(Bloomberg/Linda Lew) Shipments from Tesla Inc.s Shanghai factory increased in September as Chinas car market kicks off its busy sales period and automakers start their final push to meet annual targets.
The carmaker shipped 90,812 units from the plant last month, up 2.8% from a year earlier, according to preliminary data released by Chinas Passenger Car Association. While the figures dont split out exports from domestic sales, most of those vehicles will go to customers in China. That marks a reprieve from this years trend of declines Teslas wholesale output from Shanghai has dropped in seven of nine months this year.
The bumper month in China contributed to a blockbuster third quarter for Tesla, which last week reported record global deliveries as US consumers rushed to make the most of tax credits for EV purchases ahead of their expiration on Sept. 30.
While its unclear if Tesla can continue its sales run in the US , the strong September figure in China signals confidence about demand heading into the fourth quarter, with the Golden Week holiday at the start of October acting as a barometer for the rest of the year. The Musk-led company also started deliveries of a six-seat Model Y sport utility vehicle to attract more family-minded buyers.
Meanwhile, Chinas best-selling car brand, rival BYD Co., saw a year-on-year drop for its September sales the first in more than 18 months. BYDs deliveries for the full third quarter fell 1.3%, marking the first decline since 2020. Still, the Shenzhen-based manufacturer has outsold Tesla in the pure EV market for the past four quarters.
Chinese authorities are attempting to rein in what they describe as unhealthy competition in industries from automobiles to solar panels. For the EV sector, the long-running price war thats seen the rise of homegrown giants like BYD has also pushed smaller carmakers to the brink and squeezed margins along the supply chain, raising concerns about quality.
Beijing has called on automakers to stop unreasonable price cuts and to pay their suppliers and dealers quicker, which has so far had limited effect. With discounting discouraged, manufacturers may have trouble hitting annual sales targets just as Chinas economy is slowing and consumer sentiment remains fragile.
Chinas total sales of EVs and hybrids amounted to roughly 1.5 million last month, up 22% compared with the same time last year, according to data from PCA.
CWith assistance from Vlad Savov.
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（彭博社/琳达·卢）随着中国汽车市场进入销售旺季，各大车企开始为实现年度目标发起最后冲刺，特斯拉上海超级工厂9月交付量实现环比增长。
根据中国乘用车协会发布的初步数据，这家汽车制造商上月从该工厂出货90,812辆，同比增长2.8%。虽然数据未区分出口与内销，但大部分车辆将交付中国客户。这标志着今年持续下滑趋势的暂时缓解——特斯拉上海工厂今年前九个月中，有七个月的批发量出现下降。
特斯拉在中国市场的强劲表现助推其第三季度业绩创下新高。该公司上周公布的全球交付量达到历史峰值，这得益于美国消费者抢在9月30日电动汽车购车税收抵免政策到期前集中购车。
尽管尚不确定特斯拉能否在美国延续其销售势头，但该公司9月份在中国市场的强劲表现显示出其对第四季度需求的信心。10月初的黄金周假期将成为全年需求的风向标。由埃隆·马斯克领导的公司还开始交付六座版Model Y运动型多功能车，以吸引更多注重家庭需求的消费者。
与此同时，中国最畅销的汽车品牌——比亚迪的竞争对手——其9月销量出现了18个月以来的首次同比下滑。比亚迪第三季度整体交付量下降1.3%，为2020年以来的首次下跌。尽管如此，这家总部位于深圳的制造商在过去四个季度的纯电动汽车市场上销量仍超过特斯拉。
中国当局正试图遏制从汽车到太阳能电池板等行业中被其称为恶性竞争的现象。在电动汽车领域，旷日持久的价格战在催生比亚迪等本土巨头的同时，也将小型车企推向悬崖边缘，并挤压了供应链各环节的利润空间，引发了对产品质量的担忧。
北京市已呼吁汽车制造商停止不合理降价行为，并要求其加快向供应商和经销商付款，但截至目前收效甚微。在降价促销受抑制的情况下，恰逢中国经济增速放缓、消费者信心持续疲软，车企恐难以实现年度销售目标。
根据乘联会（PCA）数据，中国上月电动汽车和混合动力汽车总销量约为150万辆，较去年同期增长22%。
在弗拉德·萨沃夫（Vlad Savov）的协助下完成。
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