It appears that Tesla China is expecting to deliver an impressive number of vehicles this September. With the upgrades to Gigafactory Shanghai now completed, the electric vehicle maker is reportedly looking to achieve domestic deliveries of about 80,000 to 90,000 this month.
If Tesla China is successful in this, it will represent yet another record for the company and Gigafactory Shanghai. So far, Tesla China’s best-selling month was June 2022, when the company sold 78,906 vehicles. The majority of the cars sold in June were for local customers.
As noted in a report from jiuyangongshe.com, the electric vehicle maker is targeting deliveries of about 80,000 to 90,000 vehicles domestically this month. This is a lofty goal, especially since insurance data from previous weeks suggested that Tesla seemed to be having delivery challenges in the country.
Interestingly enough, the shorter wait times for Model 3 and Model Y orders in China reportedly affected scalpers who book vehicles early and resell them later for large profits. With the wait times now shortened significantly, more buyers would likely avoid scalpers since they can simply wait for their vehicle orders from Tesla.
Part of the reason why some customers in China are reportedly expecting price cuts is due to the fact that Tesla is already a very profitable automaker. Hence, the company could implement price adjustments for its locally produced vehicles if it strategizes enough. Estimates in China reportedly suggest that Tesla will reduce its Model 3 prices by RMB 20,000 ($2,700) and the Model Y by RMB 28,000 ($3,900).
“There is a tradition of price reduction: Historically, Tesla has been ahead of the market regardless of whether the price has been raised or lowered. There is room for price reduction: Tesla’s 22Q2 single-vehicle profit is 8,000+ US dollars, and its 22Q3 single-vehicle net profit hits 13,000 US dollars, equivalent to 80,000 yuan, which is extremely profitable,” the report read.
Tesla Gigafactory Shanghai is the company’s primary vehicle export hub, but the facility also has the responsibility of supplying premium electric vehicles to the domestic market. With this in mind, it is pertinent for Tesla to ensure that its cars are priced accordingly in China, especially since the country is rife with other EV makers that could very well be just as quick and aggressive as Tesla.
Don’t hesitate to contact us with news tips. Just send a message to simon@teslarati.com to give us a heads up.
News
Tesla flexes its most impressive and longest Full Self-Driving demo yet
Tesla is flexing a lengthy Full Self-Driving demo from San Francisco to Los Angeles.

Tesla its most impressive and longest demo of the Full Self-Driving suite, showing a zero-intervention trek from the San Francisco Bay Area to Los Angeles. The drive required no interventions from the vehicle operator, the video showed.
It also included a quick Supercharging stop about two-thirds of the way in.
Tesla has been extremely confident in the performance of the FSD suite since releasing it years ago. However, with improvements in data comprehension and storage with its neural nets, as well as a more refined Hardware system, FSD has made significant strides over the last year.
I took a Tesla Model Y weekend-long Demo Drive – Here’s what I learned
Tesla’s prowess with driving tech has established the company as one of the industry leaders.
In a new video released on Tuesday, Tesla showed a drive of roughly 360 miles from San Francisco to Los Angeles, a trek of about six-and-a-half hours, with zero interventions using Full Self-Driving:
7 hour road trips aren’t so bad when your Tesla does all the driving pic.twitter.com/tIrmhDAbRf
— Tesla (@Tesla) August 12, 2025
Full Self-Driving is not fully autonomous, but it does operate under what Tesla calls “Supervised” conditions. This means that the driver does not have to have their hands on the wheel, nor do they have to control the accelerator or brake.
Instead, Tesla’s internal cabin-facing camera tracks eye movement to ensure the driver is ready to take over at any time and is paying attention.
The version of FSD used in this example is likely the version that the public has access to; the only differentiating factor would be the Hardware version, as older vehicles do not have HW4.
With Tesla’s Robotaxi suite in Austin operating since late June, the company stated that those vehicles are using a version that is not yet available to the public. It does not require anyone to be in the driver’s seat, which is how the vehicles are able to operate without anyone in the driver’s seat.
Elon Musk
Elon Musk’s new $29B Tesla stock award gets strange synopsis from governance firm
Did CGI not realize that Tesla Shareholders supported Musk being paid not once, but twice?

Elon Musk was recently awarded around $29 billion in Tesla stock as the company’s Board of Directors is attempting to get its CEO paid after his original pay package was denied twice by the Delaware Chancery Court.
But a new and strange synopsis from the Corporate Governance Institute (CGI) says the award is potentially a strength move to “endorse the will of a powerful CEO.” The problem is, in the same sentence, the firm said the new award brings up a “question of whether the board exists to steward a company in the interests of all stakeholders.”
The problem with their new analysis of Musk’s pay package is that shareholders voted twice on Musk’s original pay package of $56 billion. They voted to give Musk that sum on two separate occasions.
Musk’s original $56 billion pay package was approved by shareholders twice; once in 2018 and once again last year. Last year’s vote was in response to Delaware Chancery Court Kathaleen McCormick’s decision to revoke the “unfathomable sum” from Musk.
Shareholders still showed support for Musk getting paid. Tesla said in its new award to the CEO that this is a way to give him compensation for the first time in seven years.
CGI said in its note (via TipRanks):
“When a board builds its strategy around a single individual, it creates a concentration risk, not just operationally, but culturally and ethically. If that individual becomes a source of volatility, the company becomes fragile by design.”
What’s strange with this type of narrative is the fact that Tesla’s valuation has skyrocketed with Musk at the helm. Go back to 2020, and the stock is up over 200 percent. Since Musk’s $56 billion pay package was introduced in 2018, shares are up well over 1,000 percent.
Tesla engineer explains why Elon Musk deserves new pay package
Musk’s 2018 pay package was also not awarded to him without performance-based incentives. He was required to reach certain growth goals, all of which were accomplished through the launch of new vehicles and the advancements of its driver-assistance suites, like Autopilot and Full Self-Driving.
It is tough to agree with CGI’s perception of Musk’s new pay plan, especially as it is much less than what shareholders voted on twice. Musk deserves to be paid for his contributions to Tesla.
News
Tesla Robotaxi is headed to New York City, but one thing is in its way
Tesla is working to hire Vehicle Operators in New York City, but the company still needs some regulatory hurdles to go through.

Tesla Robotaxi will be headed to New York City, but there is one huge thing that stands in its way: approval to test autonomous vehicles.
Tesla is expanding its Robotaxi platform across the United States as it currently operates in Austin, Texas, and the Bay Area of California.
The company has also been seeking approvals in several other states, including Nevada, Arizona, and Florida.
However, the company is also working to expand to major metropolitan areas across the U.S. that it has not explicitly mentioned, as it attempts to reach CEO Elon Musk’s goal of giving half of the country’s population access to the platform by the end of the year:
🚨Tesla plans to offer driverless Robotaxi rides to half the U.S. population by the end of the year, Musk says https://t.co/xEDoTF6fIt
— TESLARATI (@Teslarati) July 23, 2025
It appears New York City is next on the list, according to a job posting on Tesla’s Careers website.
The company says it is hiring a Vehicle Operator for Autopilot in Flushing, New York, a section of the borough of Queens. Queens is connected to Brooklyn and Long Island, so it seems more ideal than launching in Manhattan or the Bronx, where traffic is heavy and charging is not as readily available.
Tesla’s job posting states:
“We are looking for a highly motivated self-starter to join our vehicle data collection team. As a Prototype Vehicle Operator, you will be responsible for driving an engineering vehicle for extended periods, conducting dynamic audio and camera data collection for testing and training purposes. Access to the data collected is limited to the applicable development team. This role requires a high level of flexibility, strong attention to detail, excellent driving skills, and the ability to thrive in a fast-paced, dynamic environment.”
It also lists the hours of operation as Tuesday through Saturday or Sunday through Thursday, with its three shifts listed as:
- Day Shift: 6:00 AM – 2:30 PM or 8:00 AM – 4:30 PM
- Afternoon Shift: 2:00 PM – 10:30 PM or 4:00 PM – 12:30 AM
- Night Shift: 10:00 PM-6:30 AM or 12:00 AM-8:30 AM
We wouldn’t count on New York City being the next place Tesla launches Robotaxi. According to a report from CNBC, a spokesperson for the NYC Department of Transportation confirmed Tesla has not yet applied for permits that are needed to operate its ride-hailing service.
For what it’s worth, it could just be the first step in Tesla’s plans. It also has Vehicle Operator job postings in other regions. Houston, Texas, as well as Tampa, Miami, and Clermont, Florida, are all listed on Tesla’s Career postings.
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