A report from a Chinese trade group seems to confirm what we all suspected: Tesla’s impressive delivery numbers for the first quarter were boosted by a surge of shipments in China. The company’s wholesale March deliveries in China were 10,160 units, according to Cui Dongshu, Secretary General of the China Passenger Car Association (via Bloomberg). This represents more than double the February figure, and a hefty chunk of China’s total of 47,000 EV deliveries for the month.
Tesla’s Shanghai Gigafactory reopened February 10, after being closed for less than two weeks. Local authorities reportedly were especially accommodating to the California carmaker, helping it minimize the production interruption. Tesla plants in the US seem likely to suffer substantially more downtime.
The latest China figures are encouraging, but they represent the number of cars leaving the factory—it’s unclear how many of those vehicles were delivered to customers. Actual registration figures are to be released later this month. In February, Tesla registrations dropped 35% compared to January, to 2,314 units, according to the China Automotive Information Net.