Yeah im not sure if they would re-wrap some of the pre-production units if they had already been thru the testing, unless they were heading the other way and being shipped back to shanghai maybe...Hmm Paganella is a suspected Tesla ship which went from Shanghai on 18 Oct, via Japan late Oct and docked in NZ 3 days ago. That would line up with the vehicle carrier sighting I guess.
I still wonder if they are the pre-production units that were undergoing testing, but I think they said a couple had the protective film etc. If they are customer deliveries then it sounds like they could be well ahead of schedule.