Tesla Shanghai delivered over 85,000 vehicles in May, up 39% YoY, hitting new high in 2025; S/X production lines to be repurposed for humanoid robots

According to a report by Phoenix New Media Technology on June 2, the latest statistics from the China Passenger Car Association show that Tesla’s Shanghai Gigafactory delivered over 85,000 vehicles in May, a year-on-year increase of 39.4% and a month-on-month increase of 8%, setting a new record for single-month deliveries in 2026. The Shanghai Gigafactory is Tesla’s largest global export hub, accounting for more than half of the company’s worldwide deliveries. In the Asia-Pacific market, Tesla ranked first in Thailand’s high-end EV brand registrations in the first quarter of 2026, topped South Korea’s imported car brand sales in April, and welcomed its 10,000th Tesla owner in Singapore. The large six-seat luxury SUV Model Y L, which debuted in Thailand, won the “Best Pure Electric SUV” award and received a five-star safety rating from ANCAP in Australia.

Notably, the last batch of Tesla Model S/X was delivered in May. The original production lines will be dismantled and reconfigured within four months, fully transitioning into dedicated humanoid robot production lines with a planned annual capacity of 1 million units. Meanwhile, Tesla’s Supercharging Card has been officially opened to owners of non-Tesla brands, with electricity prices as low as 1.5 yuan per kWh. Over 1,000 Supercharger stations and more than 400 Destination Charger stations have been opened in mainland China, covering all provinces and municipalities directly under the central government, with peak charging power of 250 kW and a station real-time availability rate of 99.95%.

Phoenix New Media Technology