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Tesla China posts best month of 2026, extending growth streak

📍 Drive Tesla Canada October 9, 2026 at 03:55 PM

Tesla China recorded its strongest monthly wholesale sales of 2026 in September, according to China Passenger Car Association (CPCA) figures. Giga Shanghai sold 95,366 Model 3 and Model Y units, up 5% from 90,812 in September 2025, marking the eleventh consecutive month of year-over-year growth. The total includes vehicles for the Chinese market and for export to Canada, Europe, Australia and other Asia-Pacific markets. Exports rose 58.3% to 30,529 units, while domestic deliveries fell 9.4% to 64,837. In the third quarter, Shanghai reached a record 275,111 units, up 13.7%.…

Tesla China sold 95,366 wholesale units in September, up 5% from 2025.
Shanghai exports rose 58.3% to 30,529 vehicles in September.
January-September totals 743,060 units, up 22.54% from the same period in 2025.

🔎 Why it matters: Giga Shanghai sustains Tesla's international supply: according to the article, exports exceeded half of wholesale volume through August. Canada already receives the Model 3 from that factory.

📈 Upside: Exports grew 58.3% and helped offset the decline in domestic deliveries in China.

📉 Risk: Domestic deliveries in China fell 9.4% to 64,837 units, and wholesale figures do not equal final deliveries to customers.

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Tesla China posts best month of 2026, extending growth streak

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