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Tesla is opening pre-orders for new Model 3 made in China on Friday

As we discussed yesterday, it is surprising that they would open orders for the made in China Model 3 so soon.

Based on Tesla’s own timeline, it’s at least 4 months away and that’s likely optimistic.

Even though it’s going to be a different version of Model 3 than what Tesla is currently selling in China, it’s likely going to affect sales due to the clear price difference.

Without the import tariff and with more likely access to local EV incentives, the effective price of the made in China Model 3 will likely be the equivalent of tens of thousands of dollars cheaper than the imported version.

I think Tesla might already have a demand issue with the Model 3 in China as people could already be waiting for the domestic version anyway.



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