According to the Vice President of Tesla China, Tao Lin, Tesla Shanghai has started a ramped-up production schedule at its Gigafactory, entering the fourth quarter of 2025. The campaign wants to take advantage of a small rise in local demand and strong new product introductions.
Tesla’s China-made electric vehicle (EV) sales increased 2.8 per cent year-on-year in September, halting a two-month drop pattern. Early deliveries and the introduction of a fresh six-seater Model Y and Model 3 in Chinese stores have helped to explain some of the increase. Already vital to Tesla Shanghai’s worldwide supply and export plan, the Shanghai site is its biggest manufacturing center anywhere. Tesla seems to be reaffirming its dedication to the Chinese market by boosting production in Q4 even as rivals grow.
Tesla Shanghai China’s VP Tao Lin’s message on Weibo stressed the urgency of the ramp-up project by highlighting that the teams at the factory had moved “to boost capacity and sprint at full power.” “This surge is part of a larger push to line up with the year-end targets,” said Zhang, a production manager at a regional supplier to news sources.
Shanghai’s export figures from September also present a varied picture; about 19,287 vehicles were shipped overseas, a year-on-year rise of almost 19.6. still short of August levels, though. This rise in stock price shows that investors are confident but conditional. Tesla, however, still has a long road to travel in the challenging environment of the Chinese electric vehicle market, which is still dominated by BYD, Nio, and other strong players already. The movement of consumers’ tastes, subsidies, and margins is in constant change. Not just for Tesla’s strategy, but also for the whole company’s performance, the meeting of success in China is that important. It is, however, the Tesla Shanghai factory that can deliver on volume production, quality, and cost management.
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