Tesla China smashes monthly record with over 100,000 deliveries in November, but denies rumours of Giga Shanghai production cuts

giga shanghai
Credit: Tesla

Tesla has set a new record in China in November, delivering over 100,000 cars for the first time. The news was tempered by rumours that Giga Shanghai was going to be cutting production in December on lower demand, but Tesla China has come out to deny those rumours.

According to data from the China Passenger Car Association (CPCA), Tesla delivered 100,291 new Model 3 and Model Y cars last month. That easily breaks the previous record of 83,185 deliveries set in September.

Figures on how many cars were exported to other markets and how many were delivered domestically in China were not yet available, but the monthly volume represents a significant 90% increase over the same time period last year.

It is also a nearly 40% increase over October when Tesla delivered 71,704 vehicles.

On the same day that the record figures were announced, reports from Bloomberg and Reuters stated that Tesla was planning to cut production at Giga Shanghai in December on weakening demand.

The reports cited anonymous sources, who said the cuts will begin this week and could reduce production by about 20%.

Tesla China was quick to respond to the reports, telling Reuters they were “untrue.”

News of production cuts at Giga Shanghai have been circulating for several days now. Several prominent Tesla China followers shared on Twitter last week that production was going to be reduced from 11.5 hours per day to 9.5 hours per day.

Along with the slowdown, it was reported that Giga Shanghai was going to be shut down between November 28 and December 2, perhaps in order to make some upgrades to the production lines.

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