Tesla Shanghai Gigafactory Sets Monthly Record in September 2026

Tesla's Shanghai Gigafactory delivered 95,366 vehicles in September 2026, according to data released by the China Passenger Car Association (CPCA). The figure represents a 10.7% increase over August and marks the factory's highest monthly delivery volume this year. Domestic sales in China reached 64,837 units, up 29.5% month-over-month, also an annual high.

For the first nine months of 2026, the Shanghai facility has cumulatively delivered 743,300 vehicles, up 26.8% compared with the same period last year. However, domestic deliveries during that span totaled 381,200 units, down 14% year-over-year, reflecting intensifying price competition in China's electric-vehicle market.

By model, the Model Y remains the stronger seller in China. Through August 2026, cumulative domestic sales reached 226,931 units, a decline of 6.3% compared with the same period last year. The Model 3 logged 89,320 domestic sales over the same timeframe, down 12.4% year-over-year.

In response to the competitive landscape, Tesla launched a limited-time autumn promotion on September 25. Customers who place orders by October 31 will receive a 5,000 RMB reduction on the Model 3 deposit and a 7,000 RMB reduction on the Model Y deposit, along with a zero-interest loan option for five years, paint-selection subsidies, and insurance subsidies.

• Tesla Model 3 starts at approx. $32,700 (China 235,500 RMB)
• Tesla Model 3 Long Range starts at approx. $37,431 (China 269,500 RMB)
• Tesla Model Y starts at approx. $36,611 (China 263,500 RMB)
• Tesla Model Y Long Range starts at approx. $51,250 (China 369,000 RMB)

Tesla has not yet released a formal October delivery figure for the Shanghai Gigafactory. The factory continues to serve as the company's primary export hub, supplying models to markets across Asia-Pacific, Europe, and the Middle East.