Well, now even Reuters is writing that Tesla’s February production in China is +91% (mentioning the “low comparison,” of course). BYD is doing a bit worse, with sales at -65%. Model Ys were also exported to Norway from China this quarter.
When the global picture further includes tanker fires in the Strait of Hormuz and oil “demand destruction” kicks in through fuel prices, car sales could surprise to the upside. Oil prices and poor availability support EV sales better than purchase subsidies.