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Tesla China September wholesale sales rise 5% to 95,366, a year-to-date high

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Tesla China September wholesale sales rise 5% to 95,366, a year-to-date high

Tesla (NASDAQ: TSLA) China's wholesale sales reached 95,366 vehicles in September, the highest monthly total this year, as export growth continued to offset pressure in the domestic market.

The China Passenger Car Association (CPCA) released the figures on Friday. Wholesale sales include domestic sales in China and exports from Tesla's Shanghai factory.

Tesla China's September wholesale sales rose 5.01% year-on-year and 10.68% from August, marking the ninth consecutive month of year-on-year growth this year, according to data compiled by CnEVPost.

The total surpassed July's 93,579 vehicles, making it the highest monthly figure this year and the strongest since December 2025.

Exports were the main driver of growth. The Shanghai factory exported 30,529 vehicles in September, up 58.29% year-on-year, despite a 15.48% decline from August.

Meanwhile, Tesla delivered 64,837 vehicles in China, still below the year-earlier level. Domestic deliveries fell 9.35% year-on-year but rose 29.55% from August.

This marked the fourth consecutive month of year-on-year declines in Tesla's China deliveries, though the drop narrowed from August's 12.43%.

In the first 9 months of the year, Tesla China's wholesale sales totaled 743,060 vehicles, up 22.54% year-on-year, slowing from 25.63% growth in the first 8 months.

Domestic deliveries totaled 381,088 vehicles, down 11.93% year-on-year, while exports from the Shanghai factory reached 361,972 vehicles, up 108.44%.

Exports accounted for 48.71% of wholesale sales in the first 9 months, up from 28.64% a year earlier, underscoring the growing support from overseas markets for the Shanghai factory's sales.

08% from the second quarter.



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