Tesla sold 381,088 cars to Chinese buyers through the first nine months of 2026, down 11.9% from last year, according to CPCA data. Over the same period, Giga Shanghai’s exports more than doubled to 361,972 vehicles.

Nearly half of what Tesla builds in China now leaves China. And Beijing just announced it will cut the tax rebate on EV exports next year.

Update: A day after this article was published, Tesla brought the 16-inch screen to every Model 3 in the US. Here’s what changed, and what the US Model 3 still doesn’t get.

Tesla China is upgrading every Model 3 it sells with a larger 16-inch touchscreen and a new light gray interior option, and it’s turning on up to 2.2 kW of AC power export across its entire Model 3 and Model Y lineup in the country.

The US Model 3 gets none of it. Tesla’s American Model 3 still has a 15.4-inch display, and it’s shut out of the vehicle-to-load feature Tesla launched stateside in August.