Tesla saw sales of its China-made vehicles rebound in September, helped by strong demand for its newly launched six-seat Model Y L, data from the China Passenger Car Association (CPCA) showed.
Tesla sold 90,812 vehicles last month, including both domestic deliveries and exports from its Shanghai Gigafactory. That marked a 2.82% increase from 88,321 units a year earlier and a 9.16% rise from 83,192 units in August, signalling a return to growth after two straight months of year-on-year declines.
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The rise was partly driven by the launch of the Model Y L, which began deliveries in early September following its August 19 debut. Local media reported that the six-seat version received around 120,000 orders since launch, averaging nearly 10,000 orders per day.
Despite the September rebound, Tesla’s year-to-date sales from January to September — including exports — totaled 606,364 vehicles, down 10.27% from the same period last year due to weaker performance earlier in 2025. Tesla’s Shanghai plant produces the Model 3 and Model Y, serving both Chinese customers and overseas markets.
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In the third quarter, Tesla’s China-made vehicle sales — including exports — reached 241,890 units, representing 48.66% of its global deliveries of 497,099 units. The share was 51.31% in the first quarter and 49.91% in the second. While Tesla China’s third-quarter sales declined 2.91% year-on-year, they rose 26.17% from the second quarter.
A Tesla spokesperson declined to comment on specific sales figures but said the company was encouraged by customer interest in the Model Y L, noting that “the positive reception demonstrates the growing appeal of our locally produced vehicles among Chinese consumers.”
