Strategy Note /
China

Tesla's record revenue in Q3 reflects China's solid EV foundation

  • Despite a great Q3 overall, Tesla in China sees demand reduce as competitors begin to catch up

  • Legacy will certainly be Tesla’s biggest global competitors because of high client adhesiveness & industry expertise

  • There should and likely will be enough room for the best EV firms in China to grow and flourish

Pili Yang
Pili Yang

Marketing Manager

EqualOcean
2 November 2021
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