“In Q3, we began transitioning to a more even regional mix of vehicle builds each week, which led to an increase in cars in transit at the end of the quarter. These cars have been ordered and will be delivered to customers upon arrival at their destination” - [0]
In other words, they said all of the cars had been ordered, although many were in transition at the end of the quarter.
I mean isn’t that the same thing for traditional dealerships? They order the cars and they’re waiting to be sold. A good amount of Teslas end up rejected for whatever reason and show up on the existing inventory page. You can often find new cars in socal with delivery that week. I got my model s that way.
I'm pretty sure you can't stuff your supply chain like that.. Sunbeam got caught once doing that so I'm pretty sure it's a major no no. If it's ordered then it's ordered by someone. Not by a dealer etc? Plus Tesla have no dealers except themselves? so at most it'd be bunch of rejects?
In other words, they said all of the cars had been ordered, although many were in transition at the end of the quarter.
What is your source of what Tesla said in China?
[0] - https://ir.tesla.com/press-release/tesla-vehicle-production-...