特斯拉陶琳:上海工厂开启Q4爬产
TeslaTesla(US:TSLA) Ju Chao Zi Xun·2025-10-14 02:55

Core Insights - Tesla's Shanghai Gigafactory has officially commenced ramping up production for Q4, indicating an optimization of its global capacity and preparation for the upcoming sales peak [2] - In Q3 2025, Tesla produced over 447,000 electric vehicles globally, with deliveries reaching 497,000, marking a historical high [3] - The Shanghai factory's performance was particularly notable, with Q3 sales hitting 241,900 units, accounting for nearly half of Tesla's global deliveries [3] Production and Sales Performance - The Shanghai Gigafactory's Q3 sales included 72,600 units for export and 169,300 units sold in China [3] - September 2025 saw the Shanghai factory achieve sales of 90,800 units, the second-highest monthly sales record, just behind December 2024's 93,800 units [3] - The Shanghai factory has been a crucial growth engine for Tesla since its inception in 2019, and the ramp-up in Q4 is expected to further enhance its production capacity to meet global demand [3] Operational Efficiency - Tesla is continuously optimizing its production processes and supply chain management to ensure high-quality and efficient delivery of its products [3]