Overview

• Insurance data show 14,300 new registrations in China for Sept. 1–7, the strongest week of Q3 and up about 41% versus the prior quarter.
• CPCA reports 57,152 August retail sales in China, roughly 10% lower year over year, with Tesla ranked ninth among brands and Model Y second among all vehicles.
• Giga Shanghai posted 83,192 wholesale units in August, the factory’s best month of 2025, including 24,304 Model 3s, 58,888 Model Ys, and about 26,040 exports.
• The Model Y accounted for roughly 69% of local sales, and deliveries of the new six-seat Model Y L have begun, with local reports citing strong order interest.
• Tesla cut the Model 3 Long Range price in China by 10,000 yuan to 259,500 yuan, and year-to-date registrations remain down about 7% versus 2024.