Tesla's China-made EV sales quicken in September

October 9, 2026 6:16 AM EDT

Tesla cars line up for inspection at the Tesla Gigafactory during a government‑organised media trip in Shanghai, China, April 14, 2026. REUTERS/Go Nakamura

BEIJING, Oct 9 (Reuters) - ‌Tesla's China-made ​electric ​vehicle sales rose 5% from a year earlier in September, picking up from a ‌3.6% increase in August, as the company's sales ⁠rebound in Europe continued.

Deliveries of Model 3 and Model ‌Y vehicles built in its ‌Shanghai factory, including exports to Europe, Asia Pacific and Canada, increased to 95,366 units from 90,812 ​the year before, notching the 11th consecutive month of annual gains, data from the China ⁠Passenger Car Association showed on Friday.

• Tesla's new car registrations rose across ​several European markets last month, extending the US automaker's recovery in regional sales

• Its ​third-quarter sales of Shanghai-built EVs ‌logged annual growth of 13.7%, according to Reuters calculations based on CPCA numbers. ⁠Globally, the automaker's deliveries dropped 2.1% year-on-year against an all-time high in the third quarter of 2025

• Tesla's ⁠third-quarter global deliveries beat forecasts, keeping it on track to return ​to full-year growth after two years of declines

• In China, Tesla is offering final-payment discounts of 7,000 yuan ($1,044) on ‌selected Model Y variants and 5,000 yuan across all Model 3 variants through ‌the end of October, as competition in the world's ⁠largest auto market remains ‌intense

($1 = 6.7019 Chinese ​yuan renminbi)

(Reporting by Qiaoyi Li and Liz Lee; Editing by Joe Bavier and Emelia ‌Sithole-Matarise)



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