TradingKey – On October 9, Eastern Time, Tesla (TSLA) shares rose over 3%, reaching a new high since late July. According to the latest statistics from the China Passenger Car Association, Tesla’s Shanghai Gigafactory delivered over 95,000 vehicles in September 2026, higher than the 90,000 units in the same period last year, up about 5% year-on-year and 10.7% month-on-month. This is also the 11th consecutive month of year-on-year growth for Tesla’s Shanghai car plant.

Notably, in contrast to the growth in sales of Shanghai-made vehicles, Tesla’s global deliveries in the third quarter declined by 2.1% year-on-year. This comparison was affected by a high base effect in the same period last year: in the third quarter of 2025, Tesla’s global…