According to Sawyer Merritt, Tesla's China-made electric vehicle sales rose 9.9% year-over-year in November 2025, reaching 86,700 vehicles, making it the company's second-best month of the year. CPCA data shows that sales of the AI-enabled Model 3 and Model Y produced at Giga Shanghai, including exports to Europe and other regions, surged 41% from October. Tesla's robust performance is attributed to advanced AI-powered manufacturing and supply chain optimization, which have enhanced production efficiency and responsiveness to market demand. These developments highlight significant business opportunities in AI-driven automotive production and logistics optimization for the EV industry (Source: Sawyer Merritt, Twitter; CPCA).

According to Sawyer Merritt, Tesla China's Vice President Grace Tao clarified that Tesla does not exclude China-based suppliers from its global supply chain, refuting recent WSJ reports. Tao emphasized that Tesla applies consistent, objective standards for supplier selection across all regions, including the US, China, and Europe. Notably, Tesla's Shanghai factory has leveraged AI-driven supply chain management to achieve the lowest global prices for Model 3 and Model Y, relying on more than 400 domestic suppliers, with over 60 also supplying Tesla's global operations. This highlights the growing role of AI in optimizing automotive supply chains, reducing costs, and creating new business opportunities for AI-driven logistics and supplier management solutions in the electric vehicle industry (Source: Sawyer Merritt, Twitter, Nov 26, 2025).