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Tesla China Retail Sales Fall 9% in September; Exports Rise 58%

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Tesla's retail sales in China fell 9% in September, to 64,837 units from 71,525 a year earlier, despite discounts of up to $1,040 on the Model 3 and Model Y, according to the China Passenger Car Association (CPCA). Shipments from Chinese ports, however, rose 58%, to 30,529 vehicles. Combined output at Giga Shanghai reached 95,366 cars, 5% more. It is the fourth consecutive month of domestic sales decline, following a 12.4% drop in August, when exports grew 115%. In the first three quarters of 2026, Tesla sold 381,088 cars in China and exported 361,972.…

🔎 Why it matters: The 9% drop in September domestic sales extends Tesla's retail decline in China to four consecutive months, while exports from Giga Shanghai are sustaining total volume.
📈 Upside: Exports from China rose 58% and Giga Shanghai's total output grew 5%, to 95,366 cars.
📉 Risk: Retail sales in China have declined for four months in a row, and the Chinese car market fell 20% in September.
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