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This is far below management guidance and analyst expectations. Furthermore, considering the lead times and logistics involved, we suspect that this will translate to slightly over 7,000 deliveries. Despite the already low expectations, we are skeptical that the market is prepared for this low a number for Model 3.The low production and shipment data means that Tesla will see considerable margin and cash flow headwinds on the Model 3 program.China Sales Do Not Offer Much Promise According to CleanTechnica Chinese EV sales report, Tesla seems to be hardly selling any EVs in China.

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