特斯拉上海超级工厂11月交付超8.67万辆

Core Insights - Tesla's Shanghai Gigafactory delivered over 86,700 vehicles in November 2025, marking a month-on-month increase of over 40% and a year-on-year growth of nearly 10% [1] - The Model Y has become the best-selling SUV in China over the past year, showcasing Tesla's strong market presence and brand appeal [4] - Tesla's global electric vehicle deliveries reached a record high in Q3, continuing strong growth into Q4 with significant sales milestones achieved in various international markets [4] Group 1 - Tesla's Shanghai factory saw a significant increase in delivery volume, with over 86,700 units delivered in November 2025 [1] - The Model Y is currently sold out in China for 2025, while the Model 3 has limited stock available [1] - The upgraded flagship models, Model S/X, have started sales in November, with deliveries expected to begin shortly [1] Group 2 - In Q4, Tesla maintained strong growth momentum, with the Model Y being the top-selling SUV in China [4] - Tesla achieved significant sales milestones in Australia and New Zealand, with the 150,000th unit sold in Australia and over 20,000 units delivered in New Zealand [4] - In Norway, Tesla's cumulative sales for the year have broken the previous record held by fuel vehicles, securing a strong position for the annual sales championship in 2025 [4] Group 3 - The product line for Model 3/Y has been further enhanced, with the long-range rear-wheel drive version now available for delivery, offering consumers a range of options with a range exceeding 800 kilometers [4]