Tesla ramps up Shanghai Gigafactory output as China sales rise 2.8%

Tesla ￰0￱ begun increasing production at its Shanghai Gigafactory in ￰1￱ Lin, China’s Tesla Vice President, confirmed on a Weibo ￰2￱ automaker also faces a slowing demand for its Cybertruck units, with uneven sales across major ￰3￱ Shanghai Gigafactory represents Tesla’s most prominent global manufacturing hub, which is expected to help stabilize production and meet the rise in international and domestic demand for EV ￰4￱ plant is the central facility for vehicles sold in China, Europe, and Asia. Tesla’s China-made EV sales rise 2.8% in September According to data from the China Passenger Car Association (CPCA), Tesla experienced a 2.8% increase in China-made electric vehicle sales in ￰5￱ automaker sold 90,812 EV units, representing a 2.8% year-over-year increase, effectively reversing a two-month ￰6￱ rise has sparked the production ramp-up in the Shanghai plant in Q4. $TSLA 🇨🇳 Tesla China VP: Shanghai Superfactory Starts Production Expansion in ￰7￱ — Tsla Chan (@Tslachan) October 13, 2025 The announcement also follows the automaker’s unveiling of a new model, which is expected to roll out in China as a six-seater EV car for the Chinese ￰8￱ reported in July that the more extended version of the Model Y SUV will be named Model Y L, which is about 150 cm longer than the standard ￰9￱ vehicle, powered fully by batteries, is expected to revamp Tesla’s performance and appeal to Chinese consumers interested in multi-seat electric SUV solutions and innovative cabin ￰10￱ Shanghai Gigafactory accounts for more than half of Tesla’s global ￰11￱ production range increase is expected to stabilize production amid the rising competition from local EV variants from BYD and ￰12￱ Automotive data show that Cybertruck sales dropped by 62.6% year-over-year in the last quarter , with only around 5,400 units sold.

Tesla’s total Cybertruck sales in 2025 are expected to reach roughly 16,000 units, below its initial projections of up to 250,000 units per ￰13￱ Cybertruck model’s earlier versions launched at prices around $100,000, which was very high compared to the $39,990 price range that Elon had announced in ￰14￱ to a Business Insider report , the EV sector continues to struggle to find traction in the crowded market, particularly with the recently expired tax ￰15￱ lowest-priced version of Cybertruck currently costs nearly $80,000 after the automaker discontinued the more affordable $70,000 rear-wheel drive variant. Tesla’s Cybertruck sales continue to stall in the ￰16￱ has since moved to reposition the Cybertruck’s image, shifting away from its ‘sci-fi’ marketing strategy towards branding it as a practical working vehicle.

Cybertruck’s direct competitor, the Ford F-150 Lightning, continues to outperform Musk’s automobile firm in ￰17￱ F-150 sold about 10,000 units in the third quarter. BYD, Tesla’s Chinese competitor, reported a 14% increase in net profit for the first half of 2025, reaching 15.5 billion yuan ($2.2 billion). Cryptopolitan reported that the rise was fueled by global EV demand and expanded exports, especially to European ￰18￱ firm sold 2.15 million units, representing a 33% year-over-year increase, but still below its yearly target of 5.5 million units for ￰19￱ focused on price cuts, which drove its sales up due to a growing consumer appetite for its cheap ￰20￱ EV maker sales registrations increased by over 225% in July, compared to a 40% drop for Tesla during the same period in ￰21￱ Musk’s automotive company faced challenges, including political backlash across the region, with no new models ￰22￱ ￰23￱ maker’s stock price has increased by 2.38% today, trading at $423.33 at the time of ￰24￱ has also maintained a positive 4.74% YTD, with a year-to-date range of $212.11 to $488.54.

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