Tesla Hits Record Deliveries in China for September

Photo: Bloomberg

Tesla had an impressive September, as evidenced by registration backups at DMVs across China, mostly consisting of Tesla Model Y units.

Last month, deliveries from Tesla’s Gigafactory Shanghai in China continued to increase for the second month in a row, despite an overall downturn for the country’s auto sales, according to Bloomberg.

The month resulted in an overall total of 56,006 deliveries from Giga Shanghai, including both exports and domestic sales. Tesla CEO Elon Musk has previously stated the end of quarter push normally is for local deliveries in China, while the first half of the quarter is for exports.

Tesla delivered 52,153 units in China during the month, after an August domestic sales increase of nearly 50 percent. In addition, Tesla had a total of 3,853 exports from Giga Shanghai, according to data from the China Passenger Car Association (CPCA) on Tuesday.

Local electric vehicle (EV) companies in the region, including NIO, Li Auto and Xpeng Motors, have also increased their monthly output volumes throughout the year.

While Tesla has delivered over 200,000 vehicles in China year-to-date, NIO has delivered 66,395 units, Li Auto has delivered 55,270 units and Xpeng has delivered 56,404, according to @Ray4Tesla.

In September, exports dropped significantly for Tesla China, largely due to the way Tesla delivers its overseas exports in the first half of most quarters while focusing on local deliveries in the second half.

At the annual Tesla Shareholder Meeting held last week, Tesla CEO Elon Musk also said that Gigafactory Shanghai is now producing more vehicles than the company’s Fremont, California factory.