Tesla’s Shanghai factory delivered 86,700 vehicles in November 2025, marking a significant turnaround for the electric carmaker in China. The figure represents the company’s second-highest monthly output for the year and includes both domestic sales and vehicles exported overseas.
The delivery surge came after months of struggling in China’s competitive EV market. The November performance showed a 10% year-over-year increase compared to November 2024’s 78,856 units. This marked the steepest annual gain Tesla China had recorded in 14 months. It was also only the third monthly year-over-year increase throughout 2025, following eight months of decline from January through October.
Tesla’s November surge marks its steepest annual gain in 14 months, ending eight consecutive months of year-over-year decline in China.
The strong finish stood out against a broader industry slowdown and contrasted sharply with competitor BYD, which experienced a 5.3% year-over-year sales decline during the same period. BYD also faced an eighth consecutive month of plug-in hybrid sales decline, dropping 22.4% year-over-year. The month-over-month growth proved even more dramatic. November’s deliveries jumped 41% from October‘s 61,497 units, which had represented a three-year low.
This represented the largest monthly percentage increase of 2025. The factory exceeded its stated monthly capacity of 79,000 vehicles by producing 7,700 extra units, achieving its highest capacity utilization rate in 14 months. Several factors drove the surge. The Shanghai facility’s increased production capacity enabled Tesla to meet heightened customer demand during the critical year-end period.
Tesla implemented multiple end-of-year sales promotions and offered tax incentives to enhance year-end purchases. The company extended delivery wait times for several Model Y variants in November, with the rear-wheel drive model pushing to January 2026 delivery and certain five-seat models moving to February 2026. These extensions likely motivated customers to purchase available inventory vehicles for immediate delivery. However, the global EV market continues to face worldwide sales decline as Tesla navigates challenges including limitations on U.S. federal electric vehicle subsidies.
Despite November’s strong rebound, Tesla’s year-to-date performance remained sluggish. Through November 2025, the Shanghai factory recorded 754,561 wholesale units, representing an 8.30% year-over-year decline compared to the same period in 2024. The company’s recovery in November provided partial relief from earlier struggles but wasn’t enough to fully offset the year’s earlier losses.
Still, the November numbers suggest Tesla’s aggressive promotions and pricing strategies may be gaining traction in the challenging Chinese market.