Nov wholesale (including exports): -4% YoY
Nov local sales: +6% YoY
Nov implied exports: -46% YoY
Exports from Shanghai are >100% of Tesla's profits, as local prices are cut to the bone. This Nov data is negative.
Nov wholesale (including exports): -4% YoY
Nov local sales: +6% YoY
Nov implied exports: -46% YoY
Exports from Shanghai are >100% of Tesla's profits, as local prices are cut to the bone. This Nov data is negative.