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Tesla Giga Shanghai sets new record by selling over 100k vehicles in November

Image Credit: Wu Wa/YouTube

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Tesla China’s November wholesale figures have been shared, and they are extremely impressive. Over the course of the past month, Tesla China sold a record 100,291 domestically-made vehicles, formally establishing a new record for Giga Shanghai. The numbers were reportedly shared by the Texas-based electric vehicle maker. 

With such results, Giga Shanghai has managed to deliver over 650,000 vehicles on its own during the first 11 months of the year. Cui Dongshu, the secretary-general of the China Passenger Car Association (CPCA), further noted that Tesla China’s annual sales for 2022 could hit about 750,000 on its own. 

Considering its impressive November results, Tesla China effectively posted an 89.73% increase in sales year-over-year, as Giga Shanghai sold 52,859 vehicles in November 2021. The results also represented a 39.87% month-over-month improvement from the 71,704 vehicles that were sold by Tesla China in October. 

As noted in a Xinhua report, the localization rate of Giga Shanghai has now surpassed 95%. This has helped the country’s push to develop a world-leading integrated industrial structure, according to Tesla China VP Grace Tao. Tesla China’s rise comes as the country’s electric vehicle market is hitting its rhythm as well. The CPCA’s Cui currently estimates that from January to November, China’s NEV sales exceeded 5.7 million units, with 2022’s annual production and sales potentially topping 6.5 million.  

While the overall sales figures of Tesla China for November have been released, TSLA bulls are still waiting for the release of the detailed breakdown of the EV maker’s wholesale figures. November is the second month of the quarter, which generally means that Tesla China allotted about half of its resources for exports during the month. December would be interesting as it would provide a hint at Giga Shanghai’s current capabilities if it focuses mostly on the domestic EV market. 

Gigafactory Shanghai currently produces the Tesla Model 3 sedan and the Model Y crossover. As noted by Elon Musk, Giga Shanghai has effectively become the company’s primary vehicle export hub, particularly since the facility currently stands as Tesla’s largest EV production site by output. 

Don’t hesitate to contact us with news tips. Just send a message to simon@teslarati.com to give us a heads up.

Simon is an experienced automotive reporter with a passion for electric cars and clean energy. Fascinated by the world envisioned by Elon Musk, he hopes to make it to Mars (at least as a tourist) someday. For stories or tips--or even to just say a simple hello--send a message to his email, simon@teslarati.com or his handle on X, @ResidentSponge.

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Tesla rolls out new Supercharging safety feature in the U.S.

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tesla's nacs charging connector
Credit: Tesla

Tesla has rolled out a new Supercharging safety feature in the United States, one that will answer concerns that some owners may have if they need to leave in a pinch.

It is also a suitable alternative for non-Tesla chargers, like third-party options that feature J1772 or CCS to NACS adapters.

The feature has been available in Europe for some time, but it is now rolling out to Model 3 and Model Y owners in the U.S.

With Software Update 2026.2.3, Tesla is launching the Unlatching Charge Cable function, which will now utilize the left rear door handle to release the charging cable from the port. The release notes state:

“Charging can now be stopped and the charge cable released by pulling and holding the rear left door handle for three seconds, provided the vehicle is unlocked, and a recognized key is nearby. This is especially useful when the charge cable doesn’t have an unlatch button. You can still release the cable using the vehicle touchscreen or the Tesla app.”

The feature was first spotted by Not a Tesla App.

This is an especially nice feature for those who commonly charge at third-party locations that utilize plugs that are not NACS, which is the Tesla standard.

For example, after plugging into a J1772 charger, you will still be required to unlock the port through the touchscreen, which is a minor inconvenience, but an inconvenience nonetheless.

Additionally, it could be viewed as a safety feature, especially if you’re in need of unlocking the charger from your car in a pinch. Simply holding open the handle on the rear driver’s door will now unhatch the port from the car, allowing you to pull it out and place it back in its housing.

This feature is currently only available on the Model 3 and Model Y, so Model S, Model X, and Cybertruck owners will have to wait for a different solution to this particular feature.

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LG Energy Solution pursuing battery deal for Tesla Optimus, other humanoid robots: report

Optimus is expected to be one of Tesla’s most ambitious projects, with Elon Musk estimating that the humanoid robot could be the company’s most important product.

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Credit: Tesla Optimus/X

A recent report has suggested that LG Energy Solution is in discussions to supply batteries for Tesla’s Optimus humanoid robot.

Optimus is expected to be one of Tesla’s most ambitious projects, with Elon Musk estimating that the humanoid robot could be the company’s most important product.

Humanoid robot battery deals

LG Energy Solution shares jumped more than 11% on the 28th after a report from the Korea Economic Daily claimed that the company is pursuing battery supply and joint development agreements with several humanoid robot makers. These reportedly include Tesla, which is developing Optimus, as well as multiple Chinese robotics companies.

China is already home to several leading battery manufacturers, such as CATL and BYD, making the robot makers’ reported interest in LG Energy Solution quite interesting. Market participants interpreted the reported outreach as a signal that performance requirements for humanoid robots may favor battery chemistries developed by companies like LG.

LF Energy Solution vs rivals

According to the report, energy density is believed to be the primary reason humanoid robot developers are evaluating LG Energy Solution’s batteries. Unlike electric vehicles, humanoid robots have significantly less space available for battery packs while requiring substantial power to operate dozens of joint motors and onboard artificial intelligence processors.

LG Energy Solution’s ternary lithium batteries offer higher energy density compared with rivals’ lithium iron phosphate (LFP) batteries, which are widely used by Chinese EV manufacturers. That advantage could prove critical for humanoid robots, where runtime, weight, and compact packaging are key design constraints.

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Tesla receives approval for FSD Supervised tests in Sweden

Tesla confirmed that it has been granted permission to test FSD Supervised vehicles across Sweden in a press release.

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Credit: Grok Imagine

Tesla has received regulatory approval to begin tests of its Full Self-Driving Supervised system on public roads in Sweden, a notable step in the company’s efforts to secure FSD approval for the wider European market. 

FSD Supervised testing in Sweden

Tesla confirmed that it has been granted permission to test FSD Supervised vehicles across Sweden following cooperation with national authorities and local municipalities. The approval covers the Swedish Transport Administration’s entire road network, as well as urban and highways in the Municipality of Nacka.

Tesla shared some insights into its recent FSD approvals in a press release. “The approval shows that cooperation between authorities, municipalities and businesses enables technological leaps and Nacka Municipality is the first to become part of the transport system of the future. The fact that the driving of the future is also being tested on Swedish roads is an important step in the development towards autonomy in real everyday traffic,” the company noted. 

With approval secured for FSD tests, Tesla can now evaluate the system’s performance in diverse environments, including dense urban areas and high-speed roadways across Sweden, as noted in a report from Allt Om Elbil. Tesla highlighted that the continued development of advanced driver assistance systems is expected to pave the way for improved traffic safety, increased accessibility, and lower emissions, particularly in populated city centers.

Tesla FSD Supervised Europe rollout

FSD Supervised is already available to drivers in several global markets, including Australia, Canada, China, Mexico, New Zealand, and the United States. The system is capable of handling city and highway driving tasks such as steering, acceleration, braking, and lane changes, though it still requires drivers to supervise the vehicle’s operations.

Tesla has stated that FSD Supervised has accumulated extensive driving data from its existing markets. In Europe, however, deployment remains subject to regulatory approval, with Tesla currently awaiting clearance from relevant authorities.

The company reiterated that it expects to start rolling out FSD Supervised to European customers in early 2026, pending approvals. It would then be unsurprising if the company secures approvals for FSD tests in other European territories in the coming months. 

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