Overview
- All Model 3 and Model Y variants in China now show estimated delivery windows of 1–3 weeks, indicating cleared backlogs and strong Shanghai output.
- Tesla extended its seven-year ultra-low-interest loans and five-year zero-interest plan through March 31, marking a second 2026 extension of the offers.
- CPCA data show January wholesale shipments at 69,129 units, while domestic retail sales fell 45.2% year over year to 18,485 vehicles.
- Rivals including BYD, Xiaomi, Li Auto, NIO, XPeng and others have introduced similar long-term financing, turning Tesla’s offer into a market standard.
- Of the vehicles built in January, 50,644—about 73%—were exported from Giga Shanghai, with current short waits pointing to a late-quarter focus on local deliveries.