Tesla China has capped off the second quarter with its strongest monthly performance of the year, helping to propel the automaker to one of its strongest quarters in years.
According to data from the China Passenger Car Association (CPCA), Tesla posted wholesale sales of 89,091 vehicles in June.
The figure represents a 24% increase compared to June 2025 and surpasses May’s 85,982 units to become Tesla China’s highest monthly total of 2026 so far.
The result extends Tesla China’s streak of year-over-year growth to eight consecutive months and continues the strong momentum seen at Giga Shanghai throughout the second quarter.
Wholesale figures include both domestic sales and export. The CPCA should release a breakdown between the two figures next week.
Another Strong Quarter for Giga Shanghai
The June figure means Tesla produced and sold a combined 254,551 vehicles from Giga Shanghai during the second quarter, up nearly 33% from the 191,539 vehicles recorded during Q2 2025.
The quarter was remarkably consistent for Tesla China, with wholesale sales climbing from 79,478 vehicles in April to 85,982 in May before reaching 89,091 in June.
That steady increase came despite concerns earlier in the quarter that weaker domestic sales in April pointed to declining demand in China. Subsequent retail and export data showed those concerns were likely misplaced, with Tesla’s long-established production and export cycle once again influencing monthly delivery patterns.
China’s Strong June Helps Push Global Deliveries
China’s June sales figures arrived at the same time as Tesla’s global production and delivery report for the quarter. Typically, CPCA data is published several days after Tesla announces quarterly deliveries, making this month’s release somewhat of a rarity.
Tesla revealed yesterday it delivered 480,126 vehicles globally in the second quarter, handily beating analyst expectations of approximately 406,000 vehicles and marking the company’s best quarterly performance in nearly three years.
The result represented a 25% increase year-over-year and a 34% jump from the first quarter of 2026.
Giga Shanghai Continues to Punch Above Its Weight
While Tesla does not break out production figures by factory, the latest CPCA data highlights the importance of Giga Shanghai within the company’s global manufacturing network.
The Shanghai facility serves a dual role, supplying customers in China while simultaneously acting as Tesla’s primary export hub for many international markets across Asia-Pacific and Europe, and now Canada.
Through the first six months of 2026, Tesla China has recorded wholesale sales of 467,949 vehicles, putting the factory on pace for one of its strongest years ever.
With global deliveries returning to growth and Giga Shanghai posting its best monthly result of the year, Tesla is entering the second half of 2026 with considerably more momentum than many expected just a few months ago.
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