News
First look at Tesla’s Made-in-China Model 3
Tesla China’s Weibo account has released the first official pictures of the Made-in-China Model 3 produced at Gigafactory 3. The images provide the first close-up glimpse of the locally-made electric sedan, including some design elements that are not present in its US-made counterparts.
Contrary to Tesla’s US-made Model 3s, the vehicles that are being produced at Gigafactory 3 will feature two unique badges at the rear. On the left side of the vehicle are Chinese characters that reference “Tesla,” and on the right are the words “Model 3″ in English. Tesla showed off two vehicles in its teaser photos, both of which are painted blue and fitted with 18” Aero Wheels.
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- Tesla’s Made-in-China Model 3. (Credit: JayInShanghai/Twitter)
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- Tesla’s Made-in-China Model 3. (Credit: JayInShanghai/Twitter)
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- Tesla’s Made-in-China Model 3. (Credit: JayInShanghai/Twitter)
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- Tesla’s Made-in-China Model 3. (Credit: JayInShanghai/Twitter)
Tesla’s Made-in-China Model 3. (Credit: JayInShanghai/Twitter)
Similar to the initial China-spec Model that Tesla began exporting to China, the Gigafactory 3-made vehicles are also equipped with a dual charge port. This allows Model 3 owners to charge their vehicles on the country’s growing EV charging infrastructure.
Tesla China’s release of the Made-in-China Model 3’s initial pictures follows the company’s latest teaser for the vehicle, which suggested that the locally-produced all-electric sedan will be available soon. Together with this teaser were speculations that Tesla will be holding an event for the Made-in-China Model 3 on November 11, which also happens to be the country’s Singles’ Day, a massive shopping event that consistently dwarfs the US’ Black Friday and Cyber Monday.
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- Tesla’s Made-in-China Model 3. (Credit: JayInShanghai/Twitter)
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- Tesla’s Made-in-China Model 3. (Credit: JayInShanghai/Twitter)
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- Tesla’s Made-in-China Model 3. (Credit: JayInShanghai/Twitter)
Tesla’s Made-in-China Model 3. (Credit: JayInShanghai/Twitter)
Tesla Chairwoman Robyn Denholm, who is currently in China, has noted that Gigafactory 3 is only waiting for its final approvals to begin manufacturing the Made-in-China Model 3. Once the final approvals are acquired, the Shanghai-based facility could start producing the all-electric sedan for the local market. Elon Musk has previously estimated that Gigafactory 3’s Model 3 production could start at a rate of 1,000 units per week, though recent comments by Tesla Global VP Grace Tao have suggested that the company is looking to hit a more ambitious rate of 3,000 vehicles per week.
Gigafactory 3 stands as a key component of Tesla’s strategy in China. With the facility in place, the electric car maker would be able to compete in the country’s local EV market, which currently stands as the largest in the world. Tesla’s previous vehicles such as the Model S and Model X are well-loved, but their premium base price and import tariffs make them out of reach for many EV buyers. The Model 3 will be a different story, particularly as Gigafactory 3 will exclusively produce affordable versions of the sedan for China.
News
Tesla celebrates 9 million vehicles produced globally
The achievement, announced by Tesla Asia on X, celebrated not just the Shanghai team’s output but the company’s cumulative production across all its factories worldwide.
Tesla has achieved a new milestone, rolling out its nine millionth vehicle worldwide from Giga Shanghai.
The achievement, announced by Tesla Asia on X, celebrated not just the Shanghai team’s output but the company’s cumulative production across all its factories worldwide. The milestone came as 2025 drew to a close, and it inspired praise from some of the company’s key executives.
Tesla’s 9 million vehicle milestone
The commemorative photo from Tesla Asia featured the Giga Shanghai team assembled on the factory floor, surrounding the milestone Model Y unit, which looked pristine in white. The image was captioned: “Our 9 millionth vehicle globally has just rolled off the production line at Giga Shanghai. Thanks to our owners and supporters around the world.”
Senior Vice President of Automotive Tom Zhu praised Tesla’s factory teams for the remarkable milestone. He also shared his gratitude to Tesla owners for their support. “Congrats to all Tesla factories for this amazing milestone! Thanks to our owners for your continued support!” Zhu wrote in a post on X.
Giga Shanghai’s legacy
Tesla’s nine million vehicle milestone is especially impressive considering that just 207 days ago, the company announced that it had built its eight millionth car globally. The eight millionth Tesla, a red Model Y, was built in Giga Berlin. The fact that Tesla was able to build a million cars in less than seven months is quite an accomplishment.
Giga Shanghai, Tesla’s largest factory by volume, has been instrumental to the company’s overall operations, having reached four million cumulative vehicles earlier in 2025. The plant produces Model 3 and Model Y for both domestic Chinese and export markets, making it the company’s primary vehicle export hub.
News
Tesla officially publishes Q4 2025 vehicle delivery consensus
By releasing these numbers directly, Tesla establishes a clear, transparent benchmark ahead of its actual results.
Tesla has taken the rather unusual step of officially publishing its company-compiled Q4 2025 delivery consensus on the Investor Relations site. As per analyst estimates, Tesla is expected to deliver 422,850 vehicles and deploy 13.4 GWh of battery storage systems this Q4 2025.
By releasing these numbers directly, Tesla establishes a clear, transparent benchmark ahead of its actual results, making it harder for narratives to claim a “miss” based on outlier estimates.
Official consensus sets the record straight
Tesla’s IR press release detailed the consensus from 20 analysts for vehicle deliveries and 16 analysts for energy deployments. As per the release, full-year 2025 consensus delivery estimates come in at 1,640,752 vehicles, an 8.3% decline from 2025’s FY deliveries of 1,789,226 cars.
Tesla noted that while it “does not endorse any information, recommendations or conclusions made by the analysts,” its press release does provide a notable reference point. Analysts contributing to the company compiled consensus include Daiwa, DB, Wedbush, Oppenheimer, Canaccord, Baird, Wolfe, Exane, Goldman Sachs, RBC, Evercore ISI, Barclays, Wells Fargo, Morgan Stanley, UBS, Jefferies, Needham, HSBC, Cantor Fitzgerald, and William Blair.
Tesla’s busy Q4 2025
Tesla seems to be pushing hard to deliver as many vehicles as possible before the end of 2025, despite the company’s future seemingly being determined not by vehicle deliveries, but FSD and Optimus’ rollout and ramp. Still, reports from countries such as China are optimistic, with posts on social media hinting that Tesla’s delivery centers in the country are appearing packed as the final weeks of 2025 unfold.
The Tesla Model Y and Model 3 are also still performing well in China’s premium EV segment. Based on data from January to November, the Model Y took China’s number one spot in the RMB 200,000-RMB 300,000 segment for electric vehicles, selling 359,463 units. The Model 3 sedan took third place, selling 172,392. This is quite impressive considering that both the Model Y and Model 3 command a premium compared to their domestic rivals.
Elon Musk
Tesla’s Elon Musk accepts invitation to Israel’s Smart Transportation Conference
The announcement was shared by the Israeli Prime Minister in a post on social media platform X.
Elon Musk has reportedly accepted an invitation from Israeli Prime Minister Benjamin Netanyahu to participate in the country’s Smart Transportation Conference in March 2026.
The announcement was shared by the Israeli Prime Minister in a post on social media platform X.
A call and an invitation
Netanyahu posted on X about Musk, stating in Hebrew: “Last night, I held a joint conference call from Florida with entrepreneur Elon Musk, Minister of Transportation Miri Regev, and the head of the National AI Headquarters, Erez Askal. In the framework of the conversation, Musk responded to my invitation and Minister Regev’s invitation to participate in the Smart Transportation Conference that will be held in March.”
Netanyahu added that he and Musk discussed continuing initiatives such as the promotion of autonomous vehicle laws and the boosting of AI technologies in Israel. This, according to the Prime Minister, is aimed at making the country a global leader in emerging technologies.
“Additionally, we discussed the continuation of collaborations with Tesla and the promotion of the law pertaining to autonomous vehicles. I spoke at length with Musk about promoting and developing artificial intelligence technologies in Israel, and I said in our conversation: We intend to catapult Israel and turn it into a global leader in the field, just as we did in cyber and other technologies,” Netanyahu added.
Tesla FSD’s upcoming rollout in Israel
Elon Musk’s upcoming conference appearance in Israel could hint at Tesla’s upcoming rollout of FSD and its Robotaxi service in the country. Previous reports have hinted that FSD is nearing regulatory approval in Israel, following strong advocacy from local owners and direct intervention from the government.
Nearly 1,000 Tesla drivers petitioned authorities, highlighting FSD’s potential to enhance road safety. Transport and Road Safety Minister Miri Regev responded positively on X, writing “I’ve received the many referrals from Tesla drivers in Israel! Tesla drivers? Soon you won’t need to hold the steering wheel.”
Minister Regev has instructed the ministry’s Director-General to accelerate the approval process, including necessary tests. A dedicated working group, led by Moshe Ben-Zaken, is also coordinating with regulatory and safety agencies to meet international standards.
Tesla celebrates 9 million vehicles produced globally
Tesla officially publishes Q4 2025 vehicle delivery consensus
