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Australia EV Sales Nearly Double as Tesla Shanghai Deliveries Leap and Exports Rise

The sharp gains reflect a weak year‑ago comparison driven by Lunar New Year seasonality.

Tesla's new Model 3 sedan is seen displayed at the China International Fair for Trade in Services (CIFTIS) in Beijing, China September 2, 2023. REUTERS/Florence Lo

Overview

  • Australia recorded 11,134 electric vehicles sold in February 2026, a 95.9% jump from February 2025, even as overall auto sales fell 4.5% for the month.
  • BYD models powered much of Australia’s growth, including 1,327 Sealion 7 sales versus 157 a year earlier, with additional lifts from the Atto lineup and new entrants.
  • Tesla’s Shanghai Gigafactory delivered 58,600 Model 3 and Model Y vehicles in February, up 91% year on year but down 15.2% from January.
  • Exports from Shanghai climbed to roughly 20,000 vehicles, about five times last year’s level, with Europe highlighted as a key destination.
  • Tesla introduced a seven‑year low‑interest financing offer in China to bolster affordability, prompting competitors such as BYD to roll out similar plans.