# Tesla: mixed quarterly results and pressure in the Chinese market > Tesla published mixed quarterly results, with more than 486,000 deliveries and a reduction in its investments, while refocusing its strategy on AI and energy, against a backdrop of merger rumors with SpaceX. The manufacturer remains under pressure: quarterly loss above expectations, profit down 56%, and share price affected, while monetization of its robots is pushed back to 2027. In China, Tesla is strengthening its commercial and industrial setup, with a new sales and service entity, record exports from Shanghai and a Gigafactory that is 98% localized, but is facing sluggish sales, price cuts and the wait for the rollout of autonomous driving. In the United States, analysts are debating stock potential ahead of the Cybercab event, while around 50,000 unsold vehicles and concerns over Chinese operations are raising questions about its dependence on China. **In brief**: Ongoing story bringing together 13 events involving Tesla, BYD, Rivian and 2 more, in 2 countries (États-Unis, Chine), followed from 31 October 2026 to 5 November 2026. 24 articles from 5 sources (plants, jobs and earnings, sales and market); last updated on 5 November 2026 at 06:55. Figures reported: 486000 vehicles. - Status: ongoing - Scope: International - Category: Plants, jobs and earnings, Sales and market - Countries: États-Unis, Chine - Brands: Tesla, BYD, Rivian, Xiaomi Auto, Xpeng - First detected: 31 October 2026 at 16:13 - Updated: 5 November 2026 at 06:55 - Web page: https://mecapress.com/stories/32-tesla-mixed-quarterly-results-and-pressure-in-the-chinese-market ## National stories (2) - China — 3 country-specific events, 8 articles - United States — 1 country-specific event, 2 articles ## Reported figures - US$300 - $28.05B - $0.48/share - $20B - $25B ## Sources by country and language - unknown: 12 articles, 9 outlets - China: 8 articles, 7 outlets - United States: 2 articles, 2 outlets - United Kingdom: 1 articles, 1 outlets - Italy: 1 articles, 1 outlets **Languages**: English (14), Chinese (8), Italian (1), Spanish (1) ## Timeline (13 events) ### 31 October 2026 — [Tesla bets on AI and energy after more than 486,000 deliveries in the quarter](https://mecapress.com/events/248-tesla-bets-on-ai-and-energy-after-more-than-486-000-deliveries-in-the-quarter.md) Tesla exceeded 486,000 deliveries in the quarter and reduced its investment plan to preserve cash, while steering its strategy toward artificial intelligence and energy, against a backdrop of merger rumors with SpaceX. 1 sources, 3 articles · Worldwide (États-Unis) ### 31 October 2026 — [Tesla creates an automotive sales and services company in China](https://mecapress.com/events/220-tesla-creates-an-automotive-sales-and-services-company-in-china.md) Tesla has established a new automotive sales and services entity in China, strengthening its commercial setup in the local market. 1 sources, 1 articles · Chine ### 31 October 2026 — [Wall Street voit encore du potentiel à Tesla avant l'événement Cybercab](https://mecapress.com/events/936-wall-street-voit-encore-du-potentiel-a-tesla-avant-l-evenement-cybercab.md) Les analystes de Wall Street estiment que l'action Tesla conserve un potentiel de hausse face à Rivian et aux rivaux chinois, avant l'événement consacré au Cybercab. 1 sources, 1 articles · États-Unis ### 1 November 2026 — [Carrier ship leaves Shanghai with a record number of Teslas](https://mecapress.com/events/1436-carrier-ship-leaves-shanghai-with-a-record-number-of-teslas.md) The Glovis Nova left Shanghai with an exceptional cargo of Teslas, illustrating China's role in the manufacturer's exports. 1 sources, 1 articles · Shanghai — Chine ### 1 November 2026 — [Tesla posts quarterly loss above expectations and disappoints the stock market](https://mecapress.com/events/757-tesla-posts-quarterly-loss-above-expectations-and-disappoints-the-stock-market.md) Tesla posted a loss higher than expected in the third quarter and missed its production targets, causing its stock to fall below $300. 1 sources, 5 articles · États-Unis ### 1 November 2026 — [Debate on the weight of Tesla's Chinese operations](https://mecapress.com/events/1623-debate-on-the-weight-of-tesla-s-chinese-operations.md) An analysis revisits the question of separating Tesla's Chinese activities to address US security concerns, highlighting the industrial dependence built around the Shanghai Gigafactory. 1 sources, 1 articles · Shanghai — États-Unis, Chine ### 2 November 2026 — [Tesla : chute de 56 % du profit et interrogations sur la conduite autonome en Chine](https://mecapress.com/events/1862-tesla-chute-de-56-du-profit-et-interrogations-sur-la-conduite-autonome-en-chine.md) Tesla voit son bénéfice reculer de 56 % alors qu'il multiplie les baisses de prix en Chine, où le déploiement de ses fonctions de conduite autonome reste attendu. 1 sources, 1 articles · Chine, États-Unis ### 2 November 2026 — [Les difficultés de Tesla en Chine de plus en plus difficiles à ignorer](https://mecapress.com/events/2356-les-difficultes-de-tesla-en-chine-de-plus-en-plus-difficiles-a-ignorer.md) Une analyse souligne la pression croissante sur Tesla en Chine, entre recul des ventes et concurrence locale. Le constructeur américain reste dépendant de son marché chinois. 2 sources, 3 articles · Chine, États-Unis ### 3 November 2026 — [Tesla a modifié neuf fois sa politique d'achat en un an en Chine](https://mecapress.com/events/2882-tesla-a-modifie-neuf-fois-sa-politique-d-achat-en-un-an-en-chine.md) Tesla a ajusté à neuf reprises ses conditions d'achat en Chine en l'espace d'un an, une stratégie qui complique la lecture des prix pour les clients. 2 sources, 3 articles · Chine ### 3 November 2026 — [Les acheteurs potentiels de Tesla en Chine restent dans l'attente](https://mecapress.com/events/2949-les-acheteurs-potentiels-de-tesla-en-chine-restent-dans-l-attente.md) Un article analyse les raisons pour lesquelles les acheteurs potentiels de Tesla en Chine hésitent encore avant de passer commande. 1 sources, 2 articles · Chine ### 4 November 2026 — [L'action Tesla recule malgré de bons résultats trimestriels, la monétisation des robots repoussée à 2027](https://mecapress.com/events/3727-l-action-tesla-recule-malgre-de-bons-resultats-trimestriels-la-monetisation-des.md) Tesla publie des résultats du troisième trimestre jugés solides mais son action recule, la monétisation de ses robots Optimus étant repoussée à 2027. L'article évoque aussi les partenaires technologiques du groupe. 1 sources, 1 articles · États-Unis ### 4 November 2026 — [Tesla aurait 50 000 véhicules électriques invendus](https://mecapress.com/events/4387-tesla-aurait-50-000-vehicules-electriques-invendus.md) Selon InsideEVs, Tesla disposerait d'environ 50 000 voitures électriques non vendues, signe de difficultés commerciales persistantes pour le constructeur américain. 1 sources, 1 articles · États-Unis ### 5 November 2026 — [Tesla's Shanghai Gigafactory reaches 98% local parts](https://mecapress.com/events/4731-tesla-s-shanghai-gigafactory-reaches-98-local-parts.md) Tesla's Shanghai plant has raised its component localization rate to 98%, a level that supports China's automotive supplier industry. 1 sources, 1 articles · Shanghai — Chine, États-Unis --- Cite as: Mecapress, “Tesla: mixed quarterly results and pressure in the Chinese market”, https://mecapress.com/stories/32-tesla-mixed-quarterly-results-and-pressure-in-the-chinese-market Methodology: https://mecapress.com/methodology