Kelvin Yang @KelvinYang7 Twitter profile

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Kelvin Yang

@KelvinYang7

5 years

Lights on

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Kelvin Yang

@KelvinYang7

3 years

Tesla China sued owner who previously fabricated a brake failure incident.

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Kelvin Yang

@KelvinYang7

4 years

Model Y sold out for Q1. 🇨🇳

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Kelvin Yang

@KelvinYang7

2 years

Tesla Shanghai factory to end enclosed production and resume normal 3 shifts work soon.

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Kelvin Yang

@KelvinYang7

4 years

Another pic of Model Y casting

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Kelvin Yang

@KelvinYang7

1 year

Rumor: Model 3 highland to have: - Ventilated seats - Ambient lighting - upgraded sound system @xiaoteshushu

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Kelvin Yang

@KelvinYang7

2 years

Rumor: Tesla Shanghai to resume 2 shifts production by May 16th, production capacity going from 1200 units per day to 2600 per day.

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Kelvin Yang

@KelvinYang7

3 years

Tesla China May data: Wholesale: 33,463 Retail: 21,936 Export: 11,527 (CPCA)

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Kelvin Yang

@KelvinYang7

5 years

Cones visualized

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Kelvin Yang

@KelvinYang7

5 years

GF3 leaked video inside

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Kelvin Yang

@KelvinYang7

3 years

City planning model reveals reserved land for Giga Shanghai

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Kelvin Yang

@KelvinYang7

2 years

Tesla China sold 74,681 Model Y in Q1, ranking #1 in all SUV retail sales. (CPCA)

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Kelvin Yang

@KelvinYang7

2 years

Tesla Shanghai factory stays operational during national day holiday, 3x pay 1-3 Oct.

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Kelvin Yang

@KelvinYang7

3 years

NIO CEO interview: we sold stamping machine to Tesla Shanghai at the darkest time in 2019. The equipment saved Tesla 6 months and the money kept NIO afloat.

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Kelvin Yang

@KelvinYang7

2 years

MIIT: Tesla Shanghai has reached full production

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Kelvin Yang

@KelvinYang7

2 years

This is the first squeeze of the Chinese NEV market. Tesla cutting prices has industry wide implications. Tesla still has 20+% margin. Others, not so much. First EV startup bankruptcy is coming

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Kelvin Yang

@KelvinYang7

5 years

Tesla: give me 2 billion Market: ok

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Kelvin Yang

@KelvinYang7

3 years

Tesla China’s unmet demand is going to get worse. There’s a sizable ‘wait party’ in China, potential buyers delaying purchase expecting a price cut or a better revision. Now that the price cut expectation is flipped, these buyers are rushing in before the next price raise.

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Kelvin Yang

@KelvinYang7

4 years

🇨🇳 Model Y rear underbody casting Credit: Xiaote

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Kelvin Yang

@KelvinYang7

5 months

LatePost Auto article Tesla's Major Adjustment: The Disaster Brought by Going All In, and Solving it by Going All In Model Y and Model 3 need to hold on for at least two more years. Until March this year, various departments at Tesla were still discussing the mass production

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Kelvin Yang

@KelvinYang7

2 years

Tesla China has been suing misinformation sources, and winning. Their PR stance is much more secured now. Should apply globally

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Kelvin Yang

@KelvinYang7

3 years

Tesla China August data: Wholesale: 44,264 Export: 31,379

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Kelvin Yang

@KelvinYang7

3 years

Supply chain news suggest Tesla is targeting 1m units in 2021.

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Kelvin Yang

@KelvinYang7

2 years

Rumor bubbling about Tesla China, some announcement tomorrow

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Kelvin Yang

@KelvinYang7

4 years

Tesla China claims 30% weight reduction while improving safety metric by 20% and 100% raw material utilization on rear underbody using single piece casting.

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Kelvin Yang

@KelvinYang7

3 years

3M is developing color films specifically for Cybertruck. Could be from factory

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Kelvin Yang

@KelvinYang7

2 years

Tesla Shanghai factory in 2 shifts enclosed production. Production back at pre-lockdown level, expecting normal operation next month. (YiCai)

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Kelvin Yang

@KelvinYang7

3 years

Tesla China October data: Wholesale: 54,391 Export: 40,666 (CPCA)

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Kelvin Yang

@KelvinYang7

2 years

Shanghai excludes PHEV from getting (free) EV licenses plates starting Jan 1, 2023

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Kelvin Yang

@KelvinYang7

3 years

Tesla China sold 25,845 units in April, while exported 14,174 units (CPCA)

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Kelvin Yang

@KelvinYang7

2 years

Model S and Model X granted purchase tax exemption in China, import imminent.

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Kelvin Yang

@KelvinYang7

2 years

Local TV reports a second shipment of Tesla Shanghai’s export. 4000 EV boarding Theben operated by Wallenius Wilhelmsen.

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Kelvin Yang

@KelvinYang7

3 years

Tesla China filed 5 Model Y variants for MIIT approval. Battery capacity ranges from 60 to 78.4 kWh

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Kelvin Yang

@KelvinYang7

3 years

Giga Shanghai delivered 484,1390 units in 2021, 51.7% of Tesla’s 2021 output.

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Kelvin Yang

@KelvinYang7

3 years

Shanghai Model Y Performance 12v lithium battery confirmed

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Kelvin Yang

@KelvinYang7

4 years

Tesla Shanghai registered for electricity generation and transmission business.

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Kelvin Yang

@KelvinYang7

3 years

36Kr: Tesla China in talks to add additional battery supplier for 4680 manufacturing

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Kelvin Yang

@KelvinYang7

4 years

Rumor: Tesla China plans to produce 550k vehicles in 2021, 300k Model 3, 250k Model Y, among which 100k Model 3 and 10k Model Y are for export.

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Kelvin Yang

@KelvinYang7

3 years

Tesla China released vehicle data prior to crash of the Shanghai protest case.

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Kelvin Yang

@KelvinYang7

5 years

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Kelvin Yang

@KelvinYang7

5 years

GF3 photo update

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Kelvin Yang

@KelvinYang7

5 months

words are there will be an announcement from Tesla China tomorrow. Something’s brewing

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Kelvin Yang

@KelvinYang7

3 years

First batch of SR Model Y with LFP battery delivered. 🇨🇳

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Kelvin Yang

@KelvinYang7

3 years

Giga Shanghai enters the next stage of optimization, adding 4000 jobs and further expands production capacity, in the next 5 months.

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Kelvin Yang

@KelvinYang7

2 years

Tesla China: production in December is at full speed for end of quarter delivery wave. Commercial activities are recovering after lifting of covid restrictions.

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Kelvin Yang

@KelvinYang7

8 months

Franz in Shanghai.

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Kelvin Yang

@KelvinYang7

3 years

Rumor: BYD to start supplying Tesla with blade battery on March, at 200k vehicle/year.

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Kelvin Yang

@KelvinYang7

3 years

Tesla China sold 35,478 units in March (CPCA)

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Kelvin Yang

@KelvinYang7

2 years

Rumor: Tesla Shanghai factory to start “enclosed production” on April 17th, for 10-20 days. Workers will live inside the factory and take regular PCR tests.

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Kelvin Yang

@KelvinYang7

2 years

Rumor: Tendering for contracts of 2nd Tesla Shanghai factory is ongoing.

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Kelvin Yang

@KelvinYang7

3 years

CATL’s new battery factory next to Giga Shanghai has been supplying to Tesla since November 2021, now at 60% capacity and ramping.

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Kelvin Yang

@KelvinYang7

3 years

Tesla China September data: Export: 3,853 Wholesale: 56,006 (CPCA)

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Kelvin Yang

@KelvinYang7

3 years

60 kWh Model 3 approved by MIIT 🇨🇳

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Kelvin Yang

@KelvinYang7

2 years

Local official: Tesla Shanghai factory utilization at 45%. 100+ suppliers have resumed production. Warehouses lifted from restrictions.

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Kelvin Yang

@KelvinYang7

2 years

CPCA: Tesla Shanghai factory completed Model Y facility upgrades on July 16th. Model 3 production to resume on 8th August. Production capacity to reach 3000/day

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Kelvin Yang

@KelvinYang7

2 years

Tesla China delivered 100,291 vehicles in November. (Xinhua)

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Kelvin Yang

@KelvinYang7

5 years

Made in China Model 3 order status changed to “prepare for delivery “

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Kelvin Yang

@KelvinYang7

1 year

Musk at Tesla Shanghai factory

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Kelvin Yang

@KelvinYang7

2 years

Reports of auto suppliers in Shanghai restarting production is coming in.

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Kelvin Yang

@KelvinYang7

3 years

Tesla China February data: Wholesale: 56,515 Export: 33,315 (CPCA)

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Kelvin Yang

@KelvinYang7

3 years

Tesla China December data: Export: 245 Wholesale: 70,847 (CPCA)

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Kelvin Yang

@KelvinYang7

2 years

MIIT: As of May 19th, Tesla Shanghai factory produced 26k cars since resuming production.

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Kelvin Yang

@KelvinYang7

3 years

Model Y tops premium SUV category in 2021, beating BMW X3, Audi Q5, Mercedes GLC and others. 🇨🇳 Data and table: CPCA

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Kelvin Yang

@KelvinYang7

5 months

What I don’t understand is how betting on FSD prevents Tesla from bending more metals on the side. It’s like as if because Musk acquired twitter, spaceX had to cancel falcon heavy Tesla can bet the company on AI while shipping 10 new models. These are done by completely

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Kelvin Yang

@KelvinYang7

2 years

Sleep bag, 3 free meals, $63 extra pay per day

Tesla Shanghai to Enter "Closed-Loop" System With Workers Sleeping in Factory

Tesla Inc. has restarted production at its Shanghai factory and laid out stringent measures for staff operating in the so-called closed-loop system, according to people familiar with the matter.

www.bloomberg.com

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Kelvin Yang

@KelvinYang7

2 years

Tesla China May data: Export: 22,340 Wholesale: 32,165 (CPCA)

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Kelvin Yang

@KelvinYang7

4 years

Model 3 outsold Camry, 21,604 vs 20,022 units in November 🇨🇳 (CPCA)

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Kelvin Yang

@KelvinYang7

3 years

CATL announced additional battery supply deal with Tesla, Jan 2022 to Dec 2025. No further detail revealed

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Kelvin Yang

@KelvinYang7

3 years

CT: casting ST: stamping BMP: battery DU: drive unit BIW: body in white PT: paint GA: general assembly VDC: dispatch

Chris Zheng

@ChrisZheng001

3 years

Tesla Giga Shanghai's latest layout, interesting.

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Kelvin Yang

@KelvinYang7

1 year

Rumor: Tesla FSD to have pilot run in Shanghai.

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Kelvin Yang

@KelvinYang7

1 year

Tesla Shanghai factory achieved its designed capacity of 1.1m units annually

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Kelvin Yang

@KelvinYang7

2 years

Tesla China delivered more than 83k vehicles in September. (CCTV finance)

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Kelvin Yang

@KelvinYang7

3 years

Gossip: watch Q3 margin

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Kelvin Yang

@KelvinYang7

3 years

Tesla China builds new Customer Relationship Management department to boost communication, customer stickiness, insights and offline events.

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Kelvin Yang

@KelvinYang7

2 years

Tesla China sees supply chain back to normal. Zero covid induced uncertainty has ended

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Kelvin Yang

@KelvinYang7

3 years

EXCLUSIVE Tesla plans new Shanghai plant to more than double China capacity - sources | Reuters

Exclusive: Tesla plans new Shanghai plant to more than double China capacity - sources

Tesla Inc plans to start work on a new plant in Shanghai as soon as next month as part of a plan to more than double production capacity in China to meet growing demand for its cars in the country...

www.reuters.com

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Kelvin Yang

@KelvinYang7

3 years

Panasonic 4680 next year - Panasonic to start producing new Tesla batteries in 2023 - Nikkei Asia

Panasonic to start producing new Tesla batteries in 2023

The next-generation version offers one of the world's longest ranges

asia.nikkei.com

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Kelvin Yang

@KelvinYang7

3 years

Rumor: new CATL Shanghai factory to use roadrunner production system for 4680, fully automated.

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Kelvin Yang

@KelvinYang7

3 years

Model Y Performance was delivered in China today. AMD graphics card included.

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Kelvin Yang

@KelvinYang7

3 years

Tesla China January data: Wholesale: 59,845 (CPCA)

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Kelvin Yang

@KelvinYang7

5 years

Made in China Model 3 is scheduled to launch on November 11th

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Kelvin Yang

@KelvinYang7

3 years

- Model Y factory expansion completed - Model Y SR introduced - Chip shortages eases in Q3 ==> Model Y production rate from Shanghai is about to double IMO

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Kelvin Yang

@KelvinYang7

2 months

LatePost Exclusive | Tesla Sprints Toward the “Full Version” of 4680 Battery, the Final Gamble After a 5-Year Bet By Li Zinan Edited by Cheng Manqi Tesla will not launch a new car model this year, but a new battery might be introduced. We exclusively learned that Tesla plans

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Kelvin Yang

@KelvinYang7

4 years

Tesla China opened 32 supercharging locations in the week started 7th Dec.

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Kelvin Yang

@KelvinYang7

5 years

News are saying Model 3 selling 1000/day in China

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Kelvin Yang

@KelvinYang7

3 years

It’s official. Shenzhen reopens tomorrow

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Kelvin Yang

@KelvinYang7

4 years

Roofed

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Kelvin Yang

@KelvinYang7

2 years

Tesla China September data: Export: 5,522 Wholesale: 83,135 (CPCA)

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Kelvin Yang

@KelvinYang7

4 years

...

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Kelvin Yang

@KelvinYang7

4 years

Rumorously NIO is having a wave of cancellation

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Kelvin Yang

@KelvinYang7

3 years

Tesla China sold 19,120 Model 3 and 33,033 Model Y in September domestically. (CPCA)

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Kelvin Yang

@KelvinYang7

5 years

Delivery ceremony to employees for made in China Model 3 is scheduled on 30th Dec.

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Kelvin Yang

@KelvinYang7

3 years

Tesla 10Q: Tesla China revenue $3.0b, +238% yoy, 29.3% of total revenue. Loan for Giga Shanghai construction, $614m, is fully paid off.

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Kelvin Yang

@KelvinYang7

2 years

Tesla China October data: Wholesale: 71,704 - Export: 54,504 (CPCA)

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Kelvin Yang

@KelvinYang7

3 years

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Kelvin Yang

@KelvinYang7

3 years

Public opinion quickly flipped from 'Tesla may have faulty brakes' to 'ungrateful b*** saved by the car'

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Kelvin Yang

@KelvinYang7

4 years

China Model Y is officially on the market

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Kelvin Yang

@KelvinYang7

2 years

Friend at Tesla China delivery: work load exploded

Troy Teslike

@TroyTeslike

2 years

The Tesla China team is expected to deliver more than 100K cars this month (September). This will be a new record. The highest month last year was 71K in December. The highest month so far this year was 78K in June.

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Kelvin Yang

@KelvinYang7

3 years

$ZH Model Y tear down: Mega casting cuts weight by 10-20%, dev. cycle reduced, connection point down from 7-800 to 50, cycle time down from 1-2h to 3-5min, higher strength with better NVH while cost went flat. 😳

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Kelvin Yang

@KelvinYang7

4 years

Tesla China sold 23,804 units in December. (CPCA)

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