Very interesting, thank you. Do you think that this amount of Panasonic cells were then not actually shipped to China?
LG Chem supplied all Tesla Model 3 February installed batteries, #China media reports citing #auto OEM conformity certificates data.
Earlier reports based on vehicle production showed Panasonic as Tesla's Feb supplier.pic.twitter.com/h0CnClDW7N
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My guess is that analysts automatically assumed it was Panasonic, since they only had numbers on vehicle production and installed capacity per model at the beginning of the month.
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About 4000 cars capacity there in Feb. But many would most likely be put into cars in March.
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