特斯拉上海工厂6月生产93,579辆汽车，同比增长38%，创造历史新高[1]。然而，这一产能增长并未带动中国本土销售的相应提升。约40%的6月产能用于出口[1]，第二季度超过50%的产能（128,394辆）销往欧洲、加拿大及其他亚洲市场，而中国销售仅为127,157辆[1]。
中国市场销售已连续一年多环比下降，其中Model 3轿车销售表现尤为疲软[1]。据报道，特斯拉管理层被指派分离中国和非中国业务部分[1]，这一举措引发了对公司中国战略前景的担忧。对此，特斯拉方面否认正在进行此类准备[1]。
Tesla's Shanghai factory reached a historic production milestone in June, manufacturing 93,579 vehicles, a 38 percent increase compared to June 2024 [1]. However, this surge in output has not translated into corresponding sales growth within China itself. Approximately 40 percent of June's production was destined for export markets [1], while in the second quarter overall, more than half of the factory's total capacity—128,394 vehicles—was directed toward Europe, Canada, and other Asian markets rather than domestic Chinese sales [1].
The disconnect between manufacturing capacity and domestic demand reflects a troubling trend for Tesla in its second-largest market. China sales have declined on a month-over-month basis for more than a year, with particular weakness in Model 3 sedan sales [1]. Despite the Shanghai facility's critical importance to Tesla's profitability during a period of margin pressure, questions are mounting about the company's long-term commitment to China. According to reporting, Tesla management has been tasked with separating Chinese and non-Chinese business operations [1], a move that has fueled speculation about potential strategic shifts. Tesla has denied that such preparatory work is underway [1].