It'd be quite strange if April production was only ~3.5k, because March was far higher. Even February was higher than that if I'm not mistaken.
Official numbers for April production came out at over 11k. I guess it's not impossible for that number to be incorrect, but unlikely imo. I think it's more likely inventories in China increased a fair bit, and maybe even some cars were shipped to APAC pre-price cut in China?
I just got done listening to Rob’s latest podcast. He expects the production and sales numbers to be announced on Friday 2 PM Shanghai time, not sure if those numbers are coming from Tesla or CPCA