This week's installment of Japanese Tesla listings/sales. #Tesla #CYAZ #テスラ #モデル3
TL;DR: EoQ rush continuing (though may not be as strong as last yr). Return of demo/loaners.
S/X/3 summary.
Some demo/loaners were re-listed. Otherwise, rather quiet on S/X sales off inventory & 3rd party sales.
These are not "new" by any means. Although you do see some "registered/unused" in Japan, those are considered "used", legally speaking.
Just liquidating demo/loaners.
They have many like this they re-list when sales are slow.
The re-listing of demo/loaners tells me they might not be that busy delivering new ones, just a month after the 1st shipment of the yr arrived.
Forum posts say many of June orders are getting delivered already. They should be able to clear 3 Qs worth of backlog easily.
Given the circumstances, I expected ~500 Model 3 & ~100 S/X this Q. I'm starting to have doubts about that 500. They never delivered 300 in any month ever, even when they had sufficient inventory (e.g. Dec. '19). I may have to lower my projection.
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