Tesla makes major production announcement at Giga Shanghai

Tesla has made a major production announcement at its Chinese production facility, Giga Shanghai. The change of plans comes right after the company announced its strongest quarter in terms of deliveries in its history.

On Monday, Tesla China Vice President Grace Tao announced that the production facility would begin ramping up manufacturing in preparation for an even stronger Q4.

Tao said on the Chinese social media platform Weibo:

“The Shanghai Gigafactory has recently begun its fourth-quarter production ramp-up! 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.”

China is an extremely robust market for electric vehicles, and Tesla routinely delivers strong numbers in the sector.

However, Giga Shanghai is responsible for much more than just China, as it is a major export hub for other markets, including Asian-Pacific countries like New Zealand and Australia, among others.

Tesla delivered 497,099 vehicles in Q3, its strongest quarter ever from a delivery standpoint. About half of those vehicles came from Shanghai, as estimates point to roughly 242,000 of those cars coming from the Chinese factory.

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Ramping up production at Giga Shanghai signals some internal belief that there is a lot of strength in terms of demand for Tesla vehicles. Tesla has a strong track record of fulfilling the need for its vehicles at the Shanghai factory, as it is widely regarded for building some of the best-quality Tesla vehicles.

However, the company launched a new configuration of the Model Y, called the Model Y L, in China. It is only available from Giga Shanghai and features a third row of seating and additional length in the wheelbase.

This additional space was widely sought out by customers, and Tesla listened. It could be a key to the company continuing its strength in the Chinese market, especially as there are many well-equipped competitors in the country.

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