TSLA · News · 20261103N

China-Made EV Sales Growth

Tesla, Inc. · 2026-11-03 · Importance 30 · Surprise 40

Tesla sold 67,829 China-built Model 3 and Model Y vehicles in October, up 10.3% year over year and marking a 12th consecutive month of annual growth. The volume was 28.9% below September’s 95,366 vehicles, the Shanghai factory’s best month in 2026; another report described the sequential decline as 29%. The Shanghai figures include exports as well as sales to Chinese consumers, so they do not represent China-only demand.

Key facts

• Tesla's China-built vehicle sales in October were 28.9% below September's 95,366 vehicles; September was the factory's best month in 2026. source
• Tesla China sales fell 29% versus September but rose 10% versus a year earlier. source
• Tesla sold 67,829 China-built Model 3 and Model Y cars in October, up 10.3% year over year. source
• Tesla's China-built vehicle sales increased 5% in September, and October was the 12th consecutive month of annual growth. source