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Tesla China retail sales fall to four-year low

Tesla's retail sales in China fell to their lowest level in more than four years last month.

By Standard Topic. AI-generated from the reporting listed under Coverage. Published . Updated .

This story is no longer being updated. It reflects reporting up to .

What happened

Tesla's retail sales in China fell to their lowest level in more than four years last month. Tesla sold 8,817 vehicles in China in October 2026, down 66% from a year earlier. Most deliveries from its Giga Shanghai plant were exported, according to CPCA data cited by Electrek.

Why it matters

The drop marks a steep decline for Tesla in one of its markets. Most Giga Shanghai deliveries left the country rather than being sold there.

Timeline

  1. Nov 9, 8:46 AM ET: Tesla's retail sales in China fell to their lowest level in more than four years last month, and the stock was up about 1% on Monday morning.
  2. Nov 10, 1:16 PM ET: Tesla sold 8,817 vehicles in China in October 2026, down 66% year-on-year, with most Giga Shanghai deliveries exported.

Coverage

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