China is Tesla's cash cow, but for how much longer?
摘要
特斯拉上海工厂6月产量达93579辆，同比增长38%，创同期新高，但中国本土销量连续多个季度下滑。当季超半数产量用于出口，主要销往欧洲、加拿大及亚洲其他市场，出口量达128394辆，略高于中国国内销量126157辆。上海工厂凭借较低劳动力成本、本土供应链及出口退税政策，成为特斯拉重要利润来源。尽管有报道称特斯拉正考虑将中国业务与非中国业务分离，但公司已予以否
Tesla's factory in Shanghai had its best June ever, according to the China Passenger Car Association. Tesla built 93,579 cars in China that month, a hefty 38 percent increase compared to June 2025, according to CPCA's data. But that production isn't translating into bumper sales to Chinese customers. Rather, sales have been down quarter on quarter in China for more than a year now, particularly as buyers tire of the Model 3 sedan.
Almost 40 percent of the EVs that Tesla built in June were destined for export. And in Q2 in total, more than 50 percent—just—of the cars it built were for Europe, Canada, and other Asian markets: 128,394 versus the 126,157 Chinese-built Teslas that were sold to Chinese buyers. Low labor costs compared to Germany or the US are a big boon here, as are cheaper components from local suppliers. Throw in some export-related tax rebates from the Chinese government, and it's not hard to see how Tesla's Shanghai plant is an extremely valuable asset.
Despite this seemingly critical importance to the automaker at a time when its profit margins are evaporating, Tesla may be contemplating a future without China. Last week, The Wall Street Journal reported that some Tesla executives have been tasked with separating Chinese and non-Chinese parts of the company, although Tesla denied such preparations were underway.
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