This. Tesla Model S’s are going to those who would be driving black Audi A6s anyways. There isn’t Chinese brand loyalty in the high end car market, no one thinks any BYD can substitute for a BMW, Mercedes, or Audi. Note all these are already made in China anyways.

I would almost think that the higher end of Chinese consumers, educated in other countries and working for international firms, might even prefer non-Chinese brands.

Which is also why iPhones are popular there. American plus expensive is cool. It also doesn’t hurt that they are the best phones around and Tesla 3 seems to be doing pretty well in their market position with their unique cars which stand out.