The Tesla China team kicked off the final quarter of the year with another strong month of sales, delivering 71,704 Model 3 and Model Y cars to customers in October, according to data from the China Passenger Car Association (CPCA).
This figure was a bit lower than the results from September, when Tesla set a new record with 83,815 deliveries.
The nearly 14% drop from September to October should not be considered a sign of waning demand as Tesla typically has a large push to deliver as many cars as possible in the final month of the quarter.
The CPCA hasn’t released the breakdown between the Model 3 and Model Y in their monthly statistics, or how many were exported to other markets. However, we expect the export number to be quite high as Tesla prioritizes exports out of Giga Shanghai in the first half of a quarter, before focusing on local deliveries in the latter part of the quarter.
This now puts Tesla China’s deliveries through the first 10 months of 2022 at 554,778, already exceeding the entire amount from 2021.
With a strong finish to the year, the number of Tesla deliveries from Giga Shanghai could exceed 700,000. What makes this number even more remarkable is that it will happen in a year that saw the factory shutdown for a large portion of March and April.