China Market situation and outlook

FredTMC · Apr 21, 2015

maoing said:
http://news.cnhubei.com/xw/wuhan/201504/t3239479.shtml
　Chutianjinbao News (Reporter Zhang Ji Qing, I Roussillon) Wuhan citizens simply want to experience Tesla - call a taxi can be. Yesterday, Wuhan 1100 electric taxi project announced successful results.Among them, about 100 car rental choice for Tesla.
According to public information, Wuhan tricyclic Automobile Co., Ltd. will acquire, operate about 100 pure electric car, car for Tesla MODEL S85, one hundred kilometers acceleration time of just 5.6 seconds, called Wuhan cattle taxi. Wuhan Electric Vehicle Demonstration BYD Automobile Industry Co., Ltd. will each operate 500 electric taxis, cars were Dongfeng Fengshen A60EV, Kai Chen Dongfeng Morrowind and BYD electric car E6.

- - - Updated - - -

http://companies.caixin.com/2015-04-21/100802284.html

thanks for posting. Are u saying this company is purchasing 100 model S's?! For rent or as taxis ?

thanks in advance...

maoing · Apr 21, 2015

correct. as per the report.

FredTMC said:
thanks for posting. Are u saying this company is purchasing 100 model S's?! For rent or as taxis ?

thanks in advance...

AlMc · Apr 21, 2015

maoing said:
correct. as per the report.

BTW: Nice call on 'the bottom' (TSLA) on your part!:wink:

maoing · Apr 21, 2015

Ya. You remind me about my bottom call on 03/30 http://www.teslamotorsclub.com/show...nical-Analysis?p=956583&viewfull=1#post956583
Three weeks past, many sources have proved that worst has past.
1) China demand is picking up, inventories are almost gone, P85D/70D generate strong interest;
2) Dollar momentum weaken due to interest rate hike delayed;
3) "Weaker" demand in Q1 (proofed by shorter wait time) got restimulated by new entry level model 70D;

Right now, I would call for Q1 ER beat in contrast to my Q4 ER prediction (miss).

AlMc said:
BTW: Nice call on 'the bottom' (TSLA) on your part!:wink:

maoing · Apr 21, 2015

Tesla wasthe first to see the real car in January last year, our family went to orderthe occasional neighbor when Beijing Parkview Green shopping center, so I wentinto the Tesla electric car showrooms, he was ordered P85, impression is notgood, work rough, poor selection, uncomfortable ride back seat.In early May, I and a few friends toexperience his P85, driving comfort and acceleration feel impressive, butalmost all of them have different levels of vertigo when you ride, the secondimpression is still negative.Before Tesla experienced management team in China changestwice a variety of management turmoil and downs, to the end of the newmanagement team took office, has finally provided the first practical testdrive the car to the media, so I got the latest Tesla Model S P85D, for morethan 700 horsepower four-wheel drive car electric car driving experience for aperiod of two weeks.

maoing · Apr 21, 2015

The crowd at Tesla booth in Shanghai International Auto Show.

FredTMC · Apr 21, 2015

maoing said:
The crowd at Tesla booth in Shanghai International Auto Show.

Very good to see. Thanks for these China data points

ScepticMatt · Apr 22, 2015

maoing said:
The best Model S (P85D) review I've seen so far in chinese. Google translation: https://translate.google.com/transl...ead-c-2357-40419568-1.html&edit-text=&act=url

The writer is very influential. Basically he had a lot of negative impression for the old P85 (same with his neighbor, purchased P85, Elon handed over the key, CEO of autohome.com). But very positive from P85D experience, not only acceleration but overall.

I made a thread about this review a few days ago in the Model S forum, but no one responded.

Anyway I thought it was a great review. Maybe Tesla can pick up improvements for features he thought were lacking (i.e. issue with child seats, head rests, cup holders)
Overally he loved the smooth performance, low cost of ownership and OTA updates among other things.

eepic · Apr 22, 2015

Looks like a city in China has added 100 Model S to their taxi fleet in addition to 500 BYD and 500 Dongfeng EVs.

æ¦æ±‰å¸‚2015å¹´æ–°å¢ž1100è¾†å®¢è¿å‡ºç§Ÿæ±½è½¦é¡¹ç›®ä¸æ ‡ç»“æžœå…¬å‘Š_æ ‡ä¹¦_æ–°æµªåšå®¢

Gerasimental · Apr 22, 2015

eepic said:
Looks like a city in China has added 100 Model S to their taxi fleet in addition to 500 BYD and 500 Dongfeng EVs.

æ*¦æ±‰å¸‚2015å¹´æ–°å¢ž1100è¾†å®¢è¿å‡ºç§Ÿæ±½è½¦é¡¹ç›®ä¸*æ*‡ç»“æžœå…¬å‘Š_æ*‡ä¹¦_æ–°æµªåšå®¢

According to the Google translation of this story posted earlier by Maoing, they are cattle that can do 100km in 5.6 seconds! I want a ride in that taxi.

maoing · Apr 22, 2015

Thanks everyone gave me reputation credit today. I'm curious that how I can see the sender's ID? Sometimes I just see the message without sender's ID unless it's written in message.

AlMc · Apr 22, 2015

maoing said:
Thanks everyone gave me reputation credit today. I'm curious that how I can see the sender's ID? Sometimes I just see the message without sender's ID unless it's written in message.

You can't find the name unless the people wish to include it.

hobbes · Apr 27, 2015

Article on registrations in China:

The monthly total was 326, up from 260 in February, according to data released Monday by JL Warren.

Wonder where they got the numbers from.

Tesla March Model S Registrations Rise in China, JL Warren Says - Bloomberg Business

SBenson · Apr 28, 2015

hobbes said:
Article on registrations in China:

Wonder where they got the numbers from.

Tesla March Model S Registrations Rise in China, JL Warren Says - Bloomberg Business

Does anyone remember if JL Warren's numbers were any reliable from the past?

AlMc · May 11, 2015

Tesla will make sure they can use the Chinese charging standards: http://finance.yahoo.com/news/tesla-modify-cars-match-china-010128039.html

maoing · May 18, 2015

Tesla no longer subject to license plate quota in Tianjin

svp · May 19, 2015

According to this , 300 Model S sold in April in China.
Not sure where they take the numbers from.

JRP3 · May 20, 2015

svp said:
Not sure where they take the numbers from.

Source is listed in fine print:

Source: China Auto Web

techmaven · May 20, 2015

JRP3 said:
Source is listed in fine print:

I'm not so sure... ChinaAutoWeb publishes all the Chinese manufactured EVs for which EV Sales blog publishes. But the Tesla estimate? No idea.

JRP3 · May 20, 2015

Good point.

China Market situation and outlook

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