Tesla Shanghai Deliveries Surge
Tesla's Shanghai Gigafactory saw a 91% year-over-year increase in February 2026 deliveries, reaching 58,600 vehicles [https://tradingkey.com/analysis/stocks/us-stocks/261669594-tesla-tsla-ev-delivery-china-byd-musk-tradingkey]. Tesla delivered 1.636 million EVs globally in 2025.
The February numbers signal a strong start to the year for Tesla in a crucial market. This growth comes amid increasing competition from domestic EV manufacturers like BYD in China. Tesla's Shanghai factory is vital for both Chinese market deliveries and exports to other regions. The factory's output capabilities have been steadily increasing since its establishment. These delivery numbers reflect the continued demand for Tesla vehicles in China, despite economic headwinds. Tesla has been adjusting pricing and offerings to maintain its competitive edge.
