Are Tesla price cuts causing cancellations for China EV brands?

China’s Passenger Car Association released the country’s vehicle output for October 2022 and confirmed that Tesla’s output out of Gigafactory Shanghai was 71,704 cars – down 83,000 in September. However, month-to-month is not really the best way to look at Tesla’s output in China. Nio has been going on a flat line on delivery number, Xpeng a little bit down.

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