Tesla Q3 revenues up 12% year-on-year as Shanghai Gigafactory fuels growth

上海超级工厂推动增长特斯拉第三季度营收同比增长12%

Tesla's electric vehicles park at a delivery center in Shanghai on September 2, 2025. Photo: Courtesy of Tesla China

2025年9月2日，特斯拉的电动汽车停在上海的一个交付中心。照片：特斯拉中国提供

Tesla's total business revenue in the third quarter of 2025 rose 12 percent year-on-year to a record of $28.1 billion, and its Shanghai Gigafactory continues to serve as the company's global export hub, supporting expansion in the Asia-Pacific market, said a statement the carmaker sent to Global Times on Thursday.

特斯拉表示，2025年第三季度的总业务收入同比增长12%，达到创纪录的281亿美元，其上海超级工厂继续作为该公司的全球出口中心，支持在亚太市场的扩张。该汽车制造商周四向《环球时报》发送了一份声明。

The US electric carmaker's free cash flow reached $4 billion during the quarter, also a record high, said the statement.

声明称，这家美国电动汽车制造商本季度的自由现金流达到40亿美元，也创下历史新高。

Data from China Passenger Car Association showed that the Shanghai Gigafactory delivered over 90,000 vehicles in September, with more than 71,000 sold in the Chinese market, marking a 25-percent month-on-month increase.

中国乘用车协会数据显示，上海超级工厂9月份交付量超过9万辆，中国市场销量超过7.1万辆，环比增长25%。

In the third quarter of 2025, Tesla sales in the Chinese market reached nearly 170,000 units, up 31 percent quarter-on-quarter. The launch and delivery of the new six-seat Model Y L vehicle in China also drew strong market response, said the statement.

2025年第三季度，特斯拉在中国市场的销量达到近17万辆，环比增长31%。声明称，新款六座Model Y L汽车在中国的推出和交付也引起了强烈的市场反响。

In the energy storage segment, the statement said that Tesla has deployed 12.5 gigawatt-hours of products, with production from the Shanghai Gigafactory continuing to drive business growth.

在储能领域，声明称，特斯拉已经部署了12.5吉瓦时的产品，上海超级工厂的生产继续推动业务增长。

The energy storage business continued to deliver with record deployments, gross profit, and margins. Tesla CFO Vaibhav Taneja said in an earning calls held on Wednesday that the energy storage business continued to deliver with record deployments, gross profit, and margins.

储能业务继续实现创纪录的部署、毛利润和利润率。特斯拉首席财务官Vaibhav Taneja在周三举行的财报电话会议上表示，储能业务继续实现创纪录的部署、毛利润和利润率。

Taneja said the company's business is increasingly affected by tariffs, as all current sales come from China while alternatives are being developed. "However, as the ramp of mega factory Shanghai is happening, this is helping us avoid tariffs. We are using this factory to supply the non-US (market) demand," said Taneja.

Taneja表示，该公司的业务越来越受到关税的影响，因为目前所有销售都来自中国，而替代品正在开发中。“然而，随着上海大型工厂的扩建，这有助于我们避免关税。我们正在利用这家工厂来满足非美国（市场）需求，”Taneja说。

Global Times

环球时报