Tesla Cranks Up Giga Shanghai for a Strong Q4 Finish

Tesla is kicking off the fourth quarter with a major production push at Giga Shanghai, its largest and most productive factory worldwide. The move comes right after Tesla reported its best-ever delivery quarter and signals renewed optimism in both domestic and global EV demand.

Grace Tao, Tesla China’s Vice President, confirmed the ramp-up in a post on Weibo

“In the third quarter of 2025, Tesla delivered a total of 497,000 new vehicles worldwide, setting a new quarterly delivery record. As the fourth quarter begins, our colleagues at the Shanghai factory are working hard to expand production and fully charge their vehicles, so that car owners in China and Asia-Pacific can receive their vehicles as soon as possible.”

It’s not surprising that Tesla is leaning on Giga Shanghai to carry the momentum. Since opening in late 2019, the facility has become the backbone of Tesla’s global manufacturing network. It produces the Model 3 and Model Y for both Chinese and export markets and now contributes more than half of Tesla’s global deliveries. Known for its high output and impressive build quality, Giga Shanghai has consistently set the benchmark for Tesla’s production efficiency worldwide.

The ramp-up follows a welcome rebound in Tesla’s China-made vehicle sales. According to data from the China Passenger Car Association (CPCA), September sales reached 90,812 vehicles, up 2.8% year-over-year, ending a two-month decline. This recovery was helped by the debut of the new Model Y L, a longer, six-seat variant aimed at family buyers.

The Model Y L, produced exclusively at Giga Shanghai, features a third row of seating and a stretched wheelbase. It’s a strategic response to China’s fast-growing demand for roomy electric SUVs, where local competitors like BYD and Li Auto dominate. Early buyer feedback suggests that the new variant has boosted showroom traffic and improved Tesla’s standing among family-focused drivers.

Beyond China, Giga Shanghai remains Tesla’s key export hub, supplying vehicles across Asia and Europe. While shipments to Canada ended after the country imposed 100% tariffs on Chinese-made EVs in 2023, production has remained steady as Shanghai fills growing orders from Japan, Australia, and Germany.

The timing of this production push is deliberate. Tesla often ramps up early in the quarter to prioritize export shipments before pivoting to domestic deliveries at quarter’s end. This strategy helps Tesla close each quarter with a burst of local handovers something we’re likely to see again as 2025 wraps up.

Giga Shanghai’s ramp is more than a factory update; it’s a sign that Tesla’s global production engine is still running strong and ready to deliver through the final stretch of the year.

Source: Drivetesla