This week's installment of Japanese Tesla listings/sales. #Tesla #CYAZ #テスラ #モデル3
TL;DR: Most cars, both new & CPO, are gone from Tesla Japan site. Used market remain tepid. Update on Model 3 order tracker.
S/X/3 summary.
Only 5 cars are currently listed. Many of the unlisted are demo/loaners that won't count as new. Most likely, they unlisted display cars as well.
To recap, they sold up to 40 new cars in Apr/May. ~90 new cars were unlisted in Q2. My guess is that they did liquidate some old demo/loaners & registered some new ones to replace them. They've done that before.
My estimate of Q2 reg. has been ~60, but could be as high as 80. Insignificant, not even rounding error, I know, but that's where we are.
JAIA data will be out on Monday.
Update on JPN Model 3 order tracker.
Because of the tracker issues, a lot of back-filling in the last few wks.
YTD, 60 orders reported (221 last yr), likely some unfilled orders from last yr & some already filled from inventory in Q1.
Given ~20% response rate early, I estimate 300~400 backlog.
A couple of wks ago, a forum poster reported 200~400 backlog according to a Tesla sales rep, so that's consistent w/ my estimate above.
Reported mix so far this yr is ~1/3 each of P, LR, & SR+.
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