Tesla China-made EV deliveries rise 39.4% in May

Data from the China Passenger Car Association released Tuesday showed deliveries of Tesla’s Model 3 and Model Y from its Shanghai factory totaled 85,982 units in May, a 39.4% increase year-on-year and an 8.2% rise from April. The total includes vehicles exported to Europe and other overseas markets.

European registration data showed a rebound in May. Industry figures from Spain recorded 1,690 Tesla registrations in May, a 112.8% increase from the same month a year earlier. For the first five months of 2026, electrified vehicle sales in Spain, including fully battery electric and hybrid models, rose 43.6% versus the same period in 2025. Tesla’s cumulative sales in Spain increased 43.8% over the same five-month span.

Chinese automaker BYD continued shipments to Europe and other international markets in recent months and reported enough volume to end an eight-month global losing streak. BYD will cover compensation and repairs for one year for accidents involving its City Navigation driver-assistance system.

Tesla is awaiting regulatory approval in China to deploy its most advanced driver-assistance features and has not secured clearance for those functions.

The Shanghai plant supplied both domestic customers and export markets in May. Monthly delivery increases at the factory supported Tesla’s vehicle shipments to Europe and other overseas destinations.

Despite the sales gains in China and the uptick in European registrations, Tesla shares fell in premarket trading.