Tesla’s November China Shipments Rise 10% Amid Intensifying EV Competition

Tesla's Shanghai Gigafactory reported an 86,700-vehicle shipment month in November, marking a 10% year-on-year increase but lagging behind broader NEV market growth. The performance represents Tesla's third consecutive monthly gain in China, though achieved through extended delivery timelines and expiring incentives rather than organic demand acceleration.

Shanghai remains Tesla's production crown jewel - the 950,000-unit capacity facility accounts for 40% of global output. While domestic sales dominate, the plant serves as export hub for Asian and European markets. This dual role becomes increasingly critical as Chinese EV makers like BYD expand overseas.

The EV pioneer faces mounting pressure as domestic competitors erode pricing power. November's shipment boost mirrors industry-wide trends: China's passenger NEV sales grew 25% year-on-year, suggesting Tesla is losing market share despite absolute volume gains.

Global logistics networks strain under China's EV export wave. Shipyards report record ro-ro vessel orders as automakers secure dedicated transportation capacity - a strategic shift with profound implications for maritime trade patterns.