Giga Shanghai Production Could Be 200K+ In 2020

Published: April 10, 2020, 12:48 a.m.

Official Q1 2020 sales data from China has been released from the CPCA. Tesla delivered ~16,700 Model 3's in China in March, with ~10K coming just in March. This implies that Gigafactory Shanghai is at a 150K/yr Model 3 production rate TODAY. The Shanghai ramp is progressing way faster than expected. I think this is a an epic storyline that will come to light on Tesla's Q1 earnings call.