Tesla China Crushes It in November: Wholesale Sales Soar to 86,700 Units 🚀
The automotive manufacturer Tesla delivered a spectacular performance in China in November, posting wholesale sales figures that demonstrate an impressive growth trajectory in the world’s most competitive electric vehicle market.
Stunning Growth on All Fronts
According to industry data, Tesla China’s wholesale deliveries, originating from its Shanghai Gigafactory, reached a massive 86,700 units during November. This result places the company on an extremely strong year-end path, although the final delivery count is split between the domestic Chinese market and exports.
This success is all the more significant as it comes amid increased local competition and pricing pressures.
| Metric | November | Growth | Comparison Base |
| Wholesale Sales | 86,700 units | ||
| Year-over-Year (YoY) Growth | +10% | 78,856 units (Previous November) | |
| Month-over-Month (MoM) Growth | +41% | 61,497 units (Previous October) |
The Rapid Acceleration of Production
Analysis of the growth figures reveals two major trends:
1. The Year-over-Year (YoY) Jump
The 86,700 wholesale units represent a significant leap of 10% compared to the 78,856 units recorded in November of the previous year. This double-digit growth demonstrates sustained demand for Tesla’s flagship models, particularly the Model 3 and Model Y, against a rapidly maturing market.
2. The Massive Month-over-Month (MoM) Surge
The acceleration is even more striking when compared to the previous month. November’s 86,700 units mark a huge increase of 41% compared to the 61,497 units sold in October.
This dramatic monthly progression is typical of Tesla’s production and delivery cycle, where deliveries are often concentrated at the end of the quarter. However, the magnitude of the rebound signals a significant ramp-up in the Shanghai Gigafactory’s production and particularly efficient logistical execution. October is typically used for replenishing export stock, while November and December focus on final deliveries.
Looking Ahead to the Fourth Quarter (Q4)
These solid figures position Tesla very favorably for closing the year with strength. Traditionally, the last month of the quarter (December) is often the strongest for the company due to pressure to meet annual and quarterly targets.
The exceptional performance in November therefore lays the foundation for a potentially record-breaking fourth quarter for the brand in China, which is not only its largest consumer market but also its main global export hub. These results reaffirm Tesla’s dominance in the premium EV segment and solidify its presence against fierce local competition.