free transfers of Full Self-Driving (FSD) when buyers purchase a new vehicle, coming on the heels of the company’s unveiling event for the Cybercab and Robovan this week.

On Thursday, Tesla updated one of its support pages to say that it will once again be allowing transfers of FSD Supervised for those who take delivery of a newly purchased vehicle by the end of this year. The update comes after Elon Musk previously said that Tesla would allow FSD transfers for “one more quarter” in Q3, after one shareholder shouted such a suggestion for the extension from the audience.

“Customers who take delivery of a new Tesla vehicle between October 10, 2024 and December 31, 2024 may qualify for transferring Full Self-Driving (FSD) (Supervised) from their current vehicle to their new vehicle,” Tesla writes on its website.

As in past rounds, the company highlights certain conditions for the promo, including that inventory vehicles, commercial vehicles, leased vehicles, and those delivered before October 10 are not eligible for the promotion, nor are those that have been totaled.

Musk agreed to have Tesla launch FSD transfers for “one more quarter” during Tesla’s Annual Shareholders meeting in June, after a shareholder literally yelled “one more quarter” as the CEO began answering a question about transfers. While Musk went on to agree to the one more quarter of FSD transfers, he also explained why Tesla needed to avoid doing so, emphasizing that, ultimately, the company has to make some money on the software.

“It is pretty complex for us to do this,” Musk said. “It sort of adds a fair bit of complexity to the sales process, but yeah. And it is tough, because we’ve got to earn revenue somehow, so… You know, transfer is tough.”

Prior to that, Tesla has launched multiple rounds of FSD transfers, although it initially launched the promo as a “one-time amnesty” last year. Since then, the promotion has been widely requested by customers, perhaps indicating why it has been revived so many times.

The re-launch of FSD transfers also comes after Tesla unveiled its Cybercab and Robovan autonomous vehicle platforms on Thursday, which was the same day the re-boot of the promo was spotted. During the event, Musk also announced that FSD Unsupervised would begin deploying in California and Texas as soon as next year.

Tesla owners share first insights into Cybertruck FSD performance

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 reboots its FSD Supervised transfer program for Q4





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