Tesla Shanghai Delivers 79,478 EVs in April, Up 36% YoY

Tesla's Shanghai Gigafactory delivered 79,478 electric vehicles in April 2026, marking a 36 percent increase from the same month a year earlier but a 7.2 percent decline from March's total of 85,670 units. The figures, which include sales in mainland China and exports to markets such as Europe, come from data released by the China Passenger Car Association.

The month-over-month drop highlights intensifying competition in China, where domestic manufacturers have launched dozens of new models. Tesla's output for the first four months of the year reached 292,876 vehicles, a 26.7 percent rise year over year. Overall new energy vehicle retail sales in China hit 1.22 million units in April, up 7 percent annually, though rival BYD reported 314,100 deliveries, down 15 percent from April 2025. Sales had slowed early in the year after central government subsidies and tax incentives phased out, but rebounded in March due to local government support and manufacturer financing offers.

"Tesla still holds a solid position in China's electric car market, and monthly shipments above 70,000 vehicles is noteworthy," said Eric Han, a senior manager at Shanghai-based consultancy Suolei. He added...