Image: Tesla
Tesla has begun ramping up production at its Gigafactory in Shanghai for the fourth quarter of 2025, according to the company’s China Vice President, Grace Tao.
Per an auto-translation of a new post on Chinese social media platform Weibo, Tao said that “the Shanghai Gigafactory has recently begun its fourth quarter production ramp-up,” adding that employees at the site are “working hard to expand production and fully charge their vehicles, so that car owners in China and Asia Pacific can receive their vehicles as soon as possible.”
Tao’s comments come after Tesla reported record global deliveries of 497,099 vehicles in Q3 2025. Of those, 241,890 vehicles were produced and delivered by Tesla China — representing roughly 48.7% of the company’s total output last quarter. Ramping up production heading into the final stretch of the year suggests Tesla is targeting even higher output volumes for Q4.
Much of the increased momentum in China has been fueled by the launch of the new Model Y L, a six-seat SUV designed specifically for the Chinese market. The vehicle went on sale in August and began deliveries in early September. Local media reports indicate that orders for the Model Y L reached 120,000 within two weeks of launch, averaging nearly 10,000 per day. The model has been sold out well into November, highlighting its strong reception among families and larger households.
Tesla is also preparing to begin deliveries of the refreshed Model 3 in China. The updated sedan brings back the traditional turn signal stalk, adds a front bumper camera, and introduces some smaller design refinements inside and out.
With the Model Y L in high demand and the new Model 3 refresh hitting showrooms, Tesla appears to be positioning Giga Shanghai for a robust end to 2025 in the face of growing competition and its shrinking market share in China. Grace Tao also encouraged Chinese customers to “come to the store for test drives, experience more, and drive your new car soon,” underscoring the company’s confidence heading into the final quarter of the year.
