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Tesla China delivers 28.2k vehicles in July amid Giga Shanghai upgrades

Image Credit: Tesla Inc.

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Tesla China delivered 28,217 vehicles in July amid Giga Shanghai upgrades to improve Model 3 and Model Y output.

Tesla exported 19,756 vehicles from Giga Shanghai in July. Recently, a bunch of Model Y and Model 3 vehicles arrived in Australia and New Zealand. The first Model Y deliveries have reportedly started in Australia, while New Zealand deliveries are expected to begin soon. 

The China Passenger Car Association (CPCA) reported that Tesla’s share in China’s new energy vehicle market was 1.7%, down 2.2% year-over-year. Overall, new energy sales in China were 26.7% in July, up 11.9% compared to July 2021. 

Tesla Giga Shanghai Upgrades

Tesla China’s July numbers decreased because Giga Shanghai temporarily halted production to upgrade its Model 3 and Model Y assembly lines. Giga shanghai finished upgrading the Model Y assembly line in mid-July. Upgrades to the Model 3 assembly line were expected to finish by August 7, with production restarting on August 8.

Tesla Giga Shanghai’s production has been hit by tough challenges this year with shutdowns due to COVID outbreaks. However, Tesla China reported its highest EV sales in June. It sold 78,000 units in June, with a 142% month-over-month increase. Tesla Giga Shanghai produced 33,544 vehicles in May and only 10,757 cars in April. 

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Tesla’s 2022 Production Goal

Tesla Giga Shanghai’s April to June production numbers reveal that the factory can ramp its output quickly, even after stopping operations for some time. With the upgrades presumably complete, it will be interesting to see Giga Shanghai’s August numbers. 

In Q1 2022, Tesla reported 310,048 deliveries, despite Giga Shanghai production being hampered by shutdowns in the last few critical weeks of the quarter. And Tesla China was only operating with one shift in the second quarter. 

Tesla reported 254,695 deliveries in Q2 2022. In total, Tesla delivered 564,743 vehicles in the first half of 2022. 

During the last earnings call, Tesla reiterated its goal to grow by over 50% by the end of the year. Elon Musk added that Tesla aimed to achieve a 2 million vehicle run rate by the end of the year. With the Fremont Factory, Giga Shanghai, Giga Berlin, and its new headquarters in Austin, Tesla has a good chance of meeting its goal. 

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Maria--aka "M"-- is an experienced writer and book editor. She's written about several topics including health, tech, and politics. As a book editor, she's worked with authors who write Sci-Fi, Romance, and Dark Fantasy. M loves hearing from TESLARATI readers. If you have any tips or article ideas, contact her at maria@teslarati.com or via X, @Writer_01001101.

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Tesla tipped its hand at where Robotaxi is heading next

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Tesla Cybercab production units rolling off the factory line in Gigafactory Texas (Credit: Tesla)
Tesla Cybercab production units rolling off the factory line in Gigafactory Texas (Credit: Tesla)

In the world of autonomous ride-hailing, there are only a handful of names. Among those few companies lies a strategy play by each to keep the opposition on their toes. Tesla, on the other hand, already tipped its hand at where it is headed next.

Tesla has signaled its next major push in the autonomous ride-hailing market by filing for an Autonomous Vehicle Network Company permit in Nevada (Docket 26-05015). Through Tesla Robotaxi, LLC, the company seeks approval to operate up to 5,000 robotaxis in Clark County, including high-traffic areas like Las Vegas and Henderson airports, within the first 12 months of launch.

This filing builds on Tesla’s earlier testing approvals from the Nevada DMV in September 2025 and preparations such as maintenance hubs in the Las Vegas area. Nevada represents a strategic expansion into a major tourist destination, where high visitor volumes could drive strong utilization and showcase the reliability of unsupervised autonomy to a broad audience.

Approval would mark a significant step toward commercial operations in a new state, following progress in Texas.

Tesla’s shareholder decks and earnings calls have clearly outlined these ambitions. In the Q4 2025 shareholder deck, the company listed planned Robotaxi coverage for the first half of 2026, explicitly naming Las Vegas alongside Phoenix, Miami, Orlando, and Tampa, with Dallas and Houston already advancing. Austin was noted as “ramping unsupervised,” while the Bay Area remained in safety-driver mode.

By Q1 2026, the deck updated statuses to reflect launches in Dallas and Houston, with “preparations underway” for the remaining cities, including Las Vegas. Paid Robotaxi miles nearly doubled sequentially in Q1, underscoring momentum even as broader timelines adjusted slightly for regulatory and operational readiness.

On earnings calls, CEO Elon Musk and executives have emphasized a phased rollout prioritizing safety. Unsupervised operations in Texas have shown strong results with no reported accidents or injuries in the program. Tesla continues groundwork in additional major U.S. metros through testing and permitting, positioning it to scale quickly once approvals clear.

This Nevada move aligns with Tesla’s vision of transforming from an EV maker into an AI and robotics leader. The forthcoming Cybercab, which started production at Giga Texas in April, is expected to eventually dominate the fleet, replacing many Model Y vehicles and driving down costs to enable affordable rides.

For investors and the industry, this signals Tesla’s intent to dominate key Sun Belt and tourist markets where weather, regulations, and demand favor rapid scaling. Success in Las Vegas could validate the model for denser urban and high-tourism environments, accelerating the shift toward a future where robotaxis generate meaningful revenue.

Las Vegas will also expand knowledge among the general public at Tesla’s capabilities, helping people experience driverless ride-hailing from several companies during their time on The Strip.

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Investor's Corner

Tesla just did something in South Korea that no foreign carmaker has ever done

Tesla’s Model Y just became South Korea’s best-selling car, beating every domestic model in May.

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Tesla did something last month that no foreign car has ever done in South Korea by outselling every vehicle in the country, domestic or imported, finishing the month with Model Y as the single best-selling car across the entire Korean market. According to data from the Korea Automobile Importers and Distributors Association released on June 4, the Model Y recorded 8,762 units sold in May, pushing the Kia Sorento into second place at 7,836 units and the Hyundai Grandeur into third at 5,183 units. It is the first time an imported vehicle has outsold every domestic model on a single-month basis.

Tesla imported 10,866 cars into South Korea in May, making it the top import brand for the fourth consecutive month. BMW followed at 6,555 units, less than two-thirds of Tesla’s total, while BYD registered just 1,032 units. The combined domestic sales of GM Korea, Renault Korea, and KG Mobility last month totaled just 7,019 units, meaning a single Tesla model outsold three Korean automakers combined.

Tesla FSD earns high praise in South Korea’s real-world autonomous driving test

 

South Korea has historically been one of the hardest markets for foreign automakers to crack. Hyundai and Kia together control close to 70% of the overall market and carry deep consumer loyalty built over decades. Tesla’s path into this market was an uphill battle due to high import duties, limited service infrastructure, and early skepticism about charging networks. In 2024, the Model Y was the best-selling imported car in South Korea with 18,717 units for the full year. By 2025, after the Juniper refresh, it cleared 50,000 units and took the top spot among all EVs.

Year to date, Tesla has a 250.8% increase in the country over the same period last year, and now holds a 30.8% share of the entire imported car segment for 2026. EVs as a category represented 48.6% of all imported passenger car registrations in May. As Teslarati has reported, the Juniper refresh brought meaningful improvements to range, interior quality, and ride refinement that addressed the most common criticisms of earlier Model Y versions. Those upgrades appear to be resonating in markets like South Korea where buyers compare Tesla directly against high end domestic competitors.

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Tesla Model 3’s cheapest trim just got a major accolade

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(Credit: Tesla)

The Tesla Model 3’s cheapest trim level just got a major accolade, as Edmunds just revealed the Rear-Wheel-Drive trim of the all-electric sedan is the most efficient EV that is currently in production.

The 2026 Tesla Model 3 Rear-Wheel-Drive not only beat its EPA-estimated range by 30 miles, but it also bested its efficiency mark by 13.2 percent. The Model 3 tested by Edmunds traveled 393 miles, beating its EPA rating by 8.3 percent, while it returned 21.7 kWh per 100 miles, or 4.61 mi/kWh.

Tesla Model 3 wins Edmunds’ Best EV of 2026 award

Beating those two metrics is especially pertinent when it comes to EV ownership and driving down the cost of ownership from ICE counterparts across the board. The real money savings come from driving down the cost of driving per mile, especially when it comes to high-mileage driving.

Edmunds stated in its report and review that the process it uses to test EV efficiency is aimed at giving “the most accurate representation of a car’s real-world range.” The assessment uses a strict route that features 60 percent city and 40 percent highway driving, and an average speed of 40 MPH across the trip.

It also drives each car within 5 MPH of all posted speed limits, and the climate control is set on Auto at 72 degrees to ensure even testing. In other words, Edmunds does not use methods to maximize efficiency, and instead tries to make it reasonable to achieve the same ratings yourself.

In comparison to other EVs, it beat the 2026 Mercedes-Benz CLA 350, which went 385 miles, as well as the 2026 Audi A6 Sportback E-tron Prestige AWD, which traveled 392 miles. Only the Mercedes-Benz CLA 250+ traveled farther, making it an impressive 434 miles on a charge.

However, the Tesla Model 3 RWD’s efficiency is “unmatched” because of its incredibly low energy usage per mile.

The Model 3 Rear-Wheel-Drive might be the best bang-for-your-buck EV if you’re looking to buy new and want access to features like Full Self-Driving, while also being aware of efficiency. This trim of the Model 3 is also priced over $9,000 cheaper than what Kelley Blue Book says the average transactional price for a new car was in May 2026, which sits at $46,023.

If you’re looking for something with more speed, an All-Wheel-Drive drivetrain, or more premium features, the Premium trims of the Model 3 currently come with one year of Free Supercharging.

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