## Production

Tesla has set a new production record at Giga Shanghai in the month of September according to data from the China Passenger Car Association (CPCA) acquired by Shareloft. In the first full month of production after completing production upgrades in July and early August, Tesla produced a total of 82,088 vehicles in September which was comprised of 30,257 Model 3 and 51,831 Model Y. Previously, Tesla’s monthly [production record](https://www.shareloft.com/article/exclusive-tesla-sets-shanghai-production-record-in-august/) was 76,605 vehicles in August.

## Model Y Declines

Interestingly, Model Y production declined month-over-month from 56,721 produced in August to 51,831 produced in September. While September does have one less calendar day than August, it would have been reasonable to expect Model Y production rates to continue to increase as post-upgrade optimizations have an opportunity to be made.

Since this was not the case, the decline may indicate an interruption during the month. In mid-September, a typhoon reportedly disrupted Giga Shanghai production for half of a day, which would explain a small hit to production but not the entire decline. Perhaps the disruption was longer than was previously reported, or other factors, such as supply chain problems, could have contributed to the decline.

Based on August’s Model Y production rate, there still appears to be room for greater total monthly production from Giga Shanghai in Q4. Shareloft annual members can access detailed quarterly financial forecasts for Tesla through 2030 on the [Research](https://www.shareloft.com/research/) page.

## Sales

The CPCA also reported that Tesla sold 77,613 vehicles within China in September while exporting another 5,522 Shanghai-made vehicles during the month. The combined figure of 83,135 vehicles slightly outpaced production, but did end up leaving more vehicles produced during the quarter than reported as sold. For total Q3, the CPCA reports that Tesla produced 197,412 vehicles with wholesale sales of 188,317 vehicles. The majority of the remaining 9,095 vehicles were likely being staged for export at the end of the month.

Tesla has [attributed](https://ir.tesla.com/press-release/tesla-vehicle-production-deliveries-and-date-financial-results-webcast-third-quarter) Q3 worldwide production coming in ahead of deliveries to “transitioning to a more even regional mix of vehicle builds each week, which led to an increase in cars in transit at the end of the quarter.  These cars have been ordered and will be delivered to customers upon arrival at their destination.“