Getting into the spirit of Tesla Shipment stalking, I've been looking at some of the vessels mentioned in this thread and not many look like they are in the vicinity or headed to the South/East China Sea area, but there are a few that are going to Singapore, which maybe a waypoint destination on the way to Shanghai.
Two candidates fitting that route are Glovis Companion and Triton Ace. The former seems to have been static on the map off the coast of Singapore since 29 Sept (its last update) and did look like it was headed East under power...
Lake Geneva also looked like it might have been on the Singapore lay-over route, but it seems to be headed to South Korea now...