Tesla Shanghai plant delivers over 95,000 vehicles in September, up 10.7% MoM

The split matters more than the headline: domestic deliveries rising faster than total output suggests the Shanghai plant is leaning on local demand rather than export volumes, a shift worth noting as China's EV price competition persists. The claim that 14 markets already exceeded all of 2025 by August points to demand holding up outside China as well. Whether the domestic run rate continues into year-end, and whether export mix changes alongside it, is the open question.