Well, they can only make so many cars. If 10000 are in transit, then that's 10000 they can't book as sold. It is interesting though that they can't count these as sales, as many companies do many things with deferring sales, I would think if they are in transit, they are (sold). If they are sending 10k cars there without them actually being sold, that would be something else entirely. Perhaps general acceptable accounting rules don't allow for booking sales before delivery, but I'd find that crazy to be the case.
"We count a produced but undelivered vehicle to be in transit if the related customer has placed an order or paid the full purchase price for such vehicle."
It sounds like it is count as sold, but not delivered. Production was 77100 which leaves about 3500 cars as both unsold and undelivered.
That is only about half a week of production, but at the same time it implies softness in overall demand compared to the past.
