Tesla(US:TSLA) 智通财经网·2025-10-10 11:18Core Insights - Tesla China's wholesale sales in September increased by 2.8% year-on-year, reaching 90,812 units, ending a two-month decline [1] - The production of Model 3 and Model Y at Tesla's Shanghai factory saw a 9.2% increase in sales compared to August [1] - Tesla delivered 241,890 China-made electric vehicles in Q3, marking the fourth-highest delivery record [1] Sales Performance - The increase in sales in September was attributed to the delivery of new six-seat models in China [1] - Tesla's sales in Europe also showed signs of recovery during the same month [1] - The company began deliveries of its electric vehicles to India last month [1] Market Dynamics - Tesla exceeded analysts' expectations with record quarterly delivery volumes globally, driven by a buying surge before the expiration of the U.S. electric vehicle tax credit at the end of September [1] - The introduction of the long-awaited economical Model Y and Model 3 is set to begin deliveries in many regions between December and January, although no specific dates for China have been provided [1] Product Strategy - To address challenges in the largest automotive market, Tesla launched the long-wheelbase version of Model Y L in August, with deliveries starting in September [1]