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Tesla starts exporting Model 3 from Gigafactory Shanghai

(Credit: Tesla China)

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It appears that Tesla Gigafactory Shanghai has started exporting its locally-made Model 3 to Europe. In September 2020, the all-electric car maker began preparations in Giga Shanghai to produce Model 3 vehicles optimized for export in Asia and the European region.

Tesla’s plans to export the China-made Model 3 from its Shanghai facility were slated to begin in the fourth quarter and the EV automaker seems to have started exporting the Model 3 right on schedule.

According to Greendrive, a customer in Europe was the first to confirm that Giga Shanghai’s Model 3 exports had officially started. The said customer ordered a  Model 3 SR+ with a stock hitch and noticed that his invoice stated “Model 3 – China.”

The future Model 3 owner double-checked the invoice for more clues. His Model 3’s VIN also seemed to support that it would be coming from Gigafactory Shanghai. The VIN read “LRW-XXXXXLCXXX.” The “L” stood for the year his Model 3 would be made and the “C” stood for the country it was coming from, which in this case stood for “China.”

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(Credit: Greendrive)

Indications that Tesla was already sending its China-made vehicles to other countries emerged when longtime drone-operator Wu Wa conducted a flyover of Gigafactory Shanghai. As could be seen in his footage, the massive facility’s holding lots were filled with Model 3s that had protective wraps.

This, observed Tesla owner-enthusiast Armand Vervaeck, suggested that the Model 3s were being sent abroad, possibly even by train. Wu Wa, for his part, confirmed to Teslarati that the wrapped vehicles he filmed were indeed intended to be exported to other countries.

The main difference between the Model 3 made in the Fremont Factory and Giga Shanghai would be the vehicle’s battery. The Fremont Factory-made Model 3 features nickel manganese cobalt cells (NMC) which have more energy density. However, NMC batteries are more expensive to produce and they still contain cobalt, a rather controversial material.

The China-made Model 3 uses cobalt-free lithium iron phosphate (LFP) batteries, which have allowed Tesla to reduce the cost of its affordable sedan in Asia. Gigafactory Shanghai’s Model 3 became cheaper than its US-made counterpart earlier this month, partly due to its LFP batteries.

As of this writing, there have been no reports of Tesla Giga Shanghai exporting Model 3 vehicles to other countries in Asia. News of China’s Model 3 exports to other countries in Asia and Europe could significantly raise Tesla’s customer base and global reach.

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Tesla unveiled its Model 3 “refresh” last week with improved range and performance. Some of the other vehicles in Tesla’s S3XY line also received a range and performance boost. The electric-car manufacturer also reduced the starting price of the Model S, its flagship sedan, to $69,420, making it more aggressively priced against its competitors.

Based on its recent updates, Tesla does not seem to be holding anything back this fourth quarter, and it seems to be revving up for an even more industry-shaking move. These strategies could ultimately be the defining factor in the electric car maker’s attempts at meeting its ambitious goal of delivering half a million cars this 2020.

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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Elon Musk

Tesla and xAI team up on massive new project

It is the latest move by a Musk company to automate, streamline, and reduce the manual, monotonous, and tedious work currently performed by humans through AI and robotics development. Digital Optimus will be capable of processing and actioning the past five seconds of a real-time computer screen video and keyboard and mouse actions.

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Credit: Grok

Elon Musk teased a massive new project, to be developed jointly by Tesla and xAI, called “Digital Optimus” or “Macrohard,” the first development under Tesla’s investment agreement with xAI.

Musk announced on X that Digital Optimus will “be capable of emulating the function of entire companies.”

It is the latest move by a Musk company to automate, streamline, and reduce the manual, monotonous, and tedious work currently performed by humans through AI and robotics development. Digital Optimus will be capable of processing and actioning the past five seconds of a real-time computer screen video and keyboard and mouse actions.

Essentially, it will be an AI version of a desk worker in many capacities, including accounting, HR tasks, and others.

Musk said:

“Grok is the master conductor/navigator with deep understanding of the world to direct digital Optimus, which is processing and actioning the past 5 secs of real-time computer screen video and keyboard/mouse actions. Grok is like a much more advanced and sophisticated version of turn-by-turn navigation software. You can think of it as Digital Optimus AI being System 1 (instinctive part of the mind) and Grok being System 2. (thinking part of the mind).”

Its key applications would be used for enterprise automation, simulating entire companies, high-volume repetitive tasks, and potentially, future hybrid use with the Optimus robot, which would handle physical tasks, while Digital Optimus would handle the clerical work.

Tesla announces massive investment into xAI

The creation of a digital AI suite like Digital Optimus would help companies save time and money, as well as become more efficient in their operations through massive scalability. However, there will undoubtedly be concerns from people who are skeptical of a fully-integrated AI workhorse like this one.

From an energy consumption perspective and just a general concern for the human workforce, these types of AI projects are polarizing in nature.

However, Digital Optimus would be a great digital counterpart to Tesla’s physical Optimus robot, as it would be a hyper-efficient addition to any company that is looking for more production for less cost.

Musk maintains that there is no other company on Earth that will be able to do this.

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Elon Musk

Tesla China posts strong February wholesale growth at Gigafactory Shanghai

The update was shared by Tesla observers on social media platform X, citing monthly China Passenger Car Association (CPCA) data.

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Credit: Grace Tao/Weibo

Tesla China sold 58,599 vehicles wholesale in February, reflecting strong year-over-year growth. The figure includes both domestic deliveries in China and vehicles exported to international markets.

The update was shared by Tesla observers on social media platform X, citing monthly China Passenger Car Association (CPCA) data.

Tesla’s February wholesale result represents a 91% increase year over year, compared with 30,688 vehicles in February 2025. Month over month, the result was down 15.2% from January, when Tesla China recorded 69,129 wholesale units.

The February total reflects combined sales of the Model 3 and Model Y produced at Gigafactory Shanghai. The facility produces the two vehicles for both domestic sales and exports.

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Gigafactory Shanghai continues to serve as Tesla’s primary vehicle export hub, supplying vehicles to markets across Asia and Europe. Data compiled by Tesla watchers shows that 18,485 vehicles were sold domestically in China in January 2026, while exports accounted for 50,644 units during the same period.

Tesla has also been extending financing programs in China as it pushes to strengthen domestic demand. The company recently extended its seven-year ultra-low-interest and five-year interest-free financing programs through March 31, marking the second extension of the promotion this year.

The financing initiative was first introduced on January 6 as a strategy aimed at offsetting higher ownership costs ahead of China’s planned 5% NEV purchase tax in 2026. The promotion was originally scheduled to expire at the end of January before being extended to February and then again through the end of the first quarter.

Tesla’s efforts come amid growing competition in China’s EV market. According to data compiled by CNEV Post, Tesla’s 2025 retail sales in China reached 625,698 vehicles, representing a 4.78% year-over-year decline. Part of that decline was linked to the Model Y changeover to its updated variant in early 2025, which temporarily reduced deliveries during the transition period.

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Tesla Model Y L spotted on transport trucks in Australia

One of the sightings was reported along Victoria Parade in Melbourne, and it showed multiple Model Y L vehicles on a transport carrier. 

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Tesla’s upcoming Model Y L has been spotted on transport trucks in Australia. Sightings of the six-seat extended wheelbase Model Y variant have been reported on social media platform X by members of the Australian Tesla community.

One of the sightings was reported along Victoria Parade in Melbourne, and it showed multiple Model Y L vehicles on a transport carrier. 

The sighting follows earlier observations by Tesla enthusiasts in Sydney, where a covered vehicle believed to be a Model Y L was spotted at a Supercharger.

The Sydney sighting drew attention after observers noted that the vehicle’s tare weight appeared to match the ADR approval listing for the Model Y L, suggesting it could indeed be the extended wheelbase variant of the electric SUV.

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Tesla has previously confirmed that the Model Y L will launch in Australia and New Zealand in 2026. The confirmation was reported by techAU following a media release from Tesla Australia and New Zealand.

The Model Y L expands the existing Model Y lineup with seating for six passengers. The vehicle features a longer body compared with the standard Model Y in order to accommodate a spacious second and third row.

Tesla has opted for a 2-2-2 seating configuration instead of a traditional seven-seat layout for the Model Y L. The design includes two individual seats in the middle row to provide easier access to the third row and additional passenger space.

Tesla Australia and New Zealand has also stated that the Model Y L will be covered under the company’s updated warranty structure beginning in 2026.

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Tesla has not yet announced pricing or official range figures for the Model Y L in Australia.

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