Source: Tesla Asia

Tesla recorded 86,700 vehicle deliveries from its Shanghai factory in November, representing a 10% year-on-year increase and a 41.1% month-on-month jump. The Shanghai plant achieved its second-highest monthly delivery volume of 2025, trailing only the 90,812 cars delivered in September.

These results are on a wholesale basis, which includes retail (domestic) and export sales. In October, Tesla China recorded an annual-low in retail sales of 26,006 units and an annual-high in export of 35,491 units, for a total of 61,497 deliveries.

As of October 2025, 68.7% of vehicles produced at the Shanghai factory were sold domestically. The plant has an annual capacity of up to 950,000 vehicles, accounting for about 40% of Tesla’s global manufacturing capability.

Tesla’s official configuration page indicates that Model Y has no remaining delivery slots for 2025, while Model 3 has limited ready-stock availability.

Source: Tesla China

Tesla has four Model Y trims on sale in China and the base rear-wheel drive model can be delivered as early as January 2026. New orders of both the Long Range RWD (Model Y+) and AWD variants will only make it to customers by February 2026. Meanwhile, the all-new Model Y L has an estimated delivery time of 4-8 weeks.

Just two weeks ago, Tesla China’s order page estimated a waiting time of 4-13 weeks for both Long Range versions of the Model Y.

As for the Model 3, the configuration page shows an estimated waiting time of 4-6 weeks for the base RWD, Long Range RWD/AWD, and Performance AWD.

Orders placed before December 31 (inclusive) through the referral reward program will receive an 8,000 RMB bonus on optional car paint.

Orders for designated models placed before December 31 (inclusive) qualify for a five-year 0% interest financing plan and those placed through the in-stock vehicle page guarantee delivery by the end of 2025.

Additional incentives for Model 3, Model Y, and Model Y L remain valid through December 31, 2025, and owners with existing intelligent-driving rights may transfer them to a new Model S, Model 3, Model X, or Model Y within the December 2025 purchase window.