Category: Tesla Model 3

Tesla to equip revamped Model 3 in China with CATL’s new battery, report says

's revamped China-made Model 3 will use 's new M3P lithium iron phosphate battery, with the base model battery pack capacity upgraded from 60 kWh to 66 kWh, according to 36kr.

(Image credit: CnEVPost)

Tesla's revamped China-made Model 3 will have upgraded battery packs, and the rear-wheel drive base model will use CATL's new M3P lithium iron phosphate battery, with capacity upgraded from 60 kWh to 66kWh, local media 36kr reported today.

Tesla has a practice of upgrading its batteries with every facelift, previously, the standard range version of the China-made Model 3 has been upgraded from 55 kWh to 60 kWh, the report noted.

The 66-kWh pack is not only available for the upgraded Model 3, but can also be used in future revisions of the Model Y, the report said, citing sources.

The range of the China-made Model 3 rear-drive version is currently 556 kilometers. The range of the facelifted Model 3 is expected to increase after receiving a 6-kWh boost in battery capacity, the report said.

The revamped Model 3, with the project code name Highland, is expected to launch in the third quarter, the report said, citing industry chain sources.

Tesla has a factory in Shanghai that produces the Model 3 and Model Y, with an annual capacity of about 1.1 million vehicles, making it the largest Tesla factory in the world.

On March 1, Reuters reported that Tesla was working to retool its Shanghai plant for a Model 3 facelift, a project codenamed Highland by Tesla.

The Highland version of the Model 3 is expected to go into production in Shanghai in September, the Reuters report said, citing a person familiar with the matter.

With Highland, Tesla aims to cut production costs and boost the appeal of the electric sedan, which debuted in 2017, people involved in the project said.

In addition to the Highland version of the Model 3, the Reuters report also mentioned that Tesla was preparing to make production changes to the Model Y.

The changes to the Model Y -- which Tesla has codenamed Project Juniper -- involve the exterior and interior of the SUV, with the goal of starting production in 2024, according to Reuters.

On May 16, Bloomberg reported that Tesla was nearing the final stages before starting trial production of its revamped Model 3 sedan in Shanghai.

The revamped Model 3 is slightly longer, sportier and has a sleeker interior design than earlier versions, according to the report.

On the battery front, it's worth noting that there were rumors last August that CATL would supply M3P batteries to Tesla.

CATL will begin supplying M3P batteries to Tesla in the fourth quarter, and will put them in Model Y using 72 kWh packs, local media outlet LatePost reported on August 3, 2022.

The lithium manganese iron phosphate (LMFP) material used in CATL's M3P battery will be supplied by Shenzhen Dynanonic Co, which had plans to put 110,000 tons of LMFP material into production in the second half of 2022, according to the report.

Tesla was also developing LMFP batteries, but with a long development cycle, it will first source such batteries from suppliers, the report said.

LMFP batteries are an improvement on lithium iron phosphate (LFP) batteries.

Batteries are usually named after the cathode materials they use. LMFP cathode materials can be made by adding manganese to the LFP cathode materials currently used to make LMFP batteries.

The LMFP route can be divided into two types, using 100 percent LMFP material as the cathode or doping the LMFP material with other materials such as aluminum or magnesium to make the cathode.

CATL's M3P batteries' cathode materials are doped with lithium ternary materials and LMFP materials, a solution that solves the problem of short cycle life and high internal resistance of LMFP batteries, as noted in the LatePost report.

On August 18, 2022, Sina Tech cited two people familiar with the matter as saying that Tesla would soon launch a new China-made Model 3, with the biggest highlight being that the entire lineup will use M3P batteries supplied by CATL, with a range improvement of at least 10 percent.

With the new battery pack, the two versions of the China-made Model 3 are expected to have a range of more than 600 km and 700 km, up from the previous 556 km to 675 km, the report said.

Tesla starts offering insurance subsidies for car purchases in China again

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Tesla starts offering insurance subsidies for car purchases in China again

From June 16 to June 30, Chinese consumers can receive an RMB 8,000 insurance subsidy if they purchase a rear-wheel drive version of the Model 3 that has already been produced.

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(NASDAQ: TSLA) first started offering insurance subsidies in China last September, and cut its prices about a month later.

Now the electric vehicle (EV) maker is offering the subsidy again, but this time the situation may be more complicated.

From June 16 to June 30, Chinese consumers who buy and complete delivery of an already produced rear-wheel drive version of the Model 3 will be eligible for an insurance subsidy of RMB 8,000 ($1,120), according to a poster by Tesla on Weibo today.

Tesla has a factory in Shanghai that produces the Model 3 sedan and the Model Y SUV. The Model 3 is available in two versions -- a rear-wheel drive version and a dual-motor all-wheel drive Model 3 Performance, starting at RMB 231,900 and RMB 331,900 respectively.

For customized vehicles, the expected delivery dates for both versions of the Model 3 are 1-4 weeks, consistent with previous information on Tesla's China website.

In addition to the RMB 8,000 insurance subsidy, Chinese consumers who purchase the Model 3 rear-wheel drive version in stock now can also receive a loan option with a lower interest rate, Tesla's poster shows, without providing details.

On September 16, 2022, Tesla began offering subsidies for owners to purchase vehicle insurance in China after the wait times for Model 3 and Model Y custom vehicles saw multiple reductions in the previous two months.

At that time, the subsidy was valid from September 16 to September 30, and consumers who chose to purchase insurance in a Tesla store could receive a subsidy of RMB 8,000 for new Model 3 and Model Y vehicles.

On October 1, 2022, as the subsidy expired, Tesla extended it to the end of last year.

On October 24, 2022, Tesla cut the prices of the entire Model 3 and Model Y lineup in China, with the entry-level Model Y dropping below RMB 300,000 to take advantage of the then-available state subsidy.

It is worth noting that the latest move by Tesla may involve the upcoming launch of an improved version of the model.

On March 1, Reuters reported that Tesla was working to retool its Shanghai assembly plant for a revamped version of the Model 3, a project codenamed Highland by Tesla.

The Highland version of the Model 3 is expected to go into production in Shanghai in September, the Reuters report said, citing a person familiar with the matter.

With Highland, Tesla aims to cut production costs and boost the appeal of the electric sedan, which debuts in 2017, people involved in the project said.

On May 16, a Bloomberg report cited people familiar with the matter as saying that Tesla was nearing the final stages before starting trial production of its updated Model 3 sedan in Shanghai.

Tesla sold 42,508 units at retail in China in May, ranking third in the country's new energy vehicle market with a 7.3 percent share, according to data released by the China Passenger Car Association (CPCA) on June 9.

Model 3 retail sales in China in May were 11,454 units, up 189.97 percent year-on-year, but down 13.20 percent from April.

Model Y retail sales in China in May were 31,054 units, up 428.58 percent year-on-year and up 16.05 percent from April.

The Model Y was the best-selling SUV in China in May, ahead of the second-place Yuan Plus with 26,072 units and the third-place BYD Song Plus with 22,079 units.

Tesla Model Y best-selling SUV in China in May with 31,054 units sold

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Tesla Model Y best-selling SUV in China in May with 31,054 units sold

From January to May, the Model Y sold 152,461 units at retail in China, up 87.03 percent year-on-year, and was also the best-selling SUV in China during the period.

's (NASDAQ: TSLA) Model Y was again the best-selling SUV in China in May, with the Model 3 also doing well in a sedan ranking.

Model Y retail sales in China in May were 31,054 units, up 428.58 percent year-on-year and up 16.05 percent from April, according to a ranking released yesterday by the China Passenger Car Association (CPCA).

This makes the Model Y the best-selling SUV in China in May, ahead of the second-place Yuan Plus with 26,072 units and the third-place BYD Song Plus with 22,079 units.

It is worth noting that the BYD Song family was considered as one model in the CPCA's previous rankings. The family includes the Dynasty Series Song Pro and Song Max, as well as the Ocean Series Song Plus.

Song Pro retail sales in May were 13,501 units, placing it at No. 9 in the ranking.

From January to May, Model Y retail sales in China were 152,461 units, up 87.03 percent year-on-year, making it the best-selling SUV in China during this period.

The BYD Song Plus ranked second with 149,485 units in January-May, and the BYD Yuan Plus ranked third with 117,531 units.

Model 3 retail sales in China in May were 11,454 units, up 189.97 percent year-on-year, but down 13.20 percent from April.

The Tesla sedan did not make the top 20 list of best-selling sedans in May, with the 20th place on the list being the Mercedes-Benz C-Class at 11,929 units.

The Model 3 was fifth on the list of premium sedan sales in May. The Mercedes-Benz E-Class was No. 1 with 14,600 units, the BMW 3 Series was No. 2 with 14,009 units and the Audi A6L was No. 3 with 13,154 units.

From January to May, Model 3 retail sales in China were 67,432 units, up 76.89 percent year-on-year, making it the best-selling premium sedan during this period.

The Audi A6L ranked second with 64,272 units from January to May, and the Mercedes-Benz E-Class ranked third with 61,244 units.

Tesla has a factory in Shanghai that produces the Model 3 and Model Y. Their combined retail sales in China in May were 42,508 units, ranking third in China's NEV market with a 7.3 percent share, according to data released by the CPCA on June 9.

Tesla's Shanghai plant exported 35,187 vehicles in May, up 57.51 percent year-on-year, but down 1.95 percent from April, data monitored by CnEVPost showed.

Tesla delivers 42,508 vehicles in China in May, taking 7.3% share of NEV market

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Tesla’s revamped Model 3 nears final trial production in Shanghai, report says

The revamped Model 3 is slightly longer and sportier than earlier versions and has a sleeker interior design, according to Bloomberg.

Tesla's revamped Model 3 nears final trial production in Shanghai, report says-CnEVPost

(Image credit: CnEVPost)

Tesla is nearing the final stages before starting trial production of its revamped Model 3 sedan in Shanghai, a Bloomberg report today said, citing people familiar with the matter.

The revised Model 3 is slightly longer, sportier and has a sleeker interior design than earlier versions, the people said, according to the report.

Since the beginning of this month, some production staff at Tesla's Shanghai plant have been asked to keep their phones in special lockers outside the factory's production line to prevent potential photo leaks, one of the people said.

Production lines in the first phase of the factory could be shut down for a few days at the end of the month for adjustments, though those plans could still change, the report said.

On March 1, Reuters reported that Tesla had been working to retool its Shanghai assembly plant for a revamped version of the Model 3, a project codenamed Highland by Tesla.

The Highland version of the Model 3 is expected to go into production in Shanghai in September, the Reuters report said, citing a person familiar with the matter.

With the Highland, Tesla aims to cut production costs and boost the appeal of the electric sedan, which debuts in 2017, people involved in the project said.

Appearance and powertrain performance will also be changed, with a focus on production efficiency, they said, according to the report.

Giga Shanghai is Tesla's largest plant in the world, producing the Model 3 and Model Y, with an annual capacity of about 1.1 million vehicles.

Tesla sold 75,842 China-made vehicles in April, including 35,886 units exported, according to the China Passenger Car Association (CPCA).

Model 3 sales in China in April were 13,196 units, up 2,290.58 percent from 552 units in the same month last year, but down 39.26 percent from 21,726 units in March.

Model Y sales in China in April were 26,760 units, up 2,687.50 percent from 960 units in the same month last year, but down 51.29 percent from 54,937 units in March.

This is due to the fact that Tesla's sales in China fell sharply last April due to the Covid lockdown in Shanghai, and its pattern of producing vehicles primarily for export in the first half of each monthly quarter.

Tesla expected to put new Model 3 into production in Shanghai in Sept; prepares to revamp Model Y, report says

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Tesla’s revamped Model 3 nears final trial production in Shanghai, report says

The revamped Model 3 is slightly longer and sportier than earlier versions and has a sleeker interior design, according to Bloomberg.

Tesla's revamped Model 3 nears final trial production in Shanghai, report says-CnEVPost

(Image credit: CnEVPost)

Tesla is nearing the final stages before starting trial production of its revamped Model 3 sedan in Shanghai, a Bloomberg report today said, citing people familiar with the matter.

The revised Model 3 is slightly longer, sportier and has a sleeker interior design than earlier versions, the people said, according to the report.

Since the beginning of this month, some production staff at Tesla's Shanghai plant have been asked to keep their phones in special lockers outside the factory's production line to prevent potential photo leaks, one of the people said.

Production lines in the first phase of the factory could be shut down for a few days at the end of the month for adjustments, though those plans could still change, the report said.

On March 1, Reuters reported that Tesla had been working to retool its Shanghai assembly plant for a revamped version of the Model 3, a project codenamed Highland by Tesla.

The Highland version of the Model 3 is expected to go into production in Shanghai in September, the Reuters report said, citing a person familiar with the matter.

With the Highland, Tesla aims to cut production costs and boost the appeal of the electric sedan, which debuts in 2017, people involved in the project said.

Appearance and powertrain performance will also be changed, with a focus on production efficiency, they said, according to the report.

Giga Shanghai is Tesla's largest plant in the world, producing the Model 3 and Model Y, with an annual capacity of about 1.1 million vehicles.

Tesla sold 75,842 China-made vehicles in April, including 35,886 units exported, according to the China Passenger Car Association (CPCA).

Model 3 sales in China in April were 13,196 units, up 2,290.58 percent from 552 units in the same month last year, but down 39.26 percent from 21,726 units in March.

Model Y sales in China in April were 26,760 units, up 2,687.50 percent from 960 units in the same month last year, but down 51.29 percent from 54,937 units in March.

This is due to the fact that Tesla's sales in China fell sharply last April due to the Covid lockdown in Shanghai, and its pattern of producing vehicles primarily for export in the first half of each monthly quarter.

Tesla expected to put new Model 3 into production in Shanghai in Sept; prepares to revamp Model Y, report says

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Tesla Apr sales breakdown in China: Model 3 at 13,196 units, Model Y 26,760

From January to April, the Model Y sold 121,407 units, making it the second-best-selling new energy SUV in China during this period.  |  TSLA.US

Tesla Apr sales breakdown in China: Model 3 at 13,196 units, Model Y 26,760-CnEVPost

Tesla's retail sales in China in April included 13,196 Model 3 electric sedans and 26,760 Model Y electric crossovers, according to data released today by the China Passenger Car Association (CPCA).

Tesla Apr sales breakdown in China: Model 3 at 13,196 units, Model Y 26,760-CnEVPost

Tesla Apr sales breakdown in China: Model 3 at 13,196 units, Model Y 26,760-CnEVPost

Figures released earlier this month by the CPCA show that Tesla sold 75,842 China-made vehicles in April, including 35,886 units exported.

That means Tesla delivered 39,956 vehicles in China in April, with 47.32 percent of the vehicles produced at the Shanghai plant being exported.

The US electric vehicle maker's plant in Shanghai currently only produces the Model 3 as well as the Model Y. Including exports, the two models sold 26,783 and 49,059 units in April, respectively, according to the CPCA.

Today's figures mean that Tesla's Shanghai plant exported 13,587 China-made Model 3s and 22,299 China-made Model Ys in April.

In China, Model Y sales in April were up 2,687.50 percent from 960 units in the same month last year, but down 51.29 percent from 54,937 units in March.

Model 3 sales in China in April were up 2,290.58 percent from 552 units a year ago, but down 39.26 percent from 21,726 units in March.

These changes are due to the fact that Tesla's sales in China fell sharply last April due to the Covid lockdown in Shanghai, and its pattern of producing vehicles primarily for export in the first half of each quarter.

In the rankings released today by the CPCA, the Model Y was the third best-selling new energy SUV in April.

Tesla Apr sales breakdown in China: Model 3 at 13,196 units, Model Y 26,760-CnEVPost

BYD Song and BYD Yuan Plus were the top 2 best-selling new energy SUVs in April with 33,007 and 28,931 retail sales, respectively.

From January to April, the Model Y sold 121,407 units, up 60.5 percent year-on-year, and was the second best-selling new energy SUV during this period, according to the CPCA's rankings.

The BYD Song was the top-selling new energy SUV from January to April, with 174,422 units, up 83.0 percent year-on-year.

Among the top 10 new energy sedans in April, the Tesla Model 3 came in at No. 7, while NIO's (NYSE: NIO) ET5 sedan failed to make the list.

Tesla Apr sales breakdown in China: Model 3 at 13,196 units, Model Y 26,760-CnEVPost

Among the top retail sales of new energy sedans from January to April, the Tesla Model 3 ranked No. 5, while the BYD Qin ranked No. 1 with 130,602 units.

Tesla Apr sales breakdown in China: Model 3 at 13,196 units, Model Y 26,760-CnEVPost

Tesla hikes Model 3, Model Y prices slightly in China

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Tesla prices: Here’s how Model 3 and Model Y compare in China vs other markets

Tesla recently lowered the prices of its Model 3 sedan and Model Y crossover in several markets around the world, raising concerns about whether it will do the same in the Chinese mainland.

Tesla prices: Here's how Model 3 and Model Y compare in China vs other markets-CnEVPost

Tesla (NASDAQ: TSLA) recently lowered the prices of its Model 3 sedan and Model Y crossover in several markets around the world, raising concerns about whether it do the same in the Chinese mainland.

Grace Tao, Tesla's vice president of external affairs, shared several charts on Weibo Friday showing that all versions of the Model 3 and Model Y available in the Chinese mainland are priced lower than in all other markets.

Tao shared the charts without any comment. Whether Tesla will continue to cut prices in the Chinese mainland will be something to watch in the coming days.

Chinese car companies are currently busy preparing for the Shanghai auto show, which will begin on April 18 and run through April 27. The organizers of the show have released a booth map that shows Tesla will be absent.

The low prices enjoyed by consumers in the Chinese mainland are apparently due to the local production of the Tesla Model 3 and Model Y.

On August 15 last year, Tao said that 99.9 percent of the team at Tesla's Shanghai factory was made up of Chinese and that the supply chain was more than 95 percent localized.

Tesla's factory in Shanghai currently produces only the Model 3 as well as the Model Y. The plant not only supplies locally, but is also an export center for Tesla.

The Model 3 is currently offered in two versions in the Chinese mainland -- the entry-level rear-wheel drive version and the dual-motor all-wheel drive Model 3 Performance.

The Model Y is available in three versions in the Chinese mainland -- the entry-level rear-wheel drive Model Y, the dual-motor all-wheel drive Model Y Long Range, and the dual-motor all-wheel drive Model Y Performance.

Here are more charts created by CnEVPost based on images shared by Tao yesterday.

Tesla prices: Here's how Model 3 and Model Y compare in China vs other markets-CnEVPost

Tesla prices: Here's how Model 3 and Model Y compare in China vs other markets-CnEVPost

Tesla prices: Here's how Model 3 and Model Y compare in China vs other markets-CnEVPost

Tesla prices: Here's how Model 3 and Model Y compare in China vs other markets-CnEVPost

Tesla Model Y best-selling SUV in China in Mar with 54,937 units sold

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Tesla Model Y best-selling SUV in China in Mar with 54,937 units sold

From January to March, Model Y retail sales in China were 94,647 units, second only to BYD Song's 141,415 units.

The Model Y typically sees good results in an SUV ranking in China when Tesla (NASDAQ: TSLA) delivers more vehicles to local consumers at the end of each quarter.

The Model Y sold 54,937 retail units in China in March, placing it at No. 1 on the list of best-selling SUVs in the country, according to data released by the China Passenger Car Association (CPCA) on April 11.

Sales of the Tesla SUV in China last month rose 38.28 percent from 39,730 units a year earlier and 115.22 percent from 25,526 units in February, according to data monitored by CnEVPost.

BYD Song was the second best-selling SUV in China in March with 40,114 units sold at retail, according to the CPCA's ranking. BYD Yuan Plus ranked third with 27,907 units.

The BYD Song remained the best-selling SUV in China from January to March, with 141,415 units sold at retail, up 91.9 percent year-on-year.

The Tesla Model Y ranked second with 94,647 retail sales in China in January-March, up 26.7 percent year-on-year.

BYD Yuan Plus ranked third with 62,528 retail sales in January-March.

Tesla has a factory in Shanghai that produces the Model 3 sedan as well as the Model Y. Its pattern is to produce cars for export in the first half of each quarter and for the local market in the second half.

Tesla delivered 76,663 units in China in March and exported 12,206, according to data released by the CPCA on April 10.

Model 3 retail sales in China in March were 21,726 units, down 16.52 percent year-on-year and up 158.74 percent from February, according to the CPCA's latest figures.

This puts that Tesla sedan in 5th place in the March new energy sedan sales rankings, with BYD Qin in first place with 43,230 sales and BYD Dolphin in second place with 27,687 units.

From January to March, the Model 3 sold 42,782 units in China, up 27.3 percent year-on-year, making it the fifth best-selling new energy sedan in China during this period.

BYD Qin ranked first in new energy sedan sales from January to March with 87,955 retail units, while Hongguang Mini EV was second with 69,842 units and BYD Dolphin was third with 67,951 units.

Tesla to build new Megafactory in Shanghai to produce Megapack energy storage system

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Tesla Model Y ranks No. 2 in top-selling SUVs in China in Feb

Song was the best-selling SUV in China in February with 51,592 retail sales, and the Model Y ranked No. 2 with 25,526 units.

TSLA.US

The (NASDAQ: TSLA) Model Y was the No. 2 best-selling SUV in China in February, with the BYD (OTCMKTS: BYDDY) Song taking the top spot by a significant margin.

Model Y retail sales in China in February were 25,526 units, up 37.3 percent from 18,593 units a year ago, according to data released today by the China Passenger Car Association (CPCA).

That puts the Tesla SUV at No. 2 on the list of best-selling SUVs in China, according to the CPCA's list.

The BYD Song topped the list with 51,592 retail sales in February, up 110.3 percent from 24,532 units in the same month last year.

BYD Yuan Plus retail sales in February were 20,279 units, up 349.1 percent from 4,515 units in the same month last year, and ranked third on the list.

In January-February, BYD Song retail sales were 101,301 units, up 115.6 percent year-on-year, making it the best-selling SUV in China for the first two months.

The Tesla Model Y came in second on the list with 39,710 units in the same period, up 13.6 percent year-on-year, and the Changan CS75 came in third with 35,030 units.

Notably, this is the first time the CPCA has not placed the Model Y in the ranking of high-end SUV sales with a starting price above 300,000 yuan ($43,080).

In the CPCA's previous lists, the Model Y has appeared in the premium SUV sales rankings, even though its starting price has been below RMB 300,000 after two major price cuts.

Tesla Model 3 sales in February were 8,397 units, up 82.3 percent from 4,607 units a year ago, according to the CPCA.

This puts the Model 3 at No. 7 among the best-selling new energy sedans in February.

The BYD Qin was the best-selling new energy sedan in February, with the NIO ET5 ranking 10th on the list with 6,471 units sold.

In January-February, the Tesla Model 3 retailed 21,056 units in China, placing it at No. 6 on the list of best-selling new energy sedans.

The ET5 sold 12,266 units in January-February, ranking No. 9 on the list.

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NIO ET5 drops 1 spot in ranking of top-selling premium sedans in China

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Tesla expected to put new Model 3 into production in Shanghai in Sept; prepares to revamp Model Y, report says

The Highland version of the Model 3 is expected to go into production in Shanghai in September, while Tesla is also preparing a production revamp of the Model Y with the internal codename Juniper, according to Reuters.

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